-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Thomas Hardenbergh (CRD# 4663255) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Manchester, NH and has over 20 years of experience in the finance industry.
Richard Heller (CRD# 1276470) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Manchester, NH and has over 35 years of experience in the finance industry.
John Hogan (CRD# 1100687) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Manchester, NH and has over 35 years of experience in the finance industry. John Hogan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Nicholas Inglese (CRD# 2118211) is an Investment Advisor Representative working at Eagle Strategies LLC in Manchester, NH and has over 33 years of experience in the finance industry.
Christopher June (CRD# 6023112) is an Investment Advisor Representative and Financial Planner working at SFM, LLC in Manchester, NH and has over 14 years of experience in the financial planning industry. Christopher June is a Certified Financial Planner (CFP®) practitioner . CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Chris provides customized financial planning and investment advisory services. He spends his time helping people of all ages grow their net worth, plan for retirement, and manage their investment portfolio. He is passionate about investing, and enjoys helping clients achieve their financial goals. Chris is CERTIFIED FINANCIAL PLANNER™ practitioner and a member of the Financial Planning Association (FPA). He joined SFM in 2002 after graduating from Babson College in Wellesley, MA with a B.S. in Business Management with a concentration in Finance. Chris lives in Goffstown, NH with his wife Mandy, daughter Zoe, and son Gavin. In his spare time, he enjoys football, soccer, skiing, kayaking, and hiking with his family.
SFM, LLC is a fee-only investment management firm located in Manchester, New Hampshire, just west of the Merrimack River. Clients receive services that include unbiased investment analysis, financial planning, portfolio management, business solutions and other specialized services. Our firm understands the level of trust a person places in his/her financial manager and makes a commitment to always be true to that fiduciary role. We will exhibit the same level of care and concern for your financial affairs as we do for our own families' assets.
Since 1998, we have helped our clients analyze their assets, retirement savings, and business holdings to optimize the overall portfolio structure in order for them to achieve long term success. Our team approach provides security, diligence, and customization that clients may not receive from an individual investment advisor. SFM believes honesty, transparency, and trust are paramount in forming an advisor client relationship; we look forward to helping you.
SFM, LLC is a registered investment advisor with the United Stated Securities and Exchange Commission (SEC).
Brian Keane (CRD# 5043858) is an Investment Advisor Representative working at Eagle Strategies LLC in Manchester, NH and has over 17 years of experience in the finance industry.
Thomas Kelley (CRD# 6587158) is an Investment Advisor Representative working at Kinetic Investment Management, Inc. in Manchester, NH and has over 8 years of experience in the finance industry.
Beverly Ketel (CRD# 2628512) is an Investment Advisor Representative working at Lpl Financial LLC in Manchester, NH and has over 25 years of experience in the finance industry. Beverly Ketel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Michael Kiley (CRD# 4206894) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Manchester, NH and has over 23 years of experience in the finance industry.
Caleb Kirby (CRD# 4502870) is an Investment Advisor Representative working at Lpl Financial LLC in Manchester, NH and has over 21 years of experience in the finance industry. Caleb Kirby has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.