skip navigation

Martz Financial Services, Denise Martz CFP®

FOR YOUR FREE PORTFOLIO REVIEW, CLICK ON CONTACT US AND FILL OUT THE FORM

Contact Us

Martz Financial Services, Denise Martz CFP®
121 E. Swallow Road, Unit 115
Fort Collins, CO 80525
Phone: 970-818-7448
Fax: 970-682-2280
denise.martz@lpl.com
Map and Directions
  • Home
  • About Us
    • Our Mission Statement
    • About Denise
    • Our Location
    • Our Services
    • CFP®
    • Tell A Friend
  • Resources
    • Articles
    • Calculators
    • Flipbooks
    • Newsletters
    • Glossary
    • Tax Library
    • Videos
  • Request A Quote
    • Annuity
    • Long-Term Care Insurance
    • Life Insurance
    • Disability Income Insurance
    • 401(k) Information Request
    • Information Request
  • Contact Us
  • 40% of U.S. workers have saved less than $25,000 for retirement.* -- *2019 Retirement Confidence Survey, EBRI
  • Only 42% of Americans know how much money to save for retirement.* -- *2019 Retirement Confidence Survey EBRI
  • 43% of retirees left the workforce earlier than planned.* -- *2019 Retirement Confidence Survey EBRI

About Us

  • Our Mission Statement
  • About Denise
  • Our Location
  • Our Services
  • CFP®
  • Tell A Friend

About Us

  • Our Mission Statement
  • About Denise
  • Our Location
  • Our Services
  • CFP®
  • Tell A Friend

Learning Center

  • Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    A host of financial tools to assist you.

  • Newsletters

    Timely Newsletters to help you stay current.

  • Videos

    A dynamic library of videos.

  • Flipbooks

    These magazine-style flipbooks provide helpful information.

  • Glossary

    Financial terms from A to Z.

  • Tax Library

    Manage your taxes and prepare for the upcoming tax season.

Contact Us

Martz Financial Services, Denise Martz CFP®
121 E. Swallow Road, Unit 115
Fort Collins, CO 80525
Phone: 970-818-7448
Fax: 970-682-2280
denise.martz@lpl.com
Map and Directions

IMPORTANT CONSUMER INFORMATION

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

  • Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.
  •  
  • Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC 

 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CO, FL, IA, KS, LA, MI, MT, NY, UT, WY.

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and  in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 

Check the background of this financial professiona on FINRA's BrokerCheck

  • Site Map