List of Firms
Peterborough, NH Fiduciary Financial Advisors
Independent Financial Services
Edward Jones - Financial Advisor: Jim Long, CFP®
Public Works Financing
Edward Jones - Financial Advisor: Ashley M Concha Vera
Anna Highter - RBC Wealth Management Financial Advisor
Bar Harbor Wealth Management
The Alexander Investment Group
Thomas O'Malley
Joseph D. Durell - RBC Wealth Management Branch Director
Grove Street Fiduciary, LLC
Edward Jones - Financial Advisor: Brian D Royal
Edward Jones - Financial Advisor: Brian K Hall
Brady Associates Asset Management
K & S Concepts
Where Certified Financial Advisors in Peterborough, NH Serve
Peterborough, NH is a quaint town nestled in the heart of New Hampshire, surrounded by rolling hills and picturesque landscapes. The town is home to several historic landmarks, including the Peterborough Town House, a beautiful 19th-century building that has been used as a town hall and community center for over 150 years. Other notable landmarks include the Mariposa Museum and World Culture Center, which features exhibits on global art and culture, and the Sharon Arts Center, which hosts a variety of art exhibits and classes throughout the year. When it comes to top employers, Peterborough has a diverse mix of businesses, ranging from small mom-and-pop shops to larger corporations. Some of the town's largest employers include Monadnock Community Hospital, Eastern Mountain Sports, and the Monadnock Food Co-op. These businesses provide a range of job opportunities for residents and contribute to the town's thriving economy.
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 Peterborough, NH
A financial advisor in Peterborough, NH can provide a range of financial advising services to clients. These services typically include investment management, retirement planning, estate planning, tax planning, and risk management. The advisor may work with clients to develop a comprehensive financial plan that takes into account their unique financial goals and circumstances. One specific aspect of Peterborough, NH that a financial advisor may take into account is the town's thriving arts community. With a number of galleries, studios, and performance spaces, the arts play a significant role in the local economy. A financial advisor may work with clients who are artists or involved in the arts community to develop financial plans that take into account the unique challenges and opportunities of this industry. This could include strategies for managing irregular income, navigating complex tax regulations, and planning for retirement without traditional employer-sponsored plans.
Peterborough, NH is undoubtedly the best place to get financial advising. Nestled in the heart of the Monadnock region, this quaint town boasts of a vibrant community that is committed to excellence in all aspects of life. The town is home to some of the most knowledgeable and experienced financial advisors who are passionate about helping their clients achieve their financial goals. What sets Peterborough apart from other towns is its unique blend of old-world charm and modern-day sophistication. The town's rich history is evident in its architecture, museums, and cultural festivals, while its modern amenities such as high-speed internet, state-of-the-art healthcare facilities, and world-class educational institutions make it an ideal place for anyone seeking financial advice. Whether you are a retiree looking to manage your retirement funds or a young professional looking to invest in your future, Peterborough's financial advisors have the expertise and experience to guide you every step of the way.
A financial planner in Peterborough, NH is responsible for helping clients manage their finances effectively. This includes developing a comprehensive financial plan that takes into account their income, expenses, debts, and investments. In addition to providing advice on investments, retirement planning, and estate planning, a financial planner in Peterborough, NH must also be knowledgeable about the local economy and financial landscape. With its vibrant arts scene, historic downtown, and proximity to Mount Monadnock, Peterborough is a unique community that requires a nuanced understanding of its financial needs. From advising small business owners to helping families plan for college tuition, a financial planner in Peterborough, NH must be able to navigate the complexities of the local economy while providing personalized advice to clients.
Residents of Peterborough, NH should consider reaching out to a financial advisor when facing complex financial situations that require expert guidance. The town's unique blend of urban and rural lifestyles can create a range of financial challenges that may not be easily navigable without professional assistance. Whether it's managing investments, planning for retirement, or navigating the complexities of estate planning, a financial advisor can help residents of Peterborough, NH make informed financial decisions that align with their long-term goals. With its rich history and vibrant cultural scene, Peterborough, NH is a town that demands careful consideration when it comes to financial planning, and a qualified financial advisor can provide the guidance and expertise necessary to help residents achieve financial success.
A financial advisor in Peterborough, NH should possess several essential qualities to provide top-notch financial advice to their clients. Firstly, they should have a deep understanding of the financial industry and the current market trends. This knowledge helps them to make informed decisions and provide the best possible recommendations to their clients. Additionally, they should possess excellent communication skills to explain complex financial concepts in a clear and concise manner. Another crucial quality is attention to detail, as even the slightest mistake can have significant consequences for their clients' financial well-being. Furthermore, a financial advisor in Peterborough, NH should have a strong ethical code and put their clients' interests first. As a small town, Peterborough, NH has a tight-knit community where word-of-mouth recommendations can make or break a business. Therefore, a financial advisor in this town must maintain a high level of integrity and build trust with their clients to succeed.
Peterborough, NH is home to some of the top financial advising firms in the state. These firms specialize in providing comprehensive financial planning and investment management services to individuals and businesses alike. One of the standout features of these firms is their deep understanding of the local economy and market conditions in Peterborough and the surrounding areas. They leverage this knowledge to help their clients make informed investment decisions that align with their long-term financial goals. Additionally, these firms are known for their commitment to personalized service, taking the time to get to know each client's unique needs and preferences in order to deliver tailored solutions that meet their specific needs. Whether you're looking to grow your wealth, protect your assets, or plan for retirement, these top financial advising firms in Peterborough, NH have the expertise and experience to help you achieve your financial objectives.
Financial advisors in Peterborough, NH are compensated in several ways. One common method is a commission-based structure, where the advisor earns a percentage of the client's investment or product purchase. Another way is through a fee-based structure, where the advisor charges a flat fee for their services. Additionally, some advisors may receive a combination of both commission and fees. It's important to note that in Peterborough, NH, financial advisors must adhere to strict regulations set forth by the New Hampshire Bureau of Securities Regulation. This includes registering with the state, disclosing any conflicts of interest, and providing clients with a written agreement outlining their compensation structure. With the unique financial needs of Peterborough residents, financial advisors must be well-versed in areas such as estate planning, retirement planning, and tax planning to provide comprehensive and effective advice.
