We are an independent financial services firm, we have no sales quotas, no corporate directives which means we can truly put your best interest first. See if being independent works for you.
57 Main Street
Epping NH 03042
The traditional cookie cutter approach to investing and cookie cutter investment strategies just don't fit everyone. We take a personal approach with every client we do business with. We follow a systematic plan to help you define your goals and employ a plan to work toward them. You will always know what the next step will be. You will always know any costs and fees upfront and you will always know where and why a recommended investment or strategy will fit your unique situation.
It may be:
Saving for Retirment
Living in Retirement
Leaving a Legacy
Giving to your Favorite Charity
We take a personalized approach, everything we do is focused on how we can help you realize your goals and needs. We pay attention to the smallest of details.
By following this goals based / needs based approach, you will understand what you own and why you own it. Each investment has a job, you assign the job descriptions.
We are serious about what we do because life can be serious. Count on us to be confidential, understanding and empathetic yet subjective, straightforward and honest as we celebrate the good times as well as deal with the challenging and sometimes heartbreaking times. Here are some of what we focus on for you:
Whether you are already retired or nearing retirement, there are some questions that many need answered. How are you going to replace your paycheck in retirement? When should I file for Social Security? Am I prepared for the rising cost of healthcare or the possibility of needing in home or nursing home care. I want to help with these questions.
For families, managing the ever-demanding busy lifestyle that is so common today are challenges we all face. Planning for retirement or a child's educations is often put on the back burner. By helping you set goals, and working to provide solutions, I will help simplify this part of your life and help you find peace of mind knowing that you may be on track.
Loss of a loved one, divorce or loss of a job not only can change your financial picture in an instant, it can also change your long term plans. We have experienced many of these situations and are empathetic yet subjective and are prepare to help you through what can be very trying times.
Not all investments behave the same. Income oriented investments that do not fluctuate with the stock and bond markets can help smooth out your portfolios performance and provide you with a stream of income.
We offer a number of non-correlated investments that may be suitable for you.
Do you have a lot to lose? We help you identify risks and you may ultimately decide if you want to consider insuring against those risks. We can't predict what may happen in our future. Guaranteed income, disability and long term care are just a few of the needs that we might discuss. .
You worked hard and have a substantial nest egg. What is the most efficient way to leave your legacy? What are your important causes? We are an integral part of the team of professionals who understand and provide potential solutions to help simplify what can be a complicated process.
Glenn is in his eleventh year as a financial advisor and in his sixth year owning his own business as an independent advisor. Glenn's practice is located in the town where he grew up, went to school and raised a family. Glenn follows the golden rule "do the right thing and everything will take care of itself". Much of Glenn's business is built on referrals from his clients, a fact that he doesn't take for granted.
Click the link below to view Glenn's FINRA Broker Check Profile.
Denise Murray joined the practice in 2016. Denise's number one priority is to provide exceptional client service. Denise holds an MBA in Organizational Development and brings with her a wealth of knowledge and experience from her background in trust administration. Denise has her NH life insurance license and is working toward a securities license as well.
In addition to our staff we have many trusted professional resources who we work directly with to serve clients' needs. Some of them are: RBC Trust Company, local law firms, CPA firms, independent insurance agencies, real estate and mortgage brokers to name a few.
Most importantly, our Broker Dealer Moloney Securities Co. Inc. provides us with stellar service and supports us so that we may provide red carpet customer service to our clients. Click the link below to visit their site.
Are you 100% satisfied with the with your current advisor, the level of service you are receiving and the investment plan they have you following?
There is never a cost to sit down and talk.