Retirement Planning in Concord, NH

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Top Retirement Planners in Concord, NH

SEC File# 801-34606
CRD# 105729
Location 2 Capital Plaza Suite 404, Concord, NH 03301, USA
Phone (603) 224-5977
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
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SEC File# 801-118576
CRD# 154154
5 out of 5
Location 100 N Main St #500, Concord, NH 03301, USA
Phone (603) 856-7945
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Giroux, Magner & Associates - Ameriprise Financial Services, LLC
Location 10 Ferry St Ste 312, Concord, NH 03301, USA
Phone (603) 226-3537
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Ledyard Financial Advisors
Location 1, Pillsbury St #303, Concord, NH 03301, USA
Phone (603) 513-4100
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Edward Jones - Financial Advisor: Simon Keeling, CFP®|AAMS™
5 out of 5
Location 11 S Main St Suite 201, Concord, NH 03301, USA
Phone (603) 715-1703
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Lamb, Petersen & Mann Advisory Group - Ameriprise Financial Services, LLC
Location 210 Rumford St, Concord, NH 03301, USA
Phone (603) 227-6139
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Benjamin F. Edwards
SEC File# 801-113797
CRD# 297750
Location 70 Commercial St Ste 101, Concord, NH 03301, USA
Phone (866) 603-4960
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Harold D. Losey - RBC Wealth Management Financial Advisor
Location 45 S Main St Suite 200, Concord, NH 03301, USA
Phone (603) 228-7946
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Davis Wealth Management
5 out of 5
Location 10 Fayette St, Concord, NH 03301, USA
Phone (603) 715-2335
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Valerie Bouraphael
Location 88 South St, Concord, NH 03301, USA
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Retirement Planning in Concord, NH

About Concord, NH for Those Planning to Retire

Concord, NH is a charming city with a rich history and plenty of landmarks to explore. The State House, a stunning Greek Revival building, is a must-see for anyone visiting the city. Concord also boasts a number of top employers, including Concord Hospital and the State of New Hampshire. Major highways, such as I-93 and I-89, make it easy to get around the city and explore the surrounding areas. And when it comes to neighborhoods, there's something for everyone in Concord, from the historic South End to the bustling downtown area. So whether you're a history buff, a nature lover, or just looking for a great place to live, Concord has something to offer.

Other Financial Planning Services for Retirement

Banks and Credit Unions

As a bustling city in New Hampshire, Concord's residents have a wide range of financial needs that banks can help with. For instance, banks in Concord can provide loans to small businesses that are looking to expand their operations. This is especially helpful in a city where small businesses are the backbone of the economy. Additionally, banks in Concord can offer investment opportunities to residents who are looking to grow their wealth. With a diverse range of investment options, banks can help residents make informed decisions about their finances. Furthermore, banks in Concord can also provide financial education to residents who are looking to improve their financial literacy. This is especially important in a city where the cost of living is high, and many residents struggle to make ends meet. Overall, banks in Concord play a crucial role in helping residents achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Concord, NH can benefit from the services of an insurance broker in numerous ways. For instance, an insurance broker can help residents of Concord, NH navigate the complex world of health insurance. Concord, NH is home to a diverse population, including many seniors who may require specialized health insurance plans. An insurance broker can help residents of Concord, NH find the best health insurance plans that meet their unique needs and budget. Additionally, an insurance broker can help residents of Concord, NH find the best auto insurance policies to protect them in case of an accident. With unpredictable weather patterns in Concord, NH, it is essential for residents to have comprehensive auto insurance coverage. Finally, an insurance broker can help residents of Concord, NH find the best home insurance policies to protect their homes from natural disasters and other unexpected events. Given the high risk of flooding in Concord, NH, it is imperative for residents to have adequate home insurance coverage.

Wealth Management

Residents of Concord, NH could greatly benefit from the expertise of a wealth manager. With its diverse population and thriving economy, Concord presents a unique set of financial challenges that require a skilled professional to navigate. A wealth manager could help residents with everything from retirement planning and investment strategies to tax planning and estate planning. Specifically, given the high cost of living in Concord, a wealth manager could assist residents in creating a budget that allows them to save for the future while still enjoying all that the city has to offer. Additionally, with the city's growing technology sector, a wealth manager could help residents in this field navigate the complexities of stock options and other forms of equity compensation. Overall, a wealth manager could be an invaluable resource for residents of Concord looking to secure their financial future.

Financial Advisor

Residents of Concord, NH can benefit from the guidance of a financial advisor in various ways. For instance, the city's diverse population, which includes college students, retirees, and working-class individuals, can receive tailored advice on budgeting, saving, and investing. Additionally, Concord's economy is heavily reliant on government jobs, healthcare, and education, which may require specialized financial planning. A financial advisor can help navigate the complexities of retirement planning, healthcare costs, and tax strategies that may be unique to the city. Furthermore, Concord has a rich history and culture, with many residents owning historic homes or businesses. A financial advisor can provide guidance on estate planning, preservation of historic properties, and philanthropic giving to support local causes. Overall, a financial advisor can help Concord residents achieve their financial goals and navigate the unique challenges and opportunities of the city.

Mortgage Loan Officer

As one of the fastest-growing cities in New Hampshire, Concord has a diverse population with different financial needs. A mortgage loan officer can help residents of Concord in various ways, such as finding the best mortgage rates, securing pre-approval for a home loan, and guiding them through the home buying process. With a deep understanding of the local real estate market, a mortgage loan officer can help buyers navigate the complexities of purchasing a home in Concord, where the median home value is $248,000. They can also assist with refinancing existing mortgages to take advantage of lower interest rates or to access equity in their homes. Additionally, a mortgage loan officer can provide valuable advice on how to improve credit scores, which can be particularly helpful for first-time homebuyers in Concord, where the cost of living is 5% higher than the national average. Overall, a mortgage loan officer can be a valuable resource for anyone looking to buy or refinance a home in Concord, NH.

Tax Services

Residents of Concord, NH can benefit greatly from the services of a tax advisor. One of the most common ways that a tax advisor can help is by providing guidance on tax planning and preparation. This includes identifying deductions and credits that can reduce tax liability, as well as ensuring compliance with federal and state tax laws. In Concord, NH, where there is a high concentration of small businesses, a tax advisor can also assist with business tax planning and compliance. Additionally, a tax advisor can provide advice on estate planning and wealth management, which can be especially important for residents of Concord who may have significant assets. With the complexity of the tax code and the potential for costly errors, having a knowledgeable tax advisor can provide peace of mind and potentially save residents money in the long run.

Estate Planning Lawyer

Residents of Concord, NH can benefit from the services of an estate planning lawyer in a multitude of ways. One specific area where an estate planning lawyer can be particularly helpful is in the creation of a trust. In Concord, NH, where the population is largely made up of families, trusts can be an effective way to protect assets and provide for loved ones in the event of incapacity or death. An estate planning lawyer can help residents of Concord, NH navigate the complex legal requirements of establishing a trust, including selecting the right type of trust, choosing a trustee, and ensuring that the trust is properly funded. Additionally, an estate planning lawyer can assist with creating a comprehensive estate plan, including wills, powers of attorney, and healthcare directives, to ensure that residents of Concord, NH have a plan in place to protect their assets and provide for their loved ones in the event of incapacity or death.

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