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Financial Advisor in Meredith NH

Meredith, NH Financial Advice

Many people today consider financial planning complicated and confusing, and because of this misunderstanding, they will often miss out on potential opportunities that could prove financially rewarding. They also tend to take unnecessary risks and then fail to protect their assets adequately.

Squam Lakes Financial was established to help their customers navigate through the sometimes overwhelming amount of factors involving financial decisions. Their primary goal is to take any mystery out of managing risk, investing, preserving wealth, preparing for retirement, etc. They help their clients find needed information so that they may pursue their financial objectives. In this way, They hope to create long and trusted relationships.

Squam Lakes Financial Advisors enduring slogan has always been “We are on our clients side”. 30+ years of integrity and honesty has played an integral part in building our successful financial practice. Our large portfolio of satisfied customers is also proof positive of our reputation. Whether your needs revolve around insurance, retirement, investing, estate planning, or wealth preservation, we can be your guides to a more prosperous future.

Bob Maloney’s client base includes retiring and retired couples, women in transition, professors of higher education, owners of closely held businesses, and much more. They trust that Bob and his team will help them develop comprehensive written planning strategies, as well as articulate personal goals and develop comprehensive planning strategies for achieving those goals.

Fourteen years prior to founding his own successful business, Bob administered trusts, estates, and worked in bank trust departments where he helped develop new business. Bob has a Master of Science Degree in Financial Services (MSFS). This was awarded to him from The American College in Bryn Mawr, Pennsylvania. He did his undergraduate studies at Sienna College in New York. Bob holds an Accredited Estate Planner certification from The National Association of Estate Planning Councils, (which is one of the leading organization of professional estate planners) Bob has been held to the highest professional and educational standards throughout his career.