Keene, NH Financial Advisors and Resources



Financial Advisor Firms in Keene, NH


BLUESTONE WEALTH MANAGEMENT LLC

Website

(603) 499-4737

67 Winter Street

Keene, NH 3431

SEC#: 801-68611
Years in Business: 13 years

WEALTHCARE CAPITAL MANAGEMENT LLC

Website

(603) 654-7770

271 Old Walpole Rd

Keene, NH 3431

SEC#: 801-60183
Years in Business: 20 years

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

Website

(603) 847-7229

34 West Street

Keene, NH 3431

SEC#: 801-107426
Years in Business: 5 years

WEALTHCARE CAPITAL MANAGEMENT LLC

Website

(603) 654-7770

271 Old Walpole Rd

Keene, NH 3431

SEC#: 801-60183
Years in Business: 20 years


How Retirement-Friendly is Keene, NH?

  • Population: 22,953
  • % of Population 62 Years and Over: 21.1%
  • Average Home Value: $191,900
  • Average Monthly Housing Cost: $1,178
  • Average Household Income: $73,761
  • 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.)


Keene, NH Financial Advisor FAQs

Financial advisors are professionals that help people acquire their financial goals. They focus on investment management, retirement planning, college funding, tax minimization and more.
When choosing a financial advisor, your main considerations are whether you feel comfortable with this person and their credentials. You should also inquire about conflicts of interest that might arise if the advisor sells products for another company-this situation is often demanding on an advisor's time, leaving less for their client
Yes, most definitely. Avoiding a financial advisor may seem like an easy and cheap way to keep your finances in order, but the truth is that without their expertise, you cannot make good decisions in regards to when, what and how much to invest when it comes time to retire.
Financial advisors are generally compensated by the percentage of assets they manage for you. So if you work with an advisor who charges 1% on your assets, and your portfolio is worth $1 million, your annual fee will be $10,000.