CONTROL YOUR BUDGET

Your family’s financial security is incredibly important. We’re here to help.

PLAN FOR THE FUTURE

Whether you’re thinking about retirement or sending someone to college, let’s plan it out.

BUSINESS PLANNING

Working with small business owners to help achieve their financial goals and plan for the future.

Our areas of focus

My promise: to work tirelessly to help you achieve your goals. Whether you’re ‘Just Starting Out,’ ‘Settling into Retirement,’ or somewhere in between, let’s discuss your current financial situation, goals and challenges – and together we can help you meet your challenges.

PROTECTING YOUR FAMILY

LET’S CHAT

SAVING FOR RETIREMENT

LET’S CHAT

LIVING IN RETIREMENT

LET’S CHAT

FINANCIAL STRATEGY

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SAVING FOR EDUCATION

LET’S CHAT

SMALL BUSINESSES

LET’S CHAT
Life Happens.

Being prepared makes all the difference.

You have options when it comes to your financial future – no matter your life situation. CONTACT US

Now offering insurance services.

Contact me to help with your homeowner, condominium, renters and motorcycle insurance.

CONTACT US

Meet Our Professional Team

Ana Martinez

Financial Planner

FINRA BrokerCheck

Giovahni Martinez

Marketing Assistant or Associate

Yajaira More

Property & Casualty Specialist

FINANCIAL PLANNER DISCLAIMER

Ana Martinez offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco)(Member SIPC), under the marketing name, Prudential Financial Planning Services (PFPS) pursuant to a separate client agreement. Offering insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. 1-800-778-2255. Martinez Insurance & Financial Services is not affiliated with The Prudential Insurance Company of America and its affiliates, including Pruco. Other products and services may be offered through a non-Prudential entity.

Kelina Rosado, Giovahni Martinez, and Yajaira Moore are employed by Ana Martinez and not The Prudential Insurance Company of America or its subsidiaries. Martinez Insurance & Financial Services does business in the following states: Securities: MA, NH, RI Life Insurance: MA, NH, RI Variable Life Insurance: MA, NH, RI Property & Casualty: MA, NH, RI, CT, NY, NJ, FL Fixed Annuities: MA, NH, RI Variable Annuities: MA, NH, RI 1036538-00002-00