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Find Top Financial Advisors in Bedford, New Hampshire

There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Bedford, New Hampshire

Last Updated - 28-May-2023

Bedford has 3 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 47 non-vetted advisors in your local area. These financial advisors in Bedford , New Hampshire have an average of 14 years of experience.

NOTE: The list of vetted financial advisors in Bedford , New Hampshire mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Bedford, New Hampshire.

Qualified Financial Advisors in Bedford, New Hampshire

Financial Advisor Experience AUM Minimum Assets Fee Structure
PEAK Wealth Management LLC
PEAK WEALTH MANAGEMENT LLC
20 Trafalgar Square, Suite 404,
Nashua, NH 03063
15 Years $100,000,000 $0 Fee-Only
Bluebird Wealth Management
BLUEBIRD WEALTH MANAGEMENT
6 Felton Ln,
West Newbury, MA 01985
11 Years $90,000,000 $250,000 Fee-Only
Joseph Skees
CFP®, ChFC®
GRANITE BAY WEALTH MANAGEMENT, LLC
767 Islington Street,
Unit 1D,
Portsmouth, NH 03801
18 Years Not Specified $50,000 Fee-Based

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Information on Qualified Financial Advisors in Bedford, New Hampshire

Qualifications CRD# 7509696
Firm CRD# 281036

Compensation/Fee Fee-Only, Based on Assets


Office Location 20 Trafalgar Square, Suite 404,
Nashua,
NH
03063
Phone Number 857-248-1647

About PEAK Wealth Management LLC

PEAK Wealth Management LLC

As a smaller firm, we operate with the highest level of integrity and accountability; we have no hidden agendas or pressure to do anything other than what is in our client's best interest. Growing and protecting your wealth is our priority. We are a Registered Investment Advisory firm (RIA). We are therefore required to act as a fiduciary to our clients, which means that our advice must be in our clients' best interests. We are a fee-based advisor, and our fee is calculated as a percentage of the assets we manage. We thrive when your portfolio thrives, thus, our goals are aligned with your goals.

Advisory Services Provided:

Financial Planning, 401K Rollovers, Wealth Management, Estate Planning & Trusts


Qualifications Firm CRD# 293420

Compensation/Fee Fee-Only, Hourly, Flat Fee, Based on Assets


Office Location 6 Felton Ln,
West Newbury,
MA
01985
Phone Number 978-775-1287

About Bluebird Wealth Management

Bluebird Wealth Management

We help people prepare for and thrive during retirement, by addressing critical factors such as retirement income generation, tax-sensitive portfolio management, insurance reviews (we do not sell insurance), and estate planning. We help our clients meet retirement and life goals by delivering transparent and independent asset management, tightly integrated with comprehensive financial planning, at an attractive value.

Advisory Services Provided:

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


Qualifications CRD# 2585891
Firm CRD# 35747
Series 7, 24, 66

Compensation/Fee Fee-Based


Office Location 767 Islington Street,
Unit 1D,
Portsmouth,
NH
03801
Phone Number 888-610-8881

About Granite Bay Wealth Management, LLC

Granite Bay Wealth Management, LLC

To combine the strength and heritage of our practice with the insight, concern, and experience of our associates to give clients objective, individualized advice and service that will help them achieve their long-term financial goals. We serve individuals and businesses in all areas of investment planning, including: - Retirement planning - Help making the most of your employer-sponsored retirement plans and IRAs. Determining how much you may need to retire comfortably. Helping clients manage their assets before and during retirement. - Education funding - Recommending investment and accumulation strategies to help you pay for your children's education. - Investments - Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending suitable investment vehicles to help you reach your goals. - Employee and executive benefits - Helping your business attract and retain qualified employees through benefit packages.


Customer Reviews

Top Financial Advisor Firms in Bedford, New Hampshire (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
THE HARBOR GROUP, INC.
331 South River Road, Bedford, NH 3110
15 3193 $1,543,409,151
A percentage of AUM, Hourly charges, Fixed fees
ALTERNA CAPITAL PARTNERS LLC
10 Corporate Drive, Suite 2204, Bedford, NH 3110
11 4 $771,163,525
A percentage of AUM, Performance Based
BROPHY WEALTH MANAGEMENT, LLC
40 South River Road, Bedford Place Unit 15, Bedford, NH 3110
11 1092 $418,005,280
A percentage of AUM, Hourly charges, Fixed fees
MILESTONE FINANCIAL PLANNING, LLC
3 Executive Park Drive, Suite 200, Bedford, NH 3110
12 842 $382,780,986
A percentage of AUM, Fixed fees
BCAS
1 Bedford Farms Dr, Suite 102, Bedford, NH 3110
8 600 $340,651,495
A percentage of AUM, Hourly charges, Fixed fees
THE EIDEARD GROUP, LLC
360 Route 101, Suite 13c, Bedford, NH 3110
7 280 $318,712,694
A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (% OF ASSETS UNDER ADVISEMENT)
NORTHEAST PLANNING ASSOCIATES, INC.
43 Constitution Drive, Bedford, NH 3110
125 1518 $285,239,436
A percentage of AUM, Hourly charges, Fixed fees
ROBBINS FARLEY LLC
6 Bedford Farms Drive, Suite 112, Bedford, NH 3110
5 507 $196,063,476
A percentage of AUM, Hourly charges, Fixed fees
COHEN INVESTMENT ADVISORS, LLC
264 South River Road, Suite 414, Bedford, NH 3110
5 551 $151,793,393
A percentage of AUM
GRANITE STATE RETIREMENT PLANNING, INC.
360 Route 101, Suite 1301, Bedford, NH 3110
1 577 $118,622,100
A percentage of AUM, Fixed fees
BARTLEY FINANCIAL ADVISORS, LLC
169 South River Road, Suite 17, Bedford, NH 3110
4 424 $114,398,720
A percentage of AUM, Hourly charges, Fixed fees
APEX WEALTH MANAGEMENT, LLC
1 Hardy Rd, #400, Bedford, NH 3110
1 184 $106,519,918
A percentage of AUM, Fixed fees
GRODMAN FINANCIAL GROUP, LLC
40 South River Road, Unit 15, Bedford, NH 3110
2 41 $10,750,154
A percentage of AUM, Hourly charges

    List of Additional Advisors in Bedford, New Hampshire*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    5 Bedford Farms, Fl 3, Bedford, NH  03110 603-391-0503
    262 S River Rd, Ste 201, Bedford, NH  03110 603-606-4255
    288 S River Rd, Bldg C, Bedford, NH  03110 603-232-8266
    40 S. River Road, Unit 15, Bedford, NH  03110 603-668-2303
    262 S River Rd, Ste 201, Bedford, NH  03110 603-606-4255
    288 S River Rd, Bldg C, Bedford, NH  03110 603-606-8960
    116 S River Rd, Bldg E, Bedford, NH  03110 603-606-4910
    262 S River Rd, Ste 201, Bedford, NH  03110 603-606-4255
    262 S River Rd, Ste 201, Bedford, NH  03110 603-606-4255
    406 Riverway Pl, Bedford, NH  03110 603-296-0022

      Select other cities around Bedford, New Hampshire to broaden your search for a financial advisor

      Frequently Asked Questions

      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

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