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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.


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


Edward Jones Investments Office of Simon Keeling CFP®
11 South Main Street, Suite 201
Concord, NH 03301
603-715-1703
Fax: 866-462-5545
Email
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.

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.

Providing auto/home, health & life insurance, long-term insurance, business insurance, bank and financial services.

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