Best Financial Advisors in Concord, NH

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List of Firms

Concord, NH Fiduciary Financial Advisors

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
Directions
First Command Financial Advisor - Lore Ford
Location 6 Loudon Rd Ste 401, Concord, NH 03301, USA
Phone (603) 715-1210
Directions
Parsons Financial Associates, Inc
5 out of 5
Location 24 S State St, Concord, NH 03301, USA
Phone (603) 224-9906
Directions
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
Directions
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
Directions
Montgomery Financial Advisors
Location 18 N Main St, Concord, NH 03301, USA
Phone (603) 224-4181
Directions
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
Directions
Edward Jones - Financial Advisor: Scott Beckman
Location 95 N State St Ste 2, Concord, NH 03301, USA
Phone (603) 223-4012
Directions
Northwestern Mutual
SEC File# 801-8095
CRD# 2881
Location 194 Pleasant St, Concord, NH 03301, USA
Phone (603) 224-3691
Directions
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
Directions
First Command Financial Advisor - Matt Wineriter
Location 6 Loudon Rd Ste 401, Concord, NH 03301, USA
Phone (603) 715-1210
Directions
Shawn Millerick- Cetera Wealth Partners
Location 6 Loudon Rd #403, Concord, NH 03301, USA
Phone (603) 715-9090
Directions
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
Directions
Harold D. Losey - RBC Wealth Management Financial Advisor
Location 45 S Main St Suite 200, Concord, NH 03301, USA
Phone (603) 228-7946
Directions
Merrill Lynch Wealth Management Advisor Steven A Schehl
Location 118 Storrs St, Concord, NH 03301, USA
Phone (603) 223-2214
Directions
Ameriprise Financial
Location 101 N State St, Concord, NH 03301, USA
Phone (603) 226-3537
Directions
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
Directions
Mariner Wealth Advisors
SEC File# 801-111823
CRD# 289886
Location Third Floor, 6 Eagle Square, Concord, NH 03301, USA
Phone (603) 226-6600
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The Ruedig Group - UBS Financial Services Inc.
Location 11 S Main St 3rd Floor, Concord, NH 03301, USA
Phone (603) 226-1123
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Merrill Lynch Wealth Management
3 out of 5
Location 118 Storrs St, Concord, NH 03301, USA
Phone (603) 223-2214
Directions
Ledyard Financial Advisors
Location 1, Pillsbury St #303, Concord, NH 03301, USA
Phone (603) 513-4100
Directions
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
Directions
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
Directions
Primerica Financial Services - Cassandra & Jason Sweatt
Location 25 Hall St Suite 1A, Concord, NH 03301, USA
Phone (603) 415-1144
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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
Directions
Alpine Wealth Management - UBS Financial Services Inc.
Location 11 S Main St Suite 300, Concord, NH 03301, USA
Phone (603) 226-1125
Directions
Giroux, Magner & Associates - Ameriprise Financial Services, LLC
Location 10 Ferry St Ste 312, Concord, NH 03301, USA
Phone (603) 226-3537
Directions
Financial Advisors in Concord, NH

Where Certified Financial Advisors in Concord, NH Serve

Concord, NH is a bustling city with a rich history, boasting an array of landmarks that attract both locals and tourists. From the State House, a stunning architectural masterpiece that serves as the seat of the state government, to the Capitol Center for the Arts, a premier entertainment venue that hosts a variety of concerts and performances, there's always something to see and do in Concord. The city is also home to a diverse array of top employers, including Concord Hospital, the state government, and Concord Group Insurance. These companies provide ample job opportunities for residents and help to drive the local economy. When it comes to getting around, Concord is conveniently located near major highways and streets, including I-93, I-89, and Route 3. These thoroughfares make it easy to travel to and from the city, as well as navigate the area once you're here. Finally, Concord is home to a number of distinct neighborhoods, each with its own unique character and charm.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Concord, NH can benefit greatly from the advice and guidance of a financial advisor. With the city's strong focus on government and education, many residents may have unique financial needs related to their employment in these fields. A financial advisor can help them navigate retirement plans, investment options, and tax strategies specific to their profession. Additionally, with Concord's growing population of retirees, a financial advisor can assist in creating a retirement plan that ensures a comfortable and secure future. Overall, a financial advisor can provide personalized advice and support to help residents of Concord, NH achieve their financial goals.

