Martin Shields (AIF®, BS, CFP®, MS)

Martin Shields focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Real Estate Investments

NAPFA Start Date

June 30, 2022

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This Office

1819 Fifth Ave Historic Downtown Troy Troy, NY 12180 Phone: (518) 720-3333

Other Offices

340 Broadway Saratoga Springs, NY 12866 Phone: (518) 720-3333