Wealth management in New Hampshire
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Edward Jones - Financial Advisor: Shelly K Gillis, CFP®
● OpenEdward Jones - Financial Advisor: Shelly K Gillis, CFP® is a reputable financial institution located at 3 Market Place in Hollis, New Hampshire, United States. Shelly K Gillis, a Certified Financial Planner, provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Shelly K Gillis, CFP® is dedicated to helping individuals and families navigate the complexities of financial planning and investment management. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Shelly K Gillis and her team are committed to providing tailored solutions to meet your unique needs.
3 Market Pl, Hollis, NH 03049, United States -
Edward Jones - Financial Advisor: Casey Creamer
● OpenEdward Jones - Financial Advisor: Casey Creamer is a reputable finance institution located at 7 Central Square in New Boston, New Hampshire, United States. As a trusted financial advisor, Casey Creamer provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Casey Creamer is dedicated to helping individuals and families secure their financial future.
7 Central Sq Unit 1, New Boston, NH 03070, United States -
Todd H. Leo & Associates - Ameriprise Financial Services, LLC
● OpenTodd H. Leo & Associates - Ameriprise Financial Services, LLC is a reputable finance institution located at 380 Nashua Street in Milford, New Hampshire, United States. With a team of experienced financial advisors, they offer a wide range of services including investment planning, retirement planning, wealth management, and more. Clients can expect personalized financial solutions tailored to their individual needs and goals. Trustworthy and reliable, Todd H. Leo & Associates is dedicated to helping clients achieve their financial objectives and secure their future.
380 Nashua St, Milford, NH 03055, United States -
Graeme W Lamb - Financial Advisor, Ameriprise Financial Services, LLC
● OpenGraeme W Lamb is a financial advisor at Ameriprise Financial Services, LLC located at 210 Rumford Street, Concord, New Hampshire, United States. Graeme holds various 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®. Graeme specializes in providing comprehensive financial planning and investment advice to individuals, retirees, small business owners, and high net worth clients. With a strong focus on ethics and continuing education, Graeme is dedicated to helping clients achieve their financial goals through strategic asset management and wealth planning. Contact Graeme W Lamb at Ameriprise Financial Services, LLC for expert financial guidance and personalized solutions tailored to your specific needs.
210 Rumford St, Concord, NH 03301, United States -
Valerie Bouraphael
● OpenValerie Bouraphael is a reputable finance institution located at 88 South Street in Concord, New Hampshire, United States. With a focus on providing top-notch financial services to individuals and businesses, Valerie Bouraphael offers a wide range of financial solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, the experienced team at Valerie Bouraphael is dedicated to providing personalized and professional service to meet your needs. Trust Valerie Bouraphael for all your financial needs and experience the difference of working with a trusted financial partner.
88 South St, Concord, NH 03301, United States -
Paul Makris - UBS Financial Services Inc.
● OpenPaul Makris - UBS Financial Services Inc. is a reputable financial institution located at 11 South Main Street in Concord, New Hampshire, United States. As a branch of UBS, one of the world's leading financial services companies, Paul Makris offers a wide range of financial services to individuals and businesses. With a team of experienced financial advisors and wealth managers, they provide personalized investment strategies, retirement planning, estate planning, and wealth management services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Paul Makris - UBS Financial Services Inc. can provide the expertise and guidance you need.
11 S Main St Suite 300, Concord, NH 03301, United States -
Whitegate Investment Counselor
● OpenWhitegate Investment Counselor is a leading finance institution located at 46 South Main Street in Concord, New Hampshire, United States. Our team of experienced investment counselors are dedicated to providing personalized financial advice and guidance to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, our experts are here to help. With a focus on transparency, integrity, and personalized service, Whitegate Investment Counselor is committed to helping our clients make informed decisions and secure their financial future. Contact us today to schedule a consultation.
46 S Main St, Concord, NH 03301, United States -
William Chapin Jr. - UBS Financial Services Inc.
