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

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Anthony Devito - RBC Wealth Management Financial Advisor

100 International Dr Suite 375, Portsmouth, NH 03801, USA

(978) 646-1153

https://us.rbcwealthmanagement.com/legacywmgroup?utm_source=GMB&utm_medium=Yext

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Merrill Lynch Wealth Management

100 Market St Suite 404, Portsmouth, NH 03801, USA

(603) 433-1169

https://www.local.ml.com/PORTSMOUTH_NH

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Dakota Wealth Management

SEC File# 801-114097

CRD# 297987

147 Middle Street, Portsmouth, NH 03801, USA

(603) 766-7694

http://www.dakotawm.com/

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Merrill Lynch Wealth Management Advisor Kathryn Gill Drew

100 Market St Suite 404, Portsmouth, NH 03801, USA

(603) 433-1170

https://fa.ml.com/new-hampshire/portsmouth/thedrewgroup

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Northwestern Mutual Financial Network - The Portsmouth Group

30 International Dr Ste 101, Portsmouth, NH 03801, USA

(603) 206-6080

http://manchester.nm.com/

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Hugh Jencks - UBS Financial Services Inc.

40 Congress Street, Portsmouth, NH 03801, USA

(603) 334-6237

https://advisors.ubs.com/hugh.jencks/?utm_source=Yext&utm_medium=GMB&utm_campaign=160782&y_source=1_MjAzOTg2NDgtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl

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Where Wealth Management Advisors in Portsmouth, NH Serve

Portsmouth, NH is a charming coastal town located in the southeastern part of the state. The town is known for its rich history, picturesque scenery, and vibrant community. The most notable landmarks in Portsmouth include the Strawbery Banke Museum, the Portsmouth Harbor Lighthouse, and the USS Albacore Museum. The town is also home to several top employers, including Liberty Mutual, Portsmouth Regional Hospital, and Lonza Biologics. Major highways that run through Portsmouth include I-95 and Route 1, making it easily accessible for commuters and travelers. The town is divided into several neighborhoods, each with its own unique character and charm. Some of the most popular neighborhoods include the South End, the West End, and the North End, each offering a variety of housing options and amenities. With its rich history, stunning scenery, and thriving community, Portsmouth is a must-visit destination for anyone looking to experience the best of New Hampshire.

Nearby Locations

Belknap County, NH Concord, NH Exeter, NH Franklin, NH Grafton County, NH Hampton, NH Hanover, NH Hillsborough County, NH

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Portsmouth, NH benefit from a bank in several ways. Firstly, banks provide financial services such as loans, savings accounts, and credit cards that help residents manage their finances. Additionally, banks offer investment opportunities that allow residents to grow their wealth. Specifically, Portsmouth, NH has a thriving tourism industry, and banks can help residents capitalize on this by providing business loans to entrepreneurs looking to start or expand their tourism-related businesses. Furthermore, banks offer online banking services that make it easy for residents to access their accounts from anywhere, at any time. This is particularly useful for Portsmouth residents who may have busy schedules and need to manage their finances on-the-go. Finally, banks in Portsmouth offer a range of financial education resources, such as seminars and workshops, to help residents make informed financial decisions.

Insurance Broker

Residents of Portsmouth, NH can benefit from an insurance broker in several ways. Firstly, an insurance broker can help them navigate the complex world of insurance policies, ensuring that they are getting the best coverage for their needs. Secondly, an insurance broker can help residents of Portsmouth, NH to save money by finding them the most affordable policies. Specifically, given that Portsmouth is a coastal city, residents may need specialized insurance coverage for flood damage. An insurance broker can help them to find the best flood insurance policy to protect their homes and belongings in the event of a natural disaster. Additionally, an insurance broker can provide residents with peace of mind, knowing that they have the right insurance coverage in place to protect themselves and their families. Overall, an insurance broker can be an invaluable resource for residents of Portsmouth, NH, helping them to navigate the complex world of insurance and ensuring that they have the right coverage in place to protect themselves and their assets.

Retirement Planning

Residents of Portsmouth, NH can benefit from the expertise of a retirement planner in various ways. Firstly, a retirement planner can help them determine the best investment strategies that align with their financial goals and risk tolerance. With Portsmouth being a coastal city, a retirement planner can also advise on how to allocate funds towards insurance policies that protect against natural disasters such as hurricanes and flooding. Additionally, a retirement planner can assist with estate planning, ensuring that residents have a comprehensive plan in place for the distribution of their assets and minimizing estate taxes. With Portsmouth's rich history and cultural attractions, a retirement planner can also provide guidance on how to budget for leisure activities and travel expenses in retirement. Overall, a retirement planner can help residents of Portsmouth, NH achieve financial security and peace of mind in their golden years.

Financial Advisor

Residents of Portsmouth, NH can benefit greatly from the expertise of a financial advisor. With its thriving tourism industry and bustling port, there are a variety of investment opportunities available in the area. A financial advisor can provide guidance on how to best allocate funds for long-term growth and stability. In addition, Portsmouth's high cost of living may require individuals to make difficult financial decisions, such as balancing retirement savings with the need to pay off debt. A financial advisor can help navigate these complex decisions and create a personalized plan tailored to each individual's unique circumstances. Furthermore, with Portsmouth's proximity to the coast, residents may be particularly vulnerable to natural disasters and other unforeseen events. A financial advisor can assist in creating an emergency fund and ensuring that insurance coverage is adequate to protect against potential losses. Overall, a financial advisor can provide invaluable support and guidance to help residents of Portsmouth achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Portsmouth, NH can greatly benefit from the expertise of a mortgage loan officer. These professionals can assist in securing financing for a new home or refinancing an existing mortgage. Specifically, in Portsmouth, where the median home value is $464,000, a mortgage loan officer can help residents navigate the competitive housing market and secure the best possible interest rates. They can also provide guidance on the various loan options available, such as VA loans or FHA loans, and help residents understand the complex application process. Additionally, a mortgage loan officer can advise on the local real estate market trends, such as the recent surge in demand for waterfront properties in Portsmouth, and help residents make informed decisions about their home purchase or refinance. Overall, the services of a mortgage loan officer can be invaluable for residents of Portsmouth, NH looking to make one of the biggest financial decisions of their lives.

Tax Services

Residents of Portsmouth, NH can benefit greatly from the services of a tax advisor. With the city's thriving tourism industry and its status as a popular destination for retirees, tax planning can be a complex and confusing process. A tax advisor can help residents navigate the intricacies of state and federal tax laws, identifying deductions and credits that can help reduce their tax burden. Additionally, Portsmouth residents who own businesses or rental properties may require specialized tax advice to ensure compliance with local regulations and maximize their profits. With the city's rich history and unique cultural offerings, a tax advisor can also help residents take advantage of tax incentives for historic preservation and arts-related initiatives. Overall, a knowledgeable tax advisor can provide invaluable assistance to Portsmouth residents in managing their finances and achieving their financial goals.

Estate Planning Lawyer

Residents of Portsmouth, NH can benefit greatly from the expertise of an estate planning lawyer. These professionals can help with a variety of legal matters related to the distribution of assets, including drafting wills, trusts, and powers of attorney. In a city like Portsmouth, where the median home value is over $400,000, estate planning is especially crucial. An experienced lawyer can work with individuals to create a comprehensive plan that takes into account their unique circumstances, including any business interests or charitable giving goals. Additionally, an estate planning lawyer can help navigate the complex tax laws that apply to estates, ensuring that beneficiaries receive the maximum benefit possible. With the help of a skilled estate planning lawyer, residents of Portsmouth can have peace of mind knowing that their assets will be distributed according to their wishes.

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