Best Financial Advisors in Belknap County, NH

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Belknap County, NH Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Nicholas R Wilder
SEC File# 801-3297
CRD# 250
5 out of 5
Location 171 Daniel Webster Hwy Suite 7, Belmont, NH 03220, USA
Phone (603) 524-3501
Language https://www.edwardjones.com/us-en/financial-advisor/nicholas-wilder
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
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PlanFirst., LLC
Location 36 Country Club Rd STE 926, Gilford, NH 03249, USA
Phone (603) 524-4994
Language http://www.planfirstperiod.com/
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Gregory S Caulfield - Morgan Stanley
Location 14 Country Club Rd, Gilford, NH 03249, USA
Phone (603) 528-1390
Language https://advisor.morganstanley.com/gregory.s.caulfield?y_source=1_MTA4MzEwODQtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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Financial Advisors in Belknap County, NH

Where Certified Financial Advisors in Belknap County, NH Serve

Belknap County, NH is a picturesque region that boasts a diverse array of landmarks, top employers, major highways and streets, and neighborhoods. From the stunning vistas of Lake Winnipesaukee to the historic charm of downtown Laconia, there is something for everyone in this vibrant community. Some of the most notable landmarks in Belknap County include the Belknap Mill, a restored 19th-century textile mill that now houses a museum and cultural center, and the Gunstock Mountain Resort, a popular destination for skiing and outdoor recreation. When it comes to top employers, Belknap County is home to a range of industries, including healthcare, education, and manufacturing. Some of the largest employers in the area include Lakes Region General Hospital, the Laconia School District, and Freudenberg-NOK Sealing Technologies.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Belknap County, NH could benefit greatly from the expertise of a financial advisor. One of the most common ways a financial advisor could help is by creating a personalized retirement plan. Belknap County has a large retired population, with over 20% of residents aged 65 and older. A financial advisor could help these individuals navigate their retirement savings and investments, ensuring they have enough money to live comfortably in their golden years. Additionally, a financial advisor could provide guidance on estate planning, which is especially important in Belknap County where many families own property and assets. By working with a financial advisor, residents of Belknap County can feel more confident and secure in their financial futures.

Insurance Broker

Residents of Belknap County, NH could greatly benefit from the expertise of an insurance broker. With the county's population of over 60,000 people, navigating the complex world of insurance can be overwhelming. An insurance broker can help residents find the best coverage for their specific needs, whether it be for home, auto, or health insurance. Additionally, with Belknap County being a popular tourist destination due to its beautiful lakes and mountains, an insurance broker can assist local businesses in obtaining the necessary insurance coverage to protect their assets and customers. Overall, an insurance broker can provide invaluable guidance and support to the residents and business owners of Belknap County, helping them make informed decisions and secure their financial futures.

Retirement Planning

Residents of Belknap County, NH can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by creating a personalized retirement plan that takes into account the unique needs and goals of each individual. For example, residents of Belknap County, NH may have specific concerns about the cost of healthcare, as the county has a higher percentage of elderly residents than the state average. A retirement planner can help residents navigate the complex world of healthcare costs and insurance options to ensure they are adequately prepared for any medical expenses in retirement. Additionally, a retirement planner can offer guidance on investment strategies, social security benefits, and estate planning, all of which are crucial components of a successful retirement plan. By working with a retirement planner, residents of Belknap County, NH can feel confident that they are taking the necessary steps to achieve a comfortable and secure retirement.

Wealth Management

Residents of Belknap County, NH can benefit from the expertise of a wealth manager in various ways. One of the most common ways is by helping them create a comprehensive financial plan. A wealth manager can assist individuals in Belknap County to identify their financial goals and develop a strategy to achieve them. They can also provide guidance on investment options that align with their goals and risk tolerance. Additionally, a wealth manager can help residents of Belknap County navigate the complicated tax laws and regulations specific to New Hampshire. For example, they can advise on how to minimize state income taxes, which is particularly relevant for residents of Belknap County, where the median household income is $62,000, slightly lower than the state average. Overall, a wealth manager can provide tailored financial advice to help residents of Belknap County achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Belknap County, NH can benefit greatly from the services of a mortgage loan officer. These professionals can help residents secure financing to purchase a home or refinance an existing mortgage. Belknap County is home to many beautiful properties, from waterfront homes on Lake Winnipesaukee to charming country estates. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, ensuring that they get the best possible terms and interest rates. Additionally, residents of Belknap County may have unique needs and challenges when it comes to obtaining a mortgage, such as navigating local zoning regulations or finding a lender who is familiar with the area. A knowledgeable mortgage loan officer can provide invaluable guidance and support throughout the process, helping residents achieve their dream of homeownership in this picturesque New Hampshire county.

Tax Services

Residents of Belknap County, NH can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on tax planning and preparation. This is especially important in Belknap County, where the tax laws and regulations can be complex and confusing. With the help of a tax advisor, residents can ensure that they are taking advantage of all available deductions and credits, as well as avoiding potential penalties and fines. Additionally, a tax advisor can assist with estate planning, retirement planning, and other financial matters that can have a significant impact on a person's tax liability. Overall, working with a tax advisor can help residents of Belknap County navigate the often-complicated world of taxes and achieve their financial goals.

Estate Planning Lawyer

Residents of Belknap County, NH can benefit from the services of an estate planning lawyer in a variety of ways. One of the most common ways is by creating a comprehensive estate plan that reflects their unique needs and goals. This can include drafting a will, establishing trusts, and designating beneficiaries for retirement accounts and life insurance policies. Additionally, an estate planning lawyer can help residents of Belknap County navigate the complexities of probate court and ensure that their assets are distributed according to their wishes. With a high percentage of elderly residents in Belknap County, NH, estate planning is especially important to ensure that their loved ones are taken care of and their legacies are protected.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Belknap County, NH

A financial advisor in Belknap County, NH can provide a range of financial advising services to clients. These services may include investment management, retirement planning, estate planning, tax planning, and risk management. One specific aspect of financial advising in Belknap County is the unique economic landscape of the region. Belknap County is home to a diverse range of industries, including healthcare, tourism, and manufacturing. As such, a financial advisor in Belknap County must have a deep understanding of the local economy and be able to provide tailored financial advice to clients based on their specific needs and goals. Additionally, the region's proximity to major metropolitan areas, such as Boston and Manchester, presents both opportunities and challenges for investors and retirees. A skilled financial advisor in Belknap County can help clients navigate these complexities and achieve their financial objectives.

Belknap County, NH is the ultimate destination for those seeking financial advising services. The county's financial advisors are equipped with a wealth of knowledge and experience, allowing them to provide top-notch guidance to their clients. Additionally, Belknap County boasts a diverse economy, with a mix of industries ranging from healthcare to tourism. This means that financial advisors in the area have a unique understanding of the financial challenges and opportunities that arise in these industries. Furthermore, the county's proximity to major metropolitan areas like Boston and Portland provides access to a wider network of financial resources. With its dynamic economy and expert financial advisors, Belknap County, NH is the ideal location for anyone seeking sound financial advice.