Best Financial Advisors in Exeter, NH

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Exeter, NH Fiduciary Financial Advisors

Kaleigh Hayes - TD Wealth Financial Advisor
Location 28 Portsmouth Ave Suite 14, Stratham, NH 03885, USA
Phone (978) 992-7263
Language https://uswealthadvisors.td.com/us/nh/plaistow/kaleigh-hayes?utm_source=google-maps&utm_medium=yext&utm_campaign=always_on&utm_content=tdbank-store&y_source=1_MzY1ODg4ODgtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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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
Language https://www.edwardjones.com/us-en/financial-advisor/scott-zimmermann
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Financial Advisors in Exeter, NH

Where Certified Financial Advisors in Exeter, NH Serve

Exeter, NH is a quaint town nestled in the heart of Rockingham County, boasting a rich history and vibrant community. Landmarks such as the iconic Phillips Exeter Academy and the 18th century Gilman Garrison House draw visitors from far and wide. Top employers in the area include the Exeter Hospital and Timberland, providing ample opportunities for career growth. Major highways such as Route 101 and I-95 offer easy access to nearby cities like Boston and Portsmouth, while streets like Water Street and Main Street are lined with charming shops and restaurants. Neighborhoods like the historic district and the desirable Exeter Farms offer a variety of housing options for those looking to settle down in this picturesque town.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Exeter, NH can benefit from the expertise of a financial advisor in a number of ways. For example, a financial advisor can help Exeter residents navigate the local real estate market, which has seen significant growth in recent years. Additionally, a financial advisor can provide guidance on retirement planning, helping residents make the most of their savings and investments. With its charming downtown area and proximity to the coast, Exeter is a popular place to live, but it can also be an expensive one. A financial advisor can help residents manage their finances and make smart decisions that will allow them to enjoy all that Exeter has to offer without breaking the bank.

Insurance Broker

Residents of Exeter, NH can benefit greatly from the services of an insurance broker. One of the most common ways that a broker can help is by providing personalized advice on the best insurance policies for each individual's unique needs. This is especially important in a town like Exeter, which is known for its historic buildings and landmarks. A broker can help residents protect their valuable property with policies tailored specifically to cover the unique risks associated with historic structures. Additionally, Exeter is home to many small businesses, and a broker can assist with finding the right insurance policies to protect those businesses from unexpected losses. Overall, an insurance broker can provide invaluable guidance to Exeter residents looking to protect themselves, their property, and their businesses.

Retirement Planning

Residents of Exeter, NH can greatly benefit from the services of a retirement planner. One of the most common ways a retirement planner can help is by creating a personalized retirement plan that takes into account the specific needs and goals of the individual. This is especially important in a town like Exeter, which has a large population of retirees and seniors. A retirement planner can help residents navigate the complex world of retirement planning, including choosing the right investment vehicles, maximizing Social Security benefits, and creating a plan for long-term care. With the help of a retirement planner, residents of Exeter can feel confident that they are on the right track to achieving their retirement goals and living a comfortable, fulfilling life in their golden years.

Wealth Management

Residents of Exeter, NH can greatly benefit from the services of a wealth manager. One of the most common ways a wealth manager can help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual. In a town like Exeter, where the cost of living is higher than the national average, a wealth manager can help residents navigate the complexities of managing their finances and investments. Additionally, a wealth manager can provide guidance on retirement planning, tax strategies, and estate planning, all of which are important considerations for residents of Exeter who want to secure their financial future. With the help of a skilled wealth manager, residents of Exeter can make informed decisions about their money and achieve their financial goals with greater ease and confidence.

Mortgage Loan Officer

Residents of Exeter, NH can benefit greatly from the services of a mortgage loan officer. One of the most common ways a mortgage loan officer can help is by providing guidance and support throughout the home buying process. This is especially important in Exeter, a town known for its historic architecture and charming New England feel. A mortgage loan officer can help residents navigate the local real estate market, find the best loan options for their unique financial situation, and ensure that the home buying process goes smoothly from start to finish. With the help of a mortgage loan officer, residents of Exeter can achieve their dream of owning a piece of New England history.

Tax Services

Residents of Exeter, NH can greatly benefit from the expertise of a tax advisor. One of the most common ways a tax advisor can assist Exeter residents is by helping them navigate the complex tax laws and regulations unique to New Hampshire. For example, New Hampshire is one of only a few states that does not have a state income tax, but it does have a high property tax rate. A tax advisor can help Exeter residents understand how these factors impact their tax liability and guide them in making informed decisions about deductions, credits, and exemptions. Additionally, a tax advisor can help Exeter residents plan for their financial future by providing advice on retirement savings, estate planning, and investment strategies. Overall, a tax advisor can be a valuable resource for Exeter residents looking to maximize their tax savings and achieve their financial goals.

Estate Planning Lawyer

Residents of Exeter, NH can benefit from the services of an estate planning lawyer in several ways. One of the most common ways is by helping them create a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is particularly important in Exeter, NH, which is known for its historic homes and landmarks. An estate planning lawyer can also assist with drafting wills, trusts, and powers of attorney, which can provide peace of mind and protection for both the individual and their loved ones. Additionally, an estate planning lawyer can help with Medicaid planning and long-term care planning, which can be crucial for elderly residents in Exeter, NH who require assistance with their healthcare needs. Overall, an estate planning lawyer can provide invaluable guidance and support to residents of Exeter, NH, helping them to protect their assets and plan for the future.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Exeter, NH

A financial advisor in Exeter, NH can provide a range of financial advising services to clients. These services can include retirement planning, investment management, tax planning, and estate planning. With a deep understanding of the local economy, a financial advisor in Exeter can offer unique insights into the financial landscape of the area, including the impact of local industries such as manufacturing and healthcare. They can also provide guidance on navigating the specific tax laws and regulations of New Hampshire, which can differ from those in other states. Additionally, a financial advisor in Exeter can help clients develop a comprehensive financial plan that takes into account their individual goals and needs, as well as the local economic climate. By working with a financial advisor in Exeter, clients can feel confident that they are receiving personalized, expert advice that is tailored to their unique financial situation.

Exeter, NH is the prime location for financial advising due to its exceptional community of financial experts and its rich history of financial success. The town's close proximity to major financial centers, such as Boston and New York, has allowed for a steady influx of highly qualified professionals to settle in the area. Moreover, Exeter's strong emphasis on education has produced a pool of talented individuals with a deep understanding of financial principles and practices. Additionally, the town's local economy has thrived over the years, with a diverse range of businesses and industries contributing to its growth. This has resulted in a wealth of experience and knowledge that financial advisors in Exeter can draw upon when advising their clients. Overall, Exeter's unique blend of talent, education, and economic stability make it the ideal destination for anyone seeking top-notch financial advice.