Financial expertise in Concord, New Hampshire
32 results found
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Nathaniel Buiel - Financial Advisor, Ameriprise Financial Services, LLC
● OpenNathaniel Buiel is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 1 Pillsbury Street in Concord, New Hampshire. With years of experience and expertise in finance, Nathaniel provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Nathaniel Buiel can provide guidance and support every step of the way. Contact him today to schedule a consultation and start building a secure financial future.
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Paul Makris - UBS Financial Services Inc.
● OpenPaul 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.
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Brendan Mann - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenBrendan 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.
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Adam Stone - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAdam 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.
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Logan Young - Financial Advisor, Ameriprise Financial Services, LLC
● OpenLogan 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.
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Alpine Wealth Management - UBS Financial Services Inc.
● OpenAlpine Wealth Management - UBS Financial Services Inc. is a prestigious financial institution located at 11 South Main Street in Concord, New Hampshire, United States. Specializing in wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored investment strategies, we strive to provide our clients with the highest level of expertise and guidance to navigate the complex world of finance. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Alpine Wealth Management is here to help you every step of the way.
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Susan Giroux - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedSusan 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.
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Cynthia Magner - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedCynthia 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.
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The Capitol Group and Integrity Wealth Management Group - UBS Financial Services Inc.
● OpenThe Capitol Group and Integrity Wealth Management Group - UBS Financial Services Inc. is a prestigious financial institution located at 10 Park Street in Concord, New Hampshire, United States. With a focus on providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to invest, plan for retirement, or manage your wealth, our experienced professionals are here to guide you every step of the way. Trust in our expertise and let us help you navigate the complex world of finance with confidence and integrity.
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Ameriprise Financial
● OpenAmeriprise Financial is a finance institution located at 101 North State Street, Concord, New Hampshire, United States. They offer a wide range of certifications and designations for financial professionals, 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®. These certifications cover various areas of finance such as asset management, estate planning, retirement planning, investment management, and more. Ameriprise Financial is dedicated to providing expert financial advice and services to individuals and businesses, helping them navigate complex financial situations and make informed decisions.
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Erika Fournier - RBC Wealth Management Financial Advisor
● OpenErika Fournier is a dedicated financial advisor at RBC Wealth Management located at 45 South Main Street in Concord, New Hampshire. With years of experience and expertise in the finance industry, Erika provides personalized financial planning and investment services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Erika Fournier is committed to providing sound financial advice and strategies tailored to your individual needs. Contact Erika Fournier at RBC Wealth Management today to start planning for a secure financial future.
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Jennifer L. Carleton - RBC Wealth Management Financial Advisor
● OpenJennifer L. Carleton - RBC Wealth Management Financial Advisor is a reputable financial institution located at 45 South Main Street in Concord, New Hampshire, United States. As a dedicated financial advisor, Jennifer L. Carleton offers personalized wealth management services to help clients achieve their financial goals. With a focus on building strong relationships and providing expert financial guidance, clients can trust in Jennifer's expertise to help navigate the complexities of the financial world. Whether you are planning for retirement, investing for the future, or seeking financial advice, Jennifer L. Carleton - RBC Wealth Management Financial Advisor is committed to helping you secure a stable financial future.
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Block Advisors
● ClosedBlock Advisors is a trusted institution located at 22 Bridge Street in Concord, New Hampshire. Specializing in accounting and finance services, our team of experts is dedicated to helping individuals and businesses navigate the complexities of tax planning, preparation, and financial management. With personalized solutions and a commitment to excellence, Block Advisors is your go-to partner for all your financial needs. Visit us today and experience the difference our expertise can make in your financial success.
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Laurion & Associates
● OpenLaurion & Associates is a reputable institution located at 18 Peterson Circle in Concord, New Hampshire, United States. Specializing in providing top-notch financial and legal services, our team of experienced professionals is dedicated to helping clients achieve their goals and navigate complex financial matters. With a focus on personalized solutions and exceptional customer service, Laurion & Associates is committed to delivering the highest level of expertise and support to each and every client. Contact us today to learn more about how we can assist you with your financial needs.
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Elizabeth B. Olcott
● OpenElizabeth B. Olcott is a reputable accounting and finance institution located at 6 Dixon Avenue in Concord, New Hampshire, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Elizabeth B. Olcott is dedicated to providing top-notch service and expertise. Trust them to handle all of your accounting and finance needs with precision and care.
