Wealth Management in Strafford County, NH

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List of Firms

Strafford County, NH Wealth Management Firms

RSI Advisors
Location 61 Danielle Ln, Dover, NH 03820, USA
Phone (207) 358-0488
Directions
Beliveau Christian
Location 228 Long Hill Rd, Dover, NH 03820, USA
Phone (603) 749-4488
Directions
Mark Rabbe - RBC Wealth Management Branch Director
Location 100 International Dr Suite 375, Portsmouth, NH 03801, USA
Phone (603) 427-4715
Directions
New York Life
SEC File# 801-118844
CRD# 309234
5 out of 5
Location 750 Central Ave, Dover, NH 03820, USA
Phone (603) 742-7015
Directions
Strafford Economic Development Corporation of New Hampshire
Location 100 Main St Ste 101, Dover, NH 03820, USA
Phone (603) 749-2211
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 429 Washington St, Dover, NH 03820, USA
Phone (603) 743-2225
Directions
Flight Financial Group
Location 305 Green St, Somersworth, NH 03878, USA
Phone (603) 749-0570
Directions
Admiral Property, LLC
4 out of 5
Location 1 Wakefield St, Rochester, NH 03867, USA
Phone (603) 923-7472
Directions
The Beacon Retirement Group
Location 8 Harvest Drive, Dover, NH 03820, USA
Phone (603) 682-7747
Directions
Stonehouse Consulting Group DBA:Ignite Business Planning Services
5 out of 5
Location 1852 Franklin Pierce Hwy, Barrington, NH 03825, USA
Phone (603) 657-0259
Directions
Securities America
SEC File# 801-45628
CRD# 110518
Location 13 Jenkins Court # 241, Durham, NH 03824, USA
Phone (603) 397-0626
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
SEC File# 801-120465
CRD# 284480
5 out of 5
Location 170 Commerce Way #200, Portsmouth, NH 03801, USA
Phone (603) 237-1341
Directions
SEC File# 801-37429
CRD# 106455
Location 273 Corporate Dr #250, Portsmouth, NH 03801, USA
Phone (603) 433-1143
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 – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Whole Wealth Management
Location 200 Marcy St, Portsmouth, NH 03801, USA
Phone (603) 766-8705
Directions
Northeast Planning Associates Inc
Location 121 Shattuck Way STE 16, Newington, NH 03801, USA
Phone (603) 431-1382
Directions
Merrill Lynch Wealth Management Advisor Guy Inslee
Location 100 Market St Suite 404, Portsmouth, NH 03801, USA
Phone (800) 760-6024
Directions
Paul J Kageleiry Insurance Services
Location 750 Central Ave, Dover, NH 03820, USA
Phone (603) 742-7008
Directions
Resolute Financial LLC
Location 86 Locust St, Dover, NH 03820, USA
Phone (978) 463-8771
Directions
Wealth Management in Strafford County, NH

Where Wealth Management Advisors in Strafford County, NH Serve

Strafford County, located in southeastern New Hampshire, is a bustling area with a rich history and diverse community. Its landmarks include the University of New Hampshire, the Rochester Opera House, and the historic district of Dover, which boasts numerous 18th and 19th century buildings. The county is also home to several major employers, including Liberty Mutual, Wentworth-Douglass Hospital, and Albany International. Major highways such as Route 16 and Interstate 95 run through the county, providing easy access to nearby cities like Portsmouth and Portland. The county's neighborhoods range from quiet rural towns like Barrington and Strafford to more urban areas like Dover and Rochester, offering a variety of lifestyles for residents. Despite its size, Strafford County offers a wealth of opportunities and experiences for those who call it home.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Strafford County, NH can benefit from a bank in several ways. Firstly, banks can provide financial assistance to individuals and businesses in the form of loans, mortgages, and lines of credit. This is particularly important in Strafford County, NH, where the cost of living is relatively high compared to other areas in the state. Additionally, banks offer various investment options, such as stocks, bonds, and mutual funds, which can help residents grow their wealth and plan for their future. Moreover, banks provide essential services such as checking and savings accounts, online banking, and mobile banking, which make it easier for residents to manage their finances and conduct transactions. Lastly, banks can offer financial education and resources to help residents make informed decisions about their money, which is especially important in a county like Strafford, where the population is diverse and includes people from different socio-economic backgrounds.

