Benefits of financial planning in New Hampshire

Champion Financial Strategies & Insurance Solutions is a finance institution located at 142 Main Street, Nashua, New Hampshire, United States. They specialize in services such as IRA, 401k, Stocks, and Life Insurance. The institution caters to successful professionals facing challenges in both their personal and professional lives, offering expertise to help clients achieve their goals. They provide transparent, educational, and personalized financial planning services to ensure clients are in control of their futures. Michael Golosovker, a Registered Representative, offers securities products and services through NYLIFE Securities LLC, and advisory services through Eagle Strategies LLC. Clients residing in specific states can benefit from the institution's insurance services as well. Champion Financial Strategies & Insurance Solutions is dedicated to helping clients navigate the complexities of life and finance, providing peace of mind and guidance towards achieving their desired goals.

First Command Financial Planning is a finance institution located at 24 Orchard View Drive in Londonderry, New Hampshire, United States. Specializing in financial planning for military personnel, veterans, and their families, the institution offers services to help clients become financially disciplined and confident throughout their military careers and into retirement. First Command is dedicated to supporting the well-being of military families and partners with organizations that contribute to their financial and overall success. The institution also sponsors athletic programs at U.S. Service Academies, including West Point and the Naval Academy. First Command is seeking talented individuals with military experience to become Financial Advisors in various locations, including their Home Office in Fort Worth, Texas. Securities offered are not FDIC insured, have no bank guarantee, and may lose value. The institution is not affiliated with any federal employee benefit program or the U.S. government. Additionally, investment and insurance products and services are offered through First Command Europe Ltd. in the United Kingdom. The First Command Educational Foundation is a separate public charity not affiliated with First Command Financial Services, Inc. Sentient Decision Science was commissioned by First Command to compile the Financial Behaviors Index®, showcasing their commitment to advanced research methods and statistical analysis in the financial services industry.

Ameriprise Financial Services, LLC, located at 25 Chestnut Street in Portsmouth, New Hampshire, offers personalized financial advice to help clients reach their financial goals. As the overall winner in the wealth manager category in 2023 according to the Kiplinger Readers' Choice Awards, Ameriprise stands out for its comprehensive approach that focuses on the individual needs and goals of each client. Clients can expect a personalized financial plan tailored to their unique situation, backed by multiple safeguards to protect their personal information. With a focus on helping clients work towards their dreams and goals, Ameriprise provides a range of services including complimentary consultations and online appointment scheduling. For those looking for a trusted financial advisor, Ameriprise offers a personalized and goal-based approach that sets it apart from other financial firms. Clients can also refer friends or family members to benefit from Ameriprise's expertise. Information on the background and qualifications of Ameriprise advisors is available on FINRA's BrokerCheck website.

Nvest Financial LLC, located at Two International Drive in Portsmouth, New Hampshire, is a finance institution dedicated to helping you and your family build financial confidence. With CEFEX-certified investment advisors working in your best interest, The Nvest Group offers decades of practical planning experience to provide the highest level of service and financial planning you deserve. Our client-centered approach and defined operational procedures support your investment needs for lasting financial benefit. As true money managers, we offer insights earned from experience, institutional knowledge, and accessible approaches to your complex financial needs. Securities are offered through Commonwealth Financial Network®, with advisory services offered through Nvest Financial, LLC, a Registered Investment Advisor. Fixed insurance products and services are separate and not offered through Commonwealth Financial Network. Our Financial Advisors may only discuss business with properly registered residents, and information on this site is for informational purposes only. The link to ROI Cubed directs you to a distinct and separate entity under The Nvest Group of companies.

Brian Caldwell, a financial advisor at Ameriprise Financial Services, LLC, located at 5 Bedford Farms Drive in Bedford, New Hampshire, offers comprehensive financial planning services to individuals looking to secure their financial future. With a background in finance and a commitment to helping clients reach their financial goals, Brian Caldwell provides personalized advice and guidance to address a wide range of financial questions and concerns. Whether you are looking to plan for retirement, save for your children's education, or invest in the stock market, Brian Caldwell can help you navigate the complexities of the financial world. By scheduling a complimentary initial consultation, you can gain valuable insights into your financial situation and explore potential strategies for achieving your long-term goals.

The Lamb, Petersen & Mann Advisory Group at Ameriprise Financial Services, LLC is a finance institution located at 117 West Street in Keene, New Hampshire, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are committed to helping you achieve your financial goals. During the initial consultation, we will discuss important financial planning concepts tailored to your specific needs. Please note that you will not receive written analysis or recommendations during this meeting. While Ameriprise Financial cannot guarantee future financial results, we are dedicated to providing personalized financial guidance to help you secure your financial future.

