Leonard Martin Email & Phone Number

Leonard Martin is the founder and CEO of Leonard Martin and Associates, Inc., a Registered Investment Advisory firm dedicated to its clients individual goals and needs. Mr. Martin has served in the financial services industry for over 40 years. Committed to the financial peace and prosperity of his clients, he offers a comprehensive realm of solutions. He specializes in estate planning (both large and small), avoiding probate, increasing spendable incomes, retirement planning, social security planning and avoidance of Medicaid Spend-Down for retirees.Mr. Martin holds an Associates degree in Mental Health, is a Registered Investment Advisor, a Chartered Financial Consultant (ChFC) & a Chartered Life Underwriter (CLU). In addition, he is a former Vice President of the Rhode Island National Association of Insurance and Financial Advisors (RINAIFA), a current member of the Rhode Island Society of Financial Service Professionals (RISFSP), the American Association for Long Term Care and RINAIFA. He has served on several charitable boards and committees including the Bristol Community College Alumni board and the Providence Lion's Club. He has been selected for the 2015 Five Star Wealth Manager. This will be Mr. Martin's 3rd year in the Rhode Island Monthly magazine.Family and faith are the foundations of his practice. He is in high demand as a financial advisor because of his honesty, integrity and commitment to client satisfaction. Mr. Martin resides in Warwick, RI and has four children, Michael, Jillian, Alicia & Alexandra as well as one granddaughter, Portia Rose.

Listed skills include Wealth Preservation, 401K Transfer/Rollovers, Ira, Roth Ira, and 16 others.