Charles E Martin, CFP®, CLU®, ChFC®, CASL®

Wealth Management Advisor

My Team

Martin 2018 Team

In order to give our clients the level of service they expect & deserve, Chuck finds it crucial to have a supportive team of individuals with the same goal of providing professional guidance to help you achieve your goals toward financial security and growth. His team includes his business partner Joseph M Anderson, Assistant Wealth Management Advisor. Joe and Chuck have worked together for 3 years prior to formalizing their partnership in 2015. Karen A Hoffman, Associate Financial Representative, has been with the team for 25 years.  Charles is confident in his team and their ability to help assist you with any questions or concerns you may have. If have questions or need assistance at any time, please reach out!

 
Joseph M Anderson

Joseph M Anderson, CFP®, CLU®, ChFC®, CASL®

Associate Wealth Management Advisor
Office 518-583-0041

Joe grew up in West Charlton NY and resides there still. Joe is a proud father to his beautiful daughter Emma and enjoys working on their family farm. Joe received a Bachelor of Science Degree from Cornell and also an Associates in Agricultural Science from SUNY Cobleskill. Joe started with Northwestern Mutual in 2008 and has worked with Chuck in Saratoga Springs for over 2 years.

How can Joe help you?

  • Retirement Planning
  • Financial Planning
  • Estate Planning
  • Retirement Income Planning
  • Wealth Management
  • Business Succession and Continuation Planning
  • Long Term Care Planning
  • Investment Strategies
  • Life Insurance Planning
  • Education Funding
 
Karen A Hoffman

Karen A Hoffman, CLTC

Office 518-583-0041

Karen grew up in New Jersey and moved to Wilton, NY around 25 years ago. A little fun fact about Karen is she line dances. Karen also volunteers regularly for Boys Scouts Troop 24 and the Wilton Food Pantry where she is on the board of directors. Karen has worked alongside Charles Martin for 21 years! Karen has her Life and Health insurance license, her Series 6 and 63 licenses and CLTC designation.

How can Karen help you?

  • Servicing your insurance accounts
  • Servicing your investment accounts
  • Assisting with and providing applications
  • Underwriting
 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck