Best Financial Advisors in Keene, NH

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List of Firms

Keene, NH Fiduciary Financial Advisors

SEC File# 801-68611
CRD# 137959
Location 67 Winter St, Keene, NH 03431, USA
Phone (603) 499-4737
Directions
SEC File# 801-10970
CRD# 6413
5 out of 5
Location 42 Main St, Walpole, NH 03608, USA
Phone (603) 756-3935
Directions
SEC File# 801-65977
CRD# 137080
Location 17 Wilder St, Keene, NH 03431, USA
Phone (603) 352-2917
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Thomas Frazier - RBC Wealth Management Financial Advisor
Location 70 Main St Suite 300, Peterborough, NH 03458, USA
Phone (603) 924-4813
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Wolfe Timothy F CPA
Location 17 Wilder St, Keene, NH 03431, USA
Phone (603) 352-2233
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Edward Jones - Financial Advisor: Beth Lorenz
SEC File# 801-3297
CRD# 250
Location 151 West St, Keene, NH 03431, USA
Phone (603) 357-7023
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Northvest
Location PO Box 131, Keene, NH 03431, USA
Phone (603) 357-8453
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Roland & Roland
Location 140 Henderson Rd, Nelson, NH 03457, USA
Phone (603) 847-9600
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OneMain Financial
5 out of 5
Location 450 West St, Keene, NH 03431, USA
Phone (603) 355-2700
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AdviCoach
Location 174 Emerald St, Keene, NH 03431, USA
Phone (603) 239-3693
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Edward Jones - Financial Advisor: Joshua C Roberts
SEC File# 801-3297
CRD# 250
4 out of 5
Location 263 Canal St Unit 1, Brattleboro, VT 05301, USA
Phone (802) 579-1364
Directions
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Investment Centers of America
Location 117 West St, Keene, NH 03431, USA
Phone (603) 358-0401
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Rust & Company CPAs
4 out of 5
Location 217 Old Homestead Hwy R, Swanzey, NH 03446, USA
Phone (603) 358-6565
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Edward Jones - Financial Advisor: Jessica Fuller
SEC File# 801-3297
CRD# 250
Location 57 Main St, Walpole, NH 03608, USA
Phone (603) 756-2513
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Greg Curry - CMG Financial Mortgage Loan Officer NMLS# 772545
5 out of 5
Location 69 Island St STE 3A, Keene, NH 03431, USA
Phone (603) 852-8082
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Nicholas Pavao
Location 15 Main St, Keene, NH 03431, USA
Phone (833) 373-1955
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People's United Bank
3 out of 5
Location 122 West St, Keene, NH 03431, USA
Phone (603) 352-1600
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GreenPath Debt Solutions
Location 64 Main St, Keene, NH 03431, USA
Phone (866) 476-7284
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Gray Financial Center, Inc.
Location 232 Winchester St, Keene, NH 03431, USA
Phone (603) 357-1040
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NBT Bank
5 out of 5
Location 210 West St, Keene, NH 03431, USA
Phone (603) 352-0674
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Edward Jones - Financial Advisor: Joshua J Nero
SEC File# 801-3297
CRD# 250
Location 21 Goodnow St, Jaffrey, NH 03452, USA
Phone (603) 593-5213
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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Charter Trust Co
5 out of 5
Location 127 Washington St, Keene, NH 03431, USA
Phone (603) 283-1058
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Edward Jones - Financial Advisor: Ely Thayer, CRPC®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 108 Main St, Keene, NH 03431, USA
Phone (603) 352-9404
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Vision Financial Corporation
Location 17 Church St, Keene, NH 03431, USA
Phone (800) 793-0223
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Bank of America (with Drive-thru ATM)
2 out of 5
Location 20 Central Square, Keene, NH 03431, USA
Phone (800) 432-1000
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Edward Jones - Financial Advisor: David P Therrien, AAMS®
SEC File# 801-3297
CRD# 250
Location 37 Central Square, Keene, NH 03431, USA
Phone (603) 357-3131
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Wheeler Christopher CPA
Location 265 Washington St, Keene, NH 03431, USA
Phone (603) 352-4500
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HOGANCAMP pc
5 out of 5
Location 17 Wilder St, Keene, NH 03431, USA
Phone (603) 352-2233
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Brendan Mann - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 82 Washington St, Keene, NH 03431, USA
Phone (603) 357-1280
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Migneault Jeffrey
Location 382 West St, Keene, NH 03431, USA
Phone (603) 357-8500
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Bergeron Financial
Location 271 Old Walpole Rd, Keene, NH 03431, USA
Phone (603) 313-5857
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Felder Stephen E
5 out of 5
Location 259 Court St, Keene, NH 03431, USA
Phone (603) 357-4942
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Primerica
5 out of 5
Location 100 Emerald St Suite E, Keene, NH 03431, USA
Phone (603) 554-4399
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Edward Jones - Financial Advisor: Scot A Ward, CRPC®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 108 Main St, Keene, NH 03431, USA
Phone (603) 352-9404
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
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DHK
Location 51 Railroad St, Keene, NH 03431, USA
Phone (603) 352-1148
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Matthew Snow at PFS Investments of Keene
5 out of 5
Location 135 Old Homestead Hwy Suite 201, North Swanzey, NH 03431, USA
Phone (603) 237-1344
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Olson Anthony L CPA
Location 35 Trowbridge Rd, Keene, NH 03431, USA
Phone (603) 358-6411
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Valic
Location 89 Colonial Dr, Keene, NH 03431, USA
Phone (603) 357-5118
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Joann Lemieux Financial Services
Location Alstead, NH 03602, USA
Phone (603) 756-3999
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Bergeron Juliana
5 out of 5
Location 191 Washington St, Keene, NH 03431, USA
Phone (603) 352-7553
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Financial Advisors in Keene, NH

