What you can expect when you work with us

Gilmartin & Associates prides itself on providing personalized advice and outstanding service to clients. By listening and understanding each of our client's goals, we strive to help them make informed financial decisions through careful planning and customized investment strategies.

Our practice offers a comprehensive financial planning approach. The areas of focus include Cash Flow Management, Insurance, Investments, Tax Planning, Retirement and Estate Planning strategies. With regular reviews of your financial goals, anytime access to your investments, and digital tools to help you stay on track ,we can help you feel more confident, connected and always in control of your financial life.

We have 25 years of combined industry experience advising clients. Call us and see what our practice can do for you.

Retirement discovery

Some questions about retirement are nearly universal. For example, will I have enough money to last my whole retirement? How will the ups and downs of the market impact my income after I retire? And what about inflation – will it eat up my retirement income?

If you’ve asked yourself these questions, it’s time for a visit to the Retirement InteractiveSM tool, where I encourage you to explore the “View Retirement Challenges”section. It will let you delve into important issues that could potentially affect your retirement income.

After you visit, contact me and we’ll talk about the things that concern you most – and solutions that could help you have a more confident retirement.

25
Years of Experience ?

Client Satisfaction 5.0 out of 5 rating based on 18 reviews 100.0

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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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3 actions to navigate the changing market

Strong market downdrafts driven by coronavirus fears can feel unsettling. Anthony Saglimbene, Ameriprise Global Market Strategist, sums up what to watch for and three actions to take with your advisor to help keep your portfolio on track. (2:02)