Best Financial Advisors in Lebanon, NH

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List of Firms

Lebanon, NH Fiduciary Financial Advisors

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Dattilio & Ash Capital Management, LLC
Location 23 Bank St, Lebanon, NH 03766, USA
Phone (603) 448-6047
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Mascoma Investment Services
1 out of 5
Location 67 N Park St, Lebanon, NH 03766, USA
Phone (603) 443-8669
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Loudon Investment Management, LLC
SEC File# 801-61745
CRD# 113641
Location 24 Airport Rd STE 307, West Lebanon, NH 03784, USA
Phone (603) 298-7370
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Global Forest Partners
SEC File# 801-62203
CRD# 127064
Location 67 Etna Rd, Lebanon, NH 03766, USA
Phone (603) 298-7001
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The Hanover Group - Morgan Stanley
Location 203 Heater Rd, Lebanon, NH 03766, USA
Phone (603) 442-7900
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The Heritage Wealth Management Team - Morgan Stanley
Location 203 Heater Rd, Lebanon, NH 03766, USA
Phone (603) 442-7926
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Chirse
Location Lebanon, NH 03766, USA
Phone (603) 448-3692
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Otto & Associates Inc
SEC File# 801-58024
CRD# 109493
Location 261 Main St, Norwich, VT 05055, USA
Phone (802) 649-1946
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Fine Plan Professional Corporation
Location 20 Palmer Ct, White River Junction, VT 05001, USA
Phone (802) 649-2207
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JMH Wealth Management LLC
Location 45 Lyme Rd, Hanover, NH 03755, USA
Phone (603) 643-8899
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2 S Park St, Lebanon, NH 03766, USA
Phone (603) 678-5196
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
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Robert Lucier - Prudential Financial
Location 30 Bank St Suite 7, Lebanon, NH 03766, USA
Phone (603) 448-0010
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Upper Valley Tax Preparation
5 out of 5
Location 50 Main St A, West Lebanon, NH 03784, USA
Phone (603) 298-7700
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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
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Investmark Advisory Group
SEC File# 801-76505
CRD# 121060
5 out of 5
Location 29 School St, Lebanon, NH 03766, USA
Phone (603) 865-1077
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Comprehensive Planning Associates
Location 29 School St, Lebanon, NH 03766, USA
Phone (603) 448-0027
Directions
Financial Advisors in Lebanon, NH

Where Certified Financial Advisors in Lebanon, NH Serve

Lebanon, NH is a charming New England city nestled in the Upper Valley region. It is home to several noteworthy landmarks, including the Dartmouth-Hitchcock Medical Center, which is one of the top employers in the area. Other major employers include Hypertherm, Mascoma Bank, and Timken Aerospace. The city is conveniently located near major highways, including I-89 and I-91, which make it easy to travel to nearby towns and cities. The downtown area is lined with quaint streets and historic buildings, such as the Lebanon Opera House and the Lebanon Public Library. There are several distinct neighborhoods in Lebanon, each with its own unique character and charm. Whether you're looking for a quiet residential area or a bustling commercial district, there's something for everyone in Lebanon, NH.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Lebanon, NH can benefit greatly from the guidance of a financial advisor. With the cost of living in Lebanon being higher than the national average, a financial advisor can help residents create a budget and develop a savings plan that is tailored to their specific needs. Additionally, a financial advisor can provide advice on investment opportunities and help residents make informed decisions about their retirement savings. With the unpredictable nature of the economy, a financial advisor can also offer guidance on how to protect assets and prepare for unexpected expenses. Overall, a financial advisor can provide valuable support to residents of Lebanon, NH in achieving their financial goals and securing their financial future.

Insurance Broker

Residents of Lebanon, NH can benefit greatly from the services of an insurance broker. With the unpredictable weather patterns in the area, having proper coverage for home and property is essential. An insurance broker can help residents navigate the various policies available and find the best coverage for their specific needs. Additionally, with the high cost of healthcare in the United States, an insurance broker can assist residents in finding affordable health insurance options. Lebanon, NH is a small town with a tight-knit community, and an insurance broker can provide personalized service and attention to each individual's unique situation. Whether it's finding coverage for a new home or navigating the complexities of healthcare insurance, an insurance broker can be a valuable resource for residents of Lebanon, NH.

Retirement Planning

Residents of Lebanon, NH can greatly benefit from the services of a retirement planner. One specific way a retirement planner can help is by providing guidance on how to maximize Social Security benefits. In Lebanon, NH, where the cost of living is higher than the national average, every dollar counts. A retirement planner can analyze an individual's Social Security benefits and help them make informed decisions on when to start receiving benefits and how to optimize their benefits to meet their financial goals. Additionally, a retirement planner can provide advice on investment strategies, tax planning, and estate planning to ensure that residents of Lebanon, NH can enjoy a comfortable retirement.

Wealth Management

Residents of Lebanon, NH could benefit greatly from the expertise of a wealth manager. With a population of just over 13,000, Lebanon is a small town that is home to a diverse community of individuals and families. A wealth manager could help these residents navigate the complex world of investments, retirement planning, and estate planning. Specifically, a wealth manager could help residents of Lebanon, NH understand how to maximize their investments while minimizing their tax burden. They could also provide guidance on how to create a comprehensive retirement plan that takes into account the unique needs and goals of each individual. Additionally, a wealth manager could help residents of Lebanon, NH create an estate plan that ensures their assets are distributed in accordance with their wishes after they pass away.

Mortgage Loan Officer

Residents of Lebanon, NH would greatly benefit from the expertise of a mortgage loan officer. With the rising cost of living in the area, many residents are struggling to afford their dream homes. A mortgage loan officer can help guide them through the complex process of securing a loan, ensuring that they get the best possible terms and interest rates. Additionally, Lebanon, NH is known for its unique housing market, with many historic homes and properties that require special attention when it comes to financing. A knowledgeable mortgage loan officer can provide customized solutions that meet the specific needs of residents in this area, helping them achieve their homeownership goals and build a strong financial future.

Tax Services

Residents of Lebanon, NH could benefit from the expertise of a tax advisor in a variety of ways. One of the most common ways is by receiving guidance on how to maximize deductions and credits on their tax returns. This is especially important for residents of Lebanon, NH, which has a relatively high cost of living compared to other areas in the state. A tax advisor can help residents navigate the complex tax code and identify deductions and credits that they may have overlooked on their own. Additionally, a tax advisor can provide advice on how to structure their finances in a tax-efficient manner, which can help residents save money in the long run. Overall, a tax advisor can be an invaluable resource for residents of Lebanon, NH who want to ensure that they are making the most of their financial resources.

Estate Planning Lawyer

Residents of Lebanon, NH can benefit from the services of an estate planning lawyer in many ways. One of the most common ways is by creating a will. A will ensures that an individual's assets are distributed according to their wishes after they pass away. In Lebanon, NH, where the population is aging, having a will is especially important. An estate planning lawyer can also help residents set up trusts, which can provide financial security for loved ones and help minimize taxes. Additionally, an estate planning lawyer can assist with healthcare directives, which outline an individual's wishes for medical treatment in the event of incapacitation. Overall, an estate planning lawyer can provide peace of mind for residents of Lebanon, NH, knowing that their assets and loved ones will be taken care of according to their wishes.

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FAQs About Personal Financial Advisors in Lebanon, NH