Wealth Management in Hampton, NH

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List of Firms

Hampton, NH Wealth Management Firms

Hampton Area Chamber Of Commerce
5 out of 5
Location 47 Winnacunnet Rd, Hampton, NH 03842, USA
Phone (603) 926-8718
Language http://www.hamptonchamber.com/
Directions
LPL Financial - Neville & Associates
5 out of 5
Location 1 Merrill Industrial Dr #15, Hampton, NH 03842, USA
Phone (603) 926-1189
Language http://www.neville-associates.com/
Directions
Panorama Wealth Strategies
Location 20 Hampton Rd B, Exeter, NH 03833, USA
Phone (603) 658-1800
Directions
Affinity Investment Group, LLC
SEC File# 801-61181
CRD# 117191
Location 18 Hampton Rd Suite 7, Exeter, NH 03833, USA
Phone (603) 778-6436
Language https://www.affinityinvestmentgroup.com/
Directions
Three Bearings Fiduciary Advisors, Inc.
Location 380 Lafayette Rd UNIT D, Hampton, NH 03842, USA
Phone (603) 926-1775
Language https://threebearings.com/
Directions
North Star Wealth Management Group
Location 100 International Dr Suite 375, Portsmouth, NH 03801, USA
Phone (603) 427-4729
Language https://us.rbcwealthmanagement.com/northstargroup?utm_source=GMB&utm_medium=Yext
Directions
Edward Jones - Financial Advisor
Location 18 Lafayette Rd #6, North Hampton, NH 03862, USA
Phone (603) 964-1947
Language http://www.edwardjones.com/
Directions
Retirement CFO
Location 1 Park Ave. Suite 5, 1, Hampton, NH 03842, USA
Language https://www.retirementcfo.com/
Directions
Cambridge Trust
5 out of 5
Location 26 Lafayette Rd, North Hampton, NH 03862, USA
Phone (603) 433-9633
Language https://www.cambridgetrust.com/
Directions
Wealth Management in Hampton, NH

Where Wealth Management Advisors in Hampton, NH Serve

Hampton, NH is a charming coastal town that boasts of several landmarks such as the Hampton Beach State Park, the Hampton Beach Casino Ballroom, and the Seashell Stage. The town is home to several top employers, including the Hampton School District, Foss Manufacturing Company, and the Town of Hampton. Major highways like Route 1 and Interstate 95 provide easy access to the town, while streets like Ocean Boulevard and Lafayette Road are popular among locals and tourists alike. The neighborhoods in Hampton are diverse, ranging from the bustling beachside community to the peaceful residential areas. Whether you're looking for a day at the beach or a quiet evening at home, Hampton has something for everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Hampton, NH can benefit from a bank in a multitude of ways. Firstly, a bank can provide financial services such as savings accounts, checking accounts, loans, and credit cards to help residents manage their money and achieve their financial goals. Additionally, a bank can offer investment opportunities to help residents grow their wealth and plan for their future. Specifically, Hampton, NH is a popular tourist destination, known for its beautiful beaches and charming downtown area. A bank in this area could assist residents in managing their finances during the busy tourist season, providing support for small business owners and helping locals navigate the influx of visitors. With a bank's resources and expertise, residents of Hampton, NH can feel confident in their financial decisions and achieve financial stability.

Insurance Broker

Residents of Hampton, NH can benefit greatly from the assistance of an insurance broker. With the town being located on the coast, the risk of natural disasters such as hurricanes and floods is high, making it imperative for residents to have proper insurance coverage. An insurance broker can help residents navigate the complexities of insurance policies and find the best coverage for their specific needs. Additionally, with the town's tourism industry, many residents may own rental properties or operate small businesses, which require specialized insurance coverage. An insurance broker can provide guidance on the necessary coverage for these unique situations. Furthermore, with the constantly changing healthcare landscape, an insurance broker can help residents find the best health insurance plans for themselves and their families. Overall, the expertise and guidance of an insurance broker can provide peace of mind for Hampton, NH residents in protecting their assets and well-being.

Retirement Planning

Residents of Hampton, NH can greatly benefit from the expertise of a retirement planner. With a population of over 15,000 people, Hampton is a popular tourist destination known for its beautiful beaches and historic landmarks. However, many residents may not be aware of the financial planning needed to secure their future retirement. A retirement planner can help residents navigate the complex world of retirement savings, investment options, and tax implications. They can also provide guidance on estate planning and long-term care options, which can be especially important for Hampton's aging population. By working with a retirement planner, residents can feel confident in their financial future and enjoy all that Hampton has to offer without worrying about their retirement savings.

