The Team

Gilmartin & Associates
The advantages of working together online

The secure site on ameriprise.com makes it easy for clients to collaborate with me as we work together to define and achieve your goals.

In one secure, convenient online space, you can:
  • Track your goals and progress
  • Connect and share information with me
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at ameriprise.com, or contact me for help getting started.

Our Advisors

James J Gilmartin

James J Gilmartin

Private Wealth Advisor

More about me...

Designations

CFP®, APMA®

Top Areas of Focus

  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies

Education

Fairleigh Dickinson University CFP, Institute of Financial Services, 1993-1995, Marquette University B.S.B.A, Business Administration, 1979-1983
CA Insurance #0H05394

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Our Staff

Jim Ipsen

Jim Ipsen

Client Concierge

Maureen Adams

Maureen Adams

Business Development Director