Brendan M. Maloy
CERTIFIED FINANCIAL PLANNER™ at Insight Financial Horizons
- Role
- Certified Financial Plannertm at Insight Financial Horizons
- Location
- Danvers, MA, US
- LinkedIn followers
- 500 followers
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 |(97••••••66.
Experience
Certified Financial Plannertm
Aug 2017 — Present · Danvers, MA, US
Retirement strategies | Asset management | Investment services | College funding | Estate planning
Education
Boston College
Bachelors of Arts & Sciences, Psychology
1996 — 2000
Boston College
Bachelor's degree, Psychology
1996 — 2000
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