TOP 30 Legacy planning services in New Hampshire

49 results found

Baystate Financial Services, located at 3 South Broadway, Salem, New Hampshire, is a trusted finance and insurance agency that has been guiding clients for over a century. With a focus on guidance, insight, and results, we are committed to helping you achieve your financial goals and protect what matters most. Our comprehensive financial planning services, investment management tools, and risk management strategies are designed to help you make informed decisions and reach your desired outcomes. Additionally, we offer financial wellbeing series for employees and support programs for at-risk children and families in our local communities. Visit our website for more information and to connect with us for a more in-depth conversation.

Legacy Care Law Firm is a reputable legal institution located at 9 Red Roof Lane in Salem, New Hampshire, United States. Specializing in a wide range of legal services, the firm is dedicated to providing expert guidance and support to individuals and families in need of estate planning, elder law, and probate services. With a team of experienced lawyers and staff, Legacy Care Law Firm is committed to helping clients protect their assets and plan for the future. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.

Paul J Kageleiry Insurance Services is an insurance agency located at 750 Central Avenue in Dover, New Hampshire, United States. We offer a variety of insurance products and financial solutions to meet the needs of our clients. Our services include permanent policies with guaranteed death benefits and cash value growth, long-term coverage customizable to your needs and budget, and the ability to invest your policy's cash value in the market. We also provide support for everyday tasks, lost income due to sickness or injury, and help with creating an estate plan to protect your legacy. Our team of professionals can assist with creating temporary, long-term, or permanent life insurance solutions tailored to your needs and budget. We strive to make a difference in our community through charitable giving and support for bereavement, education, and workplace initiatives. Contact us today to learn how we can help you protect your family now and into the future.

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.

The Legacy Group is a boutique real estate agency located at 520 Main Street in Laconia, New Hampshire. Specializing in residential, commercial, and luxury real estate, Legacy provides high-end service, cutting-edge marketing, and exceptional communication. Backed by the number one real estate brokerage in the world, Keller Williams, The Legacy Group offers tailored experiences to meet the unique needs of each client. Fill out the form on their website to receive a free marketing plan tailored to sell your home for the most amount of money in the least amount of time, hassle-free. Testimonials rave about the personalized service provided by agents such as Kara Chase, Cori Tessier, Erin, and Shannon Casey. Whether you are buying or selling a property, The Legacy Group is the dream team to work with. Create an account on their website to save properties, receive alerts about new listings, view comparables, and obtain monthly market reports. Trust The Legacy Group to handle all the details and make your real estate experience a positive one.

Taste of Legacy Cafe & Catering is a charming eatery located at 131 Lake Street in the picturesque town of Gilford, New Hampshire. Known for its delectable menu offerings and impeccable service, this establishment is a favorite among locals and visitors alike. Whether you're looking for a quick bite to eat or planning a special event, Taste of Legacy Cafe & Catering has you covered. With a focus on fresh, high-quality ingredients and creative culinary techniques, every dish is a work of art. Come experience the taste of legacy at this inviting cafe and catering venue.

Northeast Legacy Group is a leading finance institution located at 17.5 Lebanon Street in Hanover, New Hampshire. Our team of experienced professionals is dedicated to providing top-notch financial services and solutions to individuals and businesses in the United States. With a focus on building long-term relationships and helping our clients achieve their financial goals, Northeast Legacy Group is committed to excellence in wealth management, investment strategies, and financial planning. Visit us today to see how we can help 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.

Welcome to Goundrey Dewhirst Funeral Home and Cremation Service, a trusted and compassionate provider of funeral services located at 42 Main Street, Salem, New Hampshire. We are dedicated to serving families in our community with dignity, respect, and personalized care during their times of need. Our experienced and empathetic team is committed to helping you honor the life and legacy of your loved ones through meaningful and customized services. Whether you are planning ahead or require immediate assistance, we offer a range of options including traditional funerals, memorial services, and cremation. At Goundrey Dewhirst Funeral Home, we understand the importance of celebrating life and are here to guide you through every step of the process with warmth and understanding. Visit us or contact our team today to learn more about how we can support you and your family.

Symmetry Wealth Management LLC is a finance institution located at 75 Gilcreast Road in Londonderry, New Hampshire, United States. They specialize in providing personalized wealth management services to help clients achieve their financial goals. With a focus on symmetry and balance in their investment strategies, the experienced team at Symmetry Wealth Management LLC works closely with clients to create customized plans tailored to their individual needs. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Symmetry Wealth Management LLC is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Arcadia Financial is a financial institution located at 155 Dow Street in Manchester, New Hampshire, United States. Specializing in accounting, finance, and legal services, Arcadia Financial is dedicated to helping individuals live their best lives every day. With experienced and thorough management, the institution offers personalized financial advice and support to clients, ensuring their investments, estate planning, and taxes are taken care of. The team at Arcadia Financial works closely with clients to design and execute comprehensive financial plans, focusing on maximizing growth and minimizing taxes in retirement. With a commitment to extreme ownership of financial futures, Arcadia Financial aims to shake clients awake to the possibilities of living a life without fear or apology. Through their proprietary process, The Arcadia Way™, clients can rewrite their calendars to focus on weekends-only mode, enjoying a stress-free and fulfilling lifestyle.

