The Best Customized retirement strategies in Manchester, New Hampshire

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.

Merrill Lynch Wealth Management, located at 900 Elm Street in Manchester, New Hampshire, offers personalized financial strategies for individuals, families, business owners, executives, and institutions. With a focus on wealth planning, retirement income planning, and investment guidance, our experienced advisors work closely with clients to create customized financial strategies tailored to their long-term goals. As part of the Bank of America family, we have access to a wide range of resources to help clients navigate changing market conditions and plan for the future. Our commitment to community involvement and charitable outreach reflects our dedication to supporting the economic and social well-being of the neighborhoods we serve. Whether you are a seasoned investor or just starting out, Merrill Lynch Wealth Management provides the tools, knowledge, and support to help you achieve your financial and life goals.

Merrill Lynch Financial Advisor Denise Petrin, located at 900 Elm Street in Manchester, New Hampshire, offers personalized financial strategies tailored to each stage of life. With over 30 years of experience in banking and wealth management, Denise focuses on building, managing, preserving, and transitioning wealth for clients and their families. She specializes in assisting small businesses, women, military veterans, LGBTQ individuals, and retirees with tailored investment advice. Denise is dedicated to fostering lasting relationships with clients nationwide, emphasizing the importance of taking control of one's financial future. She is actively involved in supporting veterans and military families through her role with Veterans Count and the American Legion Women’s Auxiliary. Denise's approach involves a holistic assessment of each client's goals, priorities, and unique financial concerns, drawing upon the global resources of Merrill and Bank of America to create personalized financial strategies. By staying informed about changes in clients' lives and financial markets, Denise aims to help clients achieve their long-term goals. Whether planning for retirement, funding education, or passing wealth to future generations, Denise works closely with clients to develop customized approaches that reflect their personalities and priorities. With a focus on building strong client relationships based on trust and personalized service, Denise Petrin and her team at Merrill Lynch Wealth Management are dedicated to helping clients navigate the complexities of their financial lives and pursue their goals.

Merrill Lynch Financial Advisor John P. Brennan III, located at 900 Elm Street in Manchester, New Hampshire, is a finance institution dedicated to providing personalized financial strategies and advice to successful individuals, families, and business owners. John, a CERTIFIED FINANCIAL PLANNER™ professional, brings over 20 years of experience in the financial services industry and holds a Bachelor's Degree in Finance from Bentley University. He is committed to understanding the short- and long-term financial objectives of his clients and helping them achieve their goals. In addition to his professional expertise, John is actively involved in the community, volunteering with organizations such as Granite United Way, Manchester Chamber of Commerce, Merrimack Youth Lacrosse Association, and NH Safe Sports Network. He values building strong client relationships based on trust and personalized service, supported by the global resources of Merrill.

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Michael Kiley, a financial advisor at Ameriprise Financial Services, LLC, located at 573 Pine Street in Manchester, New Hampshire, offers personalized financial advice to help clients achieve their goals. With a focus on tracking progress and adjusting strategies as needed, Michael can assist with saving for major purchases or meeting current financial needs. Background and qualification information can be found on FINRA's BrokerCheck website. The institution also provides a Client Relationship Summary Disclosure. Michael Kiley is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. The institution cannot guarantee future financial results. Clients can expect an initial consultation to discuss financial planning concepts. Ameriprise Financial Services, LLC is a member of FINRA and SIPC. The institution follows website rules and regulations and has a privacy and security center to protect client information. Referrals are welcome, and friends or family members can expect to hear from Michael Kiley soon to discuss their financial goals.

Merrill Lynch Financial Advisor Sean M Doyle is a nationally recognized wealth management team located at 900 Elm Street in Manchester, New Hampshire. They work with clients across the United States, offering personalized financial advice at various stages of their lives. Whether clients are business owners, executives, retirees, or individuals who have inherited wealth, the team at Merrill Lynch recognizes that wealth goes beyond numbers on a balance sheet. They provide empathetic and tailored guidance to help clients navigate important life transitions, such as marriage, retirement, or the sale of a business. Sean Doyle has been recognized by Forbes and Barron's as a top Financial Advisor in New Hampshire, showcasing his commitment to exceptional client service. The team at Merrill Lynch takes a planning-based approach, focusing on detailed analysis and customized strategies for each client and their family. They are skilled listeners who take the time to understand each client's unique background, goals, and aspirations, crafting long-term plans to help them achieve their objectives.

Merrill Lynch Financial Advisor Ian MacDermott is a finance institution located at 900 Elm Street in Manchester, New Hampshire, United States. Our team is dedicated to helping you achieve your personal wealth management goals, whether for yourself or your organization. We take the time to understand your priorities and work with you to design a customized wealth management strategy that aligns with your financial goals while managing risk. With access to the resources of Merrill Lynch Wealth Management and Bank of America, we can provide comprehensive financial solutions tailored to your needs. Our services include personalized investment strategies, retirement planning, impact investing, and assistance with home lending needs. We believe in giving back to the community and are actively involved in supporting organizations such as the Farnum Center and the Closer to Free Century ride. Our team is committed to building strong client relationships based on trust and personalized service.

Merrill Lynch Financial Advisor Susan A Wheel, located at 900 Elm Street, Manchester, New Hampshire, United States, is a finance institution dedicated to helping clients manage their wealth through personalized wealth management strategies. Susan Wheel follows the Merrill tradition of community involvement, volunteering with local organizations. The institution offers Merrill Personal Wealth Analysis™ to create personalized plans centered on individual goals. With access to global resources, Susan's team provides tailored financial approaches based on trust and personalized service. By understanding clients' goals and priorities, Susan helps clients make informed investment decisions to achieve meaningful financial success. The institution offers the Investment Personality Assessment to customize financial approaches based on individual preferences. Regular check-ins ensure that financial strategies reflect clients' changing life circumstances. Susan's mission is to understand each client's unique needs and help them pursue their financial goals. The institution offers comprehensive financial solutions through a partnership with Bank of America. Susan Wheel is registered to do business in multiple states and holds the Chartered Retirement Planning Counselor™ certification. Clients can expect personalized investment strategies, access to the latest investment insights, and ongoing support to help them achieve their financial goals.

Bank of America Private Client Advisor Iuliana Robinson, located at 900 Elm Street in Manchester, New Hampshire, is a trusted financial institution that provides personalized wealth management services to high-net-worth individuals. Juliana Robinson is a dedicated advisor who works closely with clients to create customized financial plans tailored to their specific needs and goals. With a focus on building long-term relationships, Juliana offers expert guidance on investment strategies, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Bank of America Private Client Advisor Iuliana Robinson is committed to helping you achieve your financial objectives.