Martin K. Green Jr, Financial Professional - New York Life
Why pick this one
They specialize in business succession planning and have been serving clients since 1990.
Best for
- family-owned businesses needing financial planning
- clients wanting estate conservation strategies
- those seeking wealth management services
Look elsewhere if
- individuals seeking general insurance without financial planning
- businesses focused on low-cost options
Specialties
- business succession planning
- estate planning
- wealth management
- charitable planning
- disability and extended care planning
Certifications
- CLU
- ChFC
- Member of The Nautilus Group
What makes them different
- specializes in family-owned businesses
- affiliated with New York Life
- offers customized financial strategies
- coordinates with a team of specialists in various fields
- 6-step holistic financial planning process
- Years in business
- 33
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 4140 Parklake Ave Ste 450, Raleigh, NC 27612
- Phone
- 9197813100
- Website
- https://mkgreen.net/
Services
- financial planning
- insurance services
- employee benefits
- executive benefits
- retirement planning