Senior financial planning in New Hampshire
14 results found
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Senior Financial Resources
● ClosedSenior Financial Resources, located at 402 Amherst Street in Nashua, New Hampshire, is a finance and insurance agency dedicated to helping individuals over the age of 50 secure their financial future. Their mission is to rescue assets from market risks and provide guaranteed insurance contracts with market-linked interest rates. They offer solutions to stop losses caused by various types of risk exposure and advocate for long-term care planning, wealth transfer maximization, and other strategies. The institution focuses on protecting clients' money by providing insurance and guaranteed lifetime income solutions based on actuarial fundamentals. Senior Financial Resources prioritizes personal and business ethics, professionalism, confidentiality, and educating seniors on financial issues. Contact them at (603) 595-4990 or inquiries@SeniorFR.com to learn more about their safe money strategies and investment options.
402 Amherst St, Nashua, NH 03063, United States -
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.
100 Market St 3rd Floor, Portsmouth, NH 03801, United States -
Parag Kulshreshtha - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedParag Kulshreshtha is a Financial Advisor at Ameriprise Financial Services, LLC, located at 116 South River Road, Bedford, New Hampshire, United States. Parag holds several certifications including 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®. Parag specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and seniors. With a strong focus on ethics and expertise in various aspects of financial planning, Parag is dedicated to helping clients achieve their financial goals and secure their financial future.
116 S River Rd Bldg E, Bedford, NH 03110, United States -
Edward Jones - Financial Advisor: Jim Long, CFP®
● ClosedEdward Jones - Financial Advisor: Jim Long, CFP® is a reputable finance institution located at 91 Hancock Road in Peterborough, New Hampshire, United States. Jim Long, a Certified Financial Planner, provides personalized financial advice and guidance to help clients achieve their financial goals. With a commitment to integrity and professionalism, Edward Jones offers a range of financial services including investment planning, retirement planning, and wealth management. Whether you are looking to grow your wealth or plan for your future, Jim Long and his team are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
91 Hancock Rd Suite 2, Peterborough, NH 03458, United States -
Jennifer Bevins - Registered Practice Associate, Ameriprise Financial Services, LLC
● OpenJennifer Bevins is a Registered Practice Associate at Ameriprise Financial Services, LLC located at 25 Chestnut Street in Portsmouth, New Hampshire, United States. Jennifer 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®, 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 demonstrate Jennifer's expertise in asset management, domestic partnership advising, estate planning, investment fiduciary practices, portfolio management, behavioral finance, philanthropy advising, annuities, senior issues, divorce financial analysis, military financial advising, and more. Jennifer is dedicated to providing comprehensive financial planning services to clients, ensuring their financial needs are met with professionalism and integrity.
25 Chestnut St Ste 300N, Portsmouth, NH 03801, United States -
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.
210 Rumford St, Concord, NH 03301, United States -
Michael Kiley - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMichael Kiley, a financial advisor at Ameriprise Financial Services, LLC, located at 573 Pine Street in Manchester, New Hampshire, offers personalized financial advice to help clients achieve their goals. With a focus on tracking progress and adjusting strategies as needed, Michael can assist with saving for major purchases or meeting current financial needs. Background and qualification information can be found on FINRA's BrokerCheck website. The institution also provides a Client Relationship Summary Disclosure. Michael Kiley is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. The institution cannot guarantee future financial results. Clients can expect an initial consultation to discuss financial planning concepts. Ameriprise Financial Services, LLC is a member of FINRA and SIPC. The institution follows website rules and regulations and has a privacy and security center to protect client information. Referrals are welcome, and friends or family members can expect to hear from Michael Kiley soon to discuss their financial goals.
573 Pine St, Manchester, NH 03104, United States -
Graeme W Lamb - Financial Advisor, Ameriprise Financial Services, LLC
● OpenGraeme W Lamb, a financial advisor at Ameriprise Financial Services, LLC located at 262 South River Road, Bedford, New Hampshire, offers a wide range of financial services to individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Graeme Lamb is well-equipped to provide expert advice on asset management, retirement planning, estate planning, investment opportunities, insurance products, and more. Additionally, Graeme Lamb is trained in behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, estate planning, exit planning, and more. With a commitment to excellence and a comprehensive understanding of financial planning principles, Graeme W Lamb is dedicated to helping clients achieve their financial goals and secure their financial future.
