Don P Martone - Merrill Lynch Financial Advisor

Don P Martone - Merrill Lynch Financial Advisor Tax Smart Financial Strategies for Seasoned Oil & Gas Professionals

Been a long nearly 3 years, but I just approved my book proof and 6 more days of waiting after submitting it, my book is...
08/23/2024

Been a long nearly 3 years, but I just approved my book proof and 6 more days of waiting after submitting it, my book is now live on Amazon. Working on my 5star reviews now. Then flushing out ideas for my next 2 books in the series. Pretty awesome - thx all!

Humbled again to have placed as a ‘Best of The Woodlands’ award recipient in two categories this year - tied for  #1 in ...
02/28/2024

Humbled again to have placed as a ‘Best of The Woodlands’ award recipient in two categories this year - tied for #1 in the Best Financial Planner CFP, and third in the Best Wealth Manager & Financial Advisor categories.

Thank you to all who voted and to our clients who continue to place their trust in me and my team - much appreciated!!

So humbled to be selected as a ‘Best of The Woodlands’ award recipient in the CERTIFIED FINANCIAL PLANNER (CFP) category...
02/25/2023

So humbled to be selected as a ‘Best of The Woodlands’ award recipient in the CERTIFIED FINANCIAL PLANNER (CFP) category in 2023. Thank you to all those who voted - much appreciated!!!

Last week's jump in U.S. retail sales together with January's blowout jobs report paint the picture of an exceptionally ...
02/20/2023

Last week's jump in U.S. retail sales together with January's blowout jobs report paint the picture of an exceptionally strong economy. This backdrop is hardly what one would expect from an economy that is still navigating inflationary pressures and the most aggressive central bank tightening cycle in four decades. Which begs the question, does the Fed need to do more? The bond market appears to think so, but equities remain unfazed.

Given what we learned last week, we share our thoughts on how the market narrative might evolve and how some of the existing market tensions might be resolved.

Merry Xmas from Houston Texas!!
12/24/2022

Merry Xmas from Houston Texas!!

By strengthening your financial fitness, you can create a better future for not only you, but those around you.
07/28/2022

By strengthening your financial fitness, you can create a better future for not only you, but those around you.

Do stock market conditions have you reconsidering your retirement plans? While delaying retirement may sound disappointi...
07/27/2022

Do stock market conditions have you reconsidering your retirement plans? While delaying retirement may sound disappointing, it does have its benefits. We can help you weigh the pros and cons of retiring early, late, or right on time.

From market fluctuations to unexpected healthcare costs, there are some significant risks that can occur for your retire...
07/26/2022

From market fluctuations to unexpected healthcare costs, there are some significant risks that can occur for your retirement. Fortunately, I can help walk you through a financial strategy for you and your retirement risks.

It's easy to get influenced by what you see in the media when it comes to investing. However, it's important not to get ...
07/20/2022

It's easy to get influenced by what you see in the media when it comes to investing. However, it's important not to get caught up in the latest 'hot' investment or panic when there are declines in the market. Instead of chasing short-term performance, look to your long-term financial goals and see if your financial strategy is meeting them.

Summer plans don't have to delay your goals. Whether you're relaxing at a nearby pool or vacationing far from home, your...
07/19/2022

Summer plans don't have to delay your goals. Whether you're relaxing at a nearby pool or vacationing far from home, your account information and team are within convenient reach—thanks to Online Access and our app.

Online Access and our app can help you stay connected even when enjoying summer fun.

We all deserve some time off to rest and relax. What's your dream vacation? Here are a few things to consider before pla...
07/19/2022

We all deserve some time off to rest and relax. What's your dream vacation? Here are a few things to consider before planning your next big getaway.

Address

1780 Hughes Landing Boulevard, Suite 900
The Woodlands, TX
77380

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 3pm

Telephone

+12818824818

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