Merrill Lynch Financial Advisor Guy Inslee is a finance institution located at 100 Market Street in Portsmouth, New Hampshire, United States. With over 70 years of collective experience, the team at Inslee Wealth Management is dedicated to building strong client relationships based on trust and personalized service. They believe that trust and loyal advocacy are the cornerstones of any advisory relationship, and their mission is to provide wealth advisory services for the affluent to help create, preserve, and manage their wealth. The team focuses on understanding the intent behind your wealth and tailoring a plan to address your complex financial needs. By listening to your priorities and goals, they can provide you with a personalized plan rooted in the unique complexities of your life. With access to the resources of Merrill and Bank of America, they offer comprehensive financial solutions to help you achieve your goals. Whether you're planning for retirement, buying a home, or funding a child's education, the team at Merrill Lynch Wealth Management is dedicated to helping you reach your goals and create a financial legacy with confidence and dependability.

Private Wealth Counsel, LLC is a premier financial institution located at 227 North Broadway in Salem, New Hampshire. Specializing in accounting, finance, and legal services, our team of experts is dedicated to helping individuals and families manage and grow their wealth. With a focus on personalized strategies and tailored solutions, we strive to provide our clients with the highest level of service and expertise. Whether you need assistance with tax planning, investment management, estate planning, or any other financial matter, Private Wealth Counsel, LLC is here to help you achieve your financial goals.

Edward Jones - Financial Advisor: Elliot J Evans, CFP® is a reputable financial institution located at 285 Calef Highway in Epping, New Hampshire, United States. Specializing in providing comprehensive financial planning and investment services, Elliot J Evans, a Certified Financial Planner™ professional, offers personalized advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to helping individuals and families secure their financial futures. Contact Elliot J Evans today to schedule a consultation and start planning for a more secure financial future.

Aurelius Family Office is a Registered Investment Advisory (RIA) firm located in Bedford, New Hampshire, United States. Specializing in generational wealth and comprehensive financial planning, our team goes above and beyond to identify hidden financial issues and opportunities for our clients. We prioritize understanding your goals, dreams, and challenges to provide personalized services that meet your needs. Our dedicated advisors and support staff are committed to helping you navigate complex financial events such as real estate sales, divorces, business transitions, and inheritances. We assist in achieving your legacy objectives through thoughtful estate planning and optimizing estate and tax benefits for family and charitable gifts.

Merrill Lynch Financial Advisor Paige Inslee is a finance institution located at 100 Market Street in Portsmouth, New Hampshire, United States. With a focus on family wealth and personalized service, our team of experienced professionals at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust. We believe in putting the interests of our clients first, just as Charles Merrill envisioned when he founded the company in 1914. Our team, Inslee Wealth Management, is committed to providing wealth advisory services that help create, preserve, and manage the wealth of our affluent clients. We understand that your financial goals are unique to you, which is why we offer personalized financial planning services to help you achieve your objectives. By understanding your priorities and goals, we can create a tailored financial approach that reflects your personality and addresses fluctuations in the market and changes in your life. Let's work together to help you reach your financial goals and build a secure financial legacy for your loved ones. With access to the global resources of Merrill and the credit and lending capabilities of Bank of America, we can help you address virtually every financial challenge you face. Visit us today to start planning your financial future with confidence and clarity.

Gulfstream Financial Group LLC is a finance institution located at 278 Lafayette Road in Portsmouth, New Hampshire, United States. With a strong focus on providing comprehensive financial services, Gulfstream Financial Group LLC offers expert advice and tailored solutions to help individuals and businesses achieve their financial goals. Whether you are looking to invest, plan for retirement, or secure a loan, Gulfstream Financial Group LLC is dedicated to providing top-notch service and support to help you navigate the complexities of the financial world. Trust in Gulfstream Financial Group LLC for all your financial needs.

Upton & Hatfield LLP, located at 47 Main Street in Jaffrey, New Hampshire, has been providing exceptional legal services since 1908. With offices in Concord, Portsmouth, and Peterborough, our firm offers a wide range of legal services to individuals, businesses, and municipalities throughout the state. From personal injury and employment law to commercial transactions and estate planning, our experienced attorneys approach each case with professionalism, enthusiasm, and efficiency. At Upton & Hatfield LLP, our personalized legal solutions are tailored to meet the unique needs of our clients. With a commitment to putting our clients first, we strive to provide outstanding representation in every case we handle. Whether you are seeking assistance with a personal injury claim or need help with estate planning, our team of dedicated attorneys is here to help.

Cornell Tonya P is a health institution located at 222 West Street in Keene, New Hampshire, United States. This facility offers a range of health services to its patients, including medical consultations, diagnostic tests, and treatment plans. The staff at Cornell Tonya P are dedicated professionals who strive to provide high-quality care to all individuals who walk through their doors. Whether you are in need of routine check-ups or specialized medical attention, Cornell Tonya P is committed to helping you achieve optimal health and well-being.

