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Financial Advisors in Laconia, New Hampshire (Belknap County)

The Ivy League Advisory Group, LLC
11 miles from Laconia, NH

The Ivy League Advisory Group is a fiduciary investment advisory firm serving professionals at every stage of life with Tax Minimization, Social Security Optimization, and Wealth and Income Planning. The firm has created a process for financial plan... See More

Highlights: Investment Services, Income Tax Planning, CFP ®, Financial Planning Advice And Services, Investment Management, Registered Investment Advisor, Investment Consulting, Fiduciary, Retirement Income Planning, Financial Planning, Professional Wealth Management, Family Financial Planning, Advisory And Investment Management, Estate Planning, Comprehensive Financial Planning, Independent Investment Advisor, Wealth Management, Retirement Distribution Plan, Certified Financial Planner, Retirement Planning
Financial Focus, Inc.
12 miles from Laconia, NH

Susan John, AIF, CFP
For over twenty years, Financial Focus, Inc. has been providing financial planning services to individuals and families. The advice that we provide is unique to each client's circumstances and objectives. There are many factors t... See More

Robert E. Maloney
16 miles from Laconia, NH

We provide well being that allows our clients to sleep nights regardless of market conditions and a comfortable life style at different points in time. Fee-Only planning without product sales allow us to serve your needs before ours. Pre and Post R... See More

Highlights: Fiduciary Advisor, Estate Planning, Financial Planning For Physicians, Financial Planning For Women, Medical Professionals, Member Of NAPFA, Business Owners, Middle Income, Retirement Distribution Plan, Retainer Services for Surviving Spouses, Income Tax Planning, Asset Protection, Accredited Estate Planner (AEP), Inter-generational Wealth Planning, Registered NAPFA Advisor, Registered Investment Advisor, Special Needs Planning, 401k Rollover, Women's Issues, Tax Planning
Valpey Financial Services, LLC
23 miles from Laconia, NH

Ron Valpey, AIF, CFP

Chadwick & D'Amato, LLC
30 miles from Laconia, NH

Thomas Chadwick, BS, CFP, ChFC, EA, MSFS

World Market Advisors
41 miles from Laconia, NH

World Market Advisors provides ethical, affordable, and innovative Wealth Management strategies to help you meet your needs, hopes, and aspirations. With over 35 years of experience, we are independent, employee-owned, and laser-focused on our client... See More

Highlights: Financial Planning, Wealth Management, Estate Planning, Fee Only, Fiduciary, Investment Services, Investment Policy Statements, Socially Responsible Investments, NAPFA Member, Independent Investment Advisor, Sustainability, Chartered Financial Analyst (Cfa), College Planning
UBS Financial Services
41 miles from Laconia, NH

The Hanover Group of UBS Financial Services provides comprehensive financial planning and portfolio analysis. We are a fee based practice with over 35 years of financial experience

Highlights: Comprehensive Financial Planning, Mutual Funds, Disability Income & Long Term Care Insurance, Retirement Planning, Investment Services, Socially Responsible Investments, Sustainability, Certified Financial Planner, Professional Wealth Management, CFP ®, Fee Only, Retirement Distribution Plan, Wealth Management, Corporate Bonds, IRA, Stocks

We are dedicated to helping individuals, families, and businesses in their endeavor to build wealth, preserve assets, and pass on the results of their efforts in a tax-efficient, cost effective, and productive manner.

Highlights: Financial Advisor, Financial Planner
The Wealth Conservatory
42 miles from Laconia, NH

The Wealth Conservatory helps individuals and families develop and implement comprehensive financial plans designed to protect and enhance their wealth and the standard of living it supports, thus enabling them to confidently and efficiently move tow... See More

Highlights: Fee Only, Fee-Only, 403B Plans, Divorce Planning, Income Tax Planning, Comprehensive Financial Planning, IRA, 401K Consulting, Wealth Management, Trustee Services, Independent Investment Advisor, Fiduciary, Professional Wealth Management, NAPFA Member, Certified Financial Planner, Middle Income, Retirement Planning, ETFs, Charitable Planning, Investment Policy Statements
Hurst & DeGraffenried Wealth Management
44 miles from Laconia, NH

Investment Advice and Management for individual Stocks and Mutual Funds.

Highlights: Comprehensive Financial Planning, ETFs, Mutual Funds, Roth IRA, Stock Advice, MBA, IRA, Fee-Only, Stocks, Investment Services, Retirement Planning, Divorce Planning, Estate Planning, Investment Consulting, Wealth Management, 401k Rollover IRA, Certified Financial Planner, Fee Only, Personalized Investment Management And Advice, 401K Consulting
Cynthia Pellegrino, CFP®
46 miles from Laconia, NH

We help you create your Plan based on your goals and values. How does this help you?
*This helps you understand if you are on track for your goals of retiring with enough funds to support your lifestyle, or if you have enough saved for your child's ... See More

Highlights: Investment Review And Planning., Retirement Planning, Investment Management, Investment Advisory, ETFs, Social Security Maximization Planning, Income Tax Planning, Passive Investment Strategies, 401k Rollover, Certified Financial Planner, Rollovers, Managed Retirement Income Strategies, Asset Protection, Life Insurance, Women's Issues, CFP ®, Annuities & Life Insurance, Experienced, Portfolio Management, Retirement Planning & Investing
Cornerstone Financial Planning, LLC
46 miles from Laconia, NH

Susan Veligor, BA, CFP
Cornerstone Financial Planning LLC provides personalized confidential financial planning and investment management services to individuals, trusts, estates, charitable organizations and small businesses. Financial planning advi... See More

Clark Asset Management, LLC
46 miles from Laconia, NH

Bradley Clark, CFP, MBA
*** ONE FIXED FLAT FEE - REGARDLESS OF YOUR PORTFOLIO SIZE ***
We offer a combined investment management and financial planning service, for a fixed flat fee. We believe that managing a larger portfolio isn't more work than m... See More

Andrew Broady
46 miles from Laconia, NH

Here, at Applied Capital Management, we are comprehensive planners. We are versed in estate planning and tax preparation (although we don’t offer this to clients, we can help you find a competent attorney and CPA should you need one). Our focus... See More

Highlights: Retirement Planning, Asset Protection, Rollover Of 401k Or IRA, CFP ®, Debt Management, Corporate Bonds, Professional Wealth Management, Fee Only, Young Investors, Investment Services, Retirement Income Planning, Family Financial Planning, Fiduciary, Disability Income & Long Term Care Insurance, 401k Rollover, ETFs, Comprehensive Financial Planning, Passive Investment Strategies, Charitable Planning, Investment Consulting
Dorothy J. Cole
48 miles from Laconia, NH

Dorothy Cole, CFP, EdM, MBA
We have been providing a full range of fee-only financial planning services since 1991. These include preparing comprehensive financial plans, providing on-going asset management and doing various special projects on eithe... See More

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