TOP 30 Best Industries financial planning in Portsmouth, New Hampshire

Commonwealth Financial Group, located at 875 Greenland Road in Portsmouth, New Hampshire, is a leading finance and insurance agency committed to providing the best-in-class financial planning experience. With a dedicated partnership that prioritizes your success, CFG offers cutting-edge solutions, personalized consulting, and intuitive tools to propel you forward. At CFG, we educate and empower our clients to achieve financial confidence through innovative ideas, concepts, and extraordinary service. With a customized approach to financial planning, we empower individuals with the knowledge, skills, and resources needed to navigate complexities, overcome challenges, and build secure and prosperous futures.

Merrill Lynch Financial Advisor Joe Meo is a reputable finance institution located at 100 Market Street in Portsmouth, New Hampshire, United States. With over 20 years of experience in the financial services industry, Joe specializes in developing strategies for high-net-worth individuals, families, and businesses to help them achieve their short and long-term financial goals. He is also a strategic partner of The JEMM Group, an institutional consulting group dedicated to providing investment consulting services to non-profit institutions. Joe is a qualified Senior Portfolio Advisor who offers personalized advice and guidance to help clients pursue their investment objectives. As a graduate of the Whittemore School of Business at the University of New Hampshire, Joe holds a bachelor's degree in business administration with a concentration in finance. He is actively involved in the community and local charities, residing in Rye, New Hampshire. Joe's mission is to build and document personalized financial plans centered on his clients' goals and priorities. Through Merrill Personal Wealth Analysis™, Joe works with clients to identify and prioritize their financial goals, adapting their approach as their lives and priorities change over time.

Commonwealth Financial Network, located at 325 Corporate Drive in Portsmouth, New Hampshire, is a leading finance institution that prioritizes independent financial advisors. With a focus on sophisticated solutions, specialized consulting, and intuitive tools, Commonwealth Financial Network helps advisors reach new heights in their businesses. In 2023, the institution recruited $15.9 billion in assets, showcasing their commitment to success. As we enter 2024, Commonwealth Financial Network offers insights into the economy and markets with their 2024 Outlook, helping advisors navigate potential inflection points in their businesses. Whether you are growing an existing practice, transitioning to a fee-only model, or exploring independence for the first time, Commonwealth Financial Network provides innovative strategies to give you a competitive edge.

Kaleigh Hayes - TD Wealth Financial Advisor is a trusted financial institution located at 28 Portsmouth Avenue in Stratham, New Hampshire. As a dedicated finance professional, Kaleigh Hayes provides personalized wealth management services to help clients achieve their financial goals. With a commitment to excellence and a deep understanding of the financial industry, Kaleigh Hayes is a reliable partner in building and preserving wealth. Whether you are planning for retirement, saving for your child's education, or investing for the future, Kaleigh Hayes - TD Wealth Financial Advisor is here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards a secure financial future.

AJ Lane - CMG Home Loans Sales Manager is a finance institution located at 40 Congress Street in Portsmouth, New Hampshire, United States. As a sales manager for CMG Home Loans, AJ Lane specializes in helping clients secure the best mortgage options for their home purchases or refinancing needs. With a strong background in finance and a dedication to providing excellent customer service, AJ Lane is committed to guiding clients through the loan process and ensuring they find the right solution for their financial goals. Whether you are a first-time homebuyer or looking to refinance your current mortgage, AJ Lane - CMG Home Loans Sales Manager is here to help you navigate the complexities of the housing market and achieve your homeownership dreams.

Aileen Dugan - State Farm Insurance Agent is a local insurance agency located at 93 Middle Street in Portsmouth, New Hampshire. Situated in Haymarket Square, across from Middle Street Baptist Church, our team is dedicated to helping our neighbors, friends, and community members protect what matters most to them. With over 30 years of experience in the insurance industry, Aileen Dugan and her team are committed to providing personalized service and tailored insurance solutions to meet the unique needs of each individual and family. As a locally owned small business, we take pride in being actively involved in our community. From supporting local charities and organizations through fundraising and volunteering to serving on various boards and committees, we are dedicated to giving back and making a positive impact in Portsmouth and the surrounding areas.

The Market Square Group - Morgan Stanley is a leading finance institution located at 1 Harbour Place in Portsmouth, New Hampshire, United States. With a strong reputation for excellence in the financial industry, this institution offers a wide range of services including investment banking, wealth management, and asset management. Clients can expect personalized financial solutions tailored to their individual needs and goals. With a team of experienced professionals, The Market Square Group - Morgan Stanley is dedicated to helping clients achieve their financial objectives and secure their financial future.

Cummings Lamont & McNamee, PLLC is a leading accounting and finance institution located at 1 New Hampshire Avenue in Portsmouth, New Hampshire, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, and consulting. Their commitment to excellence and personalized approach sets them apart in the industry. Whether you are a small business owner or an individual looking for financial guidance, Cummings Lamont & McNamee, PLLC is dedicated to helping you achieve your financial goals.

