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Gregg E. Martinsen, ChFC, CLU & Lynda Martinsen, CFP®

5016 Rockledge Dr
Clarence, NY 14031-2425
Phone:
  • (716) 759-1415
Together, we are a team dedicated to helping individuals and families build their financial futures ... Read More

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Martinsen Financial Consultants, LLC

Together, we are a team dedicated to helping individuals and families build their financial futures and plan for their retirement. Focused attention, service and commitment to our clients has been the cornerstone of our practice for over 30 years. Adhering to these principals has allowed us to work mainly on a referral basis, and provide our clients the level of service and professional advice they deserve. Our objective is to develop a long-term relationship with our clients so that we are their most trusted financial professionals now and in the years to come.

Our Approach

Our first step in creating a sound financial plan starts with the question "What is important to you in life?" Our job as your financial professionals is to work with you to facilitate a plan to achieve your goals. As life occurrences arise, needs and goals are likely to change. Therefore, monitoring our clients’ plan and strategies through annual reviews and consistent service is the most important piece to achieving their financial future. We take pride in building relationships with our clients both professionally and personally.

Our Background

We both received B.S. degrees from Canisius College, Buffalo, NY in 1985. We have continued to enhance our professional education with Lynda graduating from Rochester Institute of Technology in 1992 with a Masters Degree and Gregg completing his Chartered Life Underwriter (CLU) professional designation through the American College in 1996. In February 2008, Lynda received a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania. Lynda also received a Certificate in Financial Planning from Boston University in August 2011 and earned her CERTIFIED FINANCIAL PLANNER(TM) Certification in September 2011.  Gregg completed his Chartered Financial Consultant (ChFC) professional designation through the American College in 2013.

As for our personal life, we have been married for over 30 years and live with our four children in Clarence, New York. Our family has been involved in many community organizations including Williamsville East HS sports, Amherst Youth Basketball,  Buffalo Lacrosse Academy, Clarence Soccer Club, Stumpf's Gymnastics and Academy of Theatre Arts in Williamsville. 

Thank you for visiting our site and we would welcome the opportunity to help you build your financial future. Send us an e-mail, give us a call, sign up for an upcoming seminar or register for a no obligation meeting using our website.

 

 

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

The Retirement Planning Specialist title is awarded by AXA Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and AXA Advisors’ affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com.

Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. Martinsen Financial Consultants, LLC is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck