Member Directory

Investment Advisory Services


Profile

Bank of America

Bank of America

www.bankofamerica.com/newhampshire

One of the world's largest financial institutions, serving individual consumers, small- and middle-market businesses & large corporations with a full range of banking, investing, asset management and other financial & risk management products & services.

118 Storrs Street
Concord, NH 03301
Map

603-225-4401
603-647-7652
Fax: 603-228-7426
Email

  • Banks & Banking Associations
  • Investment Advisory Services
  • Mortgage Company

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

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

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

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

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

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