Kevin J. Halloran

Location:

34 Broad St.NashuaNew Hampshire03064United States View Map

Revenue:

$2.4 Million

Employees:

12

Phone:

(603) 821-1922

Website:

www.wtlh.com

Fax:

(603) 821-1934
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Description:

We pride ourselves on offering access to reliable products and services, however, our knowledge and insight are most important to our clientele. We know how to make those products work for our clients by using a process that allows us to learn about each individual's financial goals before we make any recommendations. At the first meeting we listen, gather information about the client's financial situation, and we hear what our clients say. We then take the time necessary to review and analyze the information to determine specific needs. At the second meeting we present a customized, written presentation. This presentation includes an analysis of the client's current situation, recommendations based on their goals and our observations, and professional guidance as the recommendations are implemented. We also work with a team of lawyers and accountants to help ensure that we can make a more thorough recommendation. The relationship does not end there, however. We like to meet with each client at least bi-annually to review their existing situation to determine if our recommendations are still in line with current goals and circumstances.

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