Wealth Management in Belknap County, NH

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List of Firms

Belknap County, NH Wealth Management Firms

Bay Point Financial, LLC
Location 144 Pleasant St, Laconia, NH 03246, USA
Phone (603) 581-2629
Morgan Stanley Financial Advisors
5 out of 5
Location 14 Country Club Rd, Gilford, NH 03246, USA
Phone (603) 528-1390
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, located in the heart of New Hampshire, is a bustling community that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the stunning views of Lake Winnipesaukee to the historic charm of Laconia, Belknap County offers something for everyone. Some of the most notable landmarks in the area include the Gunstock Mountain Resort, the Bank of New Hampshire Pavilion, and the Belknap Mill. These iconic attractions draw visitors from far and wide and serve as a testament to the rich history and culture of the region. In terms of top employers, Belknap County is home to a diverse range of companies, including LRGHealthcare, the Lakes Region Community College, and the Laconia School District. These organizations provide a wide range of employment opportunities for residents and contribute significantly to the local economy. Major highways and streets in Belknap County include Interstate 93, Route 3, and Route 11.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Belknap County, NH can benefit from a bank in many ways. One of the most common ways is through providing financial services such as savings accounts, checking accounts, and loans. Belknap County is home to many small businesses that may need loans to expand their operations, and banks can provide the necessary funds to help them grow. Additionally, many residents of Belknap County rely on tourism as a source of income, and banks can provide services such as credit card processing and foreign currency exchange to help them attract and serve tourists. Furthermore, banks can offer financial education and resources to help residents manage their money and plan for the future. With a strong banking presence in Belknap County, residents can feel more financially secure and empowered to achieve their goals.

Insurance Broker

Residents of Belknap County, NH can greatly benefit from the services of an insurance broker. With the county's high percentage of elderly residents, an insurance broker can help them navigate the complexities of Medicare and supplemental insurance plans. Additionally, with the county's location in the Lakes Region of New Hampshire, many residents own boats and recreational vehicles, which require specialized insurance coverage. An insurance broker can help residents find the best policies to protect their investments. Furthermore, with the county's rural landscape, many residents rely on their vehicles for transportation. An insurance broker can assist with finding affordable and comprehensive auto insurance policies that meet the specific needs of Belknap County residents. Overall, an insurance broker can provide valuable expertise and guidance for the unique insurance needs of Belknap County, NH residents.

Retirement Planning

Residents of Belknap County, NH can benefit greatly from the services of a retirement planner. With the county's population aging rapidly, there is a growing need for expert guidance on how to manage retirement savings, plan for long-term care, and navigate the complex world of Social Security and Medicare. A retirement planner can help residents of Belknap County develop a customized retirement plan that takes into account their specific needs and goals, whether they are looking to travel, volunteer, or simply enjoy their golden years in comfort and security. Additionally, a retirement planner can provide valuable advice on estate planning, tax optimization, and other financial matters that can impact retirement outcomes. By working with a retirement planner, residents of Belknap County can ensure that they are making the most of their retirement savings and enjoying the peace of mind that comes with a well-crafted retirement plan.

Financial Advisor

Residents of Belknap County, NH can benefit from the expertise of a financial advisor in a multitude of ways. One specific area that a financial advisor can provide valuable guidance in is retirement planning. With a median age of 45.5 years, Belknap County has a higher percentage of individuals over the age of 65 than the state average. A financial advisor can assist these individuals in creating a retirement plan that takes into account their unique financial situation, including their retirement goals, income sources, and potential healthcare costs. Additionally, a financial advisor can help younger residents in Belknap County plan for their future by providing advice on saving for a down payment on a home, creating a budget, and investing for long-term financial growth. With complex financial markets and a constantly changing economic landscape, having the guidance of a financial advisor can provide peace of mind and help residents of Belknap County achieve their financial goals.

Mortgage Loan Officer

Residents of Belknap County, NH can benefit from the expertise of a mortgage loan officer in several ways. Firstly, with the median home value in Belknap County being $244,000, many residents may require a mortgage loan officer's assistance in navigating the complex process of securing a mortgage. Additionally, with the county's population increasing by 4.3% since 2010, many new residents may require guidance on the local real estate market and available mortgage options. Furthermore, with Belknap County being home to several popular tourist destinations, such as Lake Winnipesaukee and Gunstock Mountain Resort, mortgage loan officers can help residents looking to invest in vacation properties or rental properties. The loan officers can also provide residents with information on government-backed mortgage programs, such as USDA and VA loans, which may be particularly useful for those living in rural areas of Belknap County.

Tax Services

Belknap County, NH residents can benefit from the expertise of a tax advisor in numerous ways. Tax advisors can help individuals and businesses navigate the complex tax laws and regulations that govern the county. They can assist in preparing tax returns, identifying tax deductions and credits, and minimizing tax liabilities. Moreover, given the county's high property tax rates, tax advisors can provide valuable advice on how to reduce property tax bills through exemptions and abatements. Additionally, with the county's growing tourism industry, tax advisors can offer guidance on how to maximize tax benefits for short-term rentals and vacation homes. Overall, a tax advisor can be an invaluable resource for Belknap County residents seeking to optimize their tax strategies and minimize their financial burden.

Estate Planning Lawyer

Residents of Belknap County, NH can greatly benefit from the services of an estate planning lawyer. With the county's population of over 60,000 people and a median age of 45 years old, many individuals may be considering the future of their assets and how they will be distributed after their passing. An estate planning lawyer can assist with creating a will, establishing trusts, and ensuring that all legal documents are in order. Additionally, with the county's high percentage of elderly residents, an estate planning lawyer can provide guidance on long-term care planning and Medicaid eligibility. The complexity of estate planning can be overwhelming, but with the help of a skilled lawyer, residents of Belknap County can have peace of mind knowing that their assets and loved ones are protected.


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