Waterstone Mortgage Corporation is a leading finance institution located at 100 International Drive in Portsmouth, New Hampshire, United States. With a commitment to providing personalized and innovative mortgage solutions, Waterstone Mortgage Corporation is dedicated to helping individuals and families achieve their homeownership goals. Their team of experienced professionals offers a wide range of loan products and services to meet the unique needs of each client. Whether you are a first-time homebuyer or looking to refinance your current mortgage, Waterstone Mortgage Corporation is here to guide you through the loan process with expertise and exceptional customer service.

Farmers Insurance - Richard Guidice is a local insurance agency located at 145 Mirona Road in Portsmouth, New Hampshire, United States. With over 20 years of experience in the industry, Richard Guidice helps customers identify the insurance coverage that best fits their needs. Whether you're looking for Auto, Home, Condo, Renters, Motorcycle, ATV, Snowmobile, Boat, Business, or Life Insurance, Richard can provide personalized assistance to make you smarter about insurance. Conveniently located to service various areas in New Hampshire, Maine, and Massachusetts, including Barrington, Dover, Hampton, Portsmouth, York, and more, Richard Guidice is dedicated to helping clients understand their coverage options and find the best insurance solutions for their individual situations. Whether you need comprehensive coverage, collision coverage, medical payments, or are interested in exploring insurance discounts, Richard is available to answer any questions you may have.

Peter J. Clarke, Tax Attorney and CPA is a reputable institution located at 1 New Hampshire Avenue in Portsmouth, New Hampshire, United States. Specializing in accounting, finance, and legal services, Peter J. Clarke is a trusted professional who provides expert advice and assistance with tax issues. With years of experience in the industry, clients can rely on Peter J. Clarke for personalized and effective solutions to their financial and legal matters. Whether you need help with tax planning, compliance, or representation, Peter J. Clarke, Tax Attorney and CPA is here to help.

Atlantic Capital Consulting is a premier financial institution located in the heart of Portsmouth, New Hampshire. With a prime address at 1 New Hampshire Avenue, Atlantic Capital Consulting offers expert financial services and consulting to clients in the United States and beyond. Our team of experienced professionals is dedicated to providing top-notch financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, wealth management, or strategic financial planning, Atlantic Capital Consulting is here to help you achieve your financial goals. Trust us to be your partner in success.

Cummings Lamont & McNamee, PLLC is a reputable accounting and finance institution located at 118 Portsmouth Avenue in Stratham, New Hampshire, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their commitment to providing personalized and reliable services has earned them a strong reputation in the industry. Whether you are an individual or a business in need of financial expertise, Cummings Lamont & McNamee, PLLC is dedicated to helping you achieve your financial goals.

The New Hampshire Bank Building is a historic institution located at 14 Market Square in Portsmouth, New Hampshire. This iconic building serves as a cornerstone of the community, providing a range of banking services to residents and businesses in the area. With its classic architecture and prime location in the heart of Portsmouth, the New Hampshire Bank Building is a symbol of stability and trust in the financial industry. Whether you're looking to open a new account, apply for a loan, or simply seek financial advice, the dedicated team at the New Hampshire Bank Building is here to help. Visit us today to experience top-notch customer service and a commitment to excellence in banking.

Charles Schwab is a well-known finance institution located at 117 Bow Street in Portsmouth, New Hampshire, United States. Known for their expertise in financial services, Charles Schwab offers a wide range of investment options, retirement planning, and wealth management services. With a reputation for excellent customer service and a commitment to helping clients achieve their financial goals, Charles Schwab is a trusted name in the finance industry. Visit their Portsmouth location to learn more about how they can help you secure your financial future.

Located at 7 Greenleaf Woods Drive in Portsmouth, New Hampshire, ecoCFO is a finance institution specializing in fractional CFO and outsourced accounting services for the Cleantech, Environmental, and Renewable Energy industries. Our experienced team helps clients maintain compliance with investor and bank requirements, create financial forecasts, track key performance indicators, and build custom management reports to ensure transparency and effectiveness in financial statements. We prioritize proper cash flow controls, risk-appropriate investments, and sustainable growth decisions to support our clients' success. Our passion for our work is evident in the range of clients we serve, all of whom share a dedication to environmentally friendly practices. Testimonials from satisfied clients reflect our commitment to clear and trustworthy financial statements. Partner with ecoCFO for expert CFO and accounting services tailored to the unique needs of cleantech startups.

ocated at 36 Maplewood Avenue in Portsmouth, New Hampshire, Pallas Capital Advisors is a finance institution dedicated to wealth management planning for high net worth clients. With a focus on achieving financial comfort and freeing up time for their clients, the advisors at Pallas Capital deliver comprehensive trust and estate strategies through financial modeling and investment solutions. They take a holistic approach, creating personal blueprints and financial models to help clients uncover new opportunities and achieve their goals. Pallas Capital Advisors was founded by three seasoned financial advisors who saw the need for a modern, independent wealth management firm. They offer a robust investment platform with over 100 alternative investment vehicles, transparent advice, and a team of experienced financial advisors dedicated to innovating the art and science of modern financial planning.

