Wealth Management in Rockingham County, NH

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List of Firms

Rockingham County, NH Wealth Management Firms

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Rise Private Wealth Management - Ameriprise Financial Services, LLC
5 out of 5
Location 262 S River Rd Ste 201, Bedford, NH 03110, USA
Phone (603) 606-4255
Directions
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The Wentworth Group - Morgan Stanley
Location 1 Harbour Place Ste 125, Portsmouth, NH 03801, USA
Phone (603) 422-8907
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Commonwealth Financial Network, Dawn G. Latham
Location 175 Water St, Exeter, NH 03833, USA
Phone (888) 778-4631
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Robinson Smith Wealth Advisors LLC
Location 1 Harbour Place #12, Portsmouth, NH 03801, USA
Phone (603) 427-8926
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Anthony Giordano - RBC Wealth Management Financial Advisor
Location 100 International Dr Suite 375, Portsmouth, NH 03801, USA
Phone (603) 427-4732
Directions
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Photiades Wealth Management
Location 1000 Elm St Fl 15, Manchester, NH 03101, USA
Phone (603) 206-6057
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SEC File# 801-120465
CRD# 284480
5 out of 5
Location 170 Commerce Way #200, Portsmouth, NH 03801, USA
Phone (603) 237-1341
Directions
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Merrill Lynch Wealth Management Advisor Guy Inslee
Location 100 Market St Suite 404, Portsmouth, NH 03801, USA
Phone (800) 760-6024
Directions
SEC File# 801-70154
CRD# 150138
Location 155 Lafayette Rd, North Hampton, NH 03862, USA
Phone (603) 379-8161
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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New England Wealth Advisors
Location 2 Commerce Dr, Bedford, NH 03110, USA
Phone (603) 429-0968
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The Harbor Group Inc.
5 out of 5
Location 331 S River Rd, Bedford, NH 03110, USA
Phone (603) 668-0634
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SEC File# 801-118174
CRD# 286628
5 out of 5
Location 110 Chapel St, Portsmouth, NH 03801, USA
Phone (603) 319-8211
Directions
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Northeastern Wealth Management LLC
Location 10 Commerce Park N, Bedford, NH 03110, USA
Phone (603) 645-3700
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Baystate Financial
Location 149 Water St, Exeter, NH 03833, USA
Phone (603) 394-7880
Directions
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Merrill Lynch Wealth Management Advisor Paige Inslee
Location 100 Market St Suite 404, Portsmouth, NH 03801, USA
Phone (603) 334-2302
Directions
Wealth Management in Rockingham County, NH

Where Wealth Management Advisors in Rockingham County, NH Serve

Rockingham County, NH is a vibrant and diverse region located in the southeastern part of the state. It is home to several notable landmarks, including the historic Portsmouth Harbor Lighthouse, the stunning Hampton Beach, and the picturesque Great Bay National Wildlife Refuge. The county boasts a thriving economy, with top employers such as Liberty Mutual, Fidelity Investments, and Timberland. Major highways and streets, such as I-95, Route 101, and Route 125, provide easy access to neighboring cities and towns. The county is comprised of several unique neighborhoods, each with its own distinct character and charm. From the bustling city of Portsmouth to the quiet town of Atkinson, Rockingham County offers a wide range of experiences for residents and visitors alike.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Rockingham County, NH can benefit from a bank in many ways. For instance, the county is known for its booming tourism industry, and a bank can help residents tap into this market by offering loans to start or expand their businesses. Additionally, the county has a high median income, and a bank can help residents manage their finances by offering investment opportunities and financial planning services. Furthermore, the county has a large aging population, and a bank can provide specialized services such as retirement planning, estate planning, and long-term care insurance. Overall, a bank can be a valuable resource for residents of Rockingham County, NH, helping them achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Rockingham County, NH can benefit greatly from the services of an insurance broker. With its diverse population of over 300,000 people, the county presents unique challenges in terms of insurance coverage. An insurance broker can help residents navigate the complexities of health insurance, auto insurance, and home insurance, all of which are essential in this county. For instance, Rockingham County is known for its harsh winters, which can result in car accidents and property damage. Therefore, an insurance broker can help residents find policies that provide adequate coverage for these types of incidents. Moreover, with the rising costs of healthcare, an insurance broker can help residents find affordable health insurance plans that meet their specific needs. In short, an insurance broker can be a valuable resource for residents of Rockingham County, NH, ensuring that they have the coverage they need to protect their families and assets.

