Business Description

Martin Nielsen is President of Nielsen Financial Group in Hillsborough, NJ. He has been involved in the retirement planning field since 1990. During that 20 year period he has had the privilege of working with many people approaching retirement or already enjoying it.

At Nielsen Financial Group, our main focus is to meet the needs of clients nearing, or already enjoying, their retirement by implementing safe-money strategies that allow them to achieve both safety and opportunity on the same dollars at the same time. Martin has helped many clients secure a new vision for their futures while protecting their nest-eggs and providing guaranteed retirement incomes that they will never outlive. Retirement for my clients has changed from worry to security - from fear of loss to guaranteed gain - from uncertainty to confidence.

We specialize in providing solutions for each client's unique situation, utilizing strategies that provide a way to participate in the power of the market, while never experiencing the risk of loss that all too often comes with the market as well. Our goal is to help you realize your financial dreams, whether that may be to provide added income, or to pass a legacy onto your loved ones

General Information

Gender:

Male

CRD#:

2983432

States Licensed in:

NJ NY PA NC SC

Years of Experience in Financial Services:

Number of Years with Current Firm:

I work with the following types of clients:

Businesses, Individual Investors

Services

Investment Types:

Annuities, Alternative Investments, Mutual Funds, Insurance, Stocks, Bonds, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

Qualifications & Memberships

Certifications, Accreditations & Designations:

Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®)

Securities Licenses:

Series 65, Series 7, Series 63, Series 6

Insurance and Annuity Licenses:

Accident, Disability, Long Term Care, Annuity, Life, Health

Firm Information

Number of Advisors in Office:

Up to 10 employees

Compliance

Registered Representative:

Yes

Investment Advisor Representative:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

Fee Structure:

I am a fee-based financial professional

Minimum Portfolio Size for New Managed Accounts:

$50,000

Compensation Methods:

Commissions, Based on Assets

Prepared By:

Martin Nielsen