262 S River Rd Ste 201, Bedford, NH 03110, United States -
R.M. Neilio & Associates, Fiscal Advisors
● ClosedR.M. Neilio & Associates, Fiscal Advisors is a full-service Financial Consulting Firm located at 2 Mary E Clark Drive, Hampstead, New Hampshire, United States. Specializing in pre- and post-retirement planning and estate planning and administration, our mission is to offer financial insights and concepts tailored to each client's individual needs. Effective financial planning is crucial for a comfortable retirement and smooth transfer of assets, and our team works with clients to assess their current financial needs, outline goals and objectives, and provide informed guidance on achieving financial goals. With 30 years of experience in helping seniors plan their retirement, we have the education and expertise to assist clients in reaching their financial goals.
2 Mary E Clark Dr Suite 3, Hampstead, NH 03841, United States -
Compass Retirement Consulting Group
● ClosedCompass Retirement Consulting Group, located at 118 Portsmouth Avenue in Stratham, New Hampshire, is a finance institution dedicated to helping businesses navigate the complexities of retirement planning. With a focus on providing customized solutions, Compass offers a range of options including cash balance plans, 401(k) plans with employer matching, and 3(16) fiduciary services. Their Compass 360 division takes on additional responsibilities to ensure ERISA compliance and proper maintenance of retirement plans, allowing businesses to focus on their core operations. Group plans are also available for small businesses looking to offer cost-effective 401(k) options for their employees.
118 Portsmouth Ave Suite D201, Stratham, NH 03885, United States -
Liberty Life Assurance Co
● OpenLiberty Life Assurance Co is an insurance agency located at 100 Liberty Way in Dover, New Hampshire, United States. The company specializes in providing life insurance policies to individuals and families, offering peace of mind and financial security for the future. With a commitment to integrity and customer service, Liberty Life Assurance Co strives to help clients protect their loved ones and assets through customizable insurance solutions. Contact them today to learn more about their offerings and how they can assist with your insurance needs.
100 Liberty Way #35, Dover, NH 03820, United States -
NHTrust
● ClosedNHTrust is a finance institution located at 89 North Main Street in Concord, New Hampshire, United States. Our team of community-based advisors, supported by dedicated professionals, provides premier innovative insights personalized specifically to your needs. By establishing an ongoing, collaborative relationship with our clients, we develop a deep understanding of their long-term financial objectives and lifestyle goals. We put "U" at the center of everything we do, providing an assuring, accessible, and educational experience as we guide you along the path to success. Our strategies and solutions are personalized to help you plan, protect, and prosper now and in the future. We are excited to welcome Cydney Shapleigh as Senior Vice President, Senior Manager of Growth Strategy, and Jason Scheiman as Trust Administrator. NHTrust is proud to be affiliated with New Hampshire's most respected community banks and is committed to giving back to the community through contributions to organizations like the Neighbor Helping Neighbor Fund, Inc.
89 N Main St, Concord, NH 03301, United States -
New York Life
● ClosedNew York Life is an insurance agency located at 39 Francis Street in Claremont, New Hampshire, United States. With a long-standing reputation for providing reliable and comprehensive insurance coverage, New York Life is committed to helping individuals and families protect their financial future. Whether you are looking for life insurance, retirement planning, or investment solutions, the experienced professionals at New York Life are dedicated to helping you find the right insurance options tailored to your needs. Visit us today to learn more about how we can help secure your financial stability for the future.
39 Francis St, Claremont, NH 03743, United States -
Andrew Fischer, Bankers Life Agent
● ClosedAndrew Fischer, Bankers Life Agent is an insurance agency located at 6 Loudon Road in Concord, New Hampshire, United States. Our experienced agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. One of our specialties is helping clients navigate their Medicare options. We can assist you in comparing Medicare Advantage plans to find the coverage that best suits your needs. Medicare Advantage offers similar coverage to Original Medicare Parts A and B, with the added benefit of prescription drug coverage. Some plans even have premiums as low as $0 per month and include an annual maximum out-of-pocket limit.
6 Loudon Rd Ste 302, Concord, NH 03301, United States
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List of local businesses, places and services in New Hampshire
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