Best Financial Advisors in Grafton County, NH

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List of Firms

Grafton County, NH Fiduciary Financial Advisors

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Rob Harris - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 45 Lyme Rd Ste 203, Hanover, NH 03755, USA
Phone (603) 653-0156
Directions
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KLG Financial Solutions
Location 367 NH-120, Lebanon, NH 03766, USA
Phone (603) 643-7200
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American Trust Co
SEC File# 801-60454
CRD# 114439
Location 1 Court St #350, Lebanon, NH 03766, USA
Phone (603) 448-6415
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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TIAA Financial Services
1 out of 5
Location 2 Buck Rd Suite D, Hanover, NH 03755, USA
Phone (866) 904-7801
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Squam Lakes Financial Advisors LLC
Location 31 Coxboro Rd, Holderness, NH 03245, USA
Phone (603) 968-2317
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Gautier Wallaert - TIAA Senior Wealth Management Advisor
Location 2 Buck Rd Suite D, Hanover, NH 03755, USA
Phone (866) 904-7801
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Mary Boxwell - TIAA Financial Consultant
Location 2 Buck Rd Suite D, Hanover, NH 03755, USA
Phone (866) 904-7801
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Creative Financial Strategies, Inc.
5 out of 5
Location 101 Cottage St, Littleton, NH 03561, USA
Phone (603) 444-7035
Directions
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Brendel Financial Advisors, LLC
SEC File# 801-110901
CRD# 288927
Location 64 Lyme Rd, Hanover, NH 03755, USA
Phone (603) 643-4441
Directions
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JMH Wealth Management LLC
Location 45 Lyme Rd, Hanover, NH 03755, USA
Phone (603) 643-8899
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Matthew Toepfer - TIAA Wealth Management Advisor
Location 2 Buck Rd Suite D, Hanover, NH 03755, USA
Phone (866) 904-7801
Directions
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Mary V Smith - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 45 Lyme Rd Ste 203, Hanover, NH 03755, USA
Phone (603) 653-0317
Directions
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Steven Bissonnette - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 105 W Main St Ste 2, Littleton, NH 03561, USA
Phone (603) 444-7473
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Richard Evans - TIAA Wealth Management Advisor
Location 2 Buck Rd Suite D, Hanover, NH 03755, USA
Phone (866) 904-7801
Directions
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Morgan Stanley Financial Advisors
Location 203 Heater Rd, Lebanon, NH 03766, USA
Phone (603) 442-7900
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Fisher Financial Advisors, LLC
SEC File# 801-111086
CRD# 289411
Location 32 Main St, Hanover, NH 03755, USA
Phone (603) 643-4448
Directions
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Wadsworth & Daulaire Financial Planners
Location 45 Lyme Rd Suite 305A, Hanover, NH 03755, USA
Phone (603) 448-1705
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The Wealth Conservatory
4 out of 5
Location 29 School St, Lebanon, NH 03766, USA
Phone (800) 472-1844
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Ledyard Financial Advisors
5 out of 5
Location 2 Maple St #2023, Hanover, NH 03755, USA
Phone (603) 643-0044
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Merrill Lynch Wealth Management Advisor Kathryn D Medeiros
Location 63 South Main, 63 S Main St, Hanover, NH 03755, USA
Phone (603) 643-1456
Directions
Financial Advisors in Grafton County, NH

Where Certified Financial Advisors in Grafton County, NH Serve

Grafton County, located in the picturesque state of New Hampshire, is a region that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the towering peaks of the White Mountains to the quaint towns that dot the landscape, Grafton County is a place of stunning natural beauty and rich cultural heritage. One of the most iconic landmarks in the county is the Franconia Notch State Park, which offers visitors breathtaking views of the White Mountains and the surrounding forests. Another must-see attraction is the Polar Caves Park, where visitors can explore a series of natural caves and crevices that have been carved out of the rock over millions of years. When it comes to top employers in the county, Dartmouth College is undoubtedly one of the biggest players. This Ivy League institution employs thousands of people and attracts students from all over the world.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Grafton County, NH can greatly benefit from the services of a financial advisor. With a population of over 89,000 people, Grafton County is home to a diverse range of individuals with varying financial needs and goals. A financial advisor can assist residents in creating a personalized financial plan that takes into account their unique circumstances, such as the cost of living in the area and the local job market. Additionally, Grafton County is home to several prestigious universities, including Dartmouth College, which means that many residents may have student loan debt or be planning for their children's college education. A financial advisor can provide guidance on managing debt and saving for future educational expenses. Overall, a financial advisor can help residents of Grafton County navigate their finances and achieve their long-term financial goals.

