Member Directory

Financial & Investment Planning
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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.

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.

A wealth management firm headquartered in Concord, NH.Charter Trust is the largest locally owned investment management firm in northern New England. 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.

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.

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

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.

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.

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

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

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

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

Full service financial brokerage firm providing quality investment advice.

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.

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

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

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