Who We Serve
No matter where you are in your journey, we’re here to help your financial future flourish. We take a hands-on approach to client relationships, tailoring all of our financial services to your unique aspirations in order to deliver efficient, personalized financial plans.
Entrepreneurs & Business Owners
Retirees & Those
Preparing for Retirement
Being your own boss can come with as many concerns and questions as it does benefits. What should you consider when taking on debt or outside investment? Which retirement plan is right for you, your employees, and key personnel? What is the best life and disability insurance for your exact needs? Are you really saving enough to successfully retire at the age you always imagined? What can you do to minimize your tax obligations as your business grows? And how can you exit your business in the most successful manner possible? Let our Certified Financial Planners™ and Certified Portfolio Managers™ help you create, institute, and maintain the financial business strategies that meet the day-to-day and year-over-year demands of your entrepreneurial life.
You don’t want to just weather life’s biggest changes, you want to thrive through transition and growth periods to come out stronger on the other side. Whether you’re getting married, buying a home, having kids, saving for their education, caring for an aging parent, switching jobs, or trying to retire early, Robbins Farley is here to help you sail smoothly over the swells. We will help guide you to make decisions that lead to financial resilience for years to come.
When you retire, you want to be able to celebrate and spend your time with family and friends, confidently doing the things you love without wondering if you’ve saved enough to keep it going. Retirees and those nearing retirement can depend on Robbins Farley for decades of experience with cash flow planning, fixed income planning, tax analysis and capital gains strategies, retirement plan rollovers, retirement distributions, estate planning, legacy planning, downsize planning, insurance planning, and long-term care planning. We help you protect, enjoy, and maximize your money by keeping a careful beat on market conditions, tax laws, and above all, your evolving needs. Our goal is the same as yours: Make your most important years worry-free.
Why Robbins Farley?
Robbins Farley is an independent financial advisory firm, free from outside incentives, meaning it is our fiduciary responsibility to only make recommendations that are aligned with your best interest. We believe that the stronger our connection is to you, the more value we can add as your financial advisors. We ask a lot of questions and are eager to answer everything you want to know too.
You get direct access to our team through ongoing meetings and ad-hoc conversations, and we provide easy-to-use online portals and clear monthly statements that allow you to see and understand the investments you own and how they are performing. As your financial partner, we also collaborate with your other professional advisors (such as accountants, attorneys, and insurance agents) to help you maximize your financial life – today, tomorrow, and for years to come.
Financial Services Near You
Robbins Farley is located in beautiful Bedford, NH. We serve residents, vacation home owners, and small business owners and professional practices in the Manchester, Merrimack, Nashua, and Amherst, NH areas. We also offer virtual financial planning, investment and portfolio management, and business development services to all our clients, as well as those living and recreating throughout New England and the United States.