TOP 10 Wealth transition planning in New Hampshire
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Scott B Dow - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedScott B Dow is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 25 Chestnut Street in Portsmouth, New Hampshire, United States. Scott B Dow specializes in providing comprehensive financial planning and investment management services to individuals and small business owners. With 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®, Scott B Dow is well-equipped to address a wide range of financial needs and goals. Whether you are planning for retirement, managing your investments, or navigating a major life transition, Scott B Dow can provide expert guidance and personalized solutions to help you achieve your financial objectives. Contact Scott B Dow today to schedule a consultation and take the first step towards securing your financial future.
25 Chestnut St #300n, Portsmouth, NH 03801, United States -
Brendel & Fisher Wealth Management LLC
● ClosedBrendel & 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.
58 N Main St, Wolfeboro, NH 03894, United States -
Aurelius Family Office
● ClosedAurelius 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.
264 S River Rd # 482, Bedford, NH 03110, United States -
Portsmouth, NH - UBS Financial Services Inc.
● OpenPortsmouth, NH - UBS Financial Services Inc. is a reputable financial institution located at 40 Congress Street in Portsmouth, New Hampshire. As a branch of UBS, one of the world's leading financial firms, this location offers a wide range of financial services to individuals, families, and businesses in the area. With a team of experienced financial advisors and experts, UBS Financial Services Inc. in Portsmouth is committed to providing personalized solutions and expert guidance to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, UBS Financial Services Inc. in Portsmouth is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
40 Congress Street, Portsmouth, NH 03801, United States -
Merrill Lynch Financial Advisor Sean M Doyle
● ClosedMerrill Lynch Financial Advisor Sean M Doyle is a nationally recognized wealth management team located at 900 Elm Street in Manchester, New Hampshire. They work with clients across the United States, offering personalized financial advice at various stages of their lives. Whether clients are business owners, executives, retirees, or individuals who have inherited wealth, the team at Merrill Lynch recognizes that wealth goes beyond numbers on a balance sheet. They provide empathetic and tailored guidance to help clients navigate important life transitions, such as marriage, retirement, or the sale of a business. Sean Doyle has been recognized by Forbes and Barron's as a top Financial Advisor in New Hampshire, showcasing his commitment to exceptional client service. The team at Merrill Lynch takes a planning-based approach, focusing on detailed analysis and customized strategies for each client and their family. They are skilled listeners who take the time to understand each client's unique background, goals, and aspirations, crafting long-term plans to help them achieve their objectives.
900 Elm St, Manchester, NH 03101, United States -
Merrill Lynch Financial Advisor David Salzberg
● Closedcan trust Merrill Lynch Financial Advisor David Salzberg to provide personalized wealth management services at their office located at 900 Elm Street in Manchester, New Hampshire. With a focus on comprehensive financial planning, the team at Merrill Lynch works closely with clients from various regions of the United States to navigate important life transitions and make informed decisions about their finances. Led by nationally recognized advisor David Salzberg, the team is dedicated to helping clients achieve their long-term goals and secure their financial futures. Through regular communication, personalized planning, and collaboration with external tax and legal advisors, Merrill Lynch Financial Advisor David Salzberg strives to provide exceptional service and support to each client. Trust the team at Merrill Lynch to help you navigate the complexities of wealth management and achieve your financial goals with confidence.
900 Elm St, Manchester, NH 03101, United States -
Merrill Lynch Financial Advisor Denise Petrin
● ClosedMerrill Lynch Financial Advisor Denise Petrin, located at 900 Elm Street in Manchester, New Hampshire, offers personalized financial strategies tailored to each stage of life. With over 30 years of experience in banking and wealth management, Denise focuses on building, managing, preserving, and transitioning wealth for clients and their families. She specializes in assisting small businesses, women, military veterans, LGBTQ individuals, and retirees with tailored investment advice. Denise is dedicated to fostering lasting relationships with clients nationwide, emphasizing the importance of taking control of one's financial future. She is actively involved in supporting veterans and military families through her role with Veterans Count and the American Legion Women’s Auxiliary. Denise's approach involves a holistic assessment of each client's goals, priorities, and unique financial concerns, drawing upon the global resources of Merrill and Bank of America to create personalized financial strategies. By staying informed about changes in clients' lives and financial markets, Denise aims to help clients achieve their long-term goals. Whether planning for retirement, funding education, or passing wealth to future generations, Denise works closely with clients to develop customized approaches that reflect their personalities and priorities. With a focus on building strong client relationships based on trust and personalized service, Denise Petrin and her team at Merrill Lynch Wealth Management are dedicated to helping clients navigate the complexities of their financial lives and pursue their goals.
900 Elm St, Manchester, NH 03101, United States -
Associate Broker at Carey & Giampa, Realtors
● ClosedWelcome to Carey & Giampa, Realtors, your trusted partner in real estate located at 240 Ocean Boulevard, Seabrook, New Hampshire. As an Associate Broker at Carey & Giampa, we specialize in guiding clients through the dynamic real estate markets of Maine, Massachusetts, and New Hampshire. Our team is committed to providing exceptional service, drawing from extensive local knowledge and a passion for helping clients achieve their real estate dreams. Our clients consistently praise our team for their expertise, responsiveness, and dedication. Whether you're buying or selling, we ensure a seamless and enjoyable experience, characterized by meticulous planning, effective communication, and a deep understanding of the personal aspects of real estate transactions.
240 Ocean Boulevard, Seabrook, New Hampshire 03874, United States
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