Retirement Planning

Residents of Rockingham County, NH can benefit from the expertise of a retirement planner in many ways. With a population of over 300,000 people, Rockingham County is the most populous county in New Hampshire. This means that there are a significant number of individuals who may need help planning for their retirement. A retirement planner can help residents of Rockingham County navigate the complex world of retirement planning, including choosing the right investment products, determining the appropriate level of risk, and creating a comprehensive retirement plan that takes into account their unique financial situation. Additionally, a retirement planner can help residents of Rockingham County understand the tax implications of their retirement savings and help them take advantage of tax-saving strategies. With the help of a retirement planner, residents of Rockingham County can feel confident that they are on the right track to achieving their retirement goals.

Financial Advisor

Residents of Rockingham County, NH can benefit from the expertise of a financial advisor in numerous ways. With a population of over 300,000, Rockingham County is known for its high median household income and thriving business community. However, many residents may struggle with managing their finances effectively, especially in the face of rising living costs and economic uncertainty. A financial advisor can help Rockingham County residents create a personalized financial plan, which may include strategies for saving, investing, and managing debt. Additionally, a financial advisor can provide guidance on tax planning, retirement planning, and estate planning, all of which can be complex and confusing for the average person. With the help of a skilled financial advisor, residents of Rockingham County can feel more confident in their financial future and better equipped to achieve their long-term goals.

Mortgage Loan Officer

Residents of Rockingham County, NH can benefit from the expertise of a mortgage loan officer in several ways. With the county's population of over 300,000 people, a mortgage loan officer can help residents navigate the complex and often confusing world of home financing. Specifically, Rockingham County is known for its high median home value, which is 29% higher than the national average. This means that many residents may require larger loan amounts, which can be overwhelming without the guidance of a mortgage loan officer. Additionally, with the county's proximity to the coast and numerous lakes, a mortgage loan officer can assist residents in securing financing for waterfront properties, which often come with unique challenges and requirements. Overall, a mortgage loan officer can provide invaluable support to Rockingham County residents looking to achieve their dream of homeownership.

Tax Services

Residents of Rockingham County, NH could benefit from the guidance of a tax advisor in numerous ways. With the county's diverse economy, which ranges from agriculture to high-tech manufacturing, navigating the tax code can be complex. A tax advisor can help individuals and businesses identify deductions and credits that are specific to their industry or profession, such as the Research and Development Tax Credit for tech companies. Additionally, Rockingham County has a high number of retirees, who may have unique tax considerations such as Social Security and pension income, and a tax advisor can help them optimize their retirement income. Finally, with the county's proximity to Massachusetts, residents who work across state lines may face additional tax complexities, such as the Massachusetts Nonresident Income Tax. A tax advisor can help them navigate these complexities to ensure they are not overpaying or underpaying their taxes.

Estate Planning Lawyer

Rockingham County, NH residents can benefit from the expertise of an estate planning lawyer in numerous ways. For instance, an estate planning lawyer can help residents create a will that outlines their wishes for their assets and properties after they pass away. This is particularly important in Rockingham County, NH, where the population is largely made up of retirees and elderly individuals who may have accumulated significant assets over their lifetimes. Additionally, an estate planning lawyer can assist residents with setting up trusts to protect their assets and ensure that their loved ones are taken care of in the future. They can also help with healthcare directives, power of attorney, and other legal documents that can provide peace of mind for both the individual and their family members. With the help of an estate planning lawyer, residents of Rockingham County, NH can rest assured that their wishes will be carried out and their loved ones will be taken care of.

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