Mark B. Martone

  • Registered Broker
  • Financial Advisor
  • Investment Advisor Representative

My financial services practice is based on a commitment to careful listening, thoughtful analysis, sound strategies, effective implementation, ongoing monitoring, and quality service. My overall goal is to give you the confidence that you have a strong strategy in place for you and those you love. Areas of focus include retirement strategies, insurance protection, investment management, education funding, and estate conservation strategies.

I also work with business owners and executives and their employees, providing benefits consulting and programs, succession planning, risk management services, financial literacy programs, and other solutions.

Underscoring everything I do is a deep commitment to providing quality service and support throughout our relationship.

  • Previously Vice President at Citizens Bank
  • Served over 17 years at Fleet Financial and Bank of America
  • Licensed to sell Life, Accident, and Health Insurance
  • Holds the Series 6, 63, and 65 Securities Licenses
  • Graduated from Bryant University
  • Passionate about daily financial markets news
  • Enjoys golf, physical fitness, and sports radio
  • Resides in Rehoboth, MA with his wife Robin

I am licensed and registered to offer products and services in MA and RI. Licenses and registrations will vary.
Domiciled in MA.

Check the background of this investment professional on FINRA’s BrokerCheck