David Snyder and the whole team at SFM have been so helpful for my financial planning needs. They…read morereally take the time to understand my values and are always ready to answer my questions. I highly recommend!

From the owner: We provide Investment Management and Financial Planning for Entrepreneurs & Individuals. We have…read morehelped our clients analyze their investment assets, retirement savings including 401(k)'s, and business holdings to optimize the overall portfolio structure in order for them to achieve long term success. Our team approach provides security, diligence, and customization that clients may not receive from an individual investment advisor. SFM believes honesty, transparency, and trust are paramount in forming an advisor client relationship; we look forward to helping you.

A real office with real people. It's great to have investment advisors that you can actually talk…read moreto face to face; ask questions and get guidance. With no more big corporate pension plans - a guy's gotta fend for himself to prepare for retirement and it's nice to not have to do it all alone. Ask for Mike Gula. He's excellent with more than a decade of personal experience under his belt making him young enough to get it and experienced enough to guide you.

I was very happy with the service I received from Mike Gula..Highly recommend him for any financial…read morequestions and he is great about getting back to you. He does his best to point you in the right direction. Real nice to get the face to face as was pointed out on the last review... Ed L.

Greg has been the best!! His advice has been on top of everything!! he has done me and my family…read moregood things!!! Can't say enough good things about him. Extremely smart, stays on top of everything! His knowledge is unwavering, constantly stays on top of the market. The best around!

I was very disappointed with investment advice. There was a lot of hidden fees, although I was…read moreassured there would only be a one- time fee. I would not recommend this firm to anyone.

We have worked with Greg on both the purchase of our home and the purchase of our first investment…read moreproperty. He's efficient in guiding both transactions, is super responsive, and has a great understanding of the NH market. We value his advice and look forward to working with him again some day!!

From the owner: Greg McCarthy is a Broker Associate at Keller Williams Realty Metropolitan in Bedford, NH. He's…read moreworking on growing the Greg McCarthy Team into one of the most successful real estate teams in the state. A recognized expert in the local real estate market, Greg has been a Realtor in New Hampshire for over 20 years. His passion for real estate teamed with his expertise has contributed to his being in the top 1% of producing agents for the state. To date he has earned national designations from the Council of Residential Specialists (CRS) and Accredited Buyer's Representation (ABR). He also has the honor of being a selected member of the Keller Williams Agent Leadership Council (ALC). He volunteers his time working on KW Cares and NeigborWorks of Southern New Hampshire committee. He's particularly proud of his work with NeighborWorks of SNH on several local neighborhood revitalization projects.