6 Dixon Ave, Concord, NH 03301, United States -
SL Environmental Law Group, PC
● OpenSL Environmental Law Group, PC, located at 4 Park Street in Concord, New Hampshire, is a dedicated institution focused on water contamination litigation. Since 2003, they have been working tirelessly to ensure that the costs of treating contaminated water are not unfairly passed on to water systems and their customers. With a proven track record of over $1.2 billion recovered in settlements and trials, they have successfully represented over 150 clients, including public entities and utilities, in solving their most challenging water contamination problems. The team at SL Environmental Law Group is highly organized and knowledgeable about water contamination issues, providing immediate answers to any questions that may arise. Clients have praised the firm for their speed in achieving results, with substantial settlements obtained in record time. With a focus on making the litigation process easy for their clients, the firm's experience in water contamination cases has provided invaluable support throughout.
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Cambridge Trust
● OpenCambridge Trust is a reputable financial institution located at 11 South Main Street in Concord, New Hampshire, United States. With a strong focus on providing personalized financial solutions, Cambridge Trust offers a wide range of banking services to individuals and businesses. Their experienced team of professionals is dedicated to helping clients achieve their financial goals and build a secure future. Whether you're looking for banking services, investment advice, or wealth management solutions, Cambridge Trust is committed to delivering exceptional service and expertise to meet your needs.
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ADG - Arnett Development Group LLC
● OpenADG - Arnett Development Group LLC is a multifaceted institution located at 10 Fisk Road in Concord, New Hampshire, United States. Specializing in finance, local government office, and real estate agency services, ADG offers a wide range of expertise to cater to various needs of its clients. With a strong commitment to professionalism and customer satisfaction, ADG is dedicated to providing top-notch services in the finance, government, and real estate sectors. Whether you are looking for financial advice, government assistance, or real estate guidance, ADG is your go-to institution in Concord.
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DL Carlson Investment Group
● OpenDL Carlson Investment Group is a leading finance institution located at 2 Capital Plaza in Concord, New Hampshire, United States. With a strong reputation for excellence in financial services, our team of experts provides personalized investment solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, DL Carlson Investment Group is dedicated to delivering top-notch service and expertise to meet your needs. Contact us today to learn more about how we can help you secure a prosperous financial future.
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Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management, located at 118 Storrs Street in Concord, New Hampshire, is a prestigious finance institution dedicated to helping individuals, families, business owners, executives, and institutions navigate the complexities of wealth planning. Their experienced advisors take the time to understand each client's unique priorities, goals, and financial challenges, offering personalized strategies tailored to meet long-term objectives. Committed to client service and satisfaction, Merrill Lynch Wealth Management offers access to a wide range of investing resources, banking convenience through Bank of America, and a disciplined wealth planning platform. Their advisors work closely with clients to create customized financial strategies that address both current and future financial needs.
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Weldon Global
● OpenWeldon Global is a consulting and integrated management services institution located at 76 Fort Eddy Road, Concord, New Hampshire, United States. Specializing in 501c6 societies, we offer expertise in strategy, membership & sponsorship, programs, events, and technology. Our approach begins with understanding your organization through a comprehensive consultation to identify opportunities for improvement. We manage all engagements through detailed project plans with timelines and KPI reporting to ensure goal alignment and transparency. Our aim is to provide the time and guidance you deserve, never overextending resources and always going the extra mile to help you achieve success. We believe in seamlessly integrating with your organization, offering impartial advice and impactful assistance to maximize opportunities. Whether you're launching a new venture, updating your strategic plan, or hosting events, Weldon Global is here to support you every step of the way. With extensive experience in strategy development for associations of all sizes, we tailor our approach to meet your unique goals. Contact us today to schedule a free 30-minute consultation.
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Plodzik & Sanderson P. A.
● OpenPlodzik & Sanderson P. A. is a reputable accounting and finance institution located at 193 North Main Street in Concord, New Hampshire, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, bookkeeping, and more. Clients can trust in their expertise and dedication to providing top-notch financial solutions tailored to their specific needs. Whether you are an individual or a business owner, Plodzik & Sanderson P. A. is committed to helping you achieve your financial goals. Contact them today to learn more about how they can assist you with your accounting and finance needs.
