Maplewood Financial Services

Manage Your Wealth * Manage Your Life ™

Welcome to Maplewood Financial
We manage your wealth, so you can manage your life. No matter where you are today and what you’d like tomorrow to look like, we work with you to create a customized plan for building and protecting wealth. Your financial success and security are our number one priority. To that end, we take a diverse approach when advising our clients on how to best accomplish their goals—one that includes investments, savings, risk/reward balance, tax planning and insurance. And as life’s circumstances change, we are here to help you pivot in order to stay on track for meeting your objectives.

Retirement Planning

Business Owner

Life Transitions

College Planning

Our mission

Our mission is to provide our select group of clients with a level of innovative investment care, independent financial advice, and continuous fiduciary oversight, giving them a renewed sense of confidence for the future, for themselves and for their families. This is accomplished by guiding our clients through the design and creation of their ideal retirement by integrating and strengthening the various aspects of their financial life in order to provide a sense of freedom and peace of mind during their retirement.

why choose us?

Henry David Thoreau said, “Wealth is the ability to fully experience life.”
Maplewood Financial Services is here to help you, your family and your business build and preserve wealth. We are dedicated to helping clients at all levels accomplish their financial planning goals—today, tomorrow and beyond. With proven industry-specific experience and strong dedication to public service, our team of financial industry professionals will advise and guide you through life insurance, estate planning, business finances, retirement, long-term care, annuities and more.

Together, we have helped hundreds of clients build, monitor and protect their money through all types of economic conditions and life events. Combining advanced knowledge of financial best practices, patience, empathy and active listening skills, we serve as unbiased advocates—always advising based on our clients’ best interests. Your financial success and security are our number one priority.

Financial guidance

Whether you’re saving for your first home, college or getting ready to retire, we put you on the path to accomplishing your goals.

Customization

Financial planning is not a one-size fits all exercise. We dig deep to understand your unique situation and craft a custom plan that aligns with your goals.

Expertise with clients

Our firm includes experts who are well-versed in tax implications and savings measures for all levels of personal finances, as well as small business finances.

Educating Clients

We work hard to demystify financial matters that many people ignore or are intimidated by. Ask us anything and we will answer honestly and without judgment.

Caring Service

Your satisfaction and comfort is important to us. We always work with your best interests in mind to help you build and protect your wealth.

Sleep better at night

For all the above reasons our clients have peace of mind knowing that their finances are being taken care of and they can rest living their best life.

blog Posts