Best Financial Advisors in Peterborough, NH

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List of Firms

Peterborough, NH Fiduciary Financial Advisors

SEC File# 801-110475
CRD# 131406
Location 6 School St, Peterborough, NH 03458, USA
Phone (603) 924-0204
Directions
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Independent Financial Services
Location 18 High St, Peterborough, NH 03458, USA
Phone (603) 924-4127
Directions
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Edward Jones - Financial Advisor: Jim Long, CFP®
SEC File# 801-3297
CRD# 250
Location 91 Hancock Rd Suite 2, Peterborough, NH 03458, USA
Phone (603) 784-5313
Directions
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Public Works Financing
Location 81 Cheney Ave, Peterborough, NH 03458, USA
Phone (908) 577-8411
Directions
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Edward Jones - Financial Advisor: Ashley M Concha Vera
SEC File# 801-3297
CRD# 250
Location 19 Wilton Rd Ste 6, Peterborough, NH 03458, USA
Phone (603) 924-8846
Directions
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Anna Highter - RBC Wealth Management Financial Advisor
Location 70 Main St Suite 300, Peterborough, NH 03458, USA
Phone (603) 924-4814
Directions
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Bar Harbor Wealth Management
Location 2 Main St, Peterborough, NH 03458, USA
Phone (888) 675-5244
Directions
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The Alexander Investment Group
Location 70 Main St Suite 300, Peterborough, NH 03458, USA
Phone (603) 924-4814
Directions
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Thomas O'Malley
Location 35 Main St, Peterborough, NH 03458, USA
Phone (603) 924-1202
Directions
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Joseph D. Durell - RBC Wealth Management Branch Director
Location 70 Main St Suite 300, Peterborough, NH 03458, USA
Phone (603) 924-4816
Directions
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Grove Street Fiduciary, LLC
SEC File# 801-43397
CRD# 107703
Location 20 Grove St, Peterborough, NH 03458, USA
Phone (603) 924-9939
Directions
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Edward Jones - Financial Advisor: Brian D Royal
SEC File# 801-3297
CRD# 250
Location 91 Hancock Rd Suite 2, Peterborough, NH 03458, USA
Phone (603) 784-5313
Directions
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Edward Jones - Financial Advisor: Brian K Hall
SEC File# 801-3297
CRD# 250
5 out of 5
Location 19 Wilton Rd Ste 6, Peterborough, NH 03458, USA
Phone (603) 924-8846
Directions
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Brady Associates Asset Management
Location 45 Main St Suite #205, Peterborough, NH 03458, USA
Phone (603) 563-0265
Directions
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K & S Concepts
Location 19 Wilton Rd # 13, Peterborough, NH 03458, USA
Phone (603) 924-9768
Directions
Financial Advisors in Peterborough, NH

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

Residents of Peterborough, NH can benefit greatly from the guidance of a financial advisor. One of the most common ways that a financial advisor can help is by creating a personalized budget and financial plan that takes into consideration the unique needs and goals of each individual. This is especially important in Peterborough, where the cost of living is higher than the national average. A financial advisor can help residents navigate the local real estate market and make informed decisions about buying or renting a home. In addition, they can provide advice on saving for retirement, college education, and emergencies. With the help of a financial advisor, residents of Peterborough can feel more confident about their financial future and make informed decisions that will benefit them in the long run.

Insurance Broker

Residents of Peterborough, NH can benefit greatly from the services of an insurance broker. With its picturesque landscapes and vibrant community, Peterborough is a town that is home to many families and individuals who want to protect their assets and loved ones. An insurance broker can help residents of Peterborough navigate the complex world of insurance by providing expert advice and guidance on the best policies for their needs. For example, an insurance broker can help residents find the right coverage for their homes, which is particularly important in a town like Peterborough where the homes are often historic and require specialized insurance. Additionally, an insurance broker can help residents find affordable health insurance, which is especially important in a state like New Hampshire where healthcare costs can be high. By working with an insurance broker, residents of Peterborough can have peace of mind knowing that they are protected in the event of an unexpected event.

Retirement Planning

Residents of Peterborough, NH can greatly benefit from the expertise of a retirement planner. With its quaint New England charm and close-knit community, Peterborough is a town where many residents have lived for generations. A retirement planner can help these residents navigate the complexities of retirement planning, including creating a comprehensive financial plan, managing investments, and ensuring that their assets are protected. Additionally, a retirement planner can assist with estate planning, which is particularly important in a town like Peterborough where many families have deep roots and significant assets to pass down to future generations. Overall, a retirement planner can provide invaluable guidance and peace of mind to residents of Peterborough as they plan for their golden years.

Wealth Management

Residents of Peterborough, NH could greatly benefit from the services of a wealth manager. One of the most common ways a wealth manager can help is by providing financial planning and investment advice. With a wealth manager, residents can develop a comprehensive financial plan that takes into account their unique goals and circumstances. This could include saving for retirement, planning for education expenses, or managing debt. Additionally, a wealth manager can help residents of Peterborough, NH navigate the local economy and investment opportunities. For example, with its vibrant arts and culture scene, Peterborough is home to many small businesses and creative entrepreneurs. A wealth manager could help residents invest in these local businesses and support the community while also building wealth. Overall, a wealth manager can provide residents of Peterborough, NH with tailored financial advice and guidance to help them achieve their financial goals.

Mortgage Loan Officer

Residents of Peterborough, NH can greatly benefit from the expertise and guidance of a mortgage loan officer. Whether they are first-time homebuyers or looking to refinance their current mortgage, a loan officer can help them navigate the complex world of mortgages and find the best loan options for their unique financial situation. In particular, residents of Peterborough, NH may benefit from a loan officer's knowledge of the local housing market and the specific challenges and opportunities it presents. For example, they may be able to provide insights into the availability of affordable housing options in the area, or help residents take advantage of government programs designed to assist low-income or first-time homebuyers. With the help of a mortgage loan officer, residents of Peterborough, NH can achieve their dream of homeownership and secure a stable financial future for themselves and their families.

Tax Services

Residents of Peterborough, NH can benefit greatly from the guidance of a tax advisor. One of the most common ways a tax advisor can help is by providing advice on how to minimize tax liabilities. For example, residents of Peterborough may be eligible for certain tax credits or deductions that they are not aware of. Additionally, a tax advisor can assist with tax planning, helping residents to make strategic decisions in order to minimize their tax burden in the future. With its vibrant arts scene and numerous small businesses, Peterborough is a unique community that requires tailored tax advice. A tax advisor can provide personalized guidance to ensure that residents are taking advantage of all available tax benefits and avoiding any potential pitfalls.

Estate Planning Lawyer

Residents of Peterborough, NH can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a will that outlines how a person's assets will be distributed after their passing. In Peterborough, a town with a rich history dating back to the 18th century, many residents may have inherited property or other assets that they want to ensure are passed down to their loved ones in a clear and organized manner. Additionally, an estate planning lawyer can assist with setting up trusts, establishing power of attorney, and navigating the complex tax laws that can impact estate planning. By working with an experienced estate planning lawyer, Peterborough residents can have peace of mind knowing that their wishes will be carried out and their loved ones will be taken care of.

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FAQs About Personal Financial Advisors in Peterborough, NH