Bank of America in Keene, New Hampshire is a trusted financial institution offering a wide range of banking services to meet the needs of individuals and businesses. Conveniently located at 20 Central Square, this branch features a drive-thru ATM for quick and easy access to cash and account services. With a reputation for excellent customer service and innovative financial solutions, Bank of America is committed to helping customers achieve their financial goals. Visit us today to experience the convenience and reliability of banking with Bank of America.

Edward Jones - Financial Advisor: Jim Long, CFP® is a reputable finance institution located at 91 Hancock Road in Peterborough, New Hampshire, United States. Jim Long, a Certified Financial Planner, provides personalized financial advice and guidance to help clients achieve their financial goals. With a commitment to integrity and professionalism, Edward Jones offers a range of financial services including investment planning, retirement planning, and wealth management. Whether you are looking to grow your wealth or plan for your future, Jim Long and his team are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Choice Benefit Services is a reputable health insurance agency located at 145 Rattlesnake Hill Road in Auburn, New Hampshire. We specialize in providing individuals and businesses with comprehensive and affordable health insurance options. Our experienced team of professionals is dedicated to helping our clients navigate the complex world of insurance and find the best coverage to suit their needs. Whether you are looking for individual health insurance, group health plans, or Medicare options, Choice Benefit Services is here to help you make the right choice for your health and financial well-being. Contact us today to learn more about how we can assist you in securing the insurance coverage you need.

Landmark Benefits Inc is an insurance agency located at 183 Rockingham Road in Windham, New Hampshire. We specialize in providing a wide range of insurance solutions for individuals and businesses, including health, life, disability, and retirement plans. Our team of experienced professionals is dedicated to helping our clients find the right coverage to meet their unique needs. With a commitment to exceptional customer service and personalized attention, Landmark Benefits Inc is your trusted partner in navigating the complex world of insurance. Contact us today to learn more about how we can help protect what matters most to you.

Intervale Benefits & Financial Services is a reputable institution located at 59 Skyline Drive in Intervale, New Hampshire, United States. Our team of experienced professionals is dedicated to providing top-notch financial services and benefits to our clients. Whether you need assistance with retirement planning, investment strategies, insurance coverage, or other financial matters, we are here to help. With a focus on personalized service and tailored solutions, Intervale Benefits & Financial Services is committed to helping you achieve your financial goals. Contact us today to learn more about how we can assist you in securing your financial future.

AJ Camlin is a financial advisor at Ameriprise Financial Services, LLC located at 210 Rumford Street in Concord, New Hampshire. With a focus on helping individuals achieve their financial goals, AJ Camlin is dedicated to providing personalized financial planning services. As a long-time resident of the NH Seacoast, AJ Camlin understands the unique financial needs of the community. Outside of the office, AJ values spending time with family and supporting them in their various activities.

Brian Bond, Bankers Life Securities Financial Representative in Concord, NH offers a wide range of insurance options from top companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, our agents can help you find the right coverage tailored to your needs. With Medicare Advantage, you get all-in-one coverage that includes prescription drug benefits and an annual maximum out-of-pocket limit. As the need for long-term care becomes increasingly important, it's crucial to start planning ahead and having discussions with your loved ones. Visit us at 6 Loudon Road, Concord, New Hampshire to start planning your financial future today.

Glenn Flessas, Bankers Life Securities Financial Representative located at 6 Loudon Road in Concord, New Hampshire offers a wide range of insurance options from top companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Our experienced agents can help you navigate through the complex world of Medicare Advantage plans to find the best coverage for your needs. With Medicare Advantage, you can enjoy all-in-one coverage that includes prescription drug benefits and an annual maximum out-of-pocket limit. As healthcare costs continue to rise, planning for long-term care is essential. Let us help you start planning for your future today.

Small Business Benefit Solutions, LLC is a health insurance agency located at 1191 Goffstown Road in Manchester, New Hampshire, United States. We specialize in providing comprehensive benefit solutions for small businesses, ensuring that employees have access to quality healthcare coverage. Our experienced team works closely with employers to tailor insurance plans that meet the unique needs of their workforce. With a focus on affordability and flexibility, Small Business Benefit Solutions, LLC is committed to helping businesses navigate the complex world of health insurance.

