TOP 30 Best Estate planning services in Portsmouth, New Hampshire

Estate Planners of New England, LLC is a leading finance institution located at 1 New Hampshire Avenue in Portsmouth, New Hampshire. Our team of experienced professionals specializes in helping clients plan and manage their estates in a strategic and efficient manner. Whether you are looking to create a will, establish a trust, or navigate the complexities of estate taxes, our experts are here to provide personalized solutions tailored to your unique needs. Trust Estate Planners of New England, LLC to help you secure your financial future and protect your assets for generations to come.

Scott White - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 25 Chestnut Street in Portsmouth, New Hampshire, offers a range of financial services to individuals seeking personalized wealth management solutions. The institution boasts a team of advisors with various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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®. The institution also offers services for military personnel through the Certified Military Financial Advisor® (CFMA®) designation. With a commitment to ethical practices and continued education, Scott White - Private Wealth Advisor provides comprehensive financial planning and investment strategies tailored to the unique needs of each client.

The Portsmouth Harbor Group - Morgan Stanley is a prestigious finance institution located at 1 Harbour Place in Portsmouth, New Hampshire, United States. With a strong reputation for providing expert financial services, they offer a wide range of investment and wealth management solutions to their clients. Their team of experienced professionals are dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, The Portsmouth Harbor Group - Morgan Stanley is committed to providing personalized and strategic advice to help you succeed.

Heritage Title Services LLC is a reputable insurance agency located at 402 The Hill in Portsmouth, New Hampshire, United States. They specialize in providing title insurance services to individuals and businesses looking to protect their property investments. With a team of experienced professionals, Heritage Title Services LLC ensures a smooth and secure closing process for their clients. Trust them to safeguard your property rights and provide peace of mind for your real estate transactions.

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.

Mary Gail Sycamore is a Financial Advisor at Ameriprise Financial Services, LLC located at 314 Middle Street in Portsmouth, New Hampshire, United States. She holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating her expertise in asset management, estate planning, retirement planning, and investment strategies. Mary Gail Sycamore specializes in providing financial advice to individuals, retirees, small business owners, and high net worth clients. She is dedicated to upholding a code of ethics and continuously improving her knowledge and skills to best serve her clients. If you are looking for a knowledgeable and experienced financial advisor in Portsmouth, Mary Gail Sycamore at Ameriprise Financial Services, LLC is a top choice.

Portsmouth, NH - UBS Financial Services Inc. is a reputable financial institution located at 40 Congress Street in Portsmouth, New Hampshire. As a branch of UBS, one of the world's leading financial firms, this location offers a wide range of financial services to individuals, families, and businesses in the area. With a team of experienced financial advisors and experts, UBS Financial Services Inc. in Portsmouth is committed to providing personalized solutions and expert guidance to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, UBS Financial Services Inc. in Portsmouth is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Northeast Planning Associates, Inc. is a well-established financial planning institution located at 25 New Hampshire Avenue in Portsmouth, New Hampshire, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, their team of experienced advisors is dedicated to helping clients achieve their financial goals. From retirement planning to investment strategies, Northeast Planning Associates, Inc. offers a wide range of services tailored to meet the unique needs of each client. With a commitment to excellence and a reputation for integrity, this institution is a trusted partner in building a secure financial future.

Kelly Kingsbury Roskilly is a financial advisor at Ameriprise Financial Services, LLC located at 314 Middle Street in Portsmouth, New Hampshire, United States. Kelly holds several 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®. With expertise in asset management, estate planning, retirement planning, and more, Kelly provides comprehensive financial services to individuals and small business owners. Kelly's commitment to ethics and continuing education ensures that clients receive expert advice tailored to their unique financial goals.

Cole R Parlin is a financial advisor at Ameriprise Financial Services, LLC located at 314 Middle Street in Portsmouth, New Hampshire, United States. Cole 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 demonstrate Cole's expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment analysis, and more. With a focus on providing comprehensive and personalized financial advice, Cole is dedicated to helping clients achieve their financial goals and navigate complex financial situations.

