Financial Advisors in Whitefield, New Hampshire (Coos County)

Cynthia Taradash, BS, CFP, ChFC, MBA
CVT Financial Planning provides comprehensive financial planning to individuals and small businesses, specializing in the needs of middle-income individuals and couples. Our clients are looking for specific advice, financial eduation and guidance to assist them in achieving both their long-term and short-term goals.... See More

World Market Advisors provides ethical, affordable, and innovative Wealth Management strategies to help you meet your needs, hopes, and aspirations. With over 35 years of experience, we are independent, employee-owned, and laser-focused on our clients' needs.... See More

The Hanover Group of UBS Financial Services provides comprehensive financial planning and portfolio analysis. We are a fee based practice with over 35 years of financial experience

Susan John, AIF, CFP
For over twenty years, Financial Focus, Inc. has been providing financial planning services to individuals and families. The advice that we provide is unique to each client's circumstances and objectives. There are many factors that influence personal finances. Our financial planning process looks at all of these factors to provide you with specific, personalized guidance.
Our process is designed to show you where you are now, and to provide you with a road map that will help you to meet your objectives. We will help you to understand the pros and cons of various courses of action in order that you can make informed decisions about your financial future.
Investment Management and Mutual fund Advice. We employ an asset allocation approach that is tailored to individual goals, income needs, tax situation, time horizon and risk tolerance. Portfolio management services are provided as part of the financial planning process and not available on a stand alone basis. We employ mutual funds, exchange traded funds, municipal bond and individual securities in various strategies designed to meet your goals. In addition, we have extensive knowledge of professional asset managers and utilize a “separate account” approach where appropriate. A custom investment policy statement is written to ensure that expectations are understood.... See More

The Wealth Conservatory helps individuals and families develop and implement comprehensive financial plans designed to protect and enhance their wealth and the standard of living it supports, thus enabling them to confidently and efficiently move towards their financial objectives.

We use a multi-advisor team approach to indentify our clients best alternatives. We are a fee-only financial planning and wealth management firm. This means their are not commissions, sales promotions or hidden fees to cloud our advice.

One of our NAPFA-Registered Financial Advisors is assigned to each client to identify their goals, address their concerns, explain their alternatives and help them implement their decisions.

Clients experience our success when they first start to feel the freedom that a lifetime of prudent financial planning and guidance provides.... See More

The Ivy League Advisory Group is a fiduciary investment advisory firm serving professionals at every stage of life with Tax Minimization, Social Security Optimization, and Wealth and Income Planning. The firm has created a process for financial planning that teaches you how to protect, grow and potentially keep more of your money.... See More

Thomas Chadwick, BS, CFP, ChFC, EA, MSFS