Welcome to Plan Right Insurance, your trusted independent insurance agency located at 224 Main Street, Salem, New Hampshire. With over two decades of experience, we proudly serve individuals and businesses across New Hampshire, Massachusetts, Vermont, and Maine. At Plan Right Insurance, we understand that every client has unique needs. That's why we offer a comprehensive range of insurance products, from personal lines such as home, auto, and life insurance to specialized business coverage including general liability, workers' compensation, business auto, and more. Our knowledgeable staff is dedicated to providing personalized service and competitive pricing, ensuring you get the best value for your insurance premiums.

New York Life: Brian Keane is an insurance agency located at 1155 Elm Street, Manchester, New Hampshire, United States. They specialize in providing permanent policies with guaranteed death benefits and cash value growth, as well as long-term coverage that is customizable to individual needs and budgets. The institution offers investment options to help policyholders grow their cash value in the market, as well as assistance with everyday tasks, lost income replacement, and college education expenses. They also provide expert guidance in creating investment strategies, estate planning, and insurance options for employees, executives, and small business owners. New York Life: Brian Keane is committed to giving back to the community through charitable giving and financial support for bereavement, education, and workplace initiatives. The institution aims to help clients protect their families and assets, plan for retirement, and transfer wealth to the next generation.

Paul Charles & Associates is a renowned institution located at 519 Mammoth Road in Londonderry, New Hampshire, United States. Specializing in improving sales, business development, sales management, employee engagement, marketing, and business communication, we are your one-stop shop for enhancing your business performance. Our services cater to organizations of all sizes and industries, including Tech, Professional Services, Healthcare, Retail, and more. Choose from a variety of customized services such as consulting, training, coaching, marketing communication, and business development support. We offer both on-site and remote delivery options, each delivered in a highly interactive and positive style. Our flexible project-based or monthly retainer plans provide you with on-demand access, scheduled interactions, easy budgeting, and fresh ideas.

K2N Advisors & CPAs is a leading accounting and finance institution located at 183 Rockingham Road in Windham, New Hampshire, United States. We specialize in providing expert advice and services to help businesses navigate complex financial reporting requirements, including the new Beneficial Ownership Information reporting requirements mandated by the Department of Treasury. Our team of experienced professionals is dedicated to helping businesses stay compliant with regulations and avoid potential penalties for violations. We offer guidance on common 1099 filing requirements, fringe benefit reporting, and tax treatment, as well as assistance with mergers, acquisitions, estate planning, and business budgeting.

Aurelius Family Office is a Registered Investment Advisory (RIA) firm located in Bedford, New Hampshire, United States. Specializing in generational wealth and comprehensive financial planning, our team goes above and beyond to identify hidden financial issues and opportunities for our clients. We prioritize understanding your goals, dreams, and challenges to provide personalized services that meet your needs. Our dedicated advisors and support staff are committed to helping you navigate complex financial events such as real estate sales, divorces, business transitions, and inheritances. We assist in achieving your legacy objectives through thoughtful estate planning and optimizing estate and tax benefits for family and charitable gifts.

NBT Bank is a full-service bank located at 210 West Street in Keene, New Hampshire. As a trusted financial institution, NBT Bank offers a wide range of banking and financial services to individuals and businesses in the local community. Whether you need to deposit funds, withdraw cash, apply for a loan, or manage your finances, NBT Bank is here to help. With convenient ATM services available, customers can easily access their accounts and conduct transactions at any time. Visit NBT Bank today to experience personalized banking solutions and exceptional customer service.

Making Community Connections Charter School, located at 310 Marlboro Street in Keene, New Hampshire, is a unique institution that recognizes and celebrates the individuality of each student. We understand that every child learns differently, and we are committed to creating personalized learning plans to help them achieve their specific goals for the future. At MC2, every student is treated like royalty, with their own dedicated team of staff, parents, friends, and community partners providing support and guidance. Our goal is to foster a sense of community and collaboration, ensuring that each student receives the attention and resources they need to succeed.

Chris Chapman - State Farm Insurance Agent is a well-established insurance agency located at 42 Dover Point Road in Dover, New Hampshire. Situated in the Dover Business Park next to the Bill Dube Ford Dealership, the agency offers a variety of insurance and financial products, including auto, home, life, and small commercial insurance. Owner Chris J. Chapman has been in the industry since 2005, with a team boasting over 80 years of combined experience. They are dedicated to helping individuals and small businesses meet their insurance needs. Visitors can receive a free insurance review and quote by clicking, calling, or walking in. The knowledgeable staff is licensed to assist with property and casualty insurance, life insurance, health insurance, and other financial services products. Customers can also benefit from estate planning checklists and DIY auto maintenance tips provided by the agency. For any inquiries or assistance, individuals can contact the agency at (603) 742-6855.

