Robert J. Walczak, CFP^®

AIF^®

Granite State Wealth Management

1C Commons Drive #17
Londonderry, NH 03053

+ 1 More Location

Granite State Wealth Management

24 Great Bay Rd
Greenland, NH 03840

FINANCIAL ADVISOR'S WEBSITE

www.gswmanagement.com

(603) 894-4554 CONNECT WITH Robert

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$500,000

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 help you 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 experience 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.

Financial Advisor Experience

Granite State Wealth Management is pleased to announce that Robert has been named to the Forbes’ Best-In-State Next-Gen Wealth Advisors list for 2023. This is the sixth time Robert has been recognized by Forbes after being named to previous Wealth Advisor lists in 2022, 2021, 2019, and 2018. At Granite State Wealth Management, we are driven to provide the peace of mind you want and deserve. Robert is honored to have been named to this prestigious list—a recognition that speaks to our firm’s commitment to excellence. We are grateful for the trust you place in us and remain committed to being advisors who champion honesty, sincerity, and integrity.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

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.

FINRA BrokerCheck

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, Special Needs, Personal Taxes