Insurance Broker

Residents of Concord, NH can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help Concord residents is by providing guidance on selecting the right insurance policies for their unique needs. With Concord being the state capital of New Hampshire, residents may have specific insurance needs related to their work in government or politics. An insurance broker can help navigate the complex world of insurance policies and provide expert advice on coverage options that may be particularly relevant to residents of Concord. Additionally, an insurance broker can help Concord residents save money on their insurance premiums by comparing policies from multiple providers and negotiating lower rates on their behalf. Overall, the expertise and guidance of an insurance broker can be invaluable to residents of Concord, NH looking to protect themselves and their assets.

Retirement Planning

Residents of Concord, NH can benefit greatly from the expertise of a retirement planner. One of the most common ways that a retirement planner can help is by creating a personalized retirement plan that takes into account the unique needs and goals of the individual. This is especially important in Concord, where the cost of living is higher than the national average and the median household income is lower. A retirement planner can help residents navigate the complex financial landscape of retirement, including managing investments, maximizing Social Security benefits, and planning for healthcare costs. Additionally, a retirement planner can provide peace of mind by helping residents ensure that they are on track to achieve their retirement goals and can enjoy a comfortable and secure retirement.

Wealth Management

Residents of Concord, NH could benefit greatly from the services of a wealth manager. With its vibrant economy and growing population, Concord is home to a diverse group of individuals with varying financial needs. A wealth manager can help these residents by providing personalized financial planning and investment advice to help them achieve their financial goals. For example, a wealth manager can assist Concord residents in managing their assets, planning for retirement, and creating a comprehensive estate plan. Additionally, with the cost of living in Concord being higher than the national average, a wealth manager can help residents navigate the local housing market and make informed decisions about buying or selling property. Overall, a wealth manager can be an invaluable resource for Concord residents looking to secure their financial future.

Mortgage Loan Officer

Residents of Concord, NH can greatly benefit from the expertise of a mortgage loan officer. These professionals can assist in finding the best mortgage options for homebuyers in the area, taking into account the unique characteristics of the Concord housing market. For example, the loan officer can help navigate the competitive real estate market in Concord, where homes are often sold quickly and at high prices. Additionally, they can provide guidance on local lending options, such as state-specific mortgage programs and down payment assistance programs. With the help of a mortgage loan officer, residents of Concord can feel confident in their homebuying decisions and secure a mortgage that meets their financial needs.

Tax Services

Residents of Concord, NH could benefit greatly from the expertise of a tax advisor. With the city's diverse economy and varying tax laws, it can be challenging for individuals to navigate the tax system on their own. A tax advisor can help residents with a range of services, from preparing and filing tax returns to providing guidance on tax planning and minimizing tax liabilities. In Concord, NH, where many residents work in government or healthcare, a tax advisor can also provide specialized knowledge on tax deductions and credits specific to those industries. Additionally, with the recent changes to the tax code, a tax advisor can help residents understand how these changes may impact their tax situation and provide advice on how to adjust their financial strategies accordingly. Overall, a tax advisor can offer valuable support to Concord, NH residents looking to make informed decisions about their finances and minimize their tax burden.

Estate Planning Lawyer

Residents of Concord, NH can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that includes a will, trust, and power of attorney. This is particularly important for residents of Concord, NH, as the state has specific laws and regulations governing estate planning and probate. An experienced estate planning lawyer can help residents navigate these laws and ensure that their assets are distributed according to their wishes. Additionally, an estate planning lawyer can assist with Medicaid planning, long-term care planning, and other issues related to aging and end-of-life care. By working with an estate planning lawyer, residents of Concord, NH can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of.

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FAQs About Personal Financial Advisors in Concord, NH