List of Firms
Keene, NH Fiduciary Financial Advisors
Thomas Frazier - RBC Wealth Management Financial Advisor
Wolfe Timothy F CPA
Edward Jones - Financial Advisor: Beth Lorenz
Northvest
Roland & Roland
OneMain Financial
AdviCoach
Edward Jones - Financial Advisor: Joshua C Roberts
Investment Centers of America
Rust & Company CPAs
Edward Jones - Financial Advisor: Jessica Fuller
Greg Curry - CMG Financial Mortgage Loan Officer NMLS# 772545
Nicholas Pavao
People's United Bank
Gray Financial Center, Inc.
NBT Bank
Edward Jones - Financial Advisor: Joshua J Nero
Charter Trust Co
Edward Jones - Financial Advisor: Ely Thayer, CRPC®
Vision Financial Corporation
Bank of America (with Drive-thru ATM)
Edward Jones - Financial Advisor: David P Therrien, AAMS®
Wheeler Christopher CPA
HOGANCAMP pc
Brendan Mann - Private Wealth Advisor, Ameriprise Financial Services, LLC
Bergeron Financial
Felder Stephen E
Primerica
Edward Jones - Financial Advisor: Scot A Ward, CRPC®
DHK
Matthew Snow at PFS Investments of Keene
Valic
Joann Lemieux Financial Services
Bergeron Juliana
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
Insurance Broker
Retirement Planning
Wealth Management
Mortgage Loan Officer
Tax Services
Estate Planning Lawyer
FREQUENTLY ASKED QUESTIONS
FAQs About Personal Financial Advisors in Keene, NH
A financial advisor in Keene, NH can provide a range of services to help individuals and businesses manage their finances. These services may include investment advice, retirement planning, tax planning, estate planning, and more. One specific area in which a financial advisor in Keene, NH can be particularly valuable is in helping clients navigate the complex world of college savings. With Keene being home to Keene State College, a financial advisor can provide guidance on 529 plans, Coverdell Education Savings Accounts, and other college savings options to help families plan for their children's future education expenses. Additionally, a financial advisor in Keene, NH can help clients make informed decisions about their investments, taking into account their unique financial goals, risk tolerance, and other factors. With their expertise and knowledge of the local market, a financial advisor in Keene, NH can be an invaluable resource for anyone seeking to build and protect their wealth.
Keene, NH is undoubtedly the best place to get financial advising due to its exceptional financial services industry. The city boasts a plethora of financial advisors who are well-versed in the latest financial trends and possess years of experience in the industry. What sets Keene apart from other cities is its unique blend of small-town charm and big-city expertise. The advisors in Keene are known for their personalized approach, tailored to meet the needs of each individual client. Furthermore, the city has a strong community of financial experts who collaborate and share their knowledge to provide the best possible advice to their clients. Whether you're looking for investment advice, retirement planning, or help with taxes, Keene has got you covered. The financial advisors in Keene are committed to providing top-notch services and ensuring their clients' financial success.
A financial planner in Keene, NH is a professional who helps individuals and businesses manage their finances and investments. They work with clients to create personalized financial plans that align with their goals and objectives, taking into consideration their income, expenses, assets, and liabilities. In Keene, NH, a financial planner must also be well-versed in the unique financial landscape of the area, which includes a diverse range of industries such as manufacturing, healthcare, and education. This requires a deep understanding of the economic trends and market conditions that affect the local economy, as well as the tax laws and regulations that govern financial transactions in the state. A skilled financial planner in Keene, NH can provide invaluable guidance and advice to help clients make informed decisions about their money, whether they are planning for retirement, saving for college, or growing their business.
Keene, NH residents should consider reaching out to a financial advisor when they are faced with complex financial decisions. With a population of over 23,000 people, Keene is a vibrant city that offers a diverse range of industries and businesses. However, with this diversity comes a plethora of financial challenges that can be overwhelming for the average person. For instance, residents may need guidance on how to navigate the local real estate market, how to invest in the booming tech industry, or how to plan for an early retirement. A financial advisor can provide the necessary expertise to help residents make informed decisions and achieve their financial goals. Additionally, with Keene's proximity to the White Mountains, residents may also need advice on how to plan for outdoor recreational activities such as skiing, hiking, and camping. Ultimately, a financial advisor can help Keene residents navigate the complexities of their financial lives and make sound decisions that will lead to long-term success.
A financial advisor in Keene, NH must possess a diverse range of qualities to effectively guide clients towards their financial goals. Firstly, they must have a deep understanding of the local economy and investment landscape. Keene is a unique community, with a strong focus on sustainability and a vibrant arts scene. A skilled financial advisor will be able to leverage this knowledge to identify investment opportunities that align with their clients' values. Additionally, they must be able to communicate complex financial concepts in a clear and concise manner. This requires exceptional interpersonal skills and the ability to build strong relationships with clients. Finally, they must be able to adapt to changing market conditions and stay up-to-date on the latest financial trends. In a rapidly evolving world, a successful financial advisor must possess the agility to pivot their strategies and adapt to new challenges. Overall, a financial advisor in Keene, NH must possess a unique combination of local knowledge, communication skills, and adaptability to effectively serve their clients.
Keene, NH is home to several top financial advising firms that offer exceptional services to their clients. These firms have a deep understanding of the unique financial needs of the Keene community, including its thriving small business sector. One such firm is known for its comprehensive financial planning services, which cover everything from investment management to tax planning. Another firm specializes in retirement planning, offering personalized strategies that help clients achieve their long-term financial goals. In addition, these firms have a strong commitment to community involvement, supporting local charities and initiatives that benefit the people of Keene. Overall, the financial advising firms in Keene, NH are known for their burstiness and complexity, providing clients with the highest level of expertise and service.
Financial advisors in Keene, NH are compensated in a variety of ways, with the most common being through commissions, fees, or a combination of both. Some advisors charge a percentage of the assets they manage, while others charge a flat fee for their services. Additionally, some advisors may receive a commission for selling certain financial products, such as insurance policies or mutual funds. In Keene, NH, financial advisors must adhere to strict regulations set forth by the state and federal government, as well as the Financial Industry Regulatory Authority (FINRA). This ensures that clients receive ethical and transparent advice from their advisors. It is important for individuals seeking financial guidance in Keene, NH to carefully consider the compensation structure of their advisor and ensure that it aligns with their financial goals and interests.