FiduciaryAEP

    Robert Maloney

    Financial Advisor

    Squam Lakes Financial Advisors, LLC
    Holderness, New HampshireNo minimum minimum

    About Robert

    Bob works with widowed and divorced women, closely held business owners and pre and post retirees. His services are tailored to the specific family situation where Bob's role is to provide education leading to the clients ability to make their own decisons.

    Areas of focus

    Credentials & background

    Designations

    AEP

    Clients served

    Business OwnersMedical ProfessionalsWomen

    Registered in

    New Hampshire

    The firm

    Squam Lakes Financial Advisors, LLC31 Coxboro Rd # 730, Holderness, NH 03245