Independent Financial Services
Your success is our most important benchmark.
Robbins Farley has decades of experience helping professionals, families, retirees, and entrepreneurs reach their unique financial goals through all stages in their lives.
Our offices are located in Bedford, NH, serving our local area and the nearby communities of Concord, Manchester and Nashua. Our suite of financial services are also available to those living in other areas of New England as well as throughout the United States via flexible virtual financial planning meetings, easy to manage phone calls, and we can even travel to meet you where you are!
What are your goals?
Financial Education
Learn directly from our financial experts how saving, budgeting, investing, paying off debt, charitable giving, tax strategies, and life and disability insurance options all compound to impact your total financial health. You’ll gain knowledge, insights, and access to resources that help promote positive financial planning, behavior, and outcomes related to career choices, homebuying, family planning, retirement, and more.
Financial Planning
Partner with one of our experienced advisors for financial guidance that meets you where you are to get you where you want to go. Our team includes a designated Certified Financial Planner (CFP®), a designation which requires rigorous professional training and being held to recurring education requirements. Your team at Robbins Farley is wholly-committed to putting your interest first and foremost.
Working with us means you benefit from expert leadership across big picture planning, down to the details that matter most in your evolving life and goals. Whether you’re buying a home, paying for a loved one’s education, growing your family, building a business, or taking out a life or disability insurance policy, a strategy customized to your needs ensures long term security and peace of mind.
Retirement Planning
Realize your vision for your post-work life and live out the years you always dreamed you would. Robbins Farley has a designated Chartered Retirement Planning Counselor (CRPC®) and Certified Portfolio Manager (CPM®) on staff with the proven professional skill-set to provide the customized strategic planning and investment advisory services you need.
Our retirement planning experts will work alongside you to inventory your income sources as well as ongoing and anticipated expenses, solidify a savings plan, and implement investment choices that match your values. We can assist you with securing Social Security benefits, tax reduction opportunities, 401k, 403b, and IRA rollovers. We will also guide you toward other healthcare and estate planning choices, and handle distribution of your assets, designed to ensure you can comfortably maintain your lifestyle, be prepared for future expenses, and fulfill your retirement aspirations.
Wealth Management
Manage your wealth and legacy with customized solutions that take a holistic approach to your financial life. You’ll work closely with an experienced wealth advisor at Robbins Farley to develop a comprehensive strategy to maintain and grow your wealth, as well as extend it to future generations or charitable organizations if that is what you wish. You will have access to a Certified Financial Planner (CFP®), Certified Portfolio Manager (CPM®), Chartered Financial Consultant (ChFC®), and other highly qualified staff – all interested in helping you structure your finances to minimize your tax liability and preserve your assets long term.
Our Fee Structure
Our fee structure is simple. We are compensated on a percentage of the assets under our management. As an independent financial advisory firm, we only make recommendations in your best interest. Our fiduciary responsibility is to you (not to our bottom line) and we will always make sure you understand the short-term and long-term financial impacts of our work together.