● OpenWilliam Chapin Jr. - UBS Financial Services Inc. is a trusted finance institution located at 11 South Main Street in Concord, New Hampshire, United States. With a focus on providing personalized financial services, they offer a wide range of investment and wealth management solutions to help clients achieve their financial goals. The team at William Chapin Jr. - UBS Financial Services Inc. is dedicated to providing expert advice and guidance to help clients navigate the complexities of the financial world. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, they are committed to helping you make informed decisions and secure your financial future.
11 S Main St 3rd Floor, Concord, NH 03301, United States -
Lamb, Petersen & Mann Advisory Group - Ameriprise Financial Services, LLC
● OpenLamb, Petersen & Mann Advisory Group - Ameriprise Financial Services, LLC, located at 210 Rumford Street in Concord, New Hampshire, is a renowned finance institution. Recognized as a Forbes Best-in-State Wealth Management Team for 2023 and 2024, the team offers personalized financial planning services tailored to individual goals and risk tolerance. With a focus on retirement planning, education funding, and investment strategies, Lamb, Petersen & Mann Advisory Group helps clients track their progress and adjust their approach as life evolves. Clients can access their accounts and investments securely from any device, and schedule a complimentary initial consultation to learn more about the services offered. The team also provides educational presentations on topics such as Medicare options, LGBTQ community investing trends, and building a solid financial foundation. As a member of Ameriprise Financial Services, LLC, the team is committed to providing personalized advice to help clients reach their financial goals. Visit their website for more information and to schedule a meeting with a financial advisor.
210 Rumford St, Concord, NH 03301, United States -
Robert F Normandin Jr - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRobert 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.
302 Riverway Pl, Bedford, NH 03110, United States -
George Desaulniers - UBS Financial Services Inc.
● OpenGeorge Desaulniers - UBS Financial Services Inc. is a reputable finance institution located at 10 Park Street in Concord, New Hampshire, United States. With a focus on providing high-quality financial services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to assist you every step of the way. Trust in George Desaulniers - UBS Financial Services Inc. for expert guidance and personalized solutions to secure your financial future.
10 Park St, Concord, NH 03301, United States -
The Ruedig Group - UBS Financial Services Inc.
● OpenThe Ruedig Group - UBS Financial Services Inc. is a leading finance institution located at 11 South Main Street in Concord, New Hampshire, United States. With a strong reputation for providing top-notch financial services, The Ruedig Group offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized guidance and expert advice to help clients navigate the complexities of the financial world. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, The Ruedig Group is committed to helping you succeed.
11 S Main St 3rd Floor, Concord, NH 03301, United States -
Ameriprise Financial
● OpenAmeriprise Financial is a finance institution located at 101 North State Street, Concord, New Hampshire, United States. They offer a wide range of certifications and designations for financial professionals, 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®. These certifications cover various areas of finance such as asset management, estate planning, retirement planning, investment management, and more. Ameriprise Financial is dedicated to providing expert financial advice and services to individuals and businesses, helping them navigate complex financial situations and make informed decisions.
101 N State 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 -
Robert M. Williams - UBS Financial Services Inc.
● OpenRobert M. Williams - UBS Financial Services Inc. is a premier financial institution located at 1155 Elm Street in Manchester, New Hampshire, United States. With a strong reputation for providing top-notch financial services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management solutions, we are committed to providing personalized and tailored services to meet your needs. Trust in Robert M. Williams - UBS Financial Services Inc. for all your financial needs.
1155 Elm St Suite 501, Manchester, NH 03101, United States -
Granite Financial Group - UBS Financial Services Inc.
● OpenGranite Financial Group - UBS Financial Services Inc. is a leading finance institution located at 1155 Elm Street in Manchester, New Hampshire, United States. With a strong reputation for providing top-notch financial services, their team of experts offers personalized wealth management solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or grow your portfolio, Granite Financial Group is dedicated to helping you navigate the complex world of finance with confidence and peace of mind. Contact them today to learn more about how they can help you secure your financial future.
