Wealth Management in Franklin, NH

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List of Firms

Franklin, NH Wealth Management Firms

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RBC Wealth Management Branch - Concord NH
4 out of 5
Location 45 S Main St Suite 200, Concord, NH 03301, USA
Phone (603) 228-7940
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Hemlock Creek Wealth Management, LLC
Location 85 Depot Rd, Hancock, NH 03449, USA
Phone (978) 265-7064
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Millerick & Associates
Location 6 Loudon Rd #403, Concord, NH 03301, USA
Phone (603) 715-9090
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Theresa Huntley - RBC Wealth Management Financial Advisor
Location 45 S Main St Suite 200, Concord, NH 03301, USA
Phone (603) 228-7944
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William Chapin Jr. - UBS Financial Services Inc.
Location 11 S Main St 3rd Floor, Concord, NH 03301, USA
Phone (603) 226-1113
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Independence Financial Advisors
5 out of 5
Location 402 Central St, Franklin, NH 03235, USA
Phone (603) 934-0400
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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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Wealth Management in Franklin, NH

Where Wealth Management Advisors in Franklin, NH Serve

Franklin, NH is a quaint New England town nestled in the heart of Merrimack County, boasting a rich history and a vibrant community. Its many landmarks include the historic Franklin Opera House, the stunning Daniel Webster Birthplace State Historic Site, and the picturesque Pemigewasset River. The town is home to several top employers, including the Franklin Regional Hospital, the Franklin School District, and the New Hampshire Department of Corrections. Major highways like Route 3 and Route 127 make traveling in and out of Franklin a breeze, while Main Street and Central Street offer a charming shopping and dining experience. The town is made up of several distinct neighborhoods, each with its own unique character and charm, including Franklin Falls, Webster Lake, and West Franklin. Whether you're a longtime resident or a first-time visitor, there's always something new and exciting to discover in Franklin, NH.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Franklin, NH would greatly benefit from the services provided by a bank. With a population of just over 8,000, Franklin is a small town that relies heavily on its local businesses to thrive. A bank would offer residents the opportunity to secure loans to start or expand their own businesses, which in turn would boost the local economy. Additionally, a bank could provide financial education and resources to help residents budget and save money, which is especially important in a town where the median household income is below the state average. Furthermore, a bank could offer convenient banking options such as online and mobile banking, which would save residents time and effort when managing their finances. Overall, a bank in Franklin, NH would serve as a valuable resource for the community and contribute to its growth and prosperity.

Insurance Broker

Residents of Franklin, NH could greatly benefit from the services of an insurance broker. With a population of just over 8,000 people, Franklin is a small town that is largely reliant on its local businesses. An insurance broker can help these businesses by finding them the best insurance policies to protect their assets and employees. Additionally, many residents of Franklin work in nearby cities and commute daily, making car insurance a necessity. An insurance broker can help these individuals find the most affordable and comprehensive car insurance policies that fit their specific needs. Furthermore, Franklin experiences harsh winter weather, which can lead to damage to homes and property. An insurance broker can help homeowners find the best policies to protect their homes and belongings from the harsh New England winters. Overall, an insurance broker can provide invaluable assistance to the residents and businesses of Franklin, NH in finding the best insurance policies to protect their assets and livelihoods.

Retirement Planning

Residents of Franklin, NH can benefit greatly from the services of a retirement planner. With the town's population consisting mostly of retirees, a retirement planner can assist in creating a personalized plan for each individual's unique financial situation. This could involve analyzing current retirement savings, creating a budget, and exploring investment options to maximize income during retirement. Additionally, a retirement planner can help residents navigate complex tax laws and regulations, as well as provide guidance on healthcare costs and long-term care planning. Franklin, NH's proximity to the White Mountains and Lakes Region also presents opportunities for recreational activities, which a retirement planner can incorporate into a retirement plan. With the help of a retirement planner, Franklin residents can have peace of mind knowing that they have a solid financial plan in place for their retirement years.

Financial Advisor

Residents of Franklin, NH can benefit from the expertise of a financial advisor in various ways. For instance, a financial advisor can help them create a budget that reflects their income and expenses, which is particularly important in a town like Franklin, where the cost of living is relatively high compared to other places in New Hampshire. Additionally, a financial advisor can assist residents in developing a long-term financial plan that incorporates their goals, such as saving for retirement or paying off debt. Moreover, in a town that has a mix of industries, including manufacturing and healthcare, a financial advisor can provide guidance on how to invest in the stock market or other financial instruments that align with their risk tolerance and financial objectives. Overall, a financial advisor can be an invaluable resource for residents of Franklin, NH, helping them navigate the complexities of financial planning and achieve their financial goals.

Mortgage Loan Officer

Residents of Franklin, NH would benefit greatly from the expertise of a mortgage loan officer. With a population of just over 8,000, Franklin is a small town that is home to many families and individuals who are looking to purchase their first home or refinance an existing mortgage. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, from pre-approval to closing. They can also provide valuable advice on the different types of mortgages available, such as fixed-rate and adjustable-rate mortgages, and help residents choose the best option for their financial situation. Additionally, mortgage loan officers can assist residents in finding down payment assistance programs, which can be especially helpful for those who are struggling to save for a down payment in a town where the median household income is below the state average. Overall, a mortgage loan officer can be an invaluable resource for residents of Franklin, NH who are looking to achieve their dream of homeownership.

Tax Services

Residents of Franklin, NH can greatly benefit from the expertise of a tax advisor in navigating the intricacies of the tax system. Specifically, with its growing population and diverse economic landscape, Franklin presents unique challenges and opportunities for taxpayers. A tax advisor can help residents maximize deductions and credits, stay compliant with local and federal regulations, and plan for long-term financial goals. Additionally, with the recent influx of businesses and development in the area, a tax advisor can assist entrepreneurs in setting up their businesses and ensuring they are structured in the most tax-efficient manner. Overall, a tax advisor can provide invaluable guidance and support to the residents of Franklin as they navigate the ever-changing tax landscape.

Estate Planning Lawyer

Residents of Franklin, NH can benefit from an estate planning lawyer in numerous ways. Firstly, an estate planning lawyer can help individuals create a comprehensive estate plan that outlines their wishes for the distribution of their assets after they pass away. This is particularly important for residents of Franklin, NH, as the town has a population of over 8,000 people, many of whom own property and other valuable assets. Additionally, an estate planning lawyer can assist in creating a trust to protect assets from creditors and minimize tax liabilities. Furthermore, residents can benefit from an estate planning lawyer's expertise in navigating complex legal issues such as probate, guardianship, and conservatorship. In conclusion, an estate planning lawyer can provide invaluable assistance to residents of Franklin, NH in ensuring their assets are protected and their wishes are carried out after their passing.

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