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TOP 30 Fiduciary services in Concord, NH
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Susan Giroux - Private Wealth Advisor, Ameriprise Financial Services, LLC
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 - Financial Advisor, Ameriprise Financial Services, LLC
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.
Globe Wealth Management
Globe Wealth Management is a leading financial institution located at 46 South Main Street in Concord, New Hampshire, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or preserve your wealth for future generations, we are here to provide expert guidance and support. Contact us today to learn more about how Globe Wealth Management can help you secure a prosperous financial future.
Whitegate Investment Counselor
Whitegate Investment Counselor is a leading finance institution located at 46 South Main Street in Concord, New Hampshire, United States. Our team of experienced investment counselors are dedicated to providing personalized financial advice and guidance to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, our experts are here to help. With a focus on transparency, integrity, and personalized service, Whitegate Investment Counselor is committed to helping our clients make informed decisions and secure their financial future. Contact us today to schedule a consultation.
Merrill Lynch Financial Advisor Nick Wilder
Merrill Lynch Financial Advisor Nick Wilder, located at 118 Storrs Street in Concord, New Hampshire, is part of a network of over 15,000 Merrill Lynch Financial Advisors nationwide. Specializing in finance, they help clients across all 50 states, the District of Columbia, and several US territories achieve their financial goals. Offering a broad range of brokerage, investment advisory, and other services, Merrill Lynch aims to provide personalized financial planning tailored to each client's needs. Please note that investing involves risk, and it's always important to consult legal and tax advisors before making any financial decisions. Merrill Lynch, Pierce, Fenner & Smith Incorporated is a registered broker-dealer, investment adviser, and member of SIPC, and a wholly owned subsidiary of Bank of America Corporation. Trust, fiduciary services, and banking products are also available through affiliated companies. DISCLAIMERS: Please be aware that this material is not intended as a recommendation for any specific investment strategy, and Merrill Lynch does not provide legal, tax, or accounting advice. It's important to carefully consider your financial situation and consult with professionals before making any decisions.
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