N. KEVIN  FLAHERTY,  CFP<sup>&reg;</sup> - Financial Advisor

N. KEVIN FLAHERTY, CFP®

Wealth Management Advisor

The Foundry Financial Group, Inc.

9 Madbury Rd, Suite 102
Durham, NH 03824-2047
FINANCIAL ADVISOR'S WEBSITE
(603) 397-3831 CONNECT WITH N. KEVIN
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General

N. KEVIN FLAHERTY is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The Foundry Financial Group, Inc. in Durham, NH and the surrounding communities.

Financial Advisor Overview

At the Foundry Financial Group, Inc. we specialize in financial planning with a primary focus serving employees (and their families) who work in academia, small business owners and individuals and families within 10 years of retirement. As fiduciaries we have an obligation to put our clients first. We do not offer proprietary investments or products so there are no conflicts of interest. We partner with Cambridge Investment Research to provide access to expertise, investments and products. We partner with Pershing to provide custodian and record keeping services. Kevin is dedicated to working with employees of academia who are within 10 years of retirement.

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Financial Advisor Experience

Financial Planner, The Foundry Financial Group, Inc 2020-Present Financial Planner, TIAA 1998-2020

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

Cambridge Investment Research, Inc.

Broker-Dealer Disclaimer

Financial Planning Services offered through The Foundry Financial Group, Inc., a Registered Investment Advisor. Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and The Foundry are not affiliated.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth

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Helpful Financial Planning Resources