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Mark B. Martone

  • 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

mark martone

Mark B. Martone

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Our financial professionals are here to support you.

Phone: +1 (888) 712-2310

6 Corporate Drive,
Shelton, CT 06484

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