TOP 30 Estate planning advisor in New Hampshire

209 results found

Brendan Mann is a private wealth advisor at Ameriprise Financial Services, LLC, located at 210 Rumford Street in Concord, New Hampshire, United States. Brendan Mann holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Brendan Mann's expertise and commitment to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. Brendan Mann's goal is to help clients make informed decisions and achieve their financial goals through personalized wealth management strategies.

Adam Stone - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 210 Rumford Street, Concord, New Hampshire, United States. Adam Stone holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on providing comprehensive financial advice, Adam Stone is dedicated to helping individuals navigate complex financial decisions. Whether you are planning for retirement, managing investments, or seeking advice on estate planning, Adam Stone is a trusted advisor with a range of specialized certifications to meet your financial needs.

Logan Young - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 210 Rumford Street, Concord, New Hampshire, United States. The institution offers a wide range of financial services and certifications to ensure clients receive expert advice and guidance. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, the institution prides itself on providing comprehensive financial planning and asset management solutions. Whether you are looking for retirement planning, estate planning, investment strategies, or insurance products, the team at Logan Young - Financial Advisor, Ameriprise Financial Services, LLC is dedicated to helping you achieve your financial goals. Their advisors hold various prestigious designations such as CFA®, CFP®, CASL®, and more, showcasing their expertise and commitment to excellence in the financial industry. Trust Logan Young - Financial Advisor, Ameriprise Financial Services, LLC to provide you with personalized and professional financial advice to secure your financial future.

Robert F Normandin Jr is a financial advisor at Ameriprise Financial Services, LLC located at 302 Riverway Place in Bedford, New Hampshire, United States. With a focus on individual goals and personal risk tolerance, Robert provides investment, asset allocation, and portfolio recommendations to help clients achieve their financial objectives. Regular meetings are held to review progress, update strategies, and track goals. Clients have access to their investments and accounts from any device, securely. Those interested in a complimentary initial consultation can contact Robert for more information. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Residents of certain states can conduct securities business with Robert, as listed on FINRA's BrokerCheck website. Ameriprise Financial cannot guarantee future financial results. For more information on services, disclosures, and security, visit the Ameriprise Financial website.

Susan Giroux is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 188 North Main Street in Concord, New Hampshire, United States. Susan is a certified AAMS™ (Accredited Asset Management Specialist), ADPA™ (Accredited Domestic Partnership Advisor), AEP® (Accredited Estate Planner), AIF® (Accredited Investment Fiduciary), APMA™ (Accredited Portfolio Management Advisor), AWMA℠ (Accredited Wealth Management Advisor), and holds various other certifications in financial planning and investment management. With expertise in estate planning, retirement planning, investment strategies, and more, Susan provides comprehensive financial services to individuals and small business owners. Contact Susan Giroux for personalized wealth management solutions tailored to your financial goals.

Cynthia Magner is a Financial Advisor at Ameriprise Financial Services, LLC located at 188 North Main Street in Concord, New Hampshire, United States. Cynthia holds multiple certifications including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Cynthia is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With expertise in asset management, investment strategies, estate planning, insurance products, and more, Cynthia Magner is committed to helping clients achieve their financial goals.

Matthew Lessard - RBC Wealth Management Financial Advisor is a leading financial institution located at 45 South Main Street in Concord, New Hampshire, United States. As a trusted advisor, Matthew Lessard offers personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, he provides expert guidance on investment strategies, retirement planning, and estate planning. With a commitment to excellence and a deep understanding of the financial markets, Matthew Lessard is dedicated to helping clients secure their financial future.

Norman Long is a financial advisor at Ameriprise Financial Services, LLC located at 22 Sawmill Road in Gilford, New Hampshire, United States. Norman Long holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and CLU®. Norman Long specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, and high net worth clients. With expertise in asset management, investment strategies, estate planning, and insurance products, Norman Long is dedicated to helping clients achieve their financial goals and secure their financial future.

Marc Steven Kolopsky is a private wealth advisor at Ameriprise Financial Services, LLC located at 116 S River Rd, Bedford, New Hampshire, United States. Marc is dedicated to providing top-notch financial services to his clients and holds various certifications to ensure he can meet the diverse needs of individuals. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Marc has the expertise to help clients with asset management, retirement planning, estate planning, investment strategies, and more. Whether you are a retiree, small business owner, or high net worth client, Marc is equipped to provide you with personalized financial advice to help you achieve your goals. Contact Marc Steven Kolopsky today for all your financial planning needs.

