Retirement Planning in Exeter, NH

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Top Retirement Planners in Exeter, NH

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Matthew Lord
Location 154 Water St, Exeter, NH 03833, USA
Phone (603) 773-2418
Directions
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Panorama Wealth Strategies
Location 20 Hampton Rd B, Exeter, NH 03833, USA
Phone (603) 658-1800
Directions
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Riverwoods
Location 7 Riverwoods Dr, Exeter, NH 03833, USA
Directions
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Bank of America (with Drive-thru ATM)
2 out of 5
Location 60 Portsmouth Ave, Exeter, NH 03833, USA
Phone (603) 778-2050
Directions
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Andrew Rocco
Location 149 Water St, Kensington, NH 03833, USA
Phone (603) 418-0026
Directions
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Wealth of Wisdom
Location 178 Drinkwater Rd, Exeter, NH 03833, USA
Phone (603) 686-7826
Directions
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The Ridge, RiverWoods Exeter (CCRC)
4 out of 5
Location 10 White Oak Dr, Exeter, NH 03833, USA
Phone (800) 688-9663
Directions
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EB5 ANALYTICS
Location 196 Water St Suite #12, Exeter, NH 03833, USA
Phone (845) 623-1100
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RiverWoods Exeter
5 out of 5
Location 7 Riverwoods Dr, Exeter, NH 03833, USA
Phone (603) 772-4700
Directions
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Commonwealth Exeter
Location 1 Hampton Rd, Exeter, NH 03833, USA
Phone (603) 778-7694
Directions
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Seacoast Financial Planning
Location 314 Middle Street, Portsmouth, NH 03801, USA
Phone (603) 427-8252
Directions
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LPL Financial - Neville & Associates
5 out of 5
Location 1 Merrill Industrial Dr #15, Hampton, NH 03842, USA
Phone (603) 926-1189
Directions
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Riverwoods Group
Location 5 White Oak Dr, Exeter, NH 03833, USA
Phone (800) 862-9490
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Crescent Wealth Partners
SEC File# 801-79876
CRD# 171351
Location 2 Franklin St, Exeter, NH 03833, USA
Phone (603) 758-1101
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 – 4:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-91171
CRD# 164642
Location 99 Water St, Exeter, NH 03833, USA
Phone (603) 418-0940
Directions
SEC File# 801-61181
CRD# 117191
Location 18 Hampton Rd Suite 7, Exeter, NH 03833, USA
Phone (603) 778-6436
Directions
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Scarpetti & Scroggins
Location 18 Hampton Rd, Exeter, NH 03833, USA
Phone (800) 997-2261
Directions
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Edward Jones - Financial Advisor: Karin Behrens-Bouvier
SEC File# 801-3297
CRD# 250
5 out of 5
Location 133 Water St, Exeter, NH 03833, USA
Phone (603) 778-3131
Directions
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Ethan Betts Baystate
SEC File# 801-111055
CRD# 158043
Location 149 Water St, Exeter, NH 03833, USA
Directions
SEC File# 801-107026
CRD# 282205
Location 20b Hampton Rd, Exeter, NH 03833, USA
Directions
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Cornerstone Financial Planning-Jill Boynton
Location 70 Old Post Rd, Newington, NH 03801, USA
Phone (603) 431-1133
Directions
SEC File# 801-110475
CRD# 131406
5 out of 5
Location Bldg. E, 278 Lafayette Rd #11, Portsmouth, NH 03801, USA
Phone (603) 766-3502
Directions
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Commonwealth Financial Network, Dawn G. Latham
Location 175 Water St, Exeter, NH 03833, USA
Phone (888) 778-4631
Directions
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Ledgewood Capitol Management
SEC File# 801-114871
CRD# 109049
Location 92 Portsmouth Ave # 15, Exeter, NH 03833, USA
Phone (603) 773-0080
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
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 19 Hampton Rd #5, Exeter, NH 03833, USA
Phone (603) 773-5822
Directions
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James E. Farnham
Location 25 New Hampshire Ave, Portsmouth, NH 03801, USA
Phone (603) 570-6802
Directions
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Jayson Spring
Location 35 Winnacunnet Rd, Hampton, NH 03842, USA
Phone (603) 315-3052
Directions
Retirement Planning in Exeter, NH

About Exeter, NH for Those Planning to Retire

Exeter, NH is a charming New England town with a rich history and vibrant community. Its landmarks include the Phillips Exeter Academy, a prestigious boarding school founded in 1781, and the Exeter Town Hall, a stunning example of colonial architecture. The town is home to top employers such as Sig Sauer, a firearms manufacturer, and Cobham Advanced Electronic Solutions, a defense contractor. Major highways like Route 101 and I-95 run through Exeter, making it easily accessible to nearby cities like Portsmouth and Manchester. The town is divided into several neighborhoods, each with its own unique character and charm. From the historic downtown area with its quaint shops and restaurants to the sprawling estates of the Phillips Exeter Academy, Exeter offers something for everyone.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Exeter, NH can benefit from a bank in numerous ways. For instance, banks in Exeter, NH offer financial services such as savings and checking accounts, loans, mortgages, and credit cards. These services can help residents manage their finances, save money, and build credit. Additionally, banks in Exeter, NH provide access to ATMs, online banking, and mobile banking, making it easier for residents to access their accounts and conduct transactions. Furthermore, banks in Exeter, NH offer financial education and resources to help residents make informed financial decisions. With its rich history and vibrant community, Exeter, NH is a town that values education and culture, and banks in the area can help residents achieve their financial goals and contribute to the town's growth and prosperity.

