Squam Lakes Financial Advisors

Finance · New Hampshire, United States · 1-10 Employees

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Overview

Headquarters

31 Coxboro Rd, Holderness, New Hampshire...

Phone Number

(603) 968-2317

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
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1
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1
1

About Squam Lakes Financial Advisors

Squam Lakes Financial Advisors has been providing independent, unbiased, fee-only financial advising since 1982, aiding clients through various stages of life. Their services include cash flow and retirement counsel, estate and succession planning, and comprehensive financial planning. The firm emphasizes the importance of early financial planning and creating tailored strategies for both personal and business-related goals. They aim to empower clients to make informed decisions regarding their financial futures through clear and structured advice.Explore more
Squam Lakes Financial Advisors's Social MediaPopular SearchesSquam Lakes Financial Advisors LLCSquam Lakes Financial AdvisorsR E Maloney Assoc LtdR E Maloney Associates LtdBob MaloneySIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Squam Lakes Financial Adv...

<$5M
1-10
Private
-
1982
N/A
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
1993
ML
Michael LunsfordChief Operating Officer & Owner
<$5M
1-10
Private
-
1983
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
2018
BF
Brian FryFinancial Planner & Founder
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Squam Lakes Financial Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Squam Lakes Financial Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Squam Lakes Financial Advisors.

Squam Lakes Financial Advisors Tech Stack

A closer look at the technologies used by Squam Lakes Financial Advisors

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Frequently Asked Questions Regarding Squam Lakes Financial Advisors

What is Squam Lakes Financial Advisors's official website?
Squam Lakes Financial Advisors's official website is www.squamlakesfinancial.com
What is Squam Lakes Financial Advisors's Revenue?
Squam Lakes Financial Advisors's revenue is <$5 Million
What is Squam Lakes Financial Advisors's SIC code?
Squam Lakes Financial Advisors's SIC: 62,628
What is Squam Lakes Financial Advisors's NAICS code?
Squam Lakes Financial Advisors's NAICS: 52,523
How many employees does Squam Lakes Financial Advisors have?
Squam Lakes Financial Advisors has 1-10 employees
What industry does Squam Lakes Financial Advisors belong to?
Squam Lakes Financial Advisors is in the industry of: Finance, Securities Trading
What is Squam Lakes Financial Advisors competition?
Squam Lakes Financial Advisors top competitors include: Charles Carroll Financial Partners, HSC Wealth Advisors, Safe Landing Financial, Lunsford Financial Planning
What technology does Squam Lakes Financial Advisors use?
Some of the popular technologies that Squam Lakes Financial Advisors uses are: Google Cloud Web Serving, Google Cloud Platform, Microsoft 365, GoDaddy DNS
How do I contact Squam Lakes Financial Advisors?
Squam Lakes Financial Advisors contact info: Phone number: (603) 968-2317 Website: www.squamlakesfinancial.com
What does Squam Lakes Financial Advisors do?

Squam Lakes Financial Advisors has been providing independent, unbiased, fee-only financial advising since 1982, aiding clients through various stages of life. Their services include cash flow and retirement counsel, estate and succession planning, and comprehensive financial planning. The firm emphasizes the importance of early financial planning... and creating tailored strategies for both personal and business-related goals. They aim to empower clients to make informed decisions regarding their financial futures through clear and structured advice.Read More

What are Squam Lakes Financial Advisors social media links?
Squam Lakes Financial Advisors Linkedin page Squam Lakes Financial Advisors Twitter page Squam Lakes Financial Advisors Facebook page
Is Squam Lakes Financial Advisors a public company?
Squam Lakes Financial Advisors is private company therefore does not currently have an official ticker symbol
See more information about Squam Lakes Financial Advisors

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