Martin L Gabel is a MEMBERS Financial Services Representative serving Coastal Federal Credit Union members.
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Martin L Gabel, CFP®
Financial Advisor
The MEMBERS Financial Services
Center located at:
2339 Davis Dr
Cary,
NC
27519
Phone: (919) 882-6911
Fax: (919) 657-1081
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Financial Planning
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401(k) Planning
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Retirement Planning
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Retirement Income Planning
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Wealth Management
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Investment Management
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Life Insurance Planning
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Tax-advantaged Investment Planning
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Long Term Care Insurance
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Investment Management for Seniors
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Helping you reach your financial goals is my number one objective. Working together, I’ll help you make sound financial decisions consistent with your comfort level, investment time-line and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we’ll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I’ll be here for you at every stage of your life.
As a trusted partner of
Coastal Federal Credit Union, I have a strong history of working with credit union members, their family and their friends. I have access to a wide variety of investment and insurance products. Specifically, we can make sure you have solid answers to these key questions:
- Is your retirement money invested properly?
- Will you have enough income in retirement?
- What should you do with an existing retirement plan from a previous employer?
- How will you pay for a child’s or grandchild’s education?
- Financially, what would happen to your family if you died?
- How will you pay for long-term care?
I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed representative of CUNA Mutual Insurance Society.
It’s easy to get started. Please contact me for a no-cost, no-obligation consultation.
My education . . . - Certified Financial Planner
- MBA George Washington University - Finance and Investments
- B.S. University of Richmond - Finance and Investments
Career Highlights . . .
- 2004 Joined Coastal Trust and Investment Services - Senior Financial Advisor
- 1998-2004 AXA Advisors - Financial Advisory Practice
- 1982-1998 Financial Officer for a Regional Corporation
- 1976-1982 Banking Positions in Investments and Financial Consulting
Personal . . . - Resident of North Carolina since 1982
- Married to Bette Gabel since 1992
- Martin and Bette enjoy running, weight lifting, and travel
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Coastal FCU,
2339 Davis Dr,
Cary,
NC
27519
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8:30 am to 5:30pm
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Coastal FCU,
5000 Falls of Neuse Road,
Raleigh,
NC
27609
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By Appointment Only
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