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Robert Maloney

Financial Advisor at Squam Lakes Financial Advisors
Intro Book
Seasoned financial advisor with 42 years of experience in estate planning, retirement planning, and wealth management.
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Location
Grafton County, New Hampshire, United...
Languages
  • English -
Skills
  • Estate Planning
  • Retirement
  • Strategic Financial Planning
  • Retirement Planning
  • Personal Financial Planning
  • Show all
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Bio

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Robert Maloney is a seasoned financial advisor with 42 years of experience in estate planning, retirement planning, and wealth management. He has a strong background in financial planning and services, with expertise in comprehensive planning, tax strategies, and business succession. Maloney has worked with clients across New Hampshire, Vermont, Maine, and Massachusetts, providing fee-only personal financial planning services. Maloney's education includes a Master of Science in Financial Services from The American College of Financial Services and a Master of Science in Financial Services from Bryn Mawr College. He has also earned a Bachelor of Science degree from Siena College.

Experience

  • Squam Lakes Financial Advisors LLC
    • Holderness, NH
    • Financial Advisor
      • Feb 1982 - Present
      • Holderness, NH

      Squam Lakes Financial Advisors is the successor business to R. E. Maloney Associates, Ltd. and serves business owners, doctors, widows and families in New Hampshire, Vermont, Maine and Massachusetts. We attempt to remove uncertainty from financial decision making in order to allow our clients to ...

  • R. E. Maloney Assoc., Ltd.
    • Holderness, NH
    • Financial Advisor
      • Feb 1982 - Mar 2011
      • Holderness, NH

      Responsible for long term security of clients and coordination of the client's professional advisors.Registered Investment Advisor firm was established to provide Fee-Only personal financial planning services. Led by the needs of his clients, Bob developed the firm's expertise in comprehe...

  • Union Trust Company
    • Trust Officer
      • 1976 - 1982

      Left the corporate environment to work for myself in February 1982

Education

  • 1982 - 2026
    The American College of Financial Services
  • 1987 - 1990
    Bryn Mawr College
  • 1964 - 1968
    Siena College

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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