Financial Planning Association of New England is launching a new Member Spotlight program to feature our members and their businesses, activities and accomplishments, community involvement, and more! Today we spotlight Brendan M. Maloy, CFP® of Insight Financial Horizons based in Danvers, MA. Brendan currently serves as Public Relations Director of FPA MA and does so much for our chapter. Learn more about Brendan and his firm:
“Based in Danvers on Boston’s North Shore, Insight Financial Horizons has been in business for over 70 years, serving clients on the North Shore and beyond. My grandfather started the business by opening his own broker-dealer when he returned from the war and became a trusted stock broker for many clients in and around Lynn, MA. When my mother joined the business in the early 1980s, she decided to pursue a certification as a Financial Planner and expand the client services beyond stock trading. As the 3rd generation in the business, I’m focused on ensuring that clients and prospects receive the highest level of service and technology that are needed and expected in this day and age. Being a member of the FPA provides me with a network of peers that I can learn from and engage with on a myriad of financial planning topics.”