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Squam Lakes Financial Advisors, LLC Employee Directory

Financial ServicesNew Hampshire, United States2-10 Employees

Squam Lakes Financial Advisors, LLC is a fee-only financial planning practice in the financial services industry. Based in Holderness, New Hampshire, it provides planning services to doctors, business owners, widows, and families. Its client base includes residents of New Hampshire and nearby states such as Vermont, Maine, and Massachusetts. The firm offers planning across a range of financial needs for individuals and families. In July 2022, Benzinga Money recognized Squam Lakes Financial Advisors as the Best Comprehensive Planning firm in New Hampshire. As a small firm, it maintains a regional footprint across New Hampshire and neighboring states.

Find Squam Lakes Financial Advisors, LLC employees' phone numbers or email addresses

Squam Lakes Financial Advisors, LLC Global Highlights

Location
Employees

North America
2

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  • United States Of America
    2

Squam Lakes Financial Advisors, LLC's Leadership

  • Financial Advisor at Squam Lakes Financial Advisors, LLC
    P. L.
    Financial Advisor
    Mobile Phone

Squam Lakes Financial Advisors, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Squam Lakes Financial Advisors, LLC

Name
Title
Contact
Location
Last Update
  • Financial Advisor at Squam Lakes Financial Advisors, LLC
    P. L.
    Financial Advisor
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Squam Lakes Financial Advisors, LLC known for?

Minus sign iconPlus sign iconSquam Lakes Financial Advisors, LLC was founded in 1982 and operates in the Financial Services industry. You can contact Squam Lakes Financial Advisors, LLC's main corporate office by phone at
+1-603-968-****
. Explore Squam Lakes Financial Advisors, LLC's company overview page for more information.

How many employees does Squam Lakes Financial Advisors, LLC have currently?

Minus sign iconPlus sign iconSquam Lakes Financial Advisors, LLC has approximately 2 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Squam Lakes Financial Advisors, LLC's key employees and leadership?

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As of September 2026, Squam Lakes Financial Advisors, LLC's key employees include:

  • Financial Advisor: P. L.

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