Financial Advisors in Somersworth, New Hampshire (Strafford County)

Robin Young, CFP, MBA, RLP

Jared Hoole, CFP, MST
Turn your visions into reality. Reaching your goals in life is considerably easier if you're an accomplished investor. But like most people, chances are you're not a financial wizard. Simply understanding the language can often be confusing and complicated, not to mention creating a comprehensive financial plan. That's where we can help -- whether you aspire to purchase your first home, fund your child's education, retire early, or embark on a European vacation. It can happen. Because at Lakeside Financial Planning we turn your visions into reality. How? We provide unbiased, objective financial planning and investment advice on a fee-only basis. That means our advisors do not receive commissions or referral fees for any recommendations they make. Our advice is provided solely with your best interests in mind. Before making any recommendations, we consider your individual circumstances, goals and values to design a financial strategy that works in harmony with you and your future. Our advisors believe that financial planning is an on-going process, founded first on honesty and trust. Working together, we can give you power over your financial future. Which means you don't have to be a financial expert, you just need one on your side. ... See More

Comprehensive financial and investment advice and management.

Here, at Applied Capital Management, we are comprehensive planners. We are versed in estate planning and tax preparation (although we don’t offer this to clients, we can help you find a competent attorney and CPA should you need one). Our focus is on – cash flow/budgeting, retirement planning, college savings (if applicable), risk management (including health and life insurances), and investment management.... See More

Boston Retirement Advisors, LLC, is a Fee-Only Financial Planning and Investment Advisory firm with over 30 years experience, with our main location in Salem, NH. We assist our clients with the creation and preservation of wealth strategies by custom tailored and individually managed portfolios unique to their risk/return profile and investment time horizon. We develop comprehensive Financial Plans and specialize in Retirement Planning. We work extensively with a team of advisors consistent with the needs and desires of our clients. We sell no products or receive any commissions or referral fees. We are paid entirely by our clients and avoid any conflict of interest. We encourage quarterly meetings to assure recommendations are implemented and adjustments are made to assure your Financial success. We have clients in over 15 states, including offices in Bonita Springs, Florida and Honolulu, Hawaii.

Our Financial Planning and Investment Advisory services are client-centered and comprehensive to individuals who appreciate the attention to detail and the disciplined approach we bring to managing their assets. We believe that investing is part of Financial Planning and not an end in itself. We understand Financial Planning and investment management are lifelong endeavors as contrasted with one-time engagements. We believe in long term relationships and strive to continually understand clients' financial concerns and wishes. We work with clients who welcome time as an ally and patience as a virtue in building investment portfolios. We are independent and have no ouside entity to unduly influence our client advice, except our best research, judgement and experience. We are a Fee-Only firm, and accept no compensation or commissions from any non-client source concerning our services to clients.


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©2009 Boston Retirement Advisors, LLC . All rights reserved.... See More

Paul is a Fee Only Financial Advisor and has over 25 years experience. Paul's firm sells no products and earns no commission and represents his clients 100%. Paul is also a Accredited Investment Fiduciary and promotes full disclosure and transparency.... See More

Robert Bartley, CFP, CPA
We LISTEN to You and help you crystallize What's Most Important to you by defining Your Vision-Your Life's Dreams. We help you turn those dreams into reality by helping you define your goals and guiding you to stay on track every step of the way so you can live The Life That You Envision. We accomplish this with a highly skilled team of professionals of CFP's and CPAs. Please don't hesitate to call us to see if we are a fit - or or request a consultation at our website, www.bartleyfinancial.com
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Jean Fullerton, CFP, MS
Milestone Financial Planning, LLC (MFP) provides fee-only investment management and financial planning services. Our mission is to provide exceptional planning and consulting services encompassing all the major milestones of life (birth, education, work, retirement, and death) while considering the tax implications. At MFP, you will work directly with our CFP(R) practitioners and CPAs.... See More

Kyle Meyer, CFP
Mclean Asset Management is a fiercely independent and unique fee-only Wealth Management firm that combines talented and experienced advisors with a commitment to effectively leverage advanced technology. This combination will help you clarify and control your financial situation so you can get back to your life. In short, our goal is to be your trusted Chief Financial Officer.
Mclean Asset Management takes a holistic approach to your financial goals and recognizes your life does not reside in a vacuum of goals and strategies. Consequently, before we provide any recommendations, we implement a systematic discovery process to understand your situation. Then our advisors, in collaboration with you and a team of experts develop a strategy that encompasses investment management, wealth enhancement, wealth protection, wealth transfer and charitable giving. We continually monitor your progress to your goals and adapt to your changing circumstances as needed... See More

Investment Advice and Management for individual Stocks and Mutual Funds.

Dorothy Cole, CFP, EdM, MBA
We have been providing a full range of fee-only financial planning services since 1991. These include preparing comprehensive financial plans, providing on-going asset management and doing various special projects on either a one-time or ongoing basis. Past special projects have included specialized services to small and mid-size businesses. We offer an initial free consultation to appropriate prospective clients. This is typically done by phone or at the client's home or office. We have found that it is generally better for everyone involved if we go to where clients normally keep their financial records. The fees clients pay us are considered investments. We will not recommend our services unless we are first convinced that our services will be helpful and that we will be able to show the person how to get more money back in his/her pocket than what s/he has paid us. Our fees are based upon complexity and amount of assets. Consequently, they vary from client to client. However, on average they range from about 1/10th to 1/2 of 1% of a client's total assets -- depending upon what services are provided. We do not tell our clients what to do. Instead, we provide education so that each may make informed choices now and in the future. We do everything possible to help clients implement their decisions, but we take no custody of and have no discretionary authority over our clients' assets.... See More

It starts with a casual conversation with an experienced compassionate professional.

Perhaps knowing if you are on track for your ideal retirement is important to you. It might be protecting your family should the unexpected happen or simply wanting a better understanding of your finances. Perhaps you need help with just one issue such as rolling-over a retirement plan, acquiring adequate life insurance or saving for retirement. For "Baby Boomer's" it might be ensuring they have enough income in their retirement years.
"You need help from someone, so why not let us help you? You'll be glad that you did."

We are independent, objective and flexible.

No one is too big or too small to help. If you are looking for trusted, objective, Fee-Only advice - you've found it. If you finally want your own financial plan in place, we offer an easy to understand and an affordable planning fee . Or, if you just want a second opinion or a quick checkup, we can work on an hourly basis . We also offer prudent investment and insurance services as robust as the big companies, but with hometown atmosphere.

"Our mission is to guide you with Christian principles and serve you with authenticity, compassion and respect."... See More

We provide well being that allows our clients to sleep nights regardless of market conditions and a comfortable life style at different points in time. Fee-Only planning without product sales allow us to serve your needs before ours. Pre and Post Retirement planning along with a 25 year long term spending plan allows for adjustments as our clients age. When seeking a professional advisor, always look for a "fee-only" advisor as the best way to avoid potential conflicts of interest. Our clients needs will always come first and foremost. Keep in mind that an investment plan begins with a Comprehensive Financial Plan and not the other way around. Call if you are ready to put together a short and longer term plan for you, your family and/or succession planning for your business. Good luck in your search... See More

We provide comprehensive fiduciary and wealth management advisory services for institutions and individuals. We are an independent, fee-only firm free from conflicts of interest. We do not sell products and receive no commissions, receiving compensation solely from fees paid to us by our clients, after we have provided services. A free initial consultation is offered to prospective clients or trustees.... See More

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