Liberty Life Assurance Co is an insurance agency located at 100 Liberty Way in Dover, New Hampshire, United States. The company specializes in providing life insurance policies to individuals and families, offering peace of mind and financial security for the future. With a commitment to integrity and customer service, Liberty Life Assurance Co strives to help clients protect their loved ones and assets through customizable insurance solutions. Contact them today to learn more about their offerings and how they can assist with your insurance needs.

Parker Counsel Legal Services, located at 155 Fleet Street in Portsmouth, New Hampshire, is dedicated to helping families with children or young adults with disabilities navigate the complex legal and financial issues that come with planning for their future. With additional offices in Austin, TX, Easthampton, MA, and Denville, NJ, their team of experienced attorneys offers expertise in special needs trusts, estate planning, guardianships, and other tools to ensure that your loved one receives the care and support they need. One of the key services offered by Parker Counsel Legal Services is assistance with ABLE accounts. These accounts provide individuals with disabilities that began before the age of 26 the opportunity to save up to $15,000 a year with tax advantages, without affecting their eligibility for Medicaid and Social Security benefits. Unlike traditional trusts, ABLE accounts can be managed by the individual with the disability, making them a valuable tool for those with physical disabilities who have money management skills.

Ed Ibanez - State Farm Insurance Agent is a reputable insurance agency located at 264 North Broadway, Salem, New Hampshire. Our dedicated team serves various areas in New Hampshire including Salem, Windham, Pelham, and Manchester with a wide range of insurance services such as Auto, Home, Renter's, Life, and Business Insurance, as well as Financial Services. With over 50 years of combined experience, our licensed professionals are committed to providing exceptional service and protecting what matters most to our customers. Whether you are moving to the area or are a long-time resident, we are here to assist you with your insurance needs. Contact us today for a free quote on Car Insurance, Home Insurance, or Life Insurance. We speak English, Spanish, French, and Portuguese to better serve our diverse community. Trust Ed Ibanez and his team to help you manage risks, recover from unexpected events, and achieve your dreams. Visit us or give us a call for personalized assistance tailored to your specific requirements.

Merrimack Valley Credit Union is a trusted financial institution located at 24 Plaistow Road in Plaistow, New Hampshire. As a credit union, they offer a range of financial services including ATM access, loans, savings accounts, and more. With a commitment to serving the community and providing personalized service, Merrimack Valley Credit Union is a convenient and reliable choice for all your financial needs.

Aflac Insurance: John Amero is a trusted insurance agency located at 221 Wash Pond Road in Hampstead, New Hampshire, United States. We offer a wide range of insurance policies to provide an extra layer of protection for life's unexpected events. From accidents to serious health diagnoses, Aflac pays cash benefits to help ease financial burdens and allow you to focus on what matters most - getting better. Our coverage includes assistance with deductibles, co-pays, hospital stays, dental care, vision care, and more. Whether you are an individual looking for personal coverage or an employer seeking benefits for your employees, Aflac has options to suit your needs. Become an Aflac insurance agent and experience the flexibility and unlimited potential that comes with our opportunities. Please note that insurance offerings may vary by state and are provided by American Family Life Assurance Company of Columbus, American Family Life Assurance Company of New York, and Continental American Insurance Company. Contact us today to learn more about how Aflac can help you and your loved ones stay protected.

Located at 23 Elm Street in Peterborough, New Hampshire, Caleb Dupuy - State Farm Insurance Agent is dedicated to protecting your life and assets. As a new State Farm agent in the area, Tarek Ellithi is committed to providing exceptional insurance and financial services to the community. With a strong background in the insurance industry, Tarek is equipped with the knowledge and expertise to help individuals and families protect what matters most to them. At Caleb Dupuy State Farm, building meaningful relationships with customers is a top priority. Tarek takes the time to understand each customer's unique needs and goals, offering personalized options for auto, home, renters, life, and business insurance coverage. With proactive communication and availability to address any questions or concerns, Tarek ensures that customers feel confident and informed in their coverage choices.

Suncook Valley Insurance, located at 14 Leavitt Road in Pittsfield, New Hampshire, is an insurance agency specializing in life and health insurance services. With a focus on maintaining a healthy life and successful financial plan, Suncook Valley Insurance is dedicated to finding the best insurance solutions for their clients. The agency, led by Alice Young and Scott Brown, offers a personalized and educational approach to understanding Medicare products, individual health insurance, and employee benefits. Alice Young, known as the "Queen of NH Medicare," has extensive knowledge of Medicare products and helps clients navigate through the options available to them. With over 41 years of experience in the business community, Alice takes pride in providing exceptional service and guidance to clients, making them feel comfortable and confident in their insurance decisions.