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Qualifications of Financial Advisor in Portsmouth

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Financial Advisors in Portsmouth, New Hampshire
Financial Advisor Office Location Phone Number
Joseph Skees, CFP®, Managing Partner,
Granite Bay Wealth Management, LLC
767 Islington Street,
Portsmouth, NH  03801
(888) 610-8881
Melissa Gallant CFP®, CRPC®, AWMA®,
Trilogy Financial
400 Trade Center,
Woburn, MA  01801
(781) 933-6533x2647
Stephen Freedman,
Edelman Financial Services, LLC
25 Burlington Mall Road,
Burlington, MA  01803
(888) 752-6742

Information on Qualified Financial Advisors in Portsmouth

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

Compensation/Fee I am a fee-based financial professional, Based on Assets

Office Location 767 Islington Street,
Unit 1D,
Phone Number (888) 6108881

About 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.

Qualifications CRD# 4953331
FirmCRD# 281597
Series 6, 7, 63, 65

Compensation/Fee I am a fee-based financial professional, Based on Assets, Flat Fee

Office Location 400 Trade Center,
Suite 4850,
Phone Number (781) 9336533x2647

Melissa Gallant and her partner Joseph Vita offer a team based approach to financial planning and investment management at Trilogy Financial in Woburn, MA. Melissa has over 15 years of experience working in the financial industry. She attended Bryant College in Smithfield, Rhode Island and began her career working for a local broker dealer learning the fundamentals of how to be a successful financial advisor. Her focus is on providing comprehensive financial planning and investment management with exceptional service. She believes that working with the right financial planner that can help educate and advise you on all your options, will allow you to make better informed decisions and understand how each decision can affect another area of your financial picture. Education has always been very important to Melissa and she is consistently looking to expand her knowledge base to better serve her clients. She has taken additional exams to become a Certified Financial Planner" (CFP®), Accredited Wealth Management Advisor designee (AWMA®), and Chartered in Retirement Planning Counselor designee (CRPC®). When Melissa is not in the office, she enjoys spending time with her husband and family. She has a love for country music and enjoys traveling, spoiling her nieces and nephew, and setting and meeting new goals for herself.

About Trilogy Financial

Since 1999, Trilogy has been helping financially-conscious Americans sort through the fog of investments, insurance and personal finance. With our thorough process, we can help you get clarity on your highest priorities and then organize a decision plan to chart the path from here to there. Trilogy is completely independent, meaning we have no ties to a larger institution (i.e. a bank, insurance company, mutual fund company, or brokerage firm). We feel this combination allows us to make truly objective recommendations that are in our clients best interest. Our philosophy for investing takes into consideration our clients individual goals (both present and future), time horizon (when you will need to access funds), and risk tolerance (what allows you to sleep at night).

Qualifications FirmCRD# 113299

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee

Office Location 25 Burlington Mall Road,
Suite 405,
Phone Number (888) 7526742

Formal Education: Bachelor of Science in Zoology, University of Massachusetts Master of Science in Environmental Studies, University of Massachusetts Business Background: Steve Freedman has been an investment advisor for eight years, and has been with Edelman Financial Services since 2016. Recent Employment History: 2016–Present: Associate Director of Financial Planning for Edelman Financial Services. Provides financial advice to clients. 2011–2016: Wealth Manager at USAA Wealth Management. Provided financial advice to clients. 2007–2011: Client Manager/ Wealth Management Banker at Bank of America/ Merrill Lynch. Provided financial advice to clients. 2001–2007: Financial Services Professional at MassMutual Financial Services. Provided financial advice to clients. Professional Designation(s): CERTIFIED FINANCIAL PLANNER™

About Edelman Financial Services, LLC

Founded by Ric and Jean Edelman in 1987, Edelman Financial Services is one of the nation's largest independent financial planning firms1 with 164 financial planners and 43 offices coast-to-coast, provides financial planning and investment management services to more than 36,000 individuals and families, and manages more than $21 billion in assets.2 The firm also provides 401(k) plans and institutional investment management for businesses. Edelman Financial Services has won more than 100 financial, business, community and philanthropic awards,3 and offers an investment philosophy that puts clients first and delivers value through in-depth financial education, personalized financial plans and unfettered access to planners.

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