Member Directory

Financial & Investment Planning


Profile

A1 Freedom Financial

www.kimballfinancial.com

Certified Financial Planner

5 Sheep Davis Road, Suite H
Pembroke, NH 03275
Map

603-715-1427
Email

  • Financial & Investment Planning

Profile

Altus Investment Group, LLC

Altus Investment Group, LLC

www.altusinvest.com

A registered investment advisor firm offering wealth management and financial planning services to individuals, businesses, foundations, and non-profits. Specializing in 401Ks, women investors and environmentally and socially responsible investments. 

Securities and advisory services offered through LPL Financial, a registered investment adviser and member FINRA/SIPC. Altus Investment Group and LPL Financial are not affiliated.

104 North State Street
Concord, NH 03301-3938
Map

603-223-6726
Fax: 603-223-6785
Email

  • Financial & Investment Planning
  • Financial Management Consulting
  • Financial Services
  • Investment Services/Management
  • Long Term Care Planning

Profile

Benjamin F. Edwards & Company

Benjamin F. Edwards & Company

www.benjaminfedwards.com

A growing, national wealth management firm that is committed to putting its clients' interests first.

70 Commercial Street, Suite 101
Concord, NH 03301
Map

603-369-4960
Fax: 603-369-4959
Email

  • Financial & Investment Planning
  • Financial Services
  • Investment Advisory Services
  • Investment Services/Management
  • Stocks & Bonds Brokers

Profile

Capitol Wealth Management LLC

Capitol Wealth Management LLC

www.capitolwealthnh.com

A registered investment advisor firm offering wealth management and financial planning to individuals, businesses and non-profits. Committed to helping clients reach their financial goals while making investment decisions with their best interests in mind.

16 Centre Street
Concord, NH 03301
Map

603-715-2664
Fax: 603-715-5608
Email

  • Financial & Investment Planning
  • Financial Services
  • Insurance
  • Investment Advisory Services
  • Investment Services/Management

Profile

Charter Trust Company

Charter Trust Company

www.chartertrust.com

Founded in 1984, Charter Trust Company is a wealth management firm headquartered in Concord, NH. Chartered by the State of NH Banking Department, Charter Trust is the largest locally owned investment management firm in northern New England. Working confidentially with individuals, families and institutions to create, manage and preserve wealth, the firm manages over $1.6 billion in client assets and acts as fiduciaries for clients in 43 states and 10 countries. They work with their clients on a wide variety of matters including investment management, trust services, estate planning, charitable planning, financial planning, retirement planning, tax planning and family office services.

90 North Main Street
Concord, NH 03301
Map

603-224-1350
603-856-5259
Fax: 866-351-8163
Email

  • Financial Management Consulting
  • Financial & Investment Planning
  • Investment Advisory Services
  • Investment Services/Management
  • Tax Services

Profile

Citizens Bank

Citizens Bank

www.citizensbank.com

A  full-service commercial bank with 80 branches and 204 ATMs located across New Hampshire. They offer a full range of products and services from the smallest to the largest businesses in the state; towns and cities, as well as individuals.

One Capital Plaza
Concord, NH 03301
Map

603-229-3500
Fax: 603-229-3501
Email

  • Banks & Banking Associations
  • Financial & Investment Planning
  • Mortgage Company

Profile

D.L. Carlson Investment Group, Inc.

www.carlsoninvest.com

Registered investment advisors

2 Capital Plaza, Suite 404
Concord, NH 03301
Map

603-224-5977
Fax: 603-226-2156
Email

  • Financial & Investment Planning

Profile

Davis Wealth Management, LLC

Davis Wealth Management, LLC

www.daviswealthmgmt.com

Wealth preservation services including: Investment Advisor Representative, retirement and LTC planning, insurance needs, risk management, income planning, annuities, IRA distribution and social security strategies.

10 Fayette Street
Concord, NH 03301
Map

603-715-2335
Fax: 603-715-2439
Email

  • Financial Services
  • Financial & Investment Planning
  • Insurance
  • Investment Advisory Services
  • Long Term Care Planning

Profile

Edward Jones Investments Office of Simon Keeling CFP®

www.edwardjones.com/simon-keeling

Financial services, focusing on the financial needs of the serious long term individual investor. Creating tailored solutions to be implemented so that financial goals can be realized.

11 South Main Street, Suite 201
Concord, NH 03301

603-715-1703
Fax: 866-462-5545
Email

  • Financial & Investment Planning

Profile

Franklin Savings Bank

Franklin Savings Bank

www.fsbnh.bank

An independent, mutually-owned community bank, offering a full array of commercial lending, retail banking and investment services throughout the Central Lakes Region and southern New Hampshire.

