Brendan M. Maloy

Background

About Brendan M. Maloy

Brendan M. Maloy is a CERTIFIED FINANCIAL PLANNER™ practitioner committed to helping individuals and families achieve their goals by providing the maximum level of service through all phases of the wealth planning cycle: accumulation, preservation, and distribution.Areas of focus-Retirement strategies-Asset management-Investment services-College funding-Tax planning-Estate planningQualifications:Brendan is a registered representative and investment adviser representative of Commonwealth Financial Network, Member FINRA/SIPC, and holds FINRA Series 7 and 66 licenses. He is also is a current member of the Financial Planning Association (FPA®)-This communication is strictly intended for individuals residing in the states of AZ, CA, CT, FL, GA, MA, MD, ME, MO, MT, NH, NY, OR, RI, SC, TX, VA, VT, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network, Member a Registered Investment Adviser. Please see our Terms of Use here: Insight Financial Horizons: 150A Andover Street, Suite 4-B, Danvers, MA 01923 |(978) 774-2266.