Financial Advisor

Residents of Hampton, NH can benefit from the expertise of a financial advisor in various ways. One of the most common areas where a financial advisor can help is in retirement planning. With Hampton's population aging, many residents are worried about their financial future and how they will sustain themselves in retirement. A financial advisor can help them navigate through the complexities of retirement planning, such as determining how much they need to save, when to start taking Social Security benefits, and how to invest their retirement savings to maximize their returns. Additionally, given Hampton's proximity to the coast, residents may also need advice on how to protect their assets from potential natural disasters, such as hurricanes or flooding. A financial advisor can help them develop a comprehensive insurance plan that covers all their needs and ensures they are adequately protected in case of an emergency. Overall, a financial advisor can be a valuable resource for Hampton residents looking to secure their financial future and achieve their long-term goals.

Mortgage Loan Officer

Residents of Hampton, NH would greatly benefit from the services of a mortgage loan officer. With its prime location on the coast, Hampton is a popular destination for tourists and residents alike. However, the cost of living in this picturesque town can be quite high. A mortgage loan officer can assist residents in securing financing for their dream homes or refinancing their current mortgages to lower their monthly payments. Additionally, with the town's close proximity to Boston, many residents may be looking to purchase a second home or investment property. A mortgage loan officer can provide guidance on the best financing options for these types of purchases. With the complex and ever-changing nature of the mortgage industry, having a knowledgeable and experienced loan officer can make all the difference for the residents of Hampton, NH.

Tax Services

Residents of Hampton, NH can benefit from the expertise of a tax advisor in a variety of ways. For example, the tax laws in Hampton, NH can be complex and confusing, and a tax advisor can help residents navigate these laws and ensure that they are in compliance. Additionally, a tax advisor can help residents with tax planning and preparation, which can help them save money and avoid penalties. Furthermore, a tax advisor can provide guidance on issues such as estate planning, retirement planning, and investment planning, all of which can have significant tax implications. Overall, working with a tax advisor can provide residents of Hampton, NH with valuable insights and strategies for managing their finances and minimizing their tax liabilities.

Estate Planning Lawyer

Residents of Hampton, NH can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can assist individuals in creating a comprehensive estate plan that outlines how their assets will be distributed after their passing. This is particularly important in Hampton, NH, where residents may own property or businesses that require careful consideration when it comes to inheritance. Secondly, an estate planning lawyer can help individuals minimize their tax liabilities by setting up trusts or other legal entities that can protect their assets from excessive taxation. Additionally, an estate planning lawyer can provide guidance on how to best utilize charitable giving to benefit both the individual and the community. Lastly, an estate planning lawyer can help individuals plan for the possibility of incapacity by creating durable power of attorney documents that outline who will make decisions on their behalf if they become unable to do so themselves. Overall, an estate planning lawyer can provide invaluable assistance to residents of Hampton, NH in ensuring their assets are protected and their wishes are carried out after their passing.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services in Hampton, NH are designed to help high-net-worth individuals and families manage their assets and investments. A wealth manager in this region can provide a range of services, including investment management, financial planning, tax planning, estate planning, and risk management. With its picturesque beaches, vibrant culture, and thriving economy, Hampton, NH offers unique opportunities and challenges for wealth management. For instance, the town's growing tourism industry and real estate market may present attractive investment options, but also require careful analysis and risk assessment. Furthermore, the state's tax laws and regulations can be complex and ever-changing, requiring a seasoned wealth manager who can provide informed guidance and strategies. Overall, a wealth manager in Hampton, NH can help clients navigate the intricacies of wealth management and achieve their financial goals in this dynamic and exciting region.

Hampton, NH is undoubtedly the best place to get a wealth manager. With its picturesque beaches, bustling town center, and thriving economy, Hampton, NH offers a wealth of opportunities for those seeking to grow their financial portfolios. What sets Hampton apart from other cities is its commitment to innovation and progress. The town has a long history of attracting entrepreneurs and investors, and its residents are known for their entrepreneurial spirit and forward-thinking mindset. This makes Hampton the ideal place to find a wealth manager who can help you navigate the complex world of finance and guide you towards success. Whether you're looking to invest in real estate, stocks, or other assets, Hampton's wealth managers have the knowledge, expertise, and experience to help you achieve your financial goals. So if you're looking for the best place to get a wealth manager, look no further than Hampton, NH.