Stephen Polhemus - UBS Financial Services Inc. is a reputable finance institution located at 40 Congress Street in Portsmouth, New Hampshire, United States. With a strong focus on providing top-notch financial services, they offer a wide range of investment options and wealth management solutions to help clients achieve their financial goals. The experienced team at Stephen Polhemus - UBS Financial Services Inc. is dedicated to providing personalized advice and guidance to ensure their clients make informed decisions about their finances. Whether you are looking to grow your investment portfolio or plan for retirement, this institution is committed to helping you navigate the complexities of the financial world with confidence.

Andrea Landini, CIMA, CFP - UBS Financial Services Inc. is a leading financial institution located at 40 Congress Street in Portsmouth, New Hampshire. Our team of experts, led by Andrea Landini, offers comprehensive financial planning services to help clients achieve their goals and secure their financial future. With a focus on personalized solutions and expert guidance, we strive to provide top-notch financial services to individuals and businesses in the United States. Contact us today to learn more about how we can help you navigate the complexities of the financial world.

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.

The Slater Group - UBS Financial Services Inc. is a reputable finance institution located at 40 Congress Street in Portsmouth, New Hampshire, United States. With a strong focus on providing top-notch financial services, The Slater Group offers expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment management, wealth planning, or retirement strategies, their team of experienced professionals is dedicated to guiding you every step of the way. Trust The Slater Group - UBS Financial Services Inc. to provide you with the expertise and support you need to secure your financial future.

Equitable Financial Services Co is a leading finance institution located at 172 Hanover Street in Portsmouth, New Hampshire, United States. With a commitment to providing personalized and reliable financial solutions, Equitable Financial Services Co offers a wide range of services including investment planning, retirement planning, estate planning, and more. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Equitable Financial Services Co can help you reach your financial objectives.

Jennifer Bevins is a Registered Practice Associate at Ameriprise Financial Services, LLC located at 25 Chestnut Street in Portsmouth, New Hampshire, United States. Jennifer 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 demonstrate Jennifer's expertise in asset management, domestic partnership advising, estate planning, investment fiduciary practices, portfolio management, behavioral finance, philanthropy advising, annuities, senior issues, divorce financial analysis, military financial advising, and more. Jennifer is dedicated to providing comprehensive financial planning services to clients, ensuring their financial needs are met with professionalism and integrity.

Gregory M Vallee is a Financial Advisor at Ameriprise Financial Services, LLC located at 314 Middle Street in Portsmouth, New Hampshire, United States. He 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 demonstrate his expertise in asset management, estate planning, retirement planning, and financial analysis. Gregory is dedicated to providing comprehensive financial planning services to his clients, including individuals, retirees, small business owners, and high net worth clients. His commitment to ethical standards and continuing education ensures that he can offer the best advice and strategies to help clients achieve their financial goals.

Daniel R Payson is a financial advisor at Ameriprise Financial Services, LLC, located at 25 Chestnut Street in Portsmouth, New Hampshire, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, which demonstrate his expertise in asset management, estate planning, retirement planning, and other financial services. With a commitment to ethical practices and ongoing education, Daniel R Payson provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for investment strategies, insurance products, or retirement planning, Daniel R Payson can help you navigate the complex world of finance with confidence.

Wheeler Crowley - Financial Advisor, Ameriprise Financial Services, LLC is a trusted financial institution located at 25 Chestnut Street in Portsmouth, New Hampshire. As a dedicated financial advisor, Wheeler Crowley provides expert guidance and personalized financial planning services to help individuals and families achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Wheeler Crowley can create a customized financial strategy tailored to your specific needs. With a focus on building long-term relationships and delivering exceptional service, Ameriprise Financial Services, LLC is committed to helping clients secure their financial future. Contact Wheeler Crowley today to schedule a consultation and take the first step towards financial success.

Jason Smith is a knowledgeable and experienced financial advisor at Ameriprise Financial Services, LLC, located at 25 Chestnut Street in Portsmouth, New Hampshire. With a focus on helping clients achieve their financial goals, Jason provides personalized financial planning and investment advice. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Jason Smith can help you create a customized financial strategy. Trust Ameriprise Financial Services, LLC for expert financial guidance and support.

