Ready to start Your Financial Planning Journey?

Contact Us

Send us a message below or request your complimentary financial planning consultation with Squam Lakes Financial Advisors. 

Financial Planning | Squam Lakes Financial Advisors | Holderness, NH

How can we help you?

Complete the form below and a member of our team will be in touch soon! 

Our Location

Squam Lakes Financial Advisors
31 Coxboro Road
Holderness NH  03245

Squam Lakes Financial Advisors
We Are On Our Client’s Side

News & Resources

News & Resources

AARP BankSafe Recognition

Squam Lakes Financial Advisors is proud to announce that we have earned the AARP BankSafe Trained Seal in recognition of the training and policies we

Read More »
National Association of Estate Planners & Councils
Estate Planning

What’s an Accredited Estate Planner?

The AEP® designation is conferred upon those individuals who meet its stringent admission standards which include, among other things, significant prior experience in estate planning activities and material formal education in the subject matter.

Read More »