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Financial Advisors in Merrimack, New Hampshire (Hillsborough County)

Jeff Boutin
Merrimack, NH

It starts with a casual conversation with an experienced compassionate professional.

Perhaps knowing if you are on track for your ideal retirement is important to you. It might be protecting your family should the unexpected happen or simply wanti... See More

Highlights: Financial Planning, Investment Review And Planning., Sustainability, Investment Planning, Investment Management, Business Planning, Goal Planning, Roth IRA, Annuities & Life Insurance, Retirement Distribution Plan, Pension Plan Design & Management, Fiduciary, Special Needs Planning, Investment Consulting, Investment Advice, Retirement Scenario Planning, Merrimack, Rollover Of 401k Or IRA, Hourly Financial Planning, Investment Services
Dorothy J. Cole
Merrimack, 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

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®
6 miles from Merrimack, 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
Andrew Broady
6 miles from Merrimack, 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

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
Lakeside Financial Planning, LLC
11 miles from Merrimack, NH

Jared Hoole, CFP, MST
Turn your visions into reality. Reaching your goals in life is considerably easier if you're an accomplished investor. But like most people, chances are you're not a financial wizard. Simply understanding the language can often ... See More

Valpey Financial Services, LLC
26 miles from Merrimack, NH

Ron Valpey, AIF, CFP

The Ivy League Advisory Group, LLC
40 miles from Merrimack, 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
Clark Asset Management, LLC
40 miles from Merrimack, NH

Bradley Clark, CFP, MBA
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

Cornerstone Financial Planning, LLC
40 miles from Merrimack, 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

Chadwick & D'Amato, LLC
45 miles from Merrimack, NH

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

Financial Focus, Inc.
54 miles from Merrimack, 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
61 miles from Merrimack, 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
The Wealth Conservatory
66 miles from Merrimack, 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 is © Copyright Sudden Ventures, Inc. ( 0.093 secs on 04/11/21)

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