Insurance Broker

Residents of Grafton County, NH can benefit greatly from the services of an insurance broker. For instance, an insurance broker can help them find the most suitable insurance policies that meet their specific needs and budget. Grafton County is known for its harsh winter weather, which can cause a lot of damage to homes and properties. An insurance broker can help residents of Grafton County find insurance policies that cover damages caused by winter weather, such as snowstorms and ice dams. Additionally, an insurance broker can help residents of Grafton County navigate the complex and ever-changing insurance market, ensuring that they get the best deals and coverage options available. Overall, an insurance broker can provide invaluable assistance to residents of Grafton County, helping them protect their assets and financial well-being.

Retirement Planning

Residents of Grafton County, NH can greatly benefit from the services of a retirement planner. A retirement planner can help residents of Grafton County, NH to create a financial plan that meets their unique needs and goals. Retirement planners can help residents of Grafton County, NH to determine how much they need to save for retirement, how to invest their money, and how to manage their finances in retirement. They can also provide guidance on estate planning, tax planning, and long-term care planning. In particular, Grafton County, NH has a large population of retirees and seniors who may need specialized advice on how to make the most of their retirement savings. A retirement planner can help these residents to navigate the complex world of retirement planning and ensure that they are able to enjoy a comfortable and secure retirement.

Wealth Management

Residents of Grafton County, NH could benefit from a wealth manager in a variety of ways. For example, a wealth manager could help them navigate the unique challenges of living in a rural area. Grafton County is known for its natural beauty and outdoor recreation opportunities, but it can be difficult to find high-paying jobs or access financial services. A wealth manager could help residents invest wisely, plan for retirement, and manage their finances in a way that takes into account the specific challenges of living in Grafton County. Additionally, a wealth manager could help residents plan for unexpected events like natural disasters or medical emergencies, which can be particularly challenging in a rural area with limited resources. Overall, a wealth manager could provide valuable guidance and support to residents of Grafton County, helping them achieve their financial goals and navigate the unique challenges of living in this beautiful but sometimes challenging area.

Mortgage Loan Officer

Residents of Grafton County, NH can benefit from the assistance of a mortgage loan officer in several ways. Firstly, as a rural county, Grafton County has a unique housing market that requires specialized knowledge of the area. A mortgage loan officer can provide guidance on the types of loans available for homes in Grafton County, as well as help residents navigate the process of securing a mortgage. Additionally, a mortgage loan officer can help residents in Grafton County who are struggling with their mortgage payments by providing advice on refinancing options or loan modifications. With the help of a mortgage loan officer, residents of Grafton County can achieve their dreams of homeownership and maintain financial stability.

Tax Services

Residents of Grafton County, NH can benefit greatly from the expertise of a tax advisor. With the unique tax laws and regulations specific to the state of New Hampshire, a tax advisor can provide valuable insights and guidance to ensure residents are maximizing their deductions and minimizing their tax burden. Additionally, Grafton County has a large population of small business owners and entrepreneurs who can benefit from the advice of a tax advisor on how to structure their business for optimal tax savings. A tax advisor can also assist with estate planning and navigating complex inheritance laws in the state. Overall, a tax advisor can provide invaluable assistance to residents of Grafton County in navigating the often-confusing world of taxes and ensuring they are making the most of their financial situation.

Estate Planning Lawyer

Residents of Grafton County, NH could benefit from the expertise of an estate planning lawyer in a variety of ways. One of the most common ways an estate planning lawyer can help is by creating a comprehensive plan for the distribution of assets after a person passes away. This is especially important in Grafton County, where many residents own second homes or vacation properties. An estate planning lawyer can help ensure that these properties are properly accounted for and passed down to heirs in a way that minimizes taxes and avoids disputes. Additionally, an estate planning lawyer can assist with setting up trusts, creating powers of attorney, and drafting healthcare directives, all of which can provide peace of mind and protection for residents of Grafton County and their families.

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FAQs About Personal Financial Advisors in Grafton County, NH