Insurance Broker

Residents of Exeter, NH can greatly benefit from the services of an insurance broker in numerous ways. Firstly, an insurance broker can help residents navigate through the complex and ever-changing insurance landscape, providing them with expert advice and guidance on the best insurance policies that will suit their unique needs. Secondly, an insurance broker can help residents save money by comparing different insurance policies and finding the most cost-effective options. Specifically in Exeter, NH, where the town is known for its historic charm and outdoor recreational opportunities, an insurance broker can help residents protect their homes and personal property from natural disasters such as hurricanes and floods, which are common occurrences in the region. Additionally, an insurance broker can help residents secure adequate health insurance coverage, which is crucial given the town's aging population and the prevalence of chronic illnesses. In conclusion, an insurance broker is an invaluable resource for residents of Exeter, NH, providing them with the peace of mind that comes with knowing they are properly covered and protected.

Wealth Management

Residents of Exeter, NH can benefit from the services of a wealth manager in various ways. These professionals can help them manage their finances, create investment portfolios, and plan for their retirement. One specific way that a wealth manager can assist residents of Exeter is by helping them navigate the complex tax laws in New Hampshire. With no state income tax, residents of Exeter may think they have an advantage when it comes to taxes, but there are still many other taxes they need to consider. For example, New Hampshire has a high property tax rate, which can be a significant burden for homeowners in the area. A wealth manager can help residents of Exeter understand their tax liabilities and develop strategies to minimize their tax burden. Additionally, they can help them take advantage of tax-efficient investment vehicles, such as municipal bonds, to maximize their after-tax returns.

Financial Advisor

Residents of Exeter, NH could benefit from the assistance of a financial advisor in a multitude of ways. For instance, given the town's proximity to the coast, a financial advisor could help residents navigate the complexities of flood and hurricane insurance policies. Additionally, with Exeter being home to a number of small businesses, a financial advisor could offer guidance on tax planning and retirement savings options for entrepreneurs. Furthermore, with the town's rich history and cultural offerings, a financial advisor could help residents plan for long-term philanthropic giving to support local arts and education initiatives. In short, a skilled financial advisor could provide invaluable support to Exeter residents looking to optimize their financial health and achieve their long-term goals.

Mortgage Loan Officer

Exeter, NH residents can benefit from the expertise of a mortgage loan officer in several ways. With the town's population of over 15,000, a mortgage loan officer can help guide residents through the complex process of obtaining a mortgage for their dream home. Exeter, NH is known for its historic district, which includes over 200 buildings that date back to the 18th century. A mortgage loan officer can assist residents in navigating the unique challenges associated with purchasing and financing a historic property. Additionally, Exeter, NH is home to several prestigious private schools, including Phillips Exeter Academy. A mortgage loan officer can help families secure financing for their child's education by leveraging the equity in their home. Overall, a mortgage loan officer can provide invaluable guidance and support to Exeter, NH residents looking to achieve their homeownership and financial goals.

Tax Services

Residents of Exeter, NH can benefit from the expertise of a tax advisor in various ways. For instance, a tax advisor can help residents navigate the complex tax laws governing the state of New Hampshire, including Exeter. With its vibrant economy and thriving business community, Exeter presents unique tax challenges that require the knowledge and experience of a seasoned tax professional. A tax advisor can help residents optimize their tax returns and minimize their tax liabilities, ensuring they comply with all applicable tax laws and regulations. Additionally, a tax advisor can provide valuable advice on estate planning, retirement planning, and investment strategies, helping residents secure their financial futures. With the help of a tax advisor, residents of Exeter, NH can take control of their finances and achieve their long-term financial goals.

Estate Planning Lawyer

Residents of Exeter, NH can benefit from the services of an estate planning lawyer in numerous ways. With its rich history and vibrant community, Exeter is home to many families and individuals who want to ensure that their assets are protected and their loved ones are provided for in the event of their passing. An estate planning lawyer can help clients create wills, trusts, and other legal documents that outline their wishes for their assets and property. Additionally, a lawyer can assist with probate and estate administration, ensuring that the process is smooth and efficient. With its unique blend of small-town charm and modern amenities, Exeter presents its own set of challenges when it comes to estate planning. A skilled lawyer can help navigate these challenges and ensure that clients' wishes are carried out in accordance with New Hampshire law.

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