Insurance Broker

Residents of Strafford County, NH can greatly benefit from the services of an insurance broker. With the county's diverse population and varied economic landscape, an insurance broker can help individuals and businesses alike navigate the complex world of insurance policies. For example, a broker can assist a small business owner in Rochester with finding the right health insurance plan for their employees, taking into account factors such as cost, coverage, and provider networks. Similarly, a broker can help a family in Dover select a homeowners insurance policy that provides adequate protection for their home and possessions. With their expertise and knowledge of the insurance industry, an insurance broker can save residents of Strafford County time and money by doing the research and comparison shopping for them.

Retirement Planning

Residents of Strafford County, NH can benefit significantly from the services of a retirement planner. With a population of over 130,000, Strafford County has a diverse demographic with varying financial needs and goals. A retirement planner can help individuals in the county to develop a personalized plan for retirement that takes into consideration their unique circumstances, such as their current income, expenses, and assets. They can also help residents navigate the complex world of retirement planning, including understanding Social Security benefits, tax implications, and investment options. Additionally, with the cost of living in Strafford County being higher than the national average, a retirement planner can provide guidance on how to maximize savings and investments to ensure a comfortable retirement. Overall, a retirement planner can be an invaluable resource for residents of Strafford County, helping them to achieve financial security and peace of mind in their golden years.

Financial Advisor

Residents of Strafford County, NH can benefit from the services of a financial advisor in numerous ways. Firstly, the advisor can help them to create a personalized financial plan that aligns with their short and long-term financial goals. This is particularly important for residents of Strafford County, NH who may have unique financial needs and challenges, such as the high cost of living in the area. Additionally, a financial advisor can assist with investment management, helping residents to make informed decisions about their investments and maximize their returns. They can also provide guidance on retirement planning, tax planning, and estate planning, which are all crucial areas of financial management. Overall, a financial advisor can provide invaluable support to residents of Strafford County, NH, helping them to achieve financial stability and security in a complex and ever-changing economic landscape.

Mortgage Loan Officer

Residents of Strafford County, NH can benefit from the expertise of a mortgage loan officer in numerous ways. For instance, Strafford County is home to a diverse population, ranging from young families to retirees. A mortgage loan officer can help first-time homebuyers navigate the complex process of securing a mortgage loan, including explaining the various types of loans available and helping them find the best rates. Additionally, a mortgage loan officer can assist homeowners looking to refinance their current mortgage, potentially saving them thousands of dollars in interest payments over the life of their loan. With the county's proximity to the University of New Hampshire, a mortgage loan officer can also help students and faculty members secure financing for off-campus housing. Furthermore, given Strafford County's rural character, a mortgage loan officer can help residents looking to purchase a farm or other rural property navigate the unique challenges associated with these types of properties.

Tax Services

Residents of Strafford County, NH can benefit from the expertise of a tax advisor in several ways. For instance, a tax advisor can help individuals and businesses in the county to navigate the complex tax laws and regulations that apply to their specific situations. This is particularly important in Strafford County, where the tax laws can be quite intricate and difficult to understand. Additionally, a tax advisor can help residents of the county to identify tax-saving opportunities and strategies that can help them to minimize their tax liabilities. This could include things like taking advantage of tax credits, deductions, or exemptions that may be available to them. Overall, working with a tax advisor can provide residents of Strafford County with the knowledge and guidance they need to make informed decisions about their taxes and financial futures.

Estate Planning Lawyer

Residents of Strafford County, NH can benefit greatly from the services of an estate planning lawyer. With the county's population of over 130,000 people, there are likely many individuals and families who could use guidance in planning for their future. An estate planning lawyer can help residents create wills, trusts, and other legal documents to ensure that their assets are distributed according to their wishes after they pass away. Additionally, an estate planning lawyer can assist with setting up power of attorney, healthcare directives, and other important legal arrangements to protect individuals and their families in case of incapacity or illness. With Strafford County's diverse population and unique needs, an experienced estate planning lawyer can provide tailored advice and support to help residents make informed decisions about their futures.

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