Prime Buchholz LLC is a reputable finance institution located at 273 Corporate Drive in Portsmouth, New Hampshire, United States. With a focus on providing top-notch financial services and investment solutions, Prime Buchholz LLC has built a strong reputation for excellence in the industry. Their team of experienced professionals is dedicated to helping clients achieve their financial goals through strategic planning and personalized advice. Whether you are an individual investor or a large organization, Prime Buchholz LLC is committed to delivering tailored solutions to meet your unique needs.

Merrill Lynch Wealth Management, located at 100 Market Street in Portsmouth, New Hampshire, is a leading finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, Merrill Lynch provides tailored financial strategies, retirement income planning, guidance on investments, and access to estate planning services through Bank of America. The branch is dedicated to client service and satisfaction, working closely with clients to understand their goals and financial needs. Through volunteerism and charitable outreach, Merrill Lynch supports local communities and non-profit organizations, making a positive impact beyond just financial services.

Ascentage Group, LLC is a leading institution located at 36 Maplewood Avenue in Portsmouth, New Hampshire, United States. Specializing in providing innovative solutions and services in various industries, Ascentage Group, LLC is dedicated to helping businesses achieve their goals and maximize their potential. With a team of experienced professionals and a commitment to excellence, Ascentage Group, LLC is a trusted partner for companies looking to succeed in today's competitive market.

Bigelow LLC is a leading finance institution located at 1 Harbour Place in the vibrant city of Portsmouth, New Hampshire. With a reputation for excellence and expertise in the financial industry, Bigelow LLC offers a wide range of financial services to individuals and businesses. Whether you are looking for investment advice, wealth management, or financial planning, our team of professionals is dedicated to helping you achieve your financial goals. Visit us today and experience the personalized service and strategic solutions that have made Bigelow LLC a trusted name in the finance industry.

Retirement Solution Group is a trusted institution located at 25 Market Street in Portsmouth, New Hampshire, United States. Specializing in retirement plans for small to mid-sized businesses, we offer a balanced approach to consulting on plan design, investments, participant engagement, compliance, and fiduciary support. As fiduciaries, we act in your best interests alone, providing accountability, knowledge, and the security of a professional partnership. Our unique process involves assembling and guiding an oversight committee made up of client leadership and a dedicated RSG team to ensure we stay in sync and on track with predictable meetings, defined deliverables, and ongoing analysis. We offer outsourced 401(k) and pension department capabilities to the small-to-mid size markets, overseeing all functions within the Plan as a full plan consultant or filling in necessary gaps in your current service model.

Baker Newman Noyes is a top-100 accounting, finance, and advisory firm located at 75 Portsmouth Boulevard in Portsmouth, New Hampshire, United States. Specializing in assurance, tax, and advisory services, BNN is known for its specialized knowledge, award-winning client service, and collaborative approach. The firm was founded to create opportunities for clients, employees, and communities, providing timely and thorough advice to help clients make confident decisions. With a focus on continuous learning and career growth, BNN offers a supportive and inclusive work environment with a full range of benefits for its employees. The team at BNN is described as smart, curious, friendly, and hardworking, coming together to provide exceptional service to clients while also giving back to the communities they serve through various initiatives.

Bruce Addison - Morgan Stanley is a reputable financial institution located at 1 Harbour Place in Portsmouth, New Hampshire. With a strong presence in the finance industry, this institution offers a wide range of financial services and investment opportunities to individuals and businesses. The team at Bruce Addison - Morgan Stanley is dedicated to providing personalized financial solutions tailored to meet the unique needs and goals of each client. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Bruce Addison - Morgan Stanley is committed to helping you achieve your financial objectives.

Bigelow & Company is a reputable accounting and finance institution located at 500 Market Street in Portsmouth, New Hampshire. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the United States. From tax preparation to investment advice, Bigelow & Company is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry.

Martin Tortolano is a reputable finance institution located at 92 Portsmouth Avenue in Exeter, New Hampshire, United States. With a strong focus on providing top-notch financial services, Martin Tortolano offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Martin Tortolano is committed to providing personalized and reliable financial guidance.

James E. Farnham is a reputable finance institution located at 25 New Hampshire Avenue in Portsmouth, New Hampshire. With a strong focus on providing top-notch financial services to individuals and businesses, James E. Farnham is known for its expertise in wealth management, investment strategies, and financial planning. The institution prides itself on its personalized approach to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals, James E. Farnham is dedicated to providing exceptional service and guidance to its clients.

Bridgepoint Consulting Inc is a leading consulting firm located at 1000 Market Street in Portsmouth, New Hampshire, United States. With a team of experienced professionals, Bridgepoint Consulting Inc offers a wide range of services including financial consulting, business strategy, technology solutions, and more. Their commitment to excellence and client satisfaction sets them apart in the industry. Whether you are a small business or a large corporation, Bridgepoint Consulting Inc can provide customized solutions to help you achieve your goals. Contact them today to learn more about how they can support your business growth and success.

Sanders & Karcher is a reputable accounting and finance institution located at 264 Lafayette Road in Portsmouth, New Hampshire, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Sanders & Karcher is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized approach sets them apart in the industry. Visit Sanders & Karcher for all your accounting and finance needs.