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Martell Financial
Martell Financial & Insurance Services

"Developing long-term relationships with my clients is very important to me. I consider my clients to be my friends and want to be there for them through thick and thin. I also realize that there are many aspects to my client’s lives. All too often, advisors focus on how much money a client has. At Martell Financial we understand that all clients have a need for planning, no matter how much money they have. Handling the financial portion of clients’ planning is only a small part of what we believe. It’s not all about money; it is however, all about people. It is about developing our client’s financial life stories so that they can achieve their future retirement dreams, while at the same time, securing a family legacy to pass down to their children, grandchildren, and others."

Ernest L Martell

I have been active in the Financial Services Industry since 1982. I am a member of the National Association of Insurance and Financial Advisors, a Life Member of the Million Dollar Round Table.

Today's investment climate offers unprecedented opportunities. At Martell Financial & Insurance Services, our mission is to help clients take advantage of those opportunities by providing them with three key tool's:

  1. A clear understanding of their financial goals
  2. A well-defined roadmap for achieving those goals
  3. Ongoing advice to help adjust their roadmap when their needs change 

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives. On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing. For help with your financial management, or for more information on Martell Financial & Insurance Services please contact us today.

If you’re concerned about: 


As a Financial Adviser* with Eagle Strategies LLC, a Registered
Investment Adviser, I can provide you with a plan to help you achieve your financial goals.

Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting.
Thank you for your interest. 
 

Ernest L. Martell, Financial Adviser*

CA Insurance license # 0626872

Ernest L. Martell is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA, AZ, CO, HI, KS, MA, MD, TX  and NV.  No insurance business may be conducted outside these states referenced.


Ernest L. Martell is a Registered Representative of and offers securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of CA, AZ AND HI . No offers may be made or accepted from any resident outside the specific states referenced.


*Ernest L. Martell is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of CA and AZ AND HI  As such, these services are strictly intended for individuals residing in the specific states referenced.

Ernest L. Martell is licensed to offer mutual funds and other variable products. Market Watch information is provided for informational purposes and is not considered an offering of securities.

 
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