1155 Elm St Suite 501, Manchester, NH 03101, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a finance institution located at 20 Trafalgar Square in Nashua, New Hampshire, United States. They offer a wide range of financial services, including investment advice, wealth management, retirement planning, and more. With a team of experienced professionals, Raymond James Financial Services is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or manage your wealth, Raymond James Financial Services is committed to providing personalized solutions tailored to your individual needs.
20 Trafalgar Square, Nashua, NH 03063, United States -
Tom Sileo - Raymond James
● OpenTom Sileo - Raymond James is a finance institution located at 410 Amherst Street in Nashua, New Hampshire. As a part of the Raymond James financial services network, we offer a wide range of investment and wealth management services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized and tailored financial solutions to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we are here to help you every step of the way. Visit us today to learn more about how we can assist you in securing your financial future.
410 Amherst St, Nashua, NH 03063, United States -
Amy Dunn
● OpenAmy Dunn is a reputable finance institution located at 9 Trafalgar Square in Nashua, New Hampshire, United States. With a strong focus on providing top-notch financial services to individuals and businesses, Amy Dunn is dedicated to helping clients achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, the experienced professionals at Amy Dunn are here to offer expert guidance and support. Trust Amy Dunn to provide you with personalized financial solutions tailored to your specific needs and objectives.
9 Trafalgar Square Suite 200, Nashua, NH 03063, United States -
Merrill Lynch Financial Advisor Daniel A Ringelstein
● OpenMerrill Lynch Financial Advisor Daniel A Ringelstein is a finance institution located at 118 Storrs Street, Concord, New Hampshire, United States. Daniel Ringelstein, a graduate of Vassar College, has a background in economics and extensive experience in the financial industry, including working as an equity Portfolio Manager on Wall Street and in Bergen, Norway. He is dedicated to helping clients achieve their financial goals by providing personalized investment strategies and comprehensive financial solutions. With a focus on understanding each client's unique needs and priorities, Daniel works to design and implement customized financial plans to help manage investment risk and pursue long-term objectives. As an active member of the community in the Lakes Region of New Hampshire, Daniel believes in the power of mentorship and positive encouragement to help individuals make informed life decisions. Merrill Lynch Wealth Management Advisors, like Daniel Ringelstein, are committed to putting clients first and providing tailored financial advice to help them live their best financial life.
118 Storrs St, Concord, NH 03301, United States -
Merrill Lynch Financial Advisor Scott A Minichiello
● OpenMerrill Lynch Financial Advisor Scott A Minichiello is a premier finance institution located at 900 Elm Street, Manchester, 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. Your financial advisor will focus on your family, goals, and priorities, adjusting as they evolve over time. Through in-depth conversations, the team will help you identify and prioritize your most important financial goals. Using research in behavioral finance, Merrill has developed the Investment Personality Assessment to gain a deeper understanding of your investing preferences. This assessment helps customize a financial approach tailored to your unique goals and priorities. The team at Merrill Lynch will work with you to manage, grow, and preserve your wealth while considering the impact on future generations.
900 Elm St, Manchester, NH 03101, United States -
Bank of America Private Client Advisor Michael D Lindquist
● OpenBank of America Private Client Advisor Michael D Lindquist, located at 900 Elm Street in Manchester, New Hampshire, offers personalized wealth management services for individuals, families, businesses, and institutions. Our team of experienced professionals is dedicated to building strong client relationships based on trust and understanding. We take the time to listen to your needs and goals before creating customized strategies to help you achieve financial success now and in the future. With over 200 years of experience, Bank of America Private Bank combines personalized service with the resources of Bank of America to help you navigate the complexities of managing significant wealth. Tune in for the latest insights on Mondays and Fridays at 2:00 PM EST and let us make your financial goals our priority. Please note that team members may change and that investing involves risk. Consult your legal and tax advisors before making any financial decisions.
900 Elm St, Manchester, NH 03101, United States -
Emilie Checrallah - UBS Financial Services Inc.
