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LPL Financial - Rich Hilow
Financial Planning
“He listened to my story, asked pertinent questions (even when I wouldn't let him get a word in) and gave me excellent advice.”
Best Financial Advisors in Rochester, NH
The highest-rated Financial Planning & Wealth Management companies out of 162 vetted & reviewed in the Rochester area.
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Polychronis Financial Services
- Questions
“John and Joe helped make my messy retirement accounts, clear and poised for success.”
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Dumais, Ferland & Fuller Cpas
Tax Services, Financial Statement Services, Payroll Services
“We have worked with Kevin and the professionals at Dumais & Ferland for over 5 years and have always had a pleasant experience!”
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Nvest Financial
Holistic Financial Planning, Business Consulting, Corporate Retirement Plans
“I've dealt with many conglomerate investment firms in the past and had always felt as though I should be thankful not just because they answered the phone, but that I were able to “squeezed me into their schedule”.”
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Cornerstone Financial Planning
Financial Planning, Hourly Services, Investment Management
“I was feeling like I had lost my sense of direction with my financial planning and goals and was unsure of what my next steps to take should be.”
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Patriot Advisory Group
- Decisions
“I no longer fret or worry about whether my investments are doing well- I know that I have a plan and Mark provides me with the updates when there is a need to make adjustments.”
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Clark Asset Management
- Retirement
“Since our first meeting, I have taken it upon myself to learn more about investment options and have found that Clark Asset Management's policy of charging a flat fee rather than a percentage for their services is great value for money.”
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Silver Maple Financial
“I am incredibly grateful for Ryan and the one on one time he has spent making sure that my goals are set, attainable and actively being worked towards.”
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O'Brien Asset Management
“Gave us simple advice that was not driven by product sales.”
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Cocheco Financial Group
Investment Management, Retirement Income Planning, Estate Planning
“Roth IRAs have always been a great retirement savings tool. While pre-tax retirement accounts allow tax deferred savings, a Roth IRA promises tax-free benefits. They allow you to receive years of earnings in retirement without tax consequences. Those...”
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The Beacon Retirement Group
“We will take a close look at some of your requirements, assumptions, and goals you've assembled for your retirement, and provide an analysis to see if your strategy will hold up. If there are problem spots, we can show you how many years into retirem...”
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Essential Planning
Meet Andy, Connections and Notable Mentions, Team
“It sounds simple, but paying yourself first can really pay off.”
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Charter Oak Capital Management
“You have spent years saving, strategizing and building your family's wealth. That's why we view your financial position as a living, growing piece of who you are. We want to make sure your wealth remains protected, nurtured, and carefully monitored -...”
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Flight Financial Group
Client Services & Information Gateway, Useful Links
“We are committed to remaining by your side in pursuing the results you desire. We assist clients with the twists and turns that life deals wherever possible (such as job changes, aging parents, birth of children and grandchildren, marriage, divorce, ...”
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Harbor Advisory Corporation
“Since 1972 Harbor Advisory has provided personalized wealth management services and related asset management counsel to high and ultra-high net worth families and individuals. We are committed to delivering tailored financial planning and asset manag...”
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Aztec Financial Group
“Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particu...”
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RSI Advisors
“For over 14 years, I worked at the Portsmouth Naval Shipyard in the Nuclear Engineering & Planning Department overhauling nuclear submarines. During my time at the Shipyard, I continued to pursue my passion for investing and market research. I was ab...”
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Northeast Planning Associates
“Because we are an independent Registered Investment Advisory (RIA) firm and do not offer or manufacture proprietary investment products, our financial planners and wealth management advisors provide independent investment advice. They focus on your f...”
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Arcadia Financial
- Needs
- Team
- Company
“Subsequent meetings, we decided on a retirement date, set up a Long Term Care insurance policy, made an appointment with a trust attorney, rolled my 401K into IRA's and Annuities, and set up a monthly payment amount that would supplement our retireme...”
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Mark A. Stiles, CPA
Services For Individuals, Business Services, Tax Services
“My rating is best available since Mark, Nicole and the team have earned it by demonstrating throughout the process of delivering accountancy services that they are genuinely dedicated to delivering a "professional service" I can count on; passionate ...”
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Granite Bay Wealth Management
Financial Planning, Estate & Trust Planning, Education Planning
“We appreciate being able to track our progress through seeing and understanding our score, receiving very clear and understandable answers to any questions that we have, and knowing that Alisha and Sharon in the office will stay on top of us if we we...”
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Rodger W Wolf & Co.
Installment Agreements, CPA, IRS Representation
“Rodger did a great job saving me lots of money and was very professional and knowledgeable about his profession.”
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Gelinas & Pratte CPA Tax and Quickbook Accounting
Guides, Tax Tools
“If you are in need of a quick and professional CPA who makes you feel like you are their only client and never makes you feel like you are a bother, this is the CPA for you.”
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Dugdale Livolsi & Wood
Services For Individuals, Tax Services, Industries
“Since 2009, Dugdale, Livolsi and Wood, PC has been providing quality, personalized financial guidance to local individuals and businesses. Each of our partners has 25+ years of experience as certified public accountants. Our expertise ranges from bas...”
Retirement Planning and Investment Management Services in Rochester, NH Cost Estimates
Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on
357 cost profiles
Why these companies made our list
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