Katherine G. Martin, CRC

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Westbury, NY
Katherine G. Martin, CRC

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Katherine has been in the financial services field since 2008 beginning with a wall street asset management company.

Certified Retirement Counselor®
Our team focuses on the individualized goals and concerns that affect each person differently but also addressing the same concerns that affect millions of Americans every year – taxes, growth of assets, protection, etc. Since 2013 Katherine has focused on the education behind financial planning, utilizing tools and techniques to create a positive experience throughout the entire financial planning process. She is a person that believes in “Never waste the day”, whether it’s with her client interactions, through the love of travel, or personal and professional development; all should be approached with the same vigor and intensity to achieve the most positive of outcomes. Give her your reasons “why” and she will tell you hers all the same. Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC.

11/02/2026

Last week’s sell-off raised new questions about the market outlook. This week on , Brian Klimke breaks down what drove the weakness in tech stocks, why investors are focused on earnings guidance over headline results, and how key economic data, geopolitics, and the midterm elections could shape markets in the days ahead.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

11/02/2026

To help determine whether a charitable trust is a good-fit solution for you, consider your tax situation, giving goals, family situation, and overall financial picture.

10/30/2026

You may not be able to stop floods from wreaking havoc, but insurance can manage some of the financial loss.

Protect yourself against the damage that your homeowners policy doesn’t cover.

10/26/2026

Who you gonna call? This week, CIO Gene Goldman is joined by two very special guests as he suits up for Halloween with his baby twins in a Ghostbusters-inspired edition of .
Beyond the costumes, Gene breaks down the biggest event on investors’ radar: the upcoming Fed meeting. Will policymakers hold rates steady, signal a December hike, or surprise markets? Tune in as he explores inflation trends, Fed messaging, and the key signals investors should be watching this week.

10/26/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

10/23/2026

The AI trade isn't ending. It's expanding. Cetera's latest commentary examines what's driving the recent selloff, where they see opportunities emerging, and why staying invested still matters.

The AI trade isn't ending. It's expanding. Our latest commentary examines what's driving the recent selloff, where we see opportunities emerging, and why…

10/23/2026

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.

Overview of Medicare Advantage, what’s in them, special rules, and more.

10/19/2026

Read the latest issue of Financial Watch here:

You can do everything right online and still end up on a spreadsheet you never agreed to be part of. In this month's Financial Watch, learn how to respond…

10/19/2026

Earnings season takes center stage this week. Brian Klimke breaks down what investors should watch, including corporate guidance, earnings revisions, market breadth, and the latest signals from Cetera's weekly chartbook.

10/19/2026

A home warranty may make sense, but you need to set proper expectations.

Understanding the value of a home warranty.

Address

1400 Old Country Road, Suite 408
Westbury, NY
11590

Telephone

+15163384888

Website

http://Katherinegail.ceterainvestors.com/

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