Best Financial Advisors in Concord, NH

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List of Firms

Concord, NH Fiduciary Financial Advisors

Davis Wealth Management
SEC File# 801-68010
CRD# 141413

5 out of 5

Location 10 Fayette St, Concord, NH 03301, USA
Phone (603) 715-2335
Time Monday: 9:00 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 2:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Corey Landry
SEC File# 801-3297
CRD# 250
Location 211 Loudon Rd Ste A, Concord, NH 03301, USA
Phone (603) 856-7658
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Ameriprise Financial
Location 101 N State St, Concord, NH 03301, USA
Phone (603) 226-3537
First Command Financial Advisor - Lore Ford
Location 6 Loudon Rd Ste 401, Concord, NH 03301, USA
Phone (603) 715-1210
Parsons Financial Associates, Inc

5 out of 5

Location 24 S State St, Concord, NH 03301, USA
Phone (603) 224-9906
First Command Financial Advisor - Matt Wineriter
Location 6 Loudon Rd Ste 401, Concord, NH 03301, USA
Phone (603) 715-1210
Ledyard Financial Advisors
Location 1, Pillsbury St #303, Concord, NH 03301, USA
Phone (603) 513-4100
Shawn Millerick- Cetera Wealth Partners
Location 6 Loudon Rd #403, Concord, NH 03301, USA
Phone (603) 715-9090
Edward Jones - Financial Advisor: Simon Keeling, CFP®|AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 11 S Main St Suite 201, Concord, NH 03301, USA
Phone (603) 715-1703
Adam Davidson - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1 Pillsbury St Ste 100, Concord, NH 03301, USA
Phone (603) 715-8486
Susan Giroux - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 10 Ferry St Ste 312, Concord, NH 03301, USA
Phone (603) 226-3537
Cynthia Magner - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 10 Ferry St Ste 312, Concord, NH 03301, USA
Phone (603) 226-3537
Lamb, Petersen & Mann Advisory Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 210 Rumford St, Concord, NH 03301, USA
Phone (603) 227-6139
Edward Jones - Financial Advisor: Raymond E Burstein
SEC File# 801-3297
CRD# 250
Location 11 S Main St Suite 201, Concord, NH 03301, USA
Phone (603) 715-1703
Montgomery Financial Advisors
Location 18 N Main St, Concord, NH 03301, USA
Phone (603) 224-4181
Valpey Financial Services
SEC File# 801-118576
CRD# 154154

5 out of 5

Location 100 N Main St #500, Concord, NH 03301, USA
Phone (603) 856-7945
Mariner Wealth Advisors
SEC File# 801-111823
CRD# 289886
Location Third Floor, 6 Eagle Square, Concord, NH 03301, USA
Phone (603) 226-6600
Harold D. Losey - RBC Wealth Management Financial Advisor
Location 45 S Main St Suite 200, Concord, NH 03301, USA
Phone (603) 228-7946
Primerica Financial Services - Cassandra & Jason Sweatt
Location 25 Hall St Suite 1A, Concord, NH 03301, USA
Phone (603) 415-1144
RBC Wealth Management Branch - Concord NH

4 out of 5

Location 45 S Main St Suite 200, Concord, NH 03301, USA
Phone (603) 228-7940
The Ruedig Group - UBS Financial Services Inc.
Location 11 S Main St 3rd Floor, Concord, NH 03301, USA
Phone (603) 226-1123
Edward Jones - Financial Advisor: Scott Beckman
Location 95 N State St Ste 2, Concord, NH 03301, USA
Phone (603) 223-4012
Merrill Lynch Wealth Management Advisor Steven A Schehl
Location 118 Storrs St, Concord, NH 03301, USA
Phone (603) 223-2214
Alpine Wealth Management - UBS Financial Services Inc.
Location 11 S Main St Suite 300, Concord, NH 03301, USA
Phone (603) 226-1125
Giroux, Magner & Associates - Ameriprise Financial Services, LLC
Location 10 Ferry St Ste 312, Concord, NH 03301, USA
Phone (603) 226-3537
Merrill Lynch Wealth Management

3 out of 5

Location 118 Storrs St, Concord, NH 03301, USA
Phone (603) 223-2214
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About Concord, NH

Concord, NH is located in the center of New Hampshire and is the capital of the state. It is a small city with a population of about 42,000 people. Some of the major landmarks in Concord include the State House, which is the oldest state house in the United States that is still in use, and the Old North Bridge, which is part of the Battle of Bunker Hill Monument. The top employers in Concord are St. Paul's School, Concord Hospital, and New Hampshire Department of Health and Human Services. Some of the major highways and streets in Concord are Route 4, which runs north-south through the city, and Main Street, which runs east-west. The neighborhoods in Concord include downtown, which is home to most of the city's businesses and government offices, West Concord, which is home to St. Paul's School and a large commercial district, and North Concord, which is a residential neighborhood.

Where Certified Financial Advisors in Concord, NH Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Concord, NH have a number of banking options to choose from. There are several large national banks with branches in the city, as well as smaller local banks and credit unions. All of these institutions offer a variety of services, including checking and savings accounts, loans, and mortgages. They also offer a range of online and mobile banking options that make it easy to manage your finances on the go.

Insurance Broker

Residents of Concord, NH, have access to a variety of insurance brokers who can help them find the best policies for their needs.Brokers are there to help residents compare rates and coverage from different providers, and they can also assist in filing claims and helping residents understand their policies. In addition, brokers are often able to get better rates for their clients than they could on their own.

Retirement Planning

Financial advisors can help Concord, NH residents with retirement planning in a variety of ways. One way is by helping people to save for retirement. Advisors can also help people to invest their savings wisely so that they will have a comfortable retirement. In addition, advisors can provide advice on when to start taking Social Security benefits and how much money to withdraw from retirement accounts each year.

Wealth Management

Wealth management is an important service that can help Concord, NH residents protect their finances and plan for the future. There are a number of different wealth management services available, so it is important to find one that fits your needs. A good wealth management service will help you make smart financial decisions and grow your money.

Estate Planning Lawyer

Estate planning lawyers in Concord, NH can help residents create wills and trusts that will protect their families and assets. They can also help residents set up powers of attorney and healthcare directives that will allow them to make decisions for themselves if they are not able to do so themselves. And finally, estate planning lawyers can help residents plan for the distribution of their property after they die.

Mortgage Loan Officer

Mortgage loan officers in Concord, NH can help residents secure the best mortgage products and rates available. By providing a variety of products and services, these professionals can help homeowners find the perfect loan for their needs. In addition, mortgage loan officers can offer advice on budgeting and financial planning to ensure that homeowners are making the most of their money.

Tax Services

Concord, NH residents can benefit from the help of tax accountants in order to make sure they are getting the most out of their tax returns. Tax accountants can help Concord residents find deductions and credits that they may not have otherwise known about, which can result in a larger refund or a lower taxable income. In addition, tax accountants can help Concord residents stay up-to-date on any changes to the tax code that may affect them.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Concord, NH