The Sedoric Group is a reputable finance institution located in Portsmouth, New Hampshire. Situated at 145 Maplewood Avenue, this establishment offers a wide range of financial services to individuals and businesses in the area. With a team of experienced professionals, The Sedoric Group is dedicated to providing expert financial advice and guidance to help clients achieve their financial goals. Whether you are looking for investment strategies, retirement planning, or wealth management services, The Sedoric Group is committed to helping you secure your financial future. Visit them today to learn more about their services and how they can assist you in reaching your financial objectives.

Azimuth Financial Planning, LLC is a trusted financial institution located in Ossipee, New Hampshire, United States. Our team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of financial planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we are here to provide personalized solutions tailored to your unique goals and needs. With a focus on integrity, transparency, and client satisfaction, Azimuth Financial Planning, LLC is committed to helping you achieve financial success and peace of mind.

Granite Bay Wealth Management is a finance institution located at 22 Deer Street in Portsmouth, New Hampshire, United States. Our client-centered approach to asset management begins with an in-depth consultation and comprehensive financial plan tailored to each client's unique needs. As CERTIFIED FINANCIAL PLANNER™ professionals, we specialize in organizing data into financial planning software to generate reports and strategies for a well-prepared future. Our team offers full-service wealth management, combining financial planning with investment management services to meet our clients' objectives. We work with estate-planning and trust specialists to review wills and trusts, preserve estates, reduce taxes, and coordinate with tax and legal advisors. Certified Portfolio Managers® support clients in every financial stage, staying ahead of market changes.

Clark & Associates, LLP is a reputable law firm located at 2425 Lafayette Road in Portsmouth, New Hampshire. Specializing in various areas of law, including personal injury, family law, and estate planning, the team of experienced attorneys at Clark & Associates, LLP is dedicated to providing high-quality legal services to their clients. With a focus on personalized attention and effective representation, they strive to achieve the best possible outcomes for each case. Whether you are facing a legal issue or seeking professional advice, Clark & Associates, LLP is here to help.

Reis & O'Keefe is a prestigious law firm located at 500 Market Street in Portsmouth, New Hampshire. With a team of experienced and dedicated lawyers, we provide expert legal services to clients in need of representation. Our firm specializes in various areas of law, including corporate law, real estate law, and estate planning. We are committed to providing top-notch legal advice and representation to help our clients achieve their goals. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Lake Street Advisors is a finance institution located at 145 Maplewood Avenue in Portsmouth, New Hampshire. We specialize in providing personalized financial planning and investment management services to individuals, families, and businesses. Our experienced team of advisors is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial world. With a focus on transparency, integrity, and trust, Lake Street Advisors is committed to delivering exceptional service and tailored solutions to meet the unique needs of each client.

Measured Wealth Private Client Group, LLC is a finance institution located at 303 Islington Street in Portsmouth, New Hampshire. Our team of financial experts is dedicated to providing personalized wealth management services to high-net-worth individuals and families. We offer a comprehensive range of financial planning and investment solutions tailored to meet the unique needs and goals of each client. With a focus on transparency, integrity, and excellence, Measured Wealth Private Client Group, LLC is committed to helping our clients achieve their financial objectives and secure their financial future.

Compass Rose Private Investment Management is a prestigious finance institution located at 110 Chapel Street in Portsmouth, New Hampshire, United States. Specializing in private investment management, Compass Rose offers top-notch financial services to help clients achieve their investment goals. With a team of experienced professionals and a commitment to personalized service, Compass Rose is dedicated to providing tailored investment strategies that meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Compass Rose Private Investment Management is the trusted partner you need.

Edward Jones - Financial Advisor: Scott A Earwood, CFP®|ChFC®|AAMS™ is a reputable financial institution located at 72 Portsmouth Avenue in Stratham, New Hampshire, United States. With a team of experienced professionals led by Scott A Earwood, who holds certifications as a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Accredited Asset Management Specialist (AAMS™), the institution offers comprehensive financial planning services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, Edward Jones is committed to providing personalized advice and solutions tailored to your individual needs. Trust in Edward Jones - Financial Advisor: Scott A Earwood, CFP®|ChFC®|AAMS™ for expert guidance and support in navigating the complex world of finance.