Brendan  Maloy,  CFP<sup>&reg;</sup> - Financial Advisor

Brendan Maloy, CFP®

Financial Advisor

Insight Financial Horizons

150A Andover St, Ste 4-B
Danvers, MA 01923
FINANCIAL ADVISOR'S WEBSITE
(978) 774-2266 CONNECT WITH Brendan
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General

Brendan Maloy is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Insight Financial Horizons in Danvers, MA and the surrounding communities.

Financial Advisor Overview

Whether you're planning for retirement, are in the midst of a life transition, or considering what's next in your life journey, we can help. Insight Financial Horizons is a premier financial services firm on the North Shore of Boston, focusing on helping our clients navigate life’s many crossroads.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

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. Privacy Policy © Copyright 2012 - 2014

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Long-term Care, Sudden Wealth

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Helpful Financial Planning Resources