Tailored educational consulting services in Portsmouth, New Hampshire

Bouchard Wealth Management - Ameriprise Financial Services, LLC, located at 25 Chestnut Street in Portsmouth, New Hampshire, is a trusted institution specializing in finance. Their team of professionals prioritizes your goals, whether it be planning for retirement, education, or a major purchase. They offer personalized investment recommendations tailored to your risk tolerance and individual goals. Regular meetings are held to review progress, update strategies, and track your financial journey. With secure online access, you can monitor your investments and progress towards your goals from anywhere. Schedule a complimentary initial consultation to learn more about how they can help you. They provide insights on market trends and strive to empower clients to feel confident and in control of their financial futures. Ameriprise financial advisors are registered in select U.S. states, and disclosures can be found on their personal websites or FINRA's BrokerCheck. Your financial success is their priority, and they look forward to helping your friends and family achieve their goals as well.

Arthur Meconi - Private Wealth Advisor at Ameriprise Financial Services, LLC is a trusted institution located at 155 Fleet Street in Portsmouth, New Hampshire, United States. Specializing in finance, Arthur Meconi holds various prestigious certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, and more. With a commitment to upholding a code of ethics and continuous education, Arthur Meconi provides tailored financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you are seeking advice on investments, insurance products, or estate planning, Arthur Meconi is equipped to help you navigate complex financial decisions and achieve your financial goals.

Scott White - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 25 Chestnut Street in Portsmouth, New Hampshire, offers a range of financial services to individuals seeking personalized wealth management solutions. The institution boasts a team of advisors with various certifications, 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®. The institution also offers services for military personnel through the Certified Military Financial Advisor® (CFMA®) designation. With a commitment to ethical practices and continued education, Scott White - Private Wealth Advisor provides comprehensive financial planning and investment strategies tailored to the unique needs of each client.

Kelly Kingsbury Roskilly is a financial advisor at Ameriprise Financial Services, LLC located at 314 Middle Street in Portsmouth, New Hampshire, United States. Kelly 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®, 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®. With expertise in asset management, estate planning, retirement planning, and more, Kelly provides comprehensive financial services to individuals and small business owners. Kelly's commitment to ethics and continuing education ensures that clients receive expert advice tailored to their unique financial goals.

Wheeler Crowley - Financial Advisor, Ameriprise Financial Services, LLC is a trusted financial institution located at 25 Chestnut Street in Portsmouth, New Hampshire. As a dedicated financial advisor, Wheeler Crowley provides expert guidance and personalized financial planning services to help individuals and families achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Wheeler Crowley can create a customized financial strategy tailored to your specific needs. With a focus on building long-term relationships and delivering exceptional service, Ameriprise Financial Services, LLC is committed to helping clients secure their financial future. Contact Wheeler Crowley today to schedule a consultation and take the first step towards financial success.

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.

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.

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.

Granite 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.

Edward Jones - Financial Advisor: Dennie Foss is a trusted financial institution located at 2800 Lafayette Road in Portsmouth, New Hampshire, United States. Specializing in personalized financial planning and investment services, Dennie Foss and his team are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Dennie Foss provides expert guidance and tailored solutions to meet the unique needs of each individual client. Whether you are planning for retirement, saving for education, or investing for the future, Dennie Foss and his team are committed to helping you make informed decisions and achieve financial success.

Merrill Lynch Financial Advisor Joanne M Knight is a finance institution located at 100 Market Street in Portsmouth, New Hampshire, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The Drew Wealth Management Group team offers a strategy that puts you at the center of the planning process, focusing on your family, goals, and priorities. They provide access to global investing capabilities and banking solutions to help you identify and prioritize personal goals, whether it's funding education, planning for retirement, or preserving wealth. By developing a personalized financial strategy aligned with your goals, they aim to help you manage, grow, and preserve your wealth for the future. The team believes in having conversations with clients to understand their aspirations and address issues that matter most to them, providing insights and resources to help achieve financial goals. Through the Investment Personality Assessment, they tailor the financial approach to align with your investing preferences and life priorities. With regular check-ins and adjustments to your financial approach, the team at Merrill Lynch Wealth Management Advisors is committed to helping you achieve your goals and navigate changes in the market and in your life. They offer personalized investment strategies and comprehensive financial solutions to meet your unique needs and priorities. Whether you are planning for retirement, saving for a home, or funding education, the team is dedicated to helping you create a financial approach that reflects your personality and life priorities. With access to the latest investment insights, tips, and strategies, they aim to help you live your best financial life.

RMC Research Corporation is a leading research institution located at 1000 Market Street in Portsmouth, New Hampshire, United States. Known for its innovative research and cutting-edge solutions, RMC Research Corporation is committed to advancing knowledge and driving positive change in various fields. With a team of dedicated researchers and experts, the institution conducts impactful research projects and provides valuable insights to clients and partners. Whether it's in education, healthcare, or technology, RMC Research Corporation is a trusted partner for those seeking reliable and high-quality research services.

Upton & Hatfield, LLP is a prestigious law firm located at 8 School Street in Hillsborough, New Hampshire, United States. Since 1908, we have been providing top-notch legal services to individuals, businesses, and municipalities across the state. With offices in Concord, Portsmouth, and Peterborough, we cover a wide range of practice areas 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. Whether you are dealing with a personal injury case or need assistance with estate planning, we are here to provide personalized legal solutions tailored to your specific needs.