Member Directory

Financial Services

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.

Providing commercial loans, home mortgages, business and personal checking, plus wealth management services with the latest technology for added convenience.


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

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.

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.

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.

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

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.

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.

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

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

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

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

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

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.  

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.

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