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Investment Advisory Services
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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.

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.

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.


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.  

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.

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