Jennifer W. Marlin, CFP, CLTC

Financial Advisor, Ameriprise Financial Services, Inc.

Please visit for important rules and disclosures about how you and I can interact on social media.

First sunny day in awhile!

Did you know how much cash an HSA can generate over time? You may be surprised. Together, we can help make sure you’re making the most of your HSA.

Are you prepared for the costs of long-term care? Schedule an appointment to review your options.

People’s feelings differ about how much risk they think they should take to secure their retirement. Regardless of whether you’re a risk taker, or want something safer, you have options. Let’s get together to talk about what feels right for you.

Are you counting on Medicare to cover all of your health care costs in retirement? You may be surprised to learn what’s not covered. Let’s discuss your options for addressing future health care expenses.

Millennials, you’ve grown up – and so has your wealth. Will you use it to be part of the socially responsible investing movement?

Countdown to retirement: Are you ready?

Do you know what you should be thinking about 10 years away from retirement? How about 5 years out, or just 1 year? If you’re not sure, you’re not alone. Here’s some food for thought to help break down the retirement countdown. Re-evaluating your retirement strategy at key times can make your post-work life easier.

Few Americans are aware of how much they’ll likely spend on health care in their golden years. I can help you prepare for unexpected health care costs as you age.

Jennifer W. Marlin, CFP, CLTC

Want your business to be the top-listed Finance Company in Edgartown?

Click here to claim your Sponsored Listing.




12 Mariners Way
Edgartown, MA

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00
Other Edgartown finance companies (show all)
Santander Bank US - Branch Santander Bank US - Branch
260 Edgartown Road
Edgartown, 02539

Red Stocking Fund of Martha's Vineyard Red Stocking Fund of Martha's Vineyard
Box 600
Edgartown, 02539

Tashmoo Insurance - Edgartown Tashmoo Insurance - Edgartown
222 Edgartown Vineyard Haven Rd
Edgartown, 02539

Providing Financial Security Since 1992

Vineyard Trust Vineyard Trust
99 Main St
Edgartown, 02539

Preserving Landmarks, Serving Community