Find the Certified Financial Planner™
Who's right for you.

A.M. "Nancy" Martin, CFP®, CRPC®

Ameriprise Financial Services, Inc.

1200 Lenox Dr
Suite 201
Lawrenceville, NJ 08648
Phone: (609) 512-3921
Fax: (609) 895-1246

Toll-free: (800) 793-4841

Household Income Minimum: $50,000
Investable Asset Minimum: $50,000

Specialties
  • Budget & Debt Management
  • Attending College
  • Annuities
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Mutual Funds
  • Insurance
  • Job Loss
  • Retirement
  • Long-term Care
  • Nontraditional Households
  • Women's Finances

 

How Planner Charges

Considerations: The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.