For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.
O'Brien Asset Management (603) 570-4813
155 Fleet St Portsmouth, NH 03801-4050 View on Map (603) 570-4813
Compensation Method: Fee Only Minimum Investable Assets: $200,000 Languages: English
CFP Board Disciplinary History: No Bankruptcy Disclosure in Last 10 Years: No
Specialties: Comprehensive Financial Planning, Employee and Employer Plan Benefits, Investment Management, Retirement Income Management
American Family Financial Group LLC (603) 432-2944
34 Crystal Ave Derry, NH 03038-1704 View on Map (603) 432-2944
Compensation Method: Commission and Fee Minimum Investable Assets: $25,000 Languages: English
Specialties: Business Succession Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning, Intergenerational Planning, Investment Management
Morgan Stanley Wealth Management (603) 269-0226
1000 Elm St Fl 14 Manchester, NH 03101-1730 View on Map (603) 269-0226
Compensation Method: Commission and Fee Minimum Investable Assets: $250,000 Languages: English
Specialties: Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning
Wells Fargo Advisors (603) 357-1100
171 W Street Keene, NH 03431-3365 View on Map (603) 357-1100
Compensation Method: Fee Only Minimum Investable Assets: $250,000 Languages: English
Specialties: Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Investment Management, Long-Term Care
Northeast Planning Associates, Inc. (508) 878-3629
PO Box 276 92 Main Street Meredith, NH 03253-0276 View on Map (603) 677-7009
Specialties: Comprehensive Financial Planning
Dorothy J. Cole (603) 424-7062
PO Box 819 Merrimack, NH 03054-0819 View on Map (800) 352-6530
Compensation Method: Fee Only Minimum Investable Assets: None Provided Languages: English
Specialties: Comprehensive Financial Planning, Small Business Planning, Special Needs Planning
WJM Financial LLC (603) 589-8010
2 Commerce Dr Bedford, NH 03110-6803 View on Map (603) 589-8010
Money Concepts (603) 880-6671
136 State Route 101a Amherst, NH 03031-2209 View on Map (603) 880-6671
Compensation Method: Commission and Fee Minimum Investable Assets: $50,000 Languages: English
Specialties: Accounting
Metlife (603) 942-5616
PO Box 245 Northwood, NH 03261-0245 View on Map (603) 834-4098
Compensation Method: Commission Only Minimum Investable Assets: None Provided Languages: English
Specialties: Comprehensive Financial Planning, Education Planning, Insurance Planning, Investment Planning
UBS Financial (603) 226-1125
10 Park St. Concord, NH 03301-6308 View on Map (603) 226-1125
Compensation Method: Commission and Fee Minimum Investable Assets: None Provided Languages: English
Specialties: Charitable Giving, Comprehensive Financial Planning, Education Planning, Investment Management, Mortgages, Retirement Income Management, Wealth Management
Citizens Investments (207) 475-5457
140 Washington St Dover, NH 03820-3721 View on Map (207) 475-5457
Compensation Method: None Provided Minimum Investable Assets: $150,000 Languages: English
Specialties: Retirement Planning
Brophy Wealth Management (603) 668-2303
40 S River Rd Unit 15 Bedford, NH 03110-6721 View on Map (603) 668-2303
Compensation Method: None Provided Minimum Investable Assets: None Provided Languages: English
Specialties: Charitable Giving, Comprehensive Financial Planning, Intergenerational Planning, Investment Management, Retirement Planning
The Wealth Conservatory (800) 472-1844
29 School St Lebanon, NH 03766-1636 View on Map (800) 472-1844
Merrill Lynch (888) 240-6879
100 Market St Unit 302 Portsmouth, NH 03801-3760 View on Map (888) 240-6879
Coneeny Investment Management LLC (603) 595-7742
20 Trafalgar Square Ste 304 Nashua, NH 03063-1985 View on Map (603) 595-7742
Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Investment Management
Morgan Stanley Smith Barney, LLC (603) 422-8907
One Harbor Place Ste 125 Portsmouth, NH 03801-3870 View on Map (603) 422-8907
Granite Bay Wealth Management (603) 897-5638
1 New Hampshire Avenue Suite 330 Portsmouth, NH 03801-2904 View on Map (603) 610-8881
Specialties: Investment Management
Mass Mutual Financial Group (978) 453-2361
230 Amherst St Nashua, NH 03063-1702 View on Map (617) 435-1239
Specialties: Accounting, Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, Estate Planning
Edward Jones Investments (603) 773-5822
19 Hampton Rd Ste 5 Exeter, NH 03833-4825 View on Map (603) 773-5822
Compensation Method: Commission and Fee Minimum Investable Assets: $100,000 Languages: English
Specialties: Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Elder Care, Estate Planning, Insurance Planning
Ballentine Partners, LLC (603) 569-1717 x210
PO Box 1035 Wolfeboro Falls, NH 03896-1035 View on Map (603) 569-1717