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Find Retirement Advisors for Retirement Planning in Concord, New Hampshire
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Concord, New Hampshire
Last Updated - April 24, 2024Concord has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Concord, New Hampshire have an average of 15 years of experience.
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List of Qualified Retirement Planning Advisors in Concord, New Hampshire
VERIFIEDAaron A Milne
CFP®, EA
MAERCO Financial
Qualifications
CRD# 5692927
Firm CRD# 139627
Series 6, 7, 63, 65
Minimum Assets Required
$100,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDAllworth Financial
Allworth Financial
Qualifications
Firm CRD# 111167
Minimum Assets Required
Not Specified
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 4 Retirement Planning firms in Concord, New Hampshire (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | CARLSON INVESTMENTS Two Capital Plaza, Suite 404 Concord, NH, 3301 | $656,590,464 | 820 | 13 | A Percentage of AUM |
| 2 | WHITEGATE INVESTMENT COUNSELORS, INC. 46 South Main Street, Concord, NH, 3301 | $618,358,119 | 484 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | ATLAS FIDUCIARY SERVICES, INC. 123 N. State Street, Unit 1 Concord, NH, 3301 | $197,897,398 | 139 | 2 | A Percentage of AUM, Hourly charges |
| 4 | VALPEY FINANCIAL SERVICES LLC 100 North Main Street Suite 500, Concord, NH, 3301 | $152,412,350 | 559 | 4 | A Percentage of AUM, Hourly charges |
Information on Top Retirement Planning firms in Concord, New Hampshire
QualificationsFirm CRD# 105729
Assets Under Management $656,590,464
No. Of Clients820
Clients Per Financial Advisor63
CARLSON INVESTMENTS is a financial advisory firm situated in Concord, New Hampshire. With a nearly $657M assets under management, the firm specializes in crafting personalized retirement planning solutions for 820 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 107732
Assets Under Management $618,358,119
No. Of Clients484
Clients Per Financial Advisor121
WHITEGATE INVESTMENT COUNSELORS, INC. is a financial advisory firm situated in Concord, New Hampshire. With a nearly $618M assets under management, the firm specializes in crafting personalized retirement planning solutions for 484 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 321271
Assets Under Management $197,897,398
No. Of Clients139
Clients Per Financial Advisor70
ATLAS FIDUCIARY SERVICES, INC. is a financial advisory firm situated in Concord, New Hampshire. With a nearly $198M assets under management, the firm specializes in crafting personalized retirement planning solutions for 139 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 154154
Assets Under Management $152,412,350
No. Of Clients559
Clients Per Financial Advisor140
VALPEY FINANCIAL SERVICES LLC is a financial advisory firm situated in Concord, New Hampshire. With a nearly $152M assets under management, the firm specializes in crafting personalized retirement planning solutions for 559 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Dover, New Hampshire
- Retirement Planners in Nashua, New Hampshire
- Retirement Planners in Peterborough, New Hampshire
- Retirement Planners in Portsmouth, New Hampshire
Looking for more choices? Use our free match service to compare retirement planners serving your area.