Best Financial Advisors in New London, NH

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List of Firms

New London, NH Fiduciary Financial Advisors

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ERC Associates
Location 75 Newport Rd suite 101, New London, NH 03257, USA
Phone (603) 526-7777
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 20 Palmer Ct #2, White River Junction, VT 05001, USA
Phone (802) 649-2646
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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Brendel Financial Advisors, LLC
Location 64 Lyme Rd, Hanover, NH 03755, USA
Phone (603) 643-4441
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Lake Sunapee Region
Location 328 Main St, New London, NH 03257, USA
Phone (603) 526-6575
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The Ivy League Advisory Group, LLC
5 out of 5
Location 322 W Main St #216, Tilton, NH 03276, USA
Phone (866) 360-2724
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Scott Trendell - Financial Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 117 West St Ste 2, Keene, NH 03431, USA
Phone (603) 499-4454
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Harold D. Losey - RBC Wealth Management Financial Advisor
Location 45 S Main St Suite 200, Concord, NH 03301, USA
Phone (603) 228-7946
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Aequitas Investments LLC
Location 276 Newport Rd, New London, NH 03257, USA
Phone (603) 526-2089
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Ledyard Financial Advisors
5 out of 5
Location 2 Maple St #2023, Hanover, NH 03755, USA
Phone (603) 643-0044
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Financial Advisors in New London, NH

Where Certified Financial Advisors in New London, NH Serve

New London, NH is a quaint town nestled in the heart of the Lake Sunapee region. The town boasts several landmarks, including the iconic New London Inn, the picturesque Colby-Sawyer College, and the charming New London Historical Society. Top employers in the area include New London Hospital, Colby-Sawyer College, and the town government. Major highways such as Route 11 and Interstate 89 provide easy access to nearby cities and towns, while Main Street and Little Sunapee Road are bustling thoroughfares that lead to various neighborhoods. From the historic village center to the serene waterfront properties along Lake Sunapee, New London offers a diverse range of neighborhoods that cater to different lifestyles and preferences.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of New London, NH can benefit greatly from the services of a financial advisor in several ways. Firstly, a financial advisor can help individuals and families in New London to plan for their future financial goals, such as saving for retirement or purchasing a home. Secondly, a financial advisor can help residents of New London to manage their investments and ensure that their portfolios are diversified and aligned with their risk tolerance. Lastly, a financial advisor can provide guidance on tax planning and estate planning, which are crucial aspects of financial planning that can be complex and overwhelming for many people. One specific challenge that residents of New London face is the high cost of living in the area, which can make it difficult to save for long-term financial goals. A financial advisor can help residents to navigate this challenge and create a plan that works for their unique situation.

Insurance Broker

Residents of New London, NH can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by finding the best insurance policies for their clients' unique needs and budget. This is especially important in a town like New London, where the population is primarily made up of retirees and families who may have different insurance needs than those in more urban areas. An insurance broker can help residents navigate the complex world of health insurance, as well as find policies that cover specific risks like flooding or winter weather damage. With an insurance broker's help, residents of New London can feel confident that they have the right coverage to protect their homes, health, and financial future.

Retirement Planning

Residents of New London, NH could benefit greatly from the assistance of a retirement planner. A retirement planner can help residents of New London plan for their future by creating a comprehensive financial plan that takes into account their unique circumstances, including their income, expenses, and retirement goals. Specifically, a retirement planner can help residents of New London navigate the complexities of retirement planning, including understanding the tax implications of retirement income, choosing the right investment vehicles, and ensuring that they have enough money saved to live comfortably in retirement. With a retirement planner's help, residents of New London can feel confident that they are on track to achieve their retirement goals and can enjoy their golden years without financial stress.

Wealth Management

Residents of New London, NH could benefit greatly from the expertise of a wealth manager. With a population of just over 4,000, this small town is home to many retirees and second homeowners who may need guidance on how to manage their finances for the long-term. A wealth manager can help these individuals create a personalized investment strategy that takes into account their unique goals and risk tolerance. Additionally, with New London being located in the beautiful Lake Sunapee region, many residents may have assets tied up in real estate or other property. A wealth manager can provide advice on how to best leverage these assets to achieve financial stability and security. Overall, a wealth manager can help residents of New London, NH navigate the complex world of finance and investments, providing peace of mind and a clear path towards financial success.

Mortgage Loan Officer

Residents of New London, NH could greatly benefit from the assistance of a mortgage loan officer. With a population of just over 4,000 people, New London is a small town located in the heart of the Dartmouth-Lake Sunapee Region. Many residents of New London are looking to purchase their first home or refinance their current mortgage. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, including finding the best interest rates and loan terms. Additionally, a loan officer can provide guidance on the various loan programs available, such as FHA or VA loans, which may be particularly helpful for veterans or first-time homebuyers. With the help of a mortgage loan officer, residents of New London can achieve their dream of homeownership and secure their financial future.

Tax Services

Residents of New London, NH could benefit from the expertise of a tax advisor in a variety of ways. For instance, a tax advisor could help residents navigate the complex tax laws and regulations specific to New Hampshire, such as the state's unique property tax system. Additionally, a tax advisor could assist residents in maximizing deductions and credits, ensuring compliance with tax laws, and minimizing tax liabilities. With the help of a tax advisor, residents of New London could feel confident in their tax filings and potentially save money in the process.

Estate Planning Lawyer

Residents of New London, 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 comprehensive estate plan that takes into account the unique needs and circumstances of each individual. This can include drafting wills and trusts, establishing powers of attorney, and minimizing tax liabilities. In New London, NH, where many residents own vacation homes or second properties, an estate planning lawyer can also help with issues related to real estate, such as transferring ownership or setting up a trust to protect the property. Additionally, an estate planning lawyer can assist with healthcare directives, ensuring that an individual's wishes for medical treatment are clearly defined and legally binding. Overall, an estate planning lawyer can provide peace of mind and ensure that residents of New London, NH have a plan in place to protect their assets and loved ones.

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