Best Financial Advisors in Exeter, NH

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Exeter, NH Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Scott P Zimmermann, CFP®|ChFC®|AAMS™
SEC File# 801-3297
CRD# 250
Location 55 High St Suite 101, Hampton, NH 03842, USA
Phone (603) 929-4240
Financial Advisors in Exeter, NH

Where Certified Financial Advisors in Exeter, NH Serve

Some of the major landmarks in Exeter include the Phillips Exeter Academy, the downtown area, and the Exeter River. The top employers in town are Phillips Exeter Academy, St. Joseph Hospital, and Sprague Energy. The major highways and streets in Exeter are Route 101 and Route 15. Some of the neighborhoods in town are the North End, the South End, and downtown.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Exeter, NH can avail a range of banking services from their local banks. These services include savings and checking accounts, mortgages, car loans, and other types of lending products. In addition to these products and services, banks offer a variety of other amenities to their customers, including online banking, 24/7 customer support, and free access to ATMs.

Insurance Broker

Residents of Exeter, NH can benefit from the services of insurance brokers. These professionals can help residents compare rates and find the best policies for their needs. They can also help residents file claims and get the money they deserve after an accident or other incident.

Retirement Planning

If you live in the town of Exeter, NH, and are looking for some help with retirement planning, you might want to consider talking to a financial advisor. Financial advisors can offer a wide range of services, from helping you choose the right retirement plan to investing your money wisely. They can also provide advice on how to save for retirement and how to make the most of your assets. If you're not sure where to start, or if you have any questions about retirement planning, a financial advisor is a great resource.

Wealth Management

Exeter, NH residents can benefit from wealth management services in order to help them grow their money and protect it. Wealth management is a process that involves creating and implementing a plan that will help the individual or family reach their financial goals. This may include investing money, saving for retirement, and estate planning. A wealth manager can work with you to create a personalized plan based on your needs and goals.

Estate Planning Lawyer

Estate planning lawyers in Exeter, NH can help residents there with a wide variety of legal services related to estate planning. This includes helping people create wills and trusts, as well as handling more complex legal issues such as probate and estate administration. By working with an experienced estate planning lawyer, Exeter residents can be sure that their estates are handled properly and according to their wishes.

Mortgage Loan Officer

Mortgage loan officers in Exeter, NH can help residents by providing them with the best loan products available. They can also assist residents in the mortgage application process, and provide guidance on what to do if they are having difficulty making their mortgage payments. In addition, mortgage loan officers can work with real estate agents to find the best home for a resident's needs, and help them understand the terms of their mortgage agreement.

Tax Services

Residents of Exeter, NH can benefit from the help of a tax accountant to ensure they are getting the most out of their tax returns. Tax accountants have the expertise and knowledge to help residents find all of the deductions and credits they are eligible for, ensuring they get the most money back possible. In addition, tax accountants can help residents stay organized and on top of their taxes throughout the year, preventing any surprises come tax time.


FAQs About Personal Financial Advisors in Exeter, NH