Where Certified Financial Advisors in Keene, NH Serve

Keene, NH is a charming city nestled in the heart of New Hampshire's Monadnock region. The city is home to many notable landmarks, including the Keene Public Library, the Colonial Theatre, and the Cheshire County Courthouse. Top employers in the area include Keene State College, the Cheshire Medical Center, and Smiths Medical. The city is easily accessible via major highways such as Route 101 and Interstate 91, and major streets such as Main Street and Court Street. Keene is made up of several distinct neighborhoods, including West Keene, Central Square, and the Historic District. Each of these neighborhoods offers its own unique blend of architecture, culture, and community. Whether you're a longtime resident or a first-time visitor, Keene is a city that is sure to captivate and inspire.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Keene, NH would greatly benefit from the guidance of a financial advisor in many ways. One specific need for the community is assistance with retirement planning. With a large population of baby boomers in Keene, many residents are approaching retirement age and may not have a clear plan in place. A financial advisor can help them navigate their options for Social Security, IRA contributions, and other retirement savings plans. Additionally, many Keene residents are small business owners or entrepreneurs, and a financial advisor can provide valuable insight on managing cash flow, tax planning, and investment strategies. With the help of a financial advisor, residents of Keene can feel more confident and prepared for their financial future.

Insurance Broker

Residents of Keene, NH can benefit from the expertise of an insurance broker in a variety of ways. For example, an insurance broker can help residents navigate the unique challenges of living in a small town like Keene. They can help residents find insurance policies that are tailored to their specific needs, whether that's coverage for a small business or protection against natural disasters like flooding. Additionally, an insurance broker can help residents save money by finding them the best deals on insurance policies. With so many insurance options out there, it can be difficult for residents to know which policies are best for them. An insurance broker can help residents make informed decisions about their insurance coverage, giving them peace of mind and financial security.

Retirement Planning

Residents of Keene, NH could benefit greatly from the services of a retirement planner. With its aging population and limited job opportunities, many residents may struggle to save enough for retirement. A retirement planner could help residents navigate the complex world of retirement planning, from choosing the right investment vehicles to creating a realistic budget. Additionally, a retirement planner could help residents take advantage of unique opportunities available in Keene, such as the city's strong arts and culture scene, to supplement their retirement income. By working with a retirement planner, residents of Keene can ensure that they are on track to achieve their retirement goals and enjoy a comfortable and fulfilling retirement.

Wealth Management

Residents of Keene, NH can benefit from a wealth manager in numerous ways. One of the most common ways is through retirement planning. Keene, NH has a large population of older adults, and a wealth manager can help them navigate the complex world of retirement planning. They can help residents determine the best retirement accounts to invest in, how much they need to save, and how to manage their assets in retirement. Additionally, a wealth manager can help residents with estate planning to ensure their assets are distributed according to their wishes after they pass away. With the help of a wealth manager, residents of Keene, NH can feel more secure in their financial future and have peace of mind.

Mortgage Loan Officer

Residents of Keene, NH can benefit greatly from the services of a mortgage loan officer. These professionals can help residents secure financing for their dream homes, investment properties, or even refinance existing mortgages. With Keene being a college town, many residents are first-time homebuyers and may not be familiar with the mortgage process. A mortgage loan officer can guide them through the process and help them understand the various types of loans available, such as FHA or VA loans. Additionally, Keene has a diverse population, and a loan officer can help residents who may have unique financial circumstances, such as self-employment or a low credit score. Overall, a mortgage loan officer can be an invaluable resource for residents of Keene, NH looking to achieve their homeownership goals.

Tax Services

Residents of Keene, NH can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can assist residents is by helping them navigate the complex tax laws and regulations specific to New Hampshire. For example, Keene has a unique property tax system that can be confusing for newcomers and long-time residents alike. A tax advisor can provide guidance on how to minimize property tax liabilities and take advantage of available exemptions. Additionally, a tax advisor can help residents with tax planning, ensuring they are taking advantage of all available deductions and credits to maximize their tax savings. With the help of a tax advisor, residents of Keene can feel confident that they are making informed decisions about their taxes and financial future.

Estate Planning Lawyer

Residents of Keene, NH can benefit from the assistance of an estate planning lawyer in several ways. One of the most common ways is by helping them create a will or trust to ensure their assets are distributed according to their wishes after they pass away. This is particularly important for Keene residents, as the city has a large population of retirees and seniors. Additionally, an estate planning lawyer can help residents plan for long-term care and medical expenses, which can be a significant concern for older individuals. They can also assist with setting up powers of attorney and other legal documents to ensure that someone is designated to make decisions on behalf of the individual if they become incapacitated. Overall, an estate planning lawyer can provide invaluable guidance and peace of mind to Keene residents as they plan for their future and the well-being of their loved ones.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Keene, NH