Financial Planning | Retirement Planning | Wealth Management
Welcome to Robbins Farley – we’re glad you’re here. We are a small team of independent financial planners, investment advisors, and portfolio managers located in Bedford, NH, serving the greater Manchester, Concord, and Nashua communities. For clients in other regions and states, we can meet virtually or travel to you to provide our comprehensive financial services.
The difference is in the details.
We’re not here to offer you unimaginative, cookie cutter financial services. For us, as it is for you, it’s much more personal than that. We want to know about your life and what motivates you so we can help you achieve your unique goals. We’re with you for the long haul, to be a trusted partner who’s invested in your financial wellbeing. Whatever success looks like to you, we’ll develop a plan to get you there – no matter what life throws your way.
Meeting you where you are.
Month after month, year after year.
Robbins Farley provides personalized financial planning and investment management to working professionals, families, retirees (and those looking toward retirement), and entrepreneurs. No matter where you are in your journey, we help you set realistic financial goals that are unique to your life and dreams, helping you stay on course through constant communication and customized results tracking.
Independent Financial Services, fitted to you.
Our team of financial planners, investment advisors, and retirement and insurance specialists are here to help you formulate a forward-thinking and flexible strategy for how to save, invest, spend, protect, and make your hard-earned dollars go further.
Helping you build the best life and legacy possible.
Live the life you deserve, and leave the details to us.
Robbins Farley has spent more than 20 years developing successful financial strategies for our clients - strategies focused on smarter education planning, estate planning, cash flow planning, insurance planning, job-change planning, retirement income planning, retirement distribution planning, wealth transfer planning, business exit planning, long-term care planning, and more.
Our principals, wealth advisors, and operations staff hold the following financial certifications:
Certified Financial Planner (CFP®)
Chartered Life Underwriter (CLU®)
Certified Portfolio Manager (CPM®)
Chartered Financial Consultant (ChFC®)
Certified College Funding Specialist (CCFS®)
Financial Paraplanner Qualified Professional (FPQP®)
Chartered Retirement Planning Counselor (CRPC®)
Their word is our reputation.
The testimonials presented may be from current or past clients and are written without our direction or influence. Although Robbins Farley does solicit testimonials from all of its clients, not all of the reviews appearing here were solicited by Robbins Farley. The testimonial parties have NOT been compensated, nor do they receive any direct or indirect benefit in connection with their testimonial. The services and performance you may experience may not be the same as those experienced by the testimonial parties.