Diana Travel and Tours - RETIRED was a renowned travel agency located at 51 Little Shore Drive in Madison, New Hampshire, United States. With years of experience in the industry, they specialized in providing personalized travel services to their clients, helping them create unforgettable vacation experiences. Though now retired, their legacy of exceptional customer service and expert travel planning continues to be remembered by those who had the pleasure of working with them.

Northwestern Mutual is a leading finance and insurance agency located at 30 International Drive in Portsmouth, New Hampshire, United States. With a strong reputation for providing personalized financial planning and insurance solutions, Northwestern Mutual is committed to helping individuals and families achieve their financial goals and secure their future. Their team of experienced professionals offers a range of services including retirement planning, investment management, and life insurance. Visit Northwestern Mutual today to start planning for a secure financial future.

Waystack Frizzell Trial Lawyers is a reputable institution located at 15 Exchange Street in Berlin, New Hampshire, United States. Specializing in cases involving significant personal injuries such as auto collisions, construction injuries, and dangerous products, our team of experienced trial lawyers has a proven track record of success in federal and state courts throughout the state. At Waystack Frizzell, we are dedicated to protecting the rights of individuals who have suffered injuries and are committed to achieving results for our clients. We understand the tactics of insurance companies and are skilled at negotiating top dollar settlements to avoid lengthy trials. Our fees are typically based on a percentage of recovery, ensuring that you do not have to pay anything until your case is resolved.

Brendel & Fisher Wealth Management LLC is a prestigious finance institution located at 58 North Main Street in Wolfeboro, New Hampshire, United States. With a focus on personalized financial planning and investment management, our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Brendel & Fisher Wealth Management LLC offers comprehensive and tailored solutions to meet your needs. Trust in us to provide expert guidance and support as you navigate the complexities of the financial world.

Upton & Hatfield, LLP is a renowned law firm located at 10 Centre Street in Concord, New Hampshire, United States. Established in 1908, our firm has been providing exceptional legal services to individuals, businesses, and municipalities across the state. With offices in Concord, Portsmouth, and Peterborough, we offer a wide range of legal services including personal injury, employment law, commercial transactions, and estate planning. Our team of experienced attorneys is dedicated to representing our clients with professionalism, enthusiasm, and efficiency. We prioritize our clients' needs and work tirelessly to provide personalized legal solutions tailored to their specific situation. Whether you have been injured in an accident or need assistance with a legal matter, our team at Upton & Hatfield is here to help.

LegacyWise is a premier institution located at 125 North State Street in Concord, New Hampshire, United States. Our mission is to provide top-notch financial planning and wealth management services to help individuals and families secure their financial future. With a team of experienced professionals, we offer personalized solutions tailored to meet each client's unique goals and aspirations. Whether you are looking to grow your investments, plan for retirement, or protect your assets, LegacyWise is here to guide you every step of the way. Contact us today to start building a legacy that will last for generations to come.

Mike Testa - State Farm Insurance Agent is located at 101 Court Street in Laconia, New Hampshire. This insurance agency offers Survivorship universal life insurance for legacy/estate planning, business transitions, charitable giving, and more. They provide services for auto insurance, home insurance, life insurance, and more for clients in Laconia, Belmont, Gilford, Franklin, Tilton, and surrounding Belknap County. Their team is dedicated to earning the trust and business of their clients. If you are looking to make policy changes, updates, or payments, Jessica is available to assist with a smile. She is a New Hampshire native who enjoys exploring the lakes region and going on new adventures with her son. Caitlyn, another team member, is also a New Hampshire native and mother of three who lives the adventurous "BRAAAAP" life.

One Last Life is a unique store located at 1 Pleasant Street in Claremont, New Hampshire. This one-of-a-kind institution offers a wide range of products and services aimed at helping individuals make the most out of their last moments on Earth. From personalized keepsakes and memory preservation items to end-of-life planning resources, One Last Life is dedicated to providing support and comfort during life's most challenging times. Visit us today to explore our offerings and discover how we can assist you in creating lasting memories and honoring your legacy.

Located at 2 East Wheelock Street in Hanover, New Hampshire, the Hanover Inn Dartmouth offers a unique boutique hotel experience in the Upper Valley. With a rich legacy spanning over two centuries, this AAA Four-Diamond property overlooks the Dartmouth College Green and is the only full-service hotel in New Hampshire. Combining classic New England charm with modern amenities, the Hanover Inn Dartmouth provides unforgettable stays and event experiences. Situated next to the Hopkins Center for the Arts and Hood Museum, this boutique hotel is the perfect choice for those looking to explore the region's outdoor activities and cultural attractions. With 108 rooms, each with its own history, guests can immerse themselves in the iconic charm of the Dartmouth campus.

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.

Rowett Financial Group is a leading finance institution located at 161 Valley West Way in Manchester, New Hampshire. With a team of experienced financial advisors, Rowett Financial Group offers a wide range of services including investment planning, retirement planning, estate planning, and wealth management. Whether you are looking to grow your wealth, plan for your future, or secure your financial legacy, Rowett Financial Group is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards a secure financial future.