Wealth Management in Keene, NH

We did the hard work of finding trustworthy partners in Keene, NH. Fill out the form to get connected.

Connect With a Wealth Manager


MSN Money
Business Insider
Yahoo Finance
Market Watch

List of Firms

Keene, NH Wealth Management Firms

Poodiack Wealth Management
Location 34 West St, Keene, NH 03431, USA
Phone (603) 827-4068
The Monadnock Capital Group
Location 34 West St Suite 101, Keene, NH 03431, USA
Phone (603) 338-0515
Wealth Management
SEC File# 801-121914
CRD# 173083
Location 17 Wilder St, Keene, NH 03431, USA
Phone (603) 352-2917
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Rob Colbert
3 out of 5
Location 178 Main St Suite B, Keene, NH 03431, USA
Phone (603) 352-1921
Steward Partners
SEC File# 801-67179
CRD# 1254
5 out of 5
Location 34 West St, Keene, NH 03431, USA
SEC File# 801-123558
CRD# 117097
5 out of 5
Location 280 Main St, New London, NH 03257, USA
Phone (603) 526-4099
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Hemlock Creek Wealth Management, LLC
Location 85 Depot Rd, Hancock, NH 03449, USA
Phone (978) 265-7064
Brady Associates Asset Management
Location 45 Main St Suite #205, Peterborough, NH 03458, USA
Phone (603) 563-0265
Wealth Management in Keene, NH

Where Wealth Management Advisors in Keene, NH Serve

Nestled in the heart of the Monadnock region, Keene, NH boasts a plethora of landmarks, including the historic Cheshire County Courthouse, the Keene State College campus, and the Keene Public Library, a stunning example of Victorian architecture. The city is home to a diverse range of top employers, from the healthcare industry (Cheshire Medical Center) to manufacturing (Smiths Medical), as well as a thriving downtown area with an array of local businesses and restaurants. Major highways such as Route 101 and Route 12 provide easy access to neighboring towns and cities, while Main Street and Central Square serve as bustling hubs of activity. Keene is also home to several distinct neighborhoods, each with its own unique character, from the charming homes of West Keene to the vibrant student community surrounding Keene State College.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Keene, NH have a variety of ways in which a bank can assist them in their financial needs. One specific way is through home loans. Keene is a city with a high percentage of homeownership, and a bank can provide assistance in financing a new home or refinancing an existing mortgage. With the city's diverse population, a bank can also offer multilingual services to assist those who may not speak English as their primary language. In addition, a bank can provide small business loans to support the local economy and help entrepreneurs thrive. With the changing economic climate, a bank can offer financial advice and investment options to help residents plan for their future. Overall, a bank can play a crucial role in the financial well-being of Keene's residents.

Insurance Broker

Residents of Keene, NH can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can assist residents in finding the most suitable insurance policy for their specific needs. With the unique weather patterns in Keene, NH, including heavy snowfall during winter, residents may require additional coverage for their homes and vehicles. Secondly, an insurance broker can help residents navigate the complex insurance industry, providing expert advice and guidance on policy terms and conditions. Additionally, an insurance broker can offer invaluable support in the event of a claim, ensuring that residents receive the maximum compensation possible. Overall, an insurance broker can provide residents of Keene, NH with peace of mind and protection against unforeseen events.

Retirement Planning

Residents of Keene, NH can benefit greatly from the guidance of a retirement planner. With a population of over 23,000 people, Keene is a small yet bustling city that is home to a diverse range of individuals. The retirement planner can help residents by providing personalized advice on how to prepare for their future, taking into account their unique financial situation and goals. For example, with the median age in Keene being 42 years old, many residents may be approaching retirement age and need help navigating the complexities of Social Security and Medicare. Additionally, the planner can assist with estate planning and creating a comprehensive plan for long-term care, which is especially important in a state like New Hampshire where the cost of healthcare is higher than the national average. Overall, the retirement planner can provide peace of mind and a sense of security for residents of Keene as they plan for their golden years.

Financial Advisor

Residents of Keene, NH can benefit from the guidance of a financial advisor in a variety of ways. With its thriving economy and diverse population, Keene presents unique financial challenges and opportunities. A skilled financial advisor can help residents navigate the complexities of retirement planning, investment management, and tax strategies. Additionally, they can provide guidance on purchasing property in the area, as Keene's real estate market is highly competitive. Furthermore, a financial advisor can help residents understand the potential risks and rewards of investing in local businesses, which can be a valuable source of income and community engagement. Overall, a financial advisor can provide crucial support for residents of Keene, helping them to achieve financial stability and security in a rapidly changing economic landscape.

Mortgage Loan Officer

Residents of Keene, NH would be helped by a mortgage loan officer in a multitude of ways. Firstly, with the rising cost of living in the area, many residents may struggle to afford a home without financial assistance. A mortgage loan officer can help residents navigate the complex process of securing a loan and finding a home that fits their budget. Additionally, Keene, NH is known for its historic homes and buildings, which may require special considerations when it comes to securing a mortgage. A knowledgeable loan officer can help residents understand the unique requirements and restrictions that come with purchasing a historic property. Furthermore, with the town's proximity to the beautiful White Mountains, many residents may be interested in purchasing a second home or vacation property. A mortgage loan officer can assist residents in finding the best loan options for their individual needs and goals.

Tax Services

Residents of Keene, NH can benefit from the expertise of a tax advisor in a multitude of ways. For instance, Keene is home to a thriving small business community that could benefit from tax planning and preparation services. A tax advisor can help business owners navigate the complex tax code and minimize their tax liability, allowing them to reinvest more money into their businesses. Additionally, Keene is located in a state with high property taxes, and a tax advisor can help homeowners take advantage of deductions and credits to reduce their tax burden. Furthermore, residents of Keene may have unique tax situations, such as owning rental properties or receiving income from investments, that require specialized knowledge. A tax advisor can provide guidance and ensure compliance with tax laws, saving residents time and money in the long run.

Estate Planning Lawyer

Residents of Keene, NH can benefit greatly from the services of an estate planning lawyer. With its picturesque landscapes and vibrant community, Keene is a city that is rich in history and culture. An estate planning lawyer can help residents of Keene to navigate the complex legal landscape of estate planning, ensuring that their assets are protected and their wishes are carried out after they pass away. From drafting wills and trusts to establishing power of attorney, an estate planning lawyer can provide residents with the peace of mind they need to enjoy all that Keene has to offer. With its bustling downtown, thriving arts scene, and stunning natural beauty, Keene is a city that deserves to be enjoyed without the worry of estate planning. An estate planning lawyer can help to make that possible.


Comprehensive Wealth Management FAQs