Leonard Martin

Leonard Martin Email and Phone Number

Estate and Retirement Planner | College Planning and Funding | Wealth Accumulation and Preservation Expert @ Leonard Martin & Associates, Inc.
Warwick, RI, US
Leonard Martin's Location
Warwick, Rhode Island, United States, United States
Leonard Martin's Contact Details

Leonard Martin personal email

About Leonard Martin

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.

Leonard Martin's Current Company Details
Leonard Martin & Associates, Inc.

Leonard Martin & Associates, Inc.

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Estate and Retirement Planner | College Planning and Funding | Wealth Accumulation and Preservation Expert
Warwick, RI, US
Leonard Martin Work Experience Details
  • Leonard Martin & Associates, Inc.
    Estate And Retirement Planner | College Planning And Funding | Wealth Accumulation And Preservation Expert
    Leonard Martin & Associates, Inc.
    Warwick, Ri, Us
  • Leonard Martin & Associates, Inc.
    Life Insurance & Ltc Planner | 401K & Retirement Advisor | Registered Investment Advisory Firm
    Leonard Martin & Associates, Inc. 1984 - Present
    Warwick, Ri
  • Leonard Martin & Associates, Inc.
    Estate & Retirement Planner | College Planning & Funding | Wealth Accumulation & Preservation Expert
    Leonard Martin & Associates, Inc. 1984 - Present
    Warwick, Ri
  • Leonard Martin & Associates, Inc.
    Chfc & Ria | Estate & Income Tax Planner | President & Ceo Of Leonard Martin & Assoc., Inc.
    Leonard Martin & Associates, Inc. 1974 - Present
    Warwick, Ri
  • Prudential Financial
    Agent At Prudential Insurance Company
    Prudential Financial 1974 - 1984

Leonard Martin Skills

Wealth Preservation 401k Transfer/rollovers Ira Roth Ira Stretch Wealth Creation Estate Planning Financial Portfolios Retirement Planning Social Security Investment Planning Investment Strategies Custom Portfolios Wealth Accumulation Iras Fixed Annuities Wealth Long Term Care Life Insurance Investments

Leonard Martin Education Details

  • Bristol Community College
    Bristol Community College
    Associates Degree In Mental Health
  • The American College
    The American College
    Chartered Financial Consultant (Chfc®)

Frequently Asked Questions about Leonard Martin

What company does Leonard Martin work for?

Leonard Martin works for Leonard Martin & Associates, Inc.

What is Leonard Martin's role at the current company?

Leonard Martin's current role is Estate and Retirement Planner | College Planning and Funding | Wealth Accumulation and Preservation Expert.

What is Leonard Martin's email address?

Leonard Martin's email address is le****@****aol.com

What is Leonard Martin's direct phone number?

Leonard Martin's direct phone number is +140178*****

What schools did Leonard Martin attend?

Leonard Martin attended Bristol Community College, The American College.

What are some of Leonard Martin's interests?

Leonard Martin has interest in Children, Economic Empowerment, Education, Animal Welfare, Arts And Culture, Health.

What skills is Leonard Martin known for?

Leonard Martin has skills like Wealth Preservation, 401k Transfer/rollovers, Ira, Roth Ira, Stretch, Wealth Creation, Estate Planning, Financial Portfolios, Retirement Planning, Social Security, Investment Planning, Investment Strategies.

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