TUESDAY OCTOBER 13, 2020
Established in 1982, the firm provides fee-only advisory services to clients in New Hampshire, Vermont, Maine, Connecticut, and Massachusetts.
“We built our reputation on giving our clients tailored advice to address their needs. And we are especially gratified when our professional peers recognize us for our success,” said Bob Maloney, managing member and one of the founding members of the National Association of Personal Financial Advisors, the nation’s leading professional association of fee-only advisors.
Squam Lakes specializes in pre and post retirement planning and succession planning for small business owners. The firm manages no assets and derives its income entirely from client fees. “Our comprehensive approach guides clients in clarifying goals, and we develop strategies designed to achieve them. Should additional services be required, we refer our clients to appropriate professionals,” Maloney adds, “underscoring our promise to render conflict-free advice.”
For a complimentary meeting, please contact us at 603-968-2317 or firstname.lastname@example.org.