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.

Victoria Johnson is a Financial Advisor at Ameriprise Financial Services, LLC, located at 288 South River Road in Bedford, New Hampshire, United States. Victoria holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, estate planning, retirement planning, and investment strategies. She is also trained in Behavioral Financial Advisory and holds designations such as CAP®, CAS®, CASL®, and CDFA, demonstrating her commitment to providing comprehensive financial planning services. With a focus on serving individuals with diverse financial needs, Victoria Johnson is dedicated to helping clients achieve their financial goals and secure their financial future.

Ryan Callahan is a Financial Advisor at Ameriprise Financial Services, LLC, located at 288 South River Road in Bedford, New Hampshire, United States. Ryan Callahan holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Ryan Callahan's expertise in asset management, retirement planning, estate planning, investment strategies, and more. As a trusted financial advisor, Ryan Callahan helps clients navigate complex financial situations and provides personalized solutions to help them achieve their financial goals.

Zachary Macomber is a Financial Advisor at Ameriprise Financial Services, LLC located at 264 South River Road in Bedford, New Hampshire, United States. Zachary Macomber holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Zachary Macomber's expertise in financial planning and asset management, with a focus on providing personalized solutions for individuals, retirees, small business owners, and high net worth clients. Zachary Macomber is dedicated to upholding a code of ethics and staying current with industry trends through continuing education. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Zachary Macomber can provide comprehensive and tailored advice to help you achieve your financial goals.

Zachary Macomber - Financial Advisor at Ameriprise Financial Services, LLC, located at 288 South River Road in Bedford, New Hampshire, offers a wide range of financial services to individuals and small business owners. Zachary Macomber holds several certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in areas such as asset management, retirement planning, estate planning, investment strategies, and more. Zachary Macomber is committed to providing personalized financial advice and helping clients achieve their financial goals.

Graeme W Lamb, a financial advisor at Ameriprise Financial Services, LLC located at 262 South River Road, Bedford, New Hampshire, offers a wide range of financial services to individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Graeme Lamb is well-equipped to provide expert advice on asset management, retirement planning, estate planning, investment opportunities, insurance products, and more. Additionally, Graeme Lamb is trained in behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, estate planning, exit planning, and more. With a commitment to excellence and a comprehensive understanding of financial planning principles, Graeme W Lamb is dedicated to helping clients achieve their financial goals and secure their financial future.

Brandon Hobi - TD Wealth Financial Advisor is a trusted financial institution located at 70 Bay Street in Manchester, New Hampshire, United States. As a dedicated financial advisor, Brandon Hobi offers personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, Brandon provides expert advice and guidance on investments, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Brandon Hobi is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Rob A Martin is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 5 Bedford Farms Drive in Bedford, New Hampshire, United States. Rob A Martin holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications showcase Rob A Martin's expertise in various aspects of financial planning and wealth management, ensuring clients receive comprehensive and personalized services tailored to their unique needs. Whether you are looking for retirement planning, estate planning, investment management, insurance products, or advice on specific financial situations, Rob A Martin is equipped with the knowledge and skills to guide you through the complexities of financial decision-making. Contact Rob A Martin - Private Wealth Advisor at Ameriprise Financial Services, LLC for professional and reliable financial advice.

Lynn Munoz is a Financial Advisor at Ameriprise Financial Services, LLC, located at 116 South River Road, Bedford, New Hampshire, United States. Lynn holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Lynn specializes in asset management, retirement planning, investment strategies, estate planning, and financial planning for individuals, retirees, small business owners, and high net worth clients. Lynn is dedicated to providing expert advice and guidance to help clients achieve their financial goals."

Norman Long - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 288 South River Road in Bedford, New Hampshire, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a variety of financial planning topics such as asset management, retirement planning, estate planning, investment strategies, and more. The institution also provides specialized training for advisors working with military personnel and veterans. With a focus on ethical practices and comprehensive financial planning, Norman Long - Financial Advisor, Ameriprise Financial Services, LLC aims to provide expert guidance and support to individuals seeking assistance with their financial goals.

