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.
Mid-Career Professionals
& Families
We specialize in providing tailored wealth management services for mid-career professionals who are navigating the complexities of growing wealth, advancing careers, and life transitions. Our team of financial advisors understands the unique challenges and opportunities that come with this stage of life, whether you’re getting married, buying a home, expanding your family, or need help managing money you’ve recently inherited from a parent or grandparent. With over 20 years of experience, we’ve not only navigated these transitions ourselves, but have also helped countless families successfully manage and grow their wealth through these critical stages.
From investment strategies and tax-efficient planning to retirement preparation and risk management, we offer personalized guidance to help you build financial security and achieve your long-term goals. Whether you’re optimizing stock options, balancing retirement goals with tuition savings goals, strategizing for your next big career move, or have questions about crypto currency, we’ll provide expert advice from a perspective that aligns with your goals. We're here to educate you on your financial journey, empowering you to make smart decisions that lead to long-term financial security.
Retirees & Those
Preparing for Retirement
Thinking ahead to retirement, when you’ll have more time to spend with friends and family and do the things you love, is exciting. As you approach retirement, securing your financial future requires careful planning and strategic decision-making. We will help you protect your money by keeping a careful watch on market conditions, tax laws, and above all, your evolving needs. Our wealth management services for pre-retirees are designed to help you transition smoothly from your peak earning years to a financially confident retirement.
With over 20 years of experience, we’ve guided many individuals and families through this critical phase, helping them optimize retirement income strategies, manage tax-efficient investments and withdrawals, and protect their wealth. Whether you're evaluating Social Security timing, refining your investment portfolio for income and growth, or planning for healthcare and long-term care needs, our experienced advisors provide personalized guidance to ensure you can retire on your terms with confidence and peace of mind. Robbins Farley is here to help educate you to make smart financial decisions so you can sail smoothly over the swells and weather any financial challenges that may arise.
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.