What are some popular services for financial advising?

A financial advisor in Exeter, NH can provide a range of financial advising services to clients. These services can include retirement planning, investment management, tax planning, and estate planning. With a deep understanding of the local economy, a financial advisor in Exeter can offer unique insights into the financial landscape of the area, including the impact of local industries such as manufacturing and healthcare. They can also provide guidance on navigating the specific tax laws and regulations of New Hampshire, which can differ from those in other states. Additionally, a financial advisor in Exeter can help clients develop a comprehensive financial plan that takes into account their individual goals and needs, as well as the local economic climate. By working with a financial advisor in Exeter, clients can feel confident that they are receiving personalized, expert advice that is tailored to their unique financial situation.

What are people saying about financial advising services in Exeter, NH?

Exeter, NH is the prime location for financial advising due to its exceptional community of financial experts and its rich history of financial success. The town's close proximity to major financial centers, such as Boston and New York, has allowed for a steady influx of highly qualified professionals to settle in the area. Moreover, Exeter's strong emphasis on education has produced a pool of talented individuals with a deep understanding of financial principles and practices. Additionally, the town's local economy has thrived over the years, with a diverse range of businesses and industries contributing to its growth. This has resulted in a wealth of experience and knowledge that financial advisors in Exeter can draw upon when advising their clients. Overall, Exeter's unique blend of talent, education, and economic stability make it the ideal destination for anyone seeking top-notch financial advice.

What does a financial planner do?

A financial planner in Exeter, NH is responsible for creating personalized financial plans for clients in order to achieve their financial goals. This includes analyzing their current financial situation, identifying areas for improvement, and recommending investment strategies. Exeter, NH is known for its rich history, including its role in the American Revolution. As a financial planner in this historic town, it is important to understand the unique financial needs of clients who may have inherited wealth or historical properties. Additionally, the town's proximity to the ocean and its thriving tourism industry adds an extra layer of complexity when advising clients on their investments and financial planning. A skilled financial planner in Exeter, NH must have a deep understanding of the local economy and be able to navigate the intricacies of the town's financial landscape.

When should you get a financial planner?

Exeter, NH is a vibrant town with a population of over 14,000 residents, known for its rich history and picturesque landscapes. However, despite the town's many charms, its residents may still face financial challenges that require the assistance of a financial advisor. For instance, with the cost of living in Exeter being higher than the national average, residents may need help managing their finances to ensure they can meet their financial obligations and still have enough money left over for their desired lifestyle. Additionally, with the town's high median home value, residents may need guidance on how to invest in real estate or navigate the housing market. Moreover, with the town's many small businesses, residents may require assistance in starting or expanding their own ventures. Overall, Exeter, NH residents should reach out to a financial advisor when they need help navigating the complexities of their financial lives and achieving their long-term financial goals.

How do I choose the right financial advisor?

A financial advisor in Exeter, NH must possess a plethora of important qualities to excel in their profession. Firstly, they should have a thorough understanding of the local economy and financial landscape of Exeter, NH. This includes knowledge of the town's major industries, employment trends, and tax laws. Additionally, a financial advisor must be able to communicate complex financial information in a clear and concise manner to their clients. They should also be able to tailor their advice to each individual client's unique financial situation and goals. Another important quality is a strong ethical code, as financial advisors must always act in the best interest of their clients. Lastly, a successful financial advisor in Exeter, NH should be able to adapt to the ever-changing financial landscape and stay up-to-date on new technologies and investment opportunities.

What makes Exeter, NH the top choice for financial advising?

Exeter, NH is home to some of the top financial advising firms in the state. These firms have a reputation for providing exceptional financial advice and services to their clients. With a strong focus on financial planning, investment management, and wealth preservation, these firms have helped countless individuals and businesses achieve their financial goals. What sets Exeter apart from other cities in New Hampshire is its thriving business community and rich history. The town is known for its beautiful architecture, picturesque landscapes, and vibrant culture. From the historic Phillips Exeter Academy to the bustling downtown area, Exeter offers a unique blend of old-world charm and modern amenities. It's no wonder why so many people choose to live and work in this beautiful town, and why the financial advising firms in Exeter continue to thrive.

How do financial advisors get paid?

Financial advisors in Exeter, NH are compensated in several ways. The most common method is through a commission-based structure, where they receive a percentage of the investments they manage. Another way is through a fee-based structure, where they charge a flat fee for their services. Some advisors may also receive a combination of both commission and fees. In Exeter, NH, financial advisors may also receive compensation through referral fees, where they receive a percentage of the business brought in by clients they refer to other professionals. Additionally, some advisors may receive bonuses or incentives for meeting certain performance goals. Despite the variability in compensation structures, financial advisors in Exeter, NH are held to high ethical standards and are required to disclose their compensation arrangements to clients.