Guardian Strategic Wealth Advisors, LLC is a finance institution located in Nashua, New Hampshire, United States. Our team of experienced advisors offers personalized wealth management services to help clients achieve their financial goals. We provide strategic investment planning, retirement planning, estate planning, and more to ensure our clients' financial security. With a focus on transparency and integrity, Guardian Strategic Wealth Advisors, LLC is committed to helping clients navigate the complexities of the financial world with confidence. Visit us at 20 Trafalgar Square to learn more about how we can help you secure your financial future.

Tom Lavery - Associate Financial Advisor at Ameriprise Financial Services, LLC is a finance institution located at 116 South River Road in Bedford, New Hampshire, United States. Tom Lavery holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. Tom Lavery is dedicated to providing clients with comprehensive financial advice and guidance to help them achieve their financial goals. With a focus on ethics and professionalism, Tom Lavery is committed to serving individuals, retirees, small business owners, and high net worth clients. Contact Tom Lavery today for expert financial advice and personalized wealth management services.

Josh Chabot - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 288 South River Road, Bedford, New Hampshire, United States. The institution offers a range of certifications and designations, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a variety of financial planning topics, including asset management, retirement planning, estate planning, investment strategies, and more. The institution is dedicated to providing expert financial advice and planning services to individuals, retirees, small business owners, and high net worth clients.

Peter Motsis - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 5 Bedford Farms Drive in Bedford, New Hampshire, offers a wide range of financial services to individuals seeking expert guidance in managing their wealth. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Peter Motsis is equipped with the knowledge and expertise to address the diverse needs of his clients. Whether it's retirement planning, estate planning, investment management, or insurance products, Peter Motsis is committed to providing personalized solutions tailored to each client's specific goals and objectives. With a focus on ethics and professionalism, clients can trust in the expertise and guidance provided by Peter Motsis to help them navigate the complexities of financial planning and wealth management.

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.

The Ghigliotti Wealth Management Group at UBS Financial Services Inc. is a reputable finance institution located at 40 Congress Street in Portsmouth, New Hampshire, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships and providing exceptional service, we offer a wide range of financial services including investment management, retirement planning, estate planning, and more. Trust the Ghigliotti Wealth Management Group to guide you towards financial success and security.

Lindsey Polhemus, CFP - UBS Financial Services Inc. is a leading financial institution located in Portsmouth, New Hampshire. Specializing in wealth management and financial planning, our team of experts is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to provide our clients with the highest level of financial guidance and support. Visit us at 40 Congress Street to learn more about how we can help you secure your financial future.

Paul Makris - UBS Financial Services Inc. is a reputable financial institution located at 11 South Main Street in Concord, New Hampshire, United States. As a branch of UBS, one of the world's leading financial services companies, Paul Makris offers a wide range of financial services to individuals and businesses. With a team of experienced financial advisors and wealth managers, they provide personalized investment strategies, retirement planning, estate planning, and wealth management services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Paul Makris - UBS Financial Services Inc. can provide the expertise and guidance you need.

Desaulniers Group - UBS Financial Services Inc. is a reputable finance institution located at 1155 Elm Street in Manchester, New Hampshire, United States. With a strong focus on providing comprehensive financial services to individuals, families, and businesses, the institution prides itself on offering personalized wealth management solutions tailored to each client's unique needs and goals. The team of experienced financial advisors at Desaulniers Group - UBS Financial Services Inc. is dedicated to helping clients achieve financial success and security through strategic investment planning, retirement planning, estate planning, and more. With a commitment to excellence and a client-centric approach, this institution is a trusted partner for those seeking expert financial guidance.

Future Financial LLC, located at 453 Central Avenue in Dover, New Hampshire, is a finance institution with over 30 years of industry experience. We specialize in providing fast, flexible, and hassle-free financing services to our commercial clients. With access to financing from $2,000 to $1,000,000, we offer excellent service and leverage top technologies to deliver a better financing experience. Despite today's economic climate, we are actively lending and working to find solutions for our clients. As an independent financial services firm, we can access a variety of products to provide the right solutions for your business needs. Our nationwide commercial lending resources offer customized financial solutions to help your business grow faster.

The Drouin Wealth Management Group is a leading finance institution located at 45 Technology Way in Nashua, New Hampshire, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships and providing expert guidance, we offer a range of services including investment planning, retirement planning, estate planning, and more. Trust The Drouin Wealth Management Group to help secure your financial future.