Squam Lakes Financial Advisors

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

The Foundry Financial Group Inc is an independent fee-only fiduciary advisory firm located in Laconia, NH. They specialize in providing personalized financial planning and investment management services to retired individuals, professionals, diligent savers, and business owners. With a team of experienced wealth management advisors, they strive to improve the lives of their clients and their families through diligent professionalism, positivity, teamwork, candor, and kindness. Founded in 1989 by Natalie Fogarty and currently led by President Michael H. Fogarty, CFP, The Foundry Financial Group is dedicated to delivering clear, objective advice and customized solutions to meet their clients' wealth management needs. Their services include financial planning, investment management, and guidance on employer-sponsored retirement plans, all provided with full fee transparency and without any commissions on recommended products.Generated from the website

Brendel Financial Advisors is a comprehensive financial planning firm located in Hanover, NH, dedicated to providing personalized services to clients and their families. With a focus on understanding clients' goals and aspirations, the firm offers a range of services including financial goal planning, portfolio management, risk assessment, and investment research across various asset classes. Led by John Brendel, Jr., the team at Brendel Financial Advisors emphasizes individual stock and business strength, employing a research-driven investment strategy that prioritizes downside protection and tax efficiency. With a commitment to knowing their clients on a personal level, the firm aims to help clients achieve their financial objectives at different stages of life.Generated from the website