Exeter, NH Financial Advisors and Resources



Financial Advisor Firms in Exeter, NH


LEDGEWOOD WEALTH ADVISORS, LLC

Website

(603) 773-0080

92 Portsmouth Avenue
Suite 15
Exeter, NH 3833

SEC#: 801-114871
Years in Business: 2 years

AFFINITY INVESTMENT GROUP, LLC

Website

(603) 778-6436

18 Hampton Road
Unit 7
Exeter, NH 3833

SEC#: 801-61181
Years in Business: 19 years

BLUELINE ADVISORS

Website

(603) 418-0940

99 Water Street
Suite 3
Exeter, NH 3833

SEC#: 801-91171
Years in Business: 6 years

CONSERVATION RESOURCE PARTNERS, LLC

Website

(603) 658-0143

8 Center Street

Exeter, NH 3833

SEC#: 801-73775
Years in Business: 9 years

THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC

Website

(978) 912-1988

66 Columbus Ave

Exeter, NH 3833

SEC#: 801-80245
Years in Business: 7 years

THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC

Website

(978) 912-1988

66 Columbus Ave

Exeter, NH 3833

SEC#: 801-80245
Years in Business: 7 years

SUMMIT WEALTH GROUP LLC

Website

(802) 295-5300

20 B Hampton Road

Exeter, NH 3833

SEC#: 801-107026
Years in Business: 5 years

MID ATLANTIC FINANCIAL MANAGEMENT, INC.

Website

(603) 758-1101

2 Franklin Street
Suite 4
Exeter, NH 3833

SEC#: 801-21527
Years in Business: 37 years

THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC

Website

(978) 912-1988

66 Columbus Ave

Exeter, NH 3833

SEC#: 801-80245
Years in Business: 7 years


How Retirement-Friendly is Exeter, NH?

  • Population: 9,244
  • % of Population 62 Years and Over: 25.4%
  • Average Home Value: $280,200
  • Average Monthly Housing Cost: $1,269
  • Average Household Income: $95,867
  • New Hampshire Total Tax Burden: 6.84% (5th Lowest in U.S.)
  • New Hampshire Property Tax: 5.47% (Highest in U.S.)
  • New Hampshire Individual Income Tax: 0.13% (9th Lowest in U.S.)
  • New Hampshire Sales and Excise Tax: 1.24% (3rd Lowest in U.S.)


Exeter, NH Financial Advisor FAQs

There are many reasons to work with an advisor, but one of the most important is to help focus on how much risk you are prepared to take in order to accomplish your goals.
Financial advisors typically assist clients with personal and family finances, investments, and financial planning. These professionals prepare and advise clients on their overall financial situations by using economic trends to predict future successes or failures.
There are many factors to take into consideration when you're choosing a financial advisor. Some of those factors include cost, advisory services, and availability. However, what you should be most concerned with is the advisors honesty and moral ethics as it relates to their fiduciary responsibility under federal securities laws.
Do your research and interview as many people as possible. Find someone that's credible and works at the appropriate level for you.