Wealth Management in Merrimack County, NH

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Merrimack County, NH Wealth Management Firms

Matthew Lessard - RBC Wealth Management Financial Advisor
Location 45 S Main St Suite 200, Concord, NH 03301, USA
Phone (603) 228-7956
CGI Wealth Management
Location 5 Dartmouth Dr, Auburn, NH 03032, USA
Phone (603) 232-9317
RBC Wealth Management Branch - Concord NH
4 out of 5
Location 45 S Main St Suite 200, Concord, NH 03301, USA
Phone (603) 228-7940
Pieter Hollenberg - RBC Wealth Management Financial Advisor
Location 45 S Main St Suite 200, Concord, NH 03301, USA
Phone (603) 228-7951
Wealth Management in Merrimack County, NH

Where Wealth Management Advisors in Merrimack County, NH Serve

Merrimack County is located in New Hampshire and was founded in 1823. It is the fourth smallest county in the state with a population of just over 63,000. The county seat is Concord, which is also the capital of New Hampshire. Some of the major landmarks in Merrimack County include Mount Kearsarge, Cannon Mountain, and Profile Falls. The top employers in the county are the State of New Hampshire, Dartmouth-Hitchcock Medical Center, and Saint Anselm College. Major highways and streets in Merrimack County include Interstate 89 and U.S. Route 3. Some of the neighborhoods in Merrimack County include Penacook, Boscawen, and Suncook.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Merrimack County, NH is home to a variety of different banks which offer a range of services to their customers. Some of the most common services offered by banks in this area include checking and savings accounts, loans, mortgages, and credit cards. In addition, many banks also offer online banking and mobile banking options for their customers who prefer to do their banking remotely.

Retirement Planning

If you're nearing retirement age and are looking for some sound advice, you'll want to check out the options for retirement planning in Merrimack County, NH. There are a variety of different strategies that can help you make the most of your golden years, and it's important to consult with an expert who can help you find the best plan for your unique situation. Whether you're looking for a traditional IRA or something more creative, there's sure to be a solution that fits your needs. Reach out to a retirement planner today to get started.

Tax Services

A tax accountant in Merrimack County, NH is responsible for preparing and filing tax returns for individuals and businesses. They also provide advice on tax planning and compliance issues. Tax accountants must stay up to date on changes in the tax law so that they can provide accurate advice to their clients.

Financial Advisor

A financial advisor in Merrimack County, NH helps people save money and plan for their future. They can help you invest your money, and they can also give you advice on what to do with your money in order to make sure you're able to retire comfortably. They can also help you figure out how to pay for college or buy a house. If you're looking for someone to help you manage your finances, a financial advisor in Merrimack County, NH is a great option.

Insurance Broker

An insurance broker in Merrimack County, NH helps people find and purchase insurance policies. They work with a variety of clients, including businesses and individuals, to find the best rates and coverage for their needs. Brokers are licensed professionals who have a great deal of knowledge about the insurance industry. They can help you compare policies from different companies, and they can also assist you with filing claims if you ever need to use your policy.

Mortgage Loan Officer

Mortgage loan officers in Merrimack County, NH work with clients to help them get the loans they need to purchase or refinance a home. They work with a variety of lenders to find the best interest rates and terms for their clients, and they also help clients through the mortgage application process. They typically have a lot of experience in the mortgage industry, so they can provide valuable advice to their clients.

Estate Planning Lawyer

An estate planning lawyer in Merrimack County, NH helps individuals create a will or trust. They can also help with powers of attorney and living wills. These documents help ensure that an individual's wishes are carried out after they die. An estate planning lawyer can also advise on tax implications of inheritance and how to minimize them.


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