Member Directory

Financial Services


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

Bar Harbor Bank & Trust

Bar Harbor Bank & Trust

www.BarHarbor.Bank

Looking to finance your business, purchase your dream home, or find a better checking relationship?  We are here to help you achieve your financial goals.  Member FDIC, Equal Housing Lender.   

8 Loudon Road, Suite 4
Concord, NH 03301
Map

603-224-5336
Email

  • Banks & Banking Associations
  • Estate/Trust/Probate
  • Financial Services
  • Mortgage Company
  • Payment Processing

Profile

Bellwether Community Credit Union

Bellwether Community Credit Union

www.bccu.org

Bellwether is a full service local financial institution, dedicated to serving the financial needs of those that live and/or work in NH.

425 Hooksett Road
Manchester, NH 03104
Map

603-645-8112
Fax: 603-645-8012
Email

  • Banks & Banking Associations
  • Financial Services

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

Cross Insurance Agency

Cross Insurance Agency

www.crossagency.com

They are a full service independent agency offering insurance, risk management and financial services to families, business and industry. Their three service divisions specialize in commercial insurance, personal insurance and employee benefits, including life and estate planning.

1100 Elm Street, Suite 100
Manchester, NH 03101-1500
Map

603-206-9933
800-969-3218
Fax: 603-296-1070
Email

  • Employee Benefits
  • Financial Services
  • Insurance
  • Insurance-Health

Profile

Davis & Towle Insurance Group

Davis & Towle Insurance Group

www.davistowle.com

Davis & Towle Insurance is one of NH's largest local agencies - providing home, auto, business and health insurance solutions. Contact us or drop by our Concord office today.

115 Airport Road
PO Box 1260
Concord, NH 03302-1260
Map

603-225-6611
603-715-9763
Fax: 603-225-7935
Email

  • Financial Services
  • Insurance
  • Insurance-Health
  • Investment Services/Management

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

Echelon College Planning

Echelon College Planning

www.echeloncollegeplanning.com

3 Carriage Road
Bow, NH 03304
Map

603-226-8665
Fax: 603-218-6947
Email

  • College Planning
  • Financial Services

Profile

Edward Jones-Karen Ward

www.edwardjones.com

11 South Main Street, Suite 201
Concord, NH 03301
Map

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

  • Financial Services

Profile

Foy Insurance Group

Foy Insurance Group

www.foyinsurance.com

Since 1893, Foy Insurance has partnered with the best regional and national insurance carriers for home, auto, business and life/health insurance options. Online instant quote available.

570 Pembroke Street
Pembroke, NH 03275
Map

603-410-5624
603-686-1157
Fax: 603-224-4827
Email

  • Consultants-Health Insurance
  • Financial Services
  • Insurance
  • Insurance-Health

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

Lincoln Financial Group

Lincoln Financial Group

www.lincolnfinancial.com

Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. Through its affiliated companies, Lincoln Financial Group offers: annuities; life, group life and disability insurance; 401(k) and 403(b) plans; savings plans; and comprehensive financial planning and advisory services. For more information, including a copy of their most recent SEC reports containing our balance sheets, please visit www.LincolnFinancial.com.

One Granite Place
Concord, NH 03301
Map

603-226-5000
Fax: 603-226-2963

  • Employee Benefits
  • Financial Services
  • Insurance

Profile

Merrill, Lynch, Pierce, Fenner & Smith, Inc.

fa.ml.com/steven.schehl

Provides Wealth Management services to clients by leveraging the investment insights of Merrill Lynch and the banking strength of Bank of America.

118 Storrs Street, 2nd Floor
Concord, NH 03301
Map

603-228-0538
603-223-2214
Email

  • Financial Services

Profile

Modern Woodmen of America

Modern Woodmen of America

https://reps.modernwoodmen.org/jmilliken/

Modern Woodmen of America is a member-owned fraternal financial services organization. They secure futures with financial guidance and products.

109½ South State Street
Concord, NH 03301
Map

603-223-0044
Fax: 603-223-0018
Email

  • Financial Services
  • Insurance
  • Non-Profits

Profile

New York Life

New York Life works with businesses, families and individuals in all areas of protection, accumulation and distribution of wealth and assets.

1155 Elm Street, 8th Floor
Manchester, NH 03101
Map

603-222-2511
Fax: 603-624-9784
Email

  • Financial Services

Profile

Northwestern Mutual-Bob Blood, CLU®, ChFC®, CFP®

www.nm.com/robertblood

Financial services, financial & investments, life insurance, disability insurance, long term care insurance, business succession planning, estate planning, & retirement planning

The Professional Building
194 Pleasant St., Suite 11
Concord, NH 03301
Map

603-224-3691
Fax: 603-226-0784
Email

  • Financial Services

Profile

Primerica - Cassandra Sweatt

Primerica - Cassandra Sweatt

www.primerica.com/csweatt

Showing people how to get out of debt, save money, send their children to college or university, obtain proper life insurance protection, auto & homeowners insurance, save for retirement and become financially independent.  

25 Hall Street, Suite 1A
Concord, NH 03301
Map

603-415-1144
603-387-4677
Fax: 603-415-1141
Email

  • Alarm Systems-Security/Fire
  • Employee Benefits
  • Financial Services
  • Insurance
  • Investment Advisory Services

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

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