Squam Lakes Financial Advisors LLC - Holderness, New Hampshire

Squam Lakes Financial Advisors LLC: A Comprehensive Overview

Squam Lakes Financial Advisors LLC is a respected financial planning firm dedicated to helping individuals and families achieve their long-term financial goals. Located in the scenic town of Holderness, New Hampshire, at 31 Coxboro Rd, the firm has cultivated a strong reputation for personalized service, expert advice, and a client-centric approach. The firm’s commitment to building lasting relationships is evident in its consistent high ratings and client testimonials. It’s a place where financial strategies are tailored to meet specific needs, fostering confidence and security.

Location and Contact Information

The firm’s physical address is 31 Coxboro Rd, Holderness, NH 03245, United States. For those seeking to connect, the phone number is 6039682317. A detailed website, squamlakesfinancial.com, provides comprehensive information about their services, team, and investment philosophy. The website is regularly updated with informative articles and resources for prospective clients.

Services and Specializations

Squam Lakes Financial Advisors LLC specializes in providing a wide range of financial planning services. They assist clients with retirement planning, investment management, estate planning, tax planning, and insurance needs. The firm’s expertise extends to various investment vehicles, including stocks, bonds, mutual funds, and alternative investments. They prioritize understanding each client's unique situation and risk tolerance to create a customized plan. Furthermore, the firm operates with an on-site services approach, offering a personalized experience that many clients appreciate. Online appointments are also readily available, catering to clients’ convenience.

Client Experience and Reputation

Client feedback consistently highlights the firm’s professionalism and the deep expertise of its team. Many clients emphasize the thoroughness and approachable nature of their advisors. Specifically, Bob Maloney, the firm’s principal, has a proven track record of success, spanning over 35 years, with numerous extended family members. This history of successful client relationships speaks volumes about the firm’s commitment to delivering positive outcomes. The firm’s dedication to fostering trust is a cornerstone of its operation. The average opinion is a remarkable 5/5, reflecting a high level of client satisfaction. The firm’s accessibility, coupled with its commitment to clear communication, contributes significantly to this positive perception.

Accessibility and Amenities

Squam Lakes Financial Advisors LLC is designed to be accommodating to all clients. The office offers a wheelchair-accessible car park and wheelchair-accessible seating, ensuring inclusivity. Essential amenities such as a toilet are also readily available. Appointments are required, reinforcing the firm’s commitment to providing focused attention to each client. Appointments recommended for an optimal experience, allowing ample time for discussion and planning.

Key Features Summary

Here’s a breakdown of the key features that distinguish Squam Lakes Financial Advisors LLC:

• Experienced Advisors: A team with a combined 35+ years of experience in financial planning.
• Personalized Planning: Tailored strategies designed to meet individual client needs.
• Comprehensive Services: Covering retirement, investments, estate, and tax planning.
• Client-Focused Approach: Building lasting relationships based on trust and communication.
• Accessibility: Ensuring inclusivity with wheelchair accessibility and convenient appointment options.

Why Choose Squam Lakes Financial Advisors LLC

Choosing a financial planner is a significant decision, and Squam Lakes Financial Advisors LLC stands out due to its blend of experience, personalized service, and commitment to client success. The firm’s emphasis on building long-term relationships, rather than simply accumulating clients, is a distinguishing characteristic. They prioritize educating clients about their financial options and empowering them to make informed decisions. The firm’s dedication to on-site services and online appointments reflects a modern approach to financial advice, catering to the diverse needs of today’s clients. The firm isn’t simply selling products; they’re crafting holistic financial strategies designed to secure a client’s future. Their success in guiding extended family members for decades speaks to the reliability and effectiveness of their methods.

👍 Reviews of Squam Lakes Financial Advisors LLC

Charles G.

5/5

My wife and I have been partaking of Bob Maloney's services and council for the past 2.5 yrs. When we needed financial planning/retirement advice, we did not hesitate to contact Squam Lakes Financial. Over the past 35 yrs., Bob has been working successfully with a number of my extended family members. So he came highly recommended. He is extremely knowledgeable, approachable, and thorough. Most importantly, he gave us the confidence to know that we will be able to retire in the lifestyle that we desire.

David N.

5/5

We engaged Bob as we were planning an early retirement and were specifically looking for a fiduciary advisor that could provide us with a comprehensive plan (and confidence in our decision). Bob guided us through extensive assessment of our situation/information – goals, budget, income, benefits/pensions (with multi-country considerations), tax history, investments, insurance policies, estate documents, etc. – and walked us through an action plan as well as laying out a 25-year cash flow. He also uncovered key areas we needed to address for insurance purposes, introduced us to very competitively priced options and innovative approaches, for example, with long term care. Additionally, he connected us to an impressive investment firm now guiding our portfolio. We have truly been impressed and benefited from the financial knowledge, exceptional personal touch and commitment that makes Bob unique. After exploring many options (firms), we feel our choice in going with Squam Lakes Financial was a perfect financial and personal decision.

R L. D.

5/5

I found Squam Lake Financial Advisors (SLFA) upon my retirement in 2018. I was an academic scientist/professor with no clue as to how to manage my retirement income or funds. The principal, Bob Maloney, was thorough, kind, patient, and interested in me as a person. Our relationship has grown to include friendship. Within fairly short order, he had me out of credit card debt, my funds in the hands of an excellent small management firm (at an advantageous fee too), a 25-year cash flow plan in my hands, my mind at ease, and so much more. He recognized my difficulty in communicating with the behemoths where my funds had been accumulating since I started working and helped me to deal with them, even prying my money loose from one particularly tenacious firm. I consider the fees that I paid Bob some of the best money that I ever spent. I am comfortable in retirement, have been able to travel, and continue to be able to draw on his expertise and assistance as needed. I could not recommend him more highly.

Philip P.

5/5

We worked with Bob to put together a retirement plan. We discovered several ways to lower costs and risks associated with retirement we would not have been able to do on our own. His experience in this area is exhaustive. The review was expansive covering healthcare and general lifestyle goals. The final plan included a cost flow analysis that has been important to us and has guided our budget decisions. As a fiduciary we were confident that we had completely unbiased recommendations. And somehow, he made the process interesting and even enjoyable. Highly recommended!

Marty B.

5/5

Bob Maloney and Barbara Shegog are very kind and considerate professionals who customize their advice and counsel based on each client's unique situation. They both have impressive experience and credentials and bring big city financial advisory services in a casual format to the lakes region with a lakes region tempo and mentality. My wife and I are very pleased to have been introduced to Squam Lakes Financial. Highly recommended.