139 King Street
Boscawen, NH 03303
Map

603-934-4445
800-372-4445
Fax: 603-934-1420
Email

  • Banks & Banking Associations
  • Financial & Investment Planning
  • Investment Advisory Services
  • Investment Services/Management
  • Mortgage Company

Profile

Granite Investment Advisors

Granite Investment Advisors

www.GraniteInvestmentAdvisors.com

Granite Investment Advisors was founded in 1983 and manages money for high net worth individuals, endowments, foundations, non-profits, and corporations. They are 100% management owned and our investment team is experienced, diligent, and value oriented. They conduct ourselves with honor, honesty, and integrity at all times and make all investment decisions with our clients’ best interests in mind, first and foremost.

6 Eagle Square, 3rd Floor
Concord, NH 03301
Map

603-226-6600
Fax: 603-226-7200
Email

  • Financial & Investment Planning
  • Financial Services
  • Investment Advisory Services
  • Investment Services/Management

Profile

Ledyard National Bank/Ledyard Financial Advisors

Ledyard National Bank/Ledyard Financial Advisors

www.ledyardbank.com

Financial services organization offering integrated investment, banking and wealth management services located in Concord, Upper Valley and Lake Sunapee region.
Headquartered in Hanover, NH.

1 Pillsbury Street, Suite 303
Concord, NH 03301
Map

603-513-4100
603-643-2244
Fax: 603-513-4080
Email

  • Banks & Banking Associations
  • Financial & Investment Planning
  • Financial Services
  • Investment Services/Management

Profile

New England Employee Benefits Company, Inc.  (NEEBCo)

New England Employee Benefits Company, Inc. (NEEBCo)

www.neebco.com

Electronic Enrollment
ACA Consulting & Reporting
Employee Tracking
Group & Individual Employee Benefits
Group & Individual Financial Planning

15 Chenell Drive
Concord, NH 03301
Map

603-228-1133
Fax: 603-225-1960
Email

  • Employee Benefits
  • Financial & Investment Planning
  • Insurance
  • Insurance-Health

Profile

Parsons Financial Associates, Inc.

www.parsonsfinancialassociates.com

Financial services.

24 South State Street
Concord, NH 03301
Map

603-224-9906
Fax: 603-225-7451
Email

  • Financial & Investment Planning
  • Insurance

Profile

Primerica - Jim Figueira

Primerica - Jim Figueira

www.primerica.com/jamesfigueira

Primerica is a Main Street company for Main Street North America. Our mission is to help families earn more income and become properly protected, debt free and financially independent.

25 Nashua Road, Bldg. F, Suite 2
Londonderry, NH 03053-3446
Map

603-401-4471
Email

  • Employee Benefits
  • Financial & Investment Planning
  • Financial Services
  • Insurance
  • Life Insurance

Profile

RBC Wealth Management

www.rbcwm-usa.com

Full service financial brokerage firm providing quality investment advice.

45 South Main Street, Suite 200
Concord, NH 03301
Map

603-228-7940
Fax: 603-228-7999
Email

  • Financial & Investment Planning

Profile

Skip Jarvis, CLTC, Commonwealth Financial Group

Skip Jarvis, CLTC, Commonwealth Financial Group

www.commonwealthfinancialgroup.com

Insurance Representative of MassMutual.  Registered Representative of and offers securities, investment advisory and financial planning services through MML Investors Services LLC, a member of the MassMutual Financial Group.  101 Federal Street, Suite 800, Boston, MA 02110.  (617)439-4389.  MassMutual Financial Group is a marketing name for Massachusetts Life Insurance Company (MassMutual) and its affiliated companies and sales representatives, Springfield, MA 01111-001.  Local sales agencies are not subsidiaries of MassMutual or its affiliated companies.

43 Constitution Drive, Suite 201
Bedford, NH 03110
Map

603-471-4349
603-785-3279
Fax: 603-218-6212
Email

  • Financial & Investment Planning
  • Financial Services
  • Insurance
  • Investment Advisory Services

Profile

UBS Financial Services, Inc.

www.ubs.com/branch/concordcv

They are a full service wealth management firm helping families with financial planning and investment management.

10 Park Street, Suite 201
Concord, NH 03301-6303
Map

603-225-6601
800-678-0619
Fax: 603-226-2953
Email

  • Financial & Investment Planning

Profile

Valpey Financial Services, LLC

www.valpeyfinancialservices.com

Independent and fee-only wealth management services including comprehensive in-depth retirement and investment planning coordinated, as needed, with college, tax and estate planning.

1 Eagle Square, Suite 500
Concord, NH 03301-4903
Map

603-856-7945
Fax: 603-856-7946
Email

  • Financial & Investment Planning

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