TOP 10 Best Legal advisors in Portsmouth, New Hampshire
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Merrill Lynch Financial Advisor Joe Meo
● ClosedMerrill 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.
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Pallas Capital Advisors
● Closedocated 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.
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Granite Bay Wealth Management
● ClosedGranite 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.
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Seacoast Financial Planning
● ClosedSeacoast Financial Planning, located at 314 Middle Street in Portsmouth, New Hampshire, is a trusted institution offering accounting, finance, and legal services. Recognized as one of Forbes Best-in-State Wealth Management Teams in 2024, we are dedicated to helping clients achieve their financial goals with personalized advice and tailored strategies. Our experienced advisors provide investment recommendations, asset allocation, and portfolio management based on individual goals and risk tolerance. We prioritize regular meetings to review progress, adjust strategies as life changes, and track progress towards financial milestones. Clients have secure access to their investments and accounts from any device, allowing for easy monitoring and communication with our team. Schedule a complimentary initial consultation to learn more about how we can support your financial journey. Ameriprise Financial Services, LLC. Member FINRA and SIPC.
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Pawlak & St Germain
● ClosedPawlak & St Germain is a reputable dental institution located at 42 Portsmouth Avenue in Exeter, New Hampshire, United States. This health facility specializes in providing top-notch dental care and services to patients of all ages. With a team of highly skilled and experienced dentists, Pawlak & St Germain is committed to ensuring the oral health and well-being of their patients. Whether you are in need of a routine check-up, cosmetic dentistry, or emergency dental care, you can trust Pawlak & St Germain to provide you with the highest quality of care in a comfortable and welcoming environment. Visit them today and experience the difference in your dental health.
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Bosen and Associates PLLC
● ClosedBosen and Associates PLLC is a reputable law firm located at 266 Middle Street in Portsmouth, New Hampshire, United States. Specializing in various legal matters, their team of experienced lawyers are dedicated to providing high-quality legal services to their clients. With a focus on professionalism, integrity, and client satisfaction, Bosen and Associates PLLC is committed to helping individuals and businesses navigate through legal challenges effectively and efficiently. Contact them today for expert legal advice and representation.
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Peter J. Clarke, Tax Attorney and CPA
● ClosedPeter 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.
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Vincent J. Marconi Attorney at Law
● ClosedVincent J. Marconi Attorney at Law is a reputable law firm located in Portsmouth, New Hampshire. Specializing in various legal matters, Vincent J. Marconi offers expert legal advice and representation to clients in need of legal assistance. With a focus on professionalism and integrity, this institution strives to provide top-notch legal services to individuals and businesses alike. Whether you are facing a personal injury case, need help with estate planning, or require assistance with a business matter, Vincent J. Marconi Attorney at Law is here to help. Contact them today at 155 Fleet Street to schedule a consultation and discuss your legal needs.
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Ross Financial Services
● ClosedRoss Financial Services, located at 155 Fleet Street in Portsmouth, New Hampshire, is a trusted financial institution dedicated to helping clients prepare for the retirement they deserve. With a focus on wealth management and retirement income planning, our experienced professionals provide outstanding service to meet the needs of our valued clients. As a partner in your financial journey, we offer proactive strategies to help you achieve your retirement goals. Contact Ross Financial Services today to learn how we can assist you in securing your financial future. Please note that Avantax affiliated financial professionals may only conduct business with residents of certain states, and not all investments and services may be available in every state. Securities are offered through Avantax Investment Services, and investment advisory services are offered through Avantax Advisory Services. Insurance services are provided through Avantax Affiliated Insurance Agency. While Avantax Wealth Management does not provide tax or legal advice, our representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice, and individuals should consult with professionals for guidance on their specific situations. Content on this website may have been created by a third party for use by an Avantax affiliated representative, and does not necessarily reflect the views of Avantax Wealth Management or its subsidiaries.
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Merrill Lynch Wealth Management
● ClosedMerrill 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.
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Seacoast Tax Services
● ClosedSeacoast Tax Services is a reputable institution located at 314 Middle Street in Portsmouth, New Hampshire. Specializing in accounting, finance, and legal services, this establishment serves as a trusted resource for individuals and businesses seeking expert assistance with their tax-related needs. Whether you require assistance with tax preparation, financial planning, or legal guidance, the professionals at Seacoast Tax Services are dedicated to providing top-notch service and support. As a valued member of the local community, this institution also works closely with local government offices to ensure compliance and accuracy in all tax matters. Visit Seacoast Tax Services today for all your tax and financial needs.
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