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Hennessey & Vallee, PLLC
● OpenHennessey & Vallee, PLLC is an accounting and finance institution located at 210 North State Street in Concord, New Hampshire. Led by Mrs. Vallee, who has over thirty-five years of public accounting experience in both New Hampshire and California, the institution specializes in taxation and auditing, particularly with nonprofit organizations. Mrs. Vallee holds a Bachelor of Science degree in Accounting from the University of Southern New Hampshire and a Master of Science degree in Taxation from Golden Gate University in San Francisco. She is actively involved in local nonprofit organizations and serves on the Board of Directors for a housing organization and a nature discovery center. Mrs. Hennessey, with thirty years of public accounting experience in New Hampshire, also plays a key role in the institution. She works closely with homeowner associations, small businesses, and a variety of tax return clients. Mrs. Hennessey holds a Bachelor of Science degree in Accounting from the University of Southern New Hampshire and is a certified public accountant. She is a member of the American Institute of Certified Public Accountants and is dedicated to the success and well-being of her clients.
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Carew & Wells
● OpenCarew & Wells is a leading accounting and finance institution located at 104 North State Street in Concord, New Hampshire, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Carew & Wells is dedicated to providing top-notch expertise and personalized solutions. Trust them to help you achieve your financial goals and secure your financial future.
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Bert Cox
● OpenBert Cox is a reputable finance institution located at 410 South Main Street in Concord, New Hampshire, United States. With a strong commitment to providing top-notch financial services, Bert Cox offers a wide range of financial solutions to individuals and businesses. Whether you are looking for investment advice, loans, or other financial products, the experienced team at Bert Cox is dedicated to helping you achieve your financial goals. Visit us today and experience the personalized service and expertise that sets us apart from other financial institutions.
410 S Main St, Concord, NH 03301, United StatesAdvertisements -
Karen J Mackenzie EA
● OpenKaren J Mackenzie EA is a reputable accounting and finance institution located at 11 Borough Road in Concord, New Hampshire, United States. With years of experience and expertise in tax preparation, financial planning, and accounting services, Karen J Mackenzie EA is committed to providing top-notch financial solutions to individuals and businesses alike. Whether you need help with tax filing, investment strategies, or budgeting, their team of professionals is dedicated to helping you achieve your financial goals. Trust Karen J Mackenzie EA for all your accounting and finance needs.
11 Borough Rd u2119, Concord, NH 03303, United States -
Carri a Bruce CPA
● OpenCarri a Bruce CPA is a reputable accounting and finance institution located at 83 Garvins Falls Road in Concord, New Hampshire, United States. With a team of experienced certified public accountants, they offer a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their dedication to providing personalized and professional services ensures that clients receive the highest level of expertise and attention to detail. Whether you are an individual or a business in need of financial guidance, Carri a Bruce CPA is committed to helping you achieve your financial goals.
83 Garvins Falls Rd, Concord, NH 03301, United States -
Charlene T. Vallee Cpa
● OpenCharlene T. Vallee CPA is a reputable accounting and finance institution located at 30 South Main Street in Concord, New Hampshire, United States. With years of experience and expertise in the field, Charlene T. Vallee CPA provides top-notch financial services to individuals and businesses alike. Whether you need assistance with tax preparation, bookkeeping, financial planning, or any other accounting needs, their team of professionals is dedicated to providing personalized and efficient solutions. Trust Charlene T. Vallee CPA for all your accounting and finance needs.
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Maloney & Kennedy Pllc
● OpenMaloney & Kennedy PLLC is a reputable accounting and finance institution located at 15 Dartmouth Drive in Auburn, New Hampshire, United States. With over 30 years of experience, our team understands the needs of closely held businesses and their owners, providing expert analysis and independent advice with your best interests in mind. We offer a range of services including tax planning, financial planning, and financial reporting to help you achieve success in your specific situation. Our conveniently located offices in Auburn and Concord, New Hampshire, focus on key areas such as accounting, tax, and litigation support. Our team, led by experienced Certified Public Accountants Richard Maloney and Kevin Kennedy, can assist you in making well-informed decisions and planning for the future. Jessica L. Parasco, a partner at the firm, brings expertise in business valuation and financial reporting to our practice.
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Gage Dumas, Bankers Life Agent
● OpenGage Dumas, Bankers Life Agent is a reputable insurance agency located at 6 Loudon Road in Concord, New Hampshire. Specializing in providing quality insurance products and services, Gage Dumas is dedicated to helping individuals and families protect their financial future. With a team of knowledgeable agents, they offer personalized solutions to meet the unique needs of each client. Whether you are looking for life insurance, retirement planning, or long-term care coverage, Gage Dumas is committed to providing exceptional service and expertise. Visit their office today to learn more about how they can help you secure your financial well-being.
6 Loudon Rd Ste 302, Concord, NH 03301, United States
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