Robert J. Walczak,  CFP<sup>&reg;</sup> - Financial Advisor

Robert J. Walczak, CFP®

AIF®

Granite State Wealth Management

1C Commons Drive #17
Londonderry, NH 03053
FINANCIAL ADVISOR'S WEBSITE
(603) 894-4554

General

Robert Walczak is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Granite State Wealth Management in Londonderry, NH and the surrounding communities.

Financial Advisor Overview

The markets can be unpredictable, but your retirement planning doesn’t have to be.
 
As an independent financial planning firm, our goal is to provide the right information to make the right decisions for a secure and comfortable retirement. We understand that the money you’ve worked hard for needs to provide a reliable income stream in good markets and bad.
 
Our expertise and highly personalized service enables us to create solutions that take advantage of all of your opportunities.
 
Our commitment is to be advisors who champion honesty, sincerity, and integrity. At Granite State Wealth Management, we are driven to provide the peace of mind you want and deserve.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Accredited Investment Fiduciary® (AIF®)

Insurance Licenses

  • Life insurance

Broker-Dealer Affiliation

Commonwealth Financial Network

Broker-Dealer Disclaimer

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through Granite State Wealth Management or CES Insurance Agency.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Mutual Funds, Insurance, Job Loss, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources