Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the San Jose, CA area, Daniel Martin will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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Daniel Martin - Private Wealth Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Daniel Martin - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does Daniel Martin - Private Wealth Advisor offer?
Daniel Martin offers services including retirement planning strategies, saving for education, and investments.
What are the specialties of Daniel Martin in financial planning?
His specialties include employee stock options, tax planning strategies, women's financial strategies, estate planning strategies, retirement income strategies, insurance, executive compensation and benefit strategies, retirement plan distribution, wealth preservation strategies, and cash flow management strategies.
What are the business hours for Daniel Martin's financial advisory services?
The office is open Monday to Friday from 8:00 AM to 4:00 PM and on Saturday from 10:00 AM to 4:00 PM. It is closed on Sundays.
Where is Daniel Martin - Private Wealth Advisor located?
The office is located at 225 W Santa Clara St, Ste 1600, San Jose, CA 95113, USA.
How can I contact Daniel Martin for financial advisory services?
You can reach Daniel Martin by phone at +1 408-963-2280 or email at Daniel.X.Martin@ampf.com.
Does Daniel Martin's office offer online appointments?
Yes, Daniel Martin's office offers online appointments and also provides onsite services.
What nearby financial service providers are located close to Daniel Martin's office?
Nearby financial service providers include Robert Adams, David Farkouh, Michael Adiutori, and Kamran Pazdel - Morgan Stanley, among others, offering clients various options for financial advice in the same area.
Are there any banks near Daniel Martin's office for client convenience?
Yes, Metlife bank is located nearby, which could be convenient for clients needing banking services during their visit.
What are some professional services near Daniel Martin's office that clients might find useful?
Nearby professional services include Deloitte San Jose, Gensler for architectural and interior design, and Columbia Bank Home Lending for mortgage services.
Where can I find more information about Daniel Martin's credentials and client experience?
More information is available at FINRA's BrokerCheck website linked through the featured message in the profile.