Member Directory

Investment Services/Management
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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  community bank, serving residential and commercial customers that include retail banking, commercial lending, residential mortgage, Bangor Payroll and Bangor Merchant 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.

Providing holistic wealth management services, integrated advanced planning and investment management aligned with clients' risk management, capital preservation and family legacy goals.

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.

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.

KCS Advisors is dedicated to providing clients a unique combination of personal service, substantial experience and independent advice in the management of their financial assets.

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

Proudly offers personal and business checking, savings, and loans for individuals, small businesses and commercial customers, with 16 branches statewide.

TD Bank, America’s Most Convenient Bank®, delivers an unparalleled customer experience at 1,300+ locations from Maine to Florida. They’re open early, open late - provide free ATM access at thousands of TD ATMs - live customer service 24/7 - free online banking and bill pay - and offer a broad array of retail, small business and commercial banking products.

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