Best Financial Advisors in Portsmouth, NH

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List of Firms

Portsmouth, NH Fiduciary Financial Advisors

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Essential Planning
Location 500 Market St UNIT 1D, Portsmouth, NH 03801, USA
Phone (603) 427-5164
Directions
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Seacoast Financial Planning
Location 314 Middle Street, Portsmouth, NH 03801, USA
Phone (603) 427-8252
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Measured Wealth Private Client Group, LLC
SEC File# 801-80056
CRD# 170442
Location 303 Islington St, Portsmouth, NH 03801, USA
Phone (603) 431-1444
Directions
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Patricia G Everett - Financial Advisor, Ameriprise Financial Services, LLC
Location 314 Middle Street, Portsmouth, NH 03801, USA
Phone (603) 501-0324
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Nathaniel Krakow - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 111 Maplewood Ave Ste A-2, Portsmouth, NH 03801, USA
Phone (603) 319-1443
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Gulfstream Financial Group LLC
Location 278 Lafayette Rd STE 11, Portsmouth, NH 03801, USA
Phone (603) 766-3500
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Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 25 Chestnut St, Portsmouth, NH 03801, USA
Phone (603) 430-9080
Directions
Financial Advisors in Portsmouth, NH

Where Certified Financial Advisors in Portsmouth, NH Serve

Portsmouth, NH is a charming coastal town that boasts a plethora of historical landmarks, top employers, major highways and streets, and unique neighborhoods. From the iconic Strawbery Banke Museum to the stunning Wentworth by the Sea hotel, Portsmouth is a hub of historical and cultural significance. The town is also home to major employers such as Liberty Mutual, Portsmouth Naval Shipyard, and Lonza Biologics. The bustling downtown area is full of quaint shops and restaurants, while the surrounding neighborhoods offer a mix of historic homes and modern developments. Major highways such as I-95 and Route 1 run through the town, making it easily accessible. Whether you're strolling through Market Square or exploring the scenic Portsmouth Harbor Trail, there's always something new to discover in this vibrant New England town.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Portsmouth, NH can greatly benefit from the assistance of a financial advisor. One of the most common ways a financial advisor can help is by creating a personalized budget plan for individuals and families. With the high cost of living in Portsmouth, NH, it can be challenging to manage expenses and save for the future. A financial advisor can provide guidance on how to allocate funds and prioritize expenses to meet financial goals. Additionally, they can offer advice on retirement planning, investment strategies, and debt management. By working with a financial advisor, residents of Portsmouth, NH can feel more confident about their financial future and make informed decisions about their money.

Insurance Broker

Residents of Portsmouth, NH can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help residents of Portsmouth find the right insurance plans that fit their specific needs. There are several insurance options available, and an insurance broker can help residents navigate the complex world of insurance. Additionally, an insurance broker can help residents of Portsmouth understand their insurance policies and make informed decisions about their coverage. For example, Portsmouth is a coastal town, and residents may need to consider flood insurance to protect their homes. An insurance broker can help residents understand the risks and benefits of different insurance policies, including flood insurance, so they can make the best decision for their needs. Overall, an insurance broker can be a valuable resource for residents of Portsmouth, helping them protect their assets and achieve peace of mind.

Retirement Planning

Residents of Portsmouth, NH would greatly benefit from the guidance of a retirement planner. With a population of approximately 21,000 people, Portsmouth is a small city with a strong sense of community. Retirement planning can often be overwhelming, especially for those who are not well-versed in financial matters. A retirement planner can help residents of Portsmouth navigate the complexities of retirement savings, including investment options, tax implications, and estate planning. Additionally, Portsmouth has a high cost of living, which can make it difficult for retirees to maintain their standard of living. A retirement planner can help residents of Portsmouth develop a customized plan that takes into consideration their unique financial situation and goals, ensuring a comfortable retirement.

Wealth Management

Residents of Portsmouth, NH can benefit from the expertise of a wealth manager in various ways. One of the most common ways is through investment advice. A wealth manager can help residents in Portsmouth, NH to invest their money in the right places to achieve their financial goals. Additionally, a wealth manager can assist with tax planning, estate planning, and retirement planning. For example, residents of Portsmouth, NH may have unique considerations when it comes to estate planning due to the high property values in the area. A wealth manager can help navigate these complexities and ensure that residents have a solid plan in place for the future. Ultimately, a wealth manager can provide peace of mind and help residents in Portsmouth, NH to achieve financial security.

Mortgage Loan Officer

Residents of Portsmouth, NH can benefit from the expertise of a mortgage loan officer in a number of ways. For starters, a loan officer can help residents navigate the often complex process of securing a mortgage, whether they are first-time homebuyers or seasoned homeowners looking to refinance. In Portsmouth, where the housing market can be competitive, a loan officer can provide guidance on the best loan products for a given situation, as well as help residents understand the various fees and costs associated with obtaining a mortgage. Additionally, loan officers can assist residents with pre-approval, which can make the home-buying process smoother and more efficient. Overall, a mortgage loan officer can be an invaluable resource for residents of Portsmouth looking to achieve their homeownership goals.

Tax Services

Residents of Portsmouth, NH could benefit from the expertise of a tax advisor in a number of ways. For example, a tax advisor could help residents navigate the complex tax laws surrounding the state's unique property tax system. Portsmouth, NH is known for its historic homes and buildings, many of which are subject to preservation easements that can impact their tax assessments. A tax advisor could help homeowners understand the tax implications of these easements and potentially reduce their tax burden. Additionally, Portsmouth is a popular tourist destination, and a tax advisor could help business owners in the hospitality industry navigate the tax laws surrounding short-term rentals and other tourism-related activities. Overall, a tax advisor could provide valuable guidance and support to residents of Portsmouth, NH as they navigate the complex world of taxes.

Estate Planning Lawyer

Residents of Portsmouth, 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 will or trust that outlines how a person's assets and property will be distributed after their passing. This is especially important in Portsmouth, where many residents own historic homes and valuable waterfront properties. An estate planning lawyer can also assist with setting up power of attorney and healthcare directives, which are crucial in the event of incapacitation. Additionally, they can provide guidance on minimizing estate taxes and ensuring that beneficiaries receive the maximum amount of assets possible. By working with an estate planning lawyer, Portsmouth residents can have peace of mind knowing that their wishes will be carried out and their loved ones will be taken care of.

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FAQs About Personal Financial Advisors in Portsmouth, NH