Maria Callaghan
Maria Callaghan is a CFP-designated registered investment advisor at Financial Strategies Retirement Partners, based in Bedford, NH, with 14 years of industry experience. Maria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
IM Fee
Fee Structure
Financial Strategies Retirement Partners offers financial planning services on an hourly and fixed fee basis. The minimum hourly fee is $250. Fixed fees range from $1,000 to $20,000, depending on the complexity of your situation, time spent, research required, and staff resources. Typically, one-fourth to one-half of the fixed fee is due upfront, with the balance due upon completion of the project.
Location
3 Executive Park Drive, Suite 101 & 205, Bedford, NH, 03110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Financial Strategies Retirement Partners
Commonwealth Financial Network
Previous Registrations
Northwest Asset Management
The Harbor Group, INC.
Sageview Advisory Group, LLC
Cetera Advisor Networks LLCBroker
Twin Focus Capital Partners, LLC
Sentinel Pension Advisors INC
Sentinel Securities, INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Nylife Securities LLCBroker
State Registrations1 state
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