Protect your loved ones. Build wealth.
Curated investment and insurance solutions for your peace of mind.
Curated investment and insurance solutions for your peace of mind.
Our founder, Patrick J. Martone, has been providing exceptional wealth planning strategies and services to our clients in the Long Island and NYC Metro area for nearly a decade. We started as a small family-owned local business and have rapidly grown to become one of the most respected wealth planning advisors in the industry.
Our team of experienced agents are dedicated to providing personalized white-glove service and finding the best wealth planning solutions for our clients. We have specialists in every area of insurance; from term and whole life insurance, to fixed and indexed annuities, our team will help you determine which option is best for you and your family.
At Martone Financial, we believe that honesty, integrity, and transparency are essential in everything we do. At the end of the day, our goal is to help you protect yourself and your loved ones. In doing so, we pride ourselves on building long-lasting relationships with our clients based on trust and mutual respect.
Headquarters: Long Island, NY
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