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Credentials Designations Licensing Memberships




For Credentials & Designations Held by Staff or Firm

  • ATP (Accredited Tax Preparer)
  • ARA (Accredited Retirement Advisor)
  • BBB (Accredited Business) A+
  • CGA (Certified General Appraiser)
  • CREA (Certified Real Estate Appraiser)
  • DBA (Designated Business Appraiser)
  • ECS (Elder Care Specialist)
  • EPA Certified Firm
  • Green Realtor
  • Realtor - Designated Broker
  • RFP (Registered Financial Planner)

Licensing Held by Staff or Firm

  • Appraisal - ME & NH
  • Insurance - NH
  • Health, Life and P&C NH Producer
  • Real Estate Brokerage - ME, MA & NH

Memberships

  • CIBOR (Commercial, Industrial Board of Realtors)
  • FPA (Financial Planning Association) granted a lifetime Membership in 2012
  • Granted a lifetime Membership in 2023
  • NHTAP (New Hampshire Tax and Accounting Professionals)
    • Edda Martin - V.P. of Education
    • "Sandy" Martin - Director & Producer 2007 to 2017




Contact us to stay on your financial road to success.


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