Charles Martin

Charles E Martin

Wealth Management Advisor

  • CFP®
  • CLU®
  • ChFC®
  • CASL®
FINRA BrokerCheck
494 Maple Ave Ste 1,
Saratoga Springs, NY 12866
518-583-0041 518-461-8234 Visit my website

About my practice

My mission as a Wealth Management Advisor is to help my clients identify their most important goals & dreams. We then implement a financial plan designed to achieve those goals. Since life is unpredictable, we'll monitor your progress on a regular basis to ensure your plan evolves as your needs & situation change. For 36 years my team values integrity, mutual respect & a commitment to excellence.

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