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Find Retirement Advisors for Retirement Planning in New Hampshire, Lebanon

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 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 registration checks. 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.

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Top 2 Retirement Planning firms in Lebanon, New Hampshire (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

67 Etna Road, Suite 500
Lebanon, NH, 03766
$3,554,771,0001823
A percentage of AUM, Fixed fees, Performance Based
2

67 Etna Road, Suite 360
Lebanon, NH, 03766-1358
$307,811,7212605
A percentage of AUM

Information on Top Retirement Planning firms in Lebanon, New Hampshire

QualificationsFirm CRD# 127064

Assets Under Management $3,554,771,000

No. Of Clients18

Clients Per Financial Advisor1

GLOBAL FOREST PARTNERS LP is a financial advisory firm situated in Lebanon, New Hampshire. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 18 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 114439

Assets Under Management $307,811,721

No. Of Clients260

Clients Per Financial Advisor52

AMERICAN TRUST INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Lebanon, New Hampshire. With a nearly $308M assets under management, the firm specializes in crafting personalized retirement planning solutions for 260 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
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