● OpenEmilie Checrallah - UBS Financial Services Inc. is a reputable financial institution located at 1155 Elm Street in Manchester, New Hampshire, United States. Specializing in finance, they offer a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Emilie Checrallah - UBS Financial Services Inc. provides personalized financial planning, investment management, and wealth management solutions tailored to each client's unique needs. Whether you are looking to grow your investments, plan for retirement, or manage your assets, you can trust Emilie Checrallah - UBS Financial Services Inc. to provide expert guidance and support every step of the way.
1155 Elm St Suite 501, Manchester, NH 03101, United States -
Andrew Githmark - Steward Partners Financial Advisor
● OpenAndrew Githmark is a knowledgeable and experienced financial advisor at Steward Partners, located in the heart of Manchester, New Hampshire. Specializing in accounting and finance, Andrew provides personalized and strategic financial planning services to help clients achieve their monetary goals. With a commitment to integrity and excellence, Andrew Githmark and the team at Steward Partners are dedicated to helping individuals and businesses navigate the complexities of the financial world. Whether you are looking to invest, plan for retirement, or manage your wealth, Andrew Githmark is here to guide you every step of the way. Schedule a consultation today at 1155 Elm Street to start building a secure financial future.
Bank of America Building, 1155 Elm St 4th floor, Manchester, NH 03101, United States -
Park Street Group - UBS Financial Services Inc.
● OpenPark Street Group - UBS Financial Services Inc. is a prestigious finance institution located at 1155 Elm Street in Manchester, New Hampshire, United States. With a strong reputation for providing top-notch financial services, the institution offers a wide range of investment and wealth management solutions to individuals and businesses. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Park Street Group - UBS Financial Services Inc. is committed to providing personalized and comprehensive financial advice to meet your needs.
1155 Elm St Suite 501, Manchester, NH 03101, United States -
Edward Jones - Financial Advisor: Andrew S York, CFP®|CEPA®|AAMS™
● OpenEdward Jones - Financial Advisor Andrew S York, CFP®, CEPA®, AAMS™ is a reputable financial institution located at 18 Constitution Drive in Bedford, New Hampshire, United States. Specializing in financial planning and wealth management, Andrew S York is a Certified Financial Planner (CFP®), Certified Exit Planning Advisor (CEPA®), and Accredited Asset Management Specialist (AAMS™). With a commitment to providing personalized and comprehensive financial solutions, clients can trust Edward Jones and Andrew S York to help them achieve their financial goals and secure their financial future.
18 Constitution Dr UNIT 1, Bedford, NH 03110, United States -
The Losey Carleton Group
● OpenThe Losey Carleton Group is a renowned finance institution located at 45 South Main Street in Concord, New Hampshire, United States. With a strong reputation for providing expert financial services, The Losey Carleton Group offers personalized investment strategies, wealth management, and financial planning services to clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through tailored solutions and comprehensive guidance. Visit The Losey Carleton Group today for expert financial advice and support.
45 S Main St Suite 200, Concord, NH 03301, United States -
Rowett Financial Group
● OpenRowett 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.
161 Valley W Way, Manchester, NH 03102, United States -
Fidelity Investments
● OpenFidelity Investments is a renowned finance institution located at 1 Spartan Way in Merrimack, New Hampshire, United States. With a strong reputation for providing top-notch financial services, Fidelity Investments offers a wide range of investment options, retirement planning, and wealth management solutions to its clients. With a commitment to helping individuals and businesses achieve their financial goals, Fidelity Investments is a trusted partner in the world of finance.
1 Spartan Way, Merrimack, NH 03054, United States -
Kathryn (Trengali) Letvinchuk - UBS Financial Services Inc.
● OpenKathryn (Trengali) Letvinchuk - UBS Financial Services Inc. is a finance institution located at 1155 Elm Street in Manchester, New Hampshire, United States. This institution offers a wide range of financial services, including investment management, wealth planning, and retirement planning. With a team of experienced professionals, Kathryn (Trengali) Letvinchuk - UBS Financial Services Inc. is dedicated to helping clients achieve their financial goals and secure their financial future.
Bank of America Building, 1155 Elm St Suite 501, Manchester, NH 03101, United States
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List of local businesses, places and services in New Hampshire
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