Wealth Management in Belknap County, NH

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List of Firms

Belknap County, NH Wealth Management Firms

Morgan Stanley Financial Advisors
5 out of 5
Location 14 Country Club Rd, Gilford, NH 03246, USA
Phone (603) 528-1390
Bay Point Financial, LLC
Location 144 Pleasant St, Laconia, NH 03246, USA
Phone (603) 581-2629
PlanFirst., LLC
Location 36 Country Club Rd STE 926, Gilford, NH 03249, USA
Phone (603) 524-4994
Wealth Management in Belknap County, NH

Where Wealth Management Advisors in Belknap County, NH Serve

Belknap County is a county located in the U.S. state of New Hampshire. As of the 2010 census, the population was 66,524. The county seat is Laconia. The landmarks in Belknap County include the Lakes Region, Weirs Beach, and Gunstock Mountain Resort. The top employers in Belknap County are Lakes Region General Hospital, Winnipesaukee Playhouse, and Lamprey Health Care. The major highways and streets in Belknap County are Route 3 and Route 11. The neighborhoods in Belknap County include Meredith, Gilford, and Laconia.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Belknap County, NH banks provide a variety of services to their customers. Services offered by banks in the county include checking and savings accounts, loans, mortgages, and credit cards. In addition, many banks offer online banking and mobile banking options for customers who want to bank on the go.

Retirement Planning

Belknap County, NH is a great place to retire. The county has a rich history and plenty of outdoor activities to enjoy. There are also several retirement communities in the area that offer a variety of amenities. Here are some things to consider when planning your retirement in Belknap County, NH.

Tax Services

A tax accountant in Belknap County, NH helps individuals and businesses file their taxes. They work with clients to ensure that they are getting the best possible return on their investment, and advise them on how to reduce their tax liability. In addition to preparing and filing taxes, tax accountants also provide bookkeeping and accounting services.

Financial Advisor

A Belknap County, NH financial advisor helps individuals and businesses make sound financial decisions by providing advice on investments, insurance, and other financial matters. They may also offer guidance on estate planning and tax issues. Financial advisors typically have a degree in finance or economics, and they must be licensed to sell securities.

Insurance Broker

An insurance broker in Belknap County, NH is a professional who helps people find the right insurance policies for their needs. They work with clients to assess their risks and find the best possible coverage at the most affordable rates. Insurance brokers are licensed by the state and must meet certain requirements in order to sell insurance products.

Mortgage Loan Officer

Mortgage loan officers in Belknap County, NH help people obtain mortgages. They work with banks and other lending institutions to find the best mortgage products for their clients. They also work with clients to ensure they understand the terms of their mortgages and that they are getting the best deal possible. Mortgage loan officers play an important role in the housing market, and they help people buy homes and get into the housing market.

Estate Planning Lawyer

An estate planning lawyer in Belknap County, NH helps people to create a will and plan for their estate. This includes making decisions about who will inherit their property and assets, and how they will be managed during the person's lifetime and after death. The lawyer can also help to set up trusts, power of attorney documents, and other legal arrangements to help ensure that the person's wishes are carried out.


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