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Daniel Martin, Financial Advisor

FINANCIAL ADVISOR
Daniel J Martin

4645 W 18th Street, Suite 100, Greeley, CO 80634opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Military Professionals & Veterans
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners

About Daniel

I believe it’s important to invest my time to understand what you’re working toward. Investments and strategies should be tailored to your needs and not generically based on guidelines for someone your age or at your stage of life. Whether your goals include preparing for or living in retirement, planning for the unexpected or creating an estate or inheritance, I can help determine the most appropriate financial strategy for you and your family.

I have lived in Colorado for more than 40 years. My wife, Kristin, and I have two sons and have lived in Greeley since 2007. In 2019,...

Work History

  • Edward JonesMarch 2019 to Current

Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Cooking
  • Golfing
  • Music

Team Members

  • Jennifer DeSousa
    Branch Office Administrator
  • Cassidy Odell
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

Phone

(970) 347-8835

Fax

(833) 442-9756

Office Address

4645 W 18th Street
Suite 100
Greeley, CO 80634opens in a new window

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