Find the Top Financial Advisors Serving Exeter, NH

Name: Kaleigh Hayes - TD Wealth Financial Advisor
Address: 28 Portsmouth Ave Suite 14, Stratham, NH
Telephone: (978) 992-7263

Connect With a Financial Planner

List of Firms

Exeter, NH Fiduciary Financial Advisors

Kaleigh Hayes - TD Wealth Financial Advisor

28 Portsmouth Ave Suite 14, Stratham, NH 03885, USA

(978) 992-7263

https://uswealthadvisors.td.com/us/nh/plaistow/kaleigh-hayes?utm_source=google-maps&utm_medium=yext&utm_campaign=always_on&utm_content=tdbank-store&y_source=1_MzY1ODg4ODgtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D

Directions

Edward Jones - Financial Advisor: Scott P Zimmermann, CFP®|ChFC®|AAMS™

SEC File# 801-3297

CRD# 250

55 High St Suite 101, Hampton, NH 03842, USA

(603) 929-4240

https://www.edwardjones.com/us-en/financial-advisor/scott-zimmermann

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Where Certified Financial Advisors in Exeter, NH Serve

Exeter, NH is a quaint town nestled in the heart of Rockingham County, boasting a rich history and vibrant community. Landmarks such as the iconic Phillips Exeter Academy and the 18th century Gilman Garrison House draw visitors from far and wide. Top employers in the area include the Exeter Hospital and Timberland, providing ample opportunities for career growth. Major highways such as Route 101 and I-95 offer easy access to nearby cities like Boston and Portsmouth, while streets like Water Street and Main Street are lined with charming shops and restaurants. Neighborhoods like the historic district and the desirable Exeter Farms offer a variety of housing options for those looking to settle down in this picturesque town.

Nearby Locations

Belknap County, NH Concord, NH Franklin, NH Grafton County, NH Hampton, NH Hanover, NH Hillsborough County, NH Hinsdale, NH

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Exeter, NH can benefit from the expertise of a financial advisor in a number of ways. For example, a financial advisor can help Exeter residents navigate the local real estate market, which has seen significant growth in recent years. Additionally, a financial advisor can provide guidance on retirement planning, helping residents make the most of their savings and investments. With its charming downtown area and proximity to the coast, Exeter is a popular place to live, but it can also be an expensive one. A financial advisor can help residents manage their finances and make smart decisions that will allow them to enjoy all that Exeter has to offer without breaking the bank.

Insurance Broker

Residents of Exeter, NH can benefit greatly from the services of an insurance broker. One of the most common ways that a broker can help is by providing personalized advice on the best insurance policies for each individual's unique needs. This is especially important in a town like Exeter, which is known for its historic buildings and landmarks. A broker can help residents protect their valuable property with policies tailored specifically to cover the unique risks associated with historic structures. Additionally, Exeter is home to many small businesses, and a broker can assist with finding the right insurance policies to protect those businesses from unexpected losses. Overall, an insurance broker can provide invaluable guidance to Exeter residents looking to protect themselves, their property, and their businesses.

Retirement Planning

Residents of Exeter, NH can greatly benefit from the services of a retirement planner. One of the most common ways a retirement planner can help is by creating a personalized retirement plan that takes into account the specific needs and goals of the individual. This is especially important in a town like Exeter, which has a large population of retirees and seniors. A retirement planner can help residents navigate the complex world of retirement planning, including choosing the right investment vehicles, maximizing Social Security benefits, and creating a plan for long-term care. With the help of a retirement planner, residents of Exeter can feel confident that they are on the right track to achieving their retirement goals and living a comfortable, fulfilling life in their golden years.

Wealth Management

Residents of Exeter, NH can greatly benefit from the services of a wealth manager. One of the most common ways a wealth manager can help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual. In a town like Exeter, where the cost of living is higher than the national average, a wealth manager can help residents navigate the complexities of managing their finances and investments. Additionally, a wealth manager can provide guidance on retirement planning, tax strategies, and estate planning, all of which are important considerations for residents of Exeter who want to secure their financial future. With the help of a skilled wealth manager, residents of Exeter can make informed decisions about their money and achieve their financial goals with greater ease and confidence.

Mortgage Loan Officer

Residents of Exeter, NH can benefit greatly from the services of a mortgage loan officer. One of the most common ways a mortgage loan officer can help is by providing guidance and support throughout the home buying process. This is especially important in Exeter, a town known for its historic architecture and charming New England feel. A mortgage loan officer can help residents navigate the local real estate market, find the best loan options for their unique financial situation, and ensure that the home buying process goes smoothly from start to finish. With the help of a mortgage loan officer, residents of Exeter can achieve their dream of owning a piece of New England history.

Tax Services

Residents of Exeter, NH can greatly benefit from the expertise of a tax advisor. One of the most common ways a tax advisor can assist Exeter residents is by helping them navigate the complex tax laws and regulations unique to New Hampshire. For example, New Hampshire is one of only a few states that does not have a state income tax, but it does have a high property tax rate. A tax advisor can help Exeter residents understand how these factors impact their tax liability and guide them in making informed decisions about deductions, credits, and exemptions. Additionally, a tax advisor can help Exeter residents plan for their financial future by providing advice on retirement savings, estate planning, and investment strategies. Overall, a tax advisor can be a valuable resource for Exeter residents looking to maximize their tax savings and achieve their financial goals.

Estate Planning Lawyer

Residents of Exeter, NH can benefit from the services of an estate planning lawyer in several ways. One of the most common ways is by helping them create a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is particularly important in Exeter, NH, which is known for its historic homes and landmarks. An estate planning lawyer can also assist with drafting wills, trusts, and powers of attorney, which can provide peace of mind and protection for both the individual and their loved ones. Additionally, an estate planning lawyer can help with Medicaid planning and long-term care planning, which can be crucial for elderly residents in Exeter, NH who require assistance with their healthcare needs. Overall, an estate planning lawyer can provide invaluable guidance and support to residents of Exeter, NH, helping them to protect their assets and plan for the future.

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