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Financial Advisor in North Conway NH

If You Are In The Greater North Conway NH Area, And Looking For A Fee-Only Financial Advisor With Over 35 Years Of Experience In Financial And Retirement Planning, Contact Robert Maloney At Squam Lakes Financial Advisors

 

 Bob Maloney is an independent financial planner based in the Lakes Region of New Hampshire. He is also a long time advocate of fee-only financial planning.

 

Understanding the process

Creating a comprehensive financial plan is only one of Bob’s areas of expertise, however, a financial plan can only be designed  after analyzing the many facets of a client’s financial situation, their savings and assets, their goals and objectives, and the unique circumstances surrounding their life. Bob will uncover these details during his financial planning process, which will entail a series of meetings where he will learn about you and your financial situation. He will then design a plan that will be unique to you and your family’s needs. It is only after Bob assesses a client’s entire financial situation does he recommend relevant financial planning strategies that focus on creating and protecting wealth, debt and taxation, managing risk, and thorough and insightful estate planning.
 

His hundreds of clients have sought consultation on a wide range of financial matters:


Investment Advisory
Accredited Estate Planning
Financial Aspects Of Divorce
The Needs Of Widows
Trusts
Financial Planning For Doctors


Retirement Planning
Wealth Management
Securities
Personal Tax Planning
Asset Allocation
Small Business Planning
 

 At Squam Lakes Financial Advisors, We Are On Our Client’s Side.

If you are in the greater North Conway NH area, or anywhere in the Lakes Region, call Bob and arrange for a no-obligation consultation today. Thank you for your consideration!

Schedule Your Complimentary First Visit

Learn about our Financial Planning and Business Financial Planning services.

Squam Lakes Financial Advisors, LLC
Fee-Only Independent Financial Advisor
Serving NH, Vermont, Maine, and Massachusetts
31 Coxboro Road
Holderness, NH 03245
(603) 968-2317
info@squamlakesfinancial.com