Martin D Coulter, CLU®, ChFC®, CFP®, RICP®

Wealth Management Advisor

  • Office 716-626-4507
  • Office 716-632-3979

Professional

 

Buffalo Yacht Club

Society of Financial Service Professionals (SFSP) May 2011

 

Martin's Mission Statement:

We will establish sound financial strategies built on the pillars of wisdom and integrity.  Our goal is to see people realize their dreams and complete a legacy of caring and responsibility to others. 

 

Before Martin Coulter can speak intelligently about the products and services that might be appropriate for you and your family, Martin needs to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know him.

Review the experiences and accomplishments of Martin Coulter.

After 8 years as a Group and Retirement Planning Sales and Service representative for two major insurance companies Martin found he was equipped with a solid foundation which he could use to build a client-focused business of personal, estate and business analysis.

Martin enjoys working with people who are caring and concerned enough to periodically reexamine where they are going and how they are getting there.

Martin finds having an integral part in helping people establish assurances for their family or business very rewarding.

Martin Coulter - Associations and Memberships

  • Member of National Association of Insurance and Financial Advisors (NAIFA and BAIFA)
  • Member of Society of Financial Service Professionals (SFSP)
  • Member of Financial Planning Association (FPA)
  • Life and current member of the Million Dollar Round Table
  • BNI - Pinnacle Chapter

 

 

 

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