James J Gilmartin

CFP®

Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
A private wealth advisory practice of Ameriprise Financial Services, LLC
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Background and qualification information is available at FINRA's BrokerCheck website.

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.

Our office is open

Your health and well-being are a top priority to us, and we remain committed to helping you reach your goals. Following public health guidelines, we welcome clients to the office for a limited amount of onsite meetings and continue to support clients virtually by phone or online. We look forward to connecting with you soon in the way that is most comfortable for you.

My videos

12 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

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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Tomorrow’s success starts with today’s planning

Don’t get distracted by short-term uncertainty. Stay on track for the long term with advice from a personal financial advisor who understands you as well as they understand today’s markets. (0:15)