Duke (Leon) Martin, CLU, CFP®
Financial Advisor at Atlantic Planning Group, LLC- Claim this Profile
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Bio
Timothy Londregan
Duke has been thorough in his research of what is best for my family and me, as I am sure he is for all of his clients. His respect of confidentiality while having the persistence to get the hard jobs completed is nothing short of most professional. Duke is The Man!
Riaz Ahmed
We hired Duke to help us find life insurance when we were expecting our first child. We found him to be personable, knowledgeable, and most importantly; not a hard sell. He looked for the best deal, provided the options (including competitors), and left us to decide. I am happy to endorse Duke and look forward to working with him again.
Timothy Londregan
Duke has been thorough in his research of what is best for my family and me, as I am sure he is for all of his clients. His respect of confidentiality while having the persistence to get the hard jobs completed is nothing short of most professional. Duke is The Man!
Riaz Ahmed
We hired Duke to help us find life insurance when we were expecting our first child. We found him to be personable, knowledgeable, and most importantly; not a hard sell. He looked for the best deal, provided the options (including competitors), and left us to decide. I am happy to endorse Duke and look forward to working with him again.
Timothy Londregan
Duke has been thorough in his research of what is best for my family and me, as I am sure he is for all of his clients. His respect of confidentiality while having the persistence to get the hard jobs completed is nothing short of most professional. Duke is The Man!
Riaz Ahmed
We hired Duke to help us find life insurance when we were expecting our first child. We found him to be personable, knowledgeable, and most importantly; not a hard sell. He looked for the best deal, provided the options (including competitors), and left us to decide. I am happy to endorse Duke and look forward to working with him again.
Timothy Londregan
Duke has been thorough in his research of what is best for my family and me, as I am sure he is for all of his clients. His respect of confidentiality while having the persistence to get the hard jobs completed is nothing short of most professional. Duke is The Man!
Riaz Ahmed
We hired Duke to help us find life insurance when we were expecting our first child. We found him to be personable, knowledgeable, and most importantly; not a hard sell. He looked for the best deal, provided the options (including competitors), and left us to decide. I am happy to endorse Duke and look forward to working with him again.
Experience
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Atlantic Planning Group, LLC
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United States
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Financial Services
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1 - 100 Employee
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Financial Advisor
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Jul 2017 - Present
Atlantic Planning Group is a financial services firm that is dedicated to providing businesses and affluent individuals and families with innovative financial solutions. For more than two decades, we have been designing and implementing custom-tailored financial strategies with a high level of competency and integrity for our clients. OUR MISSION To build long-term relationships by continually adding value and deliberately exceeding expectations. OUR OBJECTIVES - To clarify your goals so you can make confident decisions - To customize your plan with tailored solutions – always managed, always monitored - To develop a long-term relationship to grow trust, loyalty and value OUR COMMITMENT - To help you organize and simplify your complex lives. - To deliver the clarity and knowledge to make confident financial decisions in today’s dynamic landscape. - To get you to see the next phase in your life as your wealth and business grow. Show less
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Eagle Strategies, LLC
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Financial Services
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200 - 300 Employee
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Financial Advisor
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Aug 2008 - Present
We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Financial Services Professional of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 201 Jones Rd 5th floor Waltham MA 02451. 781-647-4100 I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Investment Advisory Services offered through Atlantic Planning Group LLC. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither Atlantic Planning Group LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Atlantic Planning Group LLC is not owned or operated by New York Life Insurance Company or its affiliates. Show less
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Owner/Financial Adviser
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Jul 2009 - Jun 2017
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Education
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2002 - 2007
The American College
CLU, CFP, Financial Planning -
1997 - 2001
Boston College
BS, Finance, Marketing -
2000 - 2000
Universidad Complutense de Madrid
Spanish Culture and Economics -
1993 - 1997
Boston Latin School
Community
