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

Our Mission

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 26 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. Most recently, Lynda received a Certificate in Financial Planning from Boston University in August 2011 and earned her CERTIFIED FINANCIAL PLANNER(TM) Certification in September 2011.

As for our personal life, we have been married for over 24 years and live with our four children in Clarence, New York. Our family is involved in many community organizations including the Clarence Soccer Club, Buffalo Lacrosse Academy 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 web site.