Advisor profile


My approach

Steve Martin - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Steve Martin - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Family Finances
  • Estate Planning Strategies
35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Eastern Connecticut State University: BS-Education 1977
  • IONA College: MBA-Finance 1981

Interests

My favorite activity and interest is being a dad. Molly is 15 and Miles is 12. Spending time with them is precious. We do anything that involves family, friends, fitness, fresh air, faith, and fun, fun, fun.

I work in our local soup kitchen every Tuesday.

I am active in my town's finances, with the Boy Scouts, and with my church.

It doesn't leave much time for leisure, but when I can manage it, I play a little golf or take my motorbike for a spin on the back roads of CT, NY and MA.

Awards & recognition

  • Ameriprise Hall Of Fame, 2006

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.