Best Financial Advisors in Rochester, NH

The highest-rated Financial Planning & Wealth Management companies out of 162 vetted & reviewed in the Rochester area.

LPL Financial - Rich Hilow

LPL Financial - Rich Hilow

(2)
Financial Planning
“Rich Hillow has been our financial advisor for many years now, and we've been delighted with the job he has done for us.”
In Business Since 2019
Accepts All Major Credit Cards
60 Rochester Hill Rd, Rochester, NH
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Polychronis Financial Services

Polychronis Financial Services

“John Polychronis believes in helping clients position themselves for financial growth while protecting their savings and assets. He works with them to design retirement plans that strike the right balance in their portfolios, so they don't over- or u...”
In Business Since 2018
60 Rochester Hill Rd Unit 2, Rochester, NH
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Dumais, Ferland & Fuller Cpas

Dumais, Ferland & Fuller Cpas

(3)
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!”
In Business Since 2007
LLC Certified
Serving Rochester Area
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Patriot Advisory Group

Patriot Advisory Group

(5)
  • 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.”
In Business Since 2002
Remote Consultations Available
Serving Rochester Area
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The Guyton Group

The Guyton Group

Financial Planning, Business Continuity & Exit Planning, Disability Insurance Planning
“At Guyton/Forge, we have every aspect of your financial plan covered. Our approach ensures that you wont miss an opportunity or find yourself exposed simply because no one told you about an opportunity you had but didn't take.”
In Business Since 2022
Family Business
Serving Rochester Area
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Clark Asset Management

Clark Asset Management

(8)
  • 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.”
In Business Since 2009
Serving Rochester Area
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Cocheco Financial Group

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...”
In Business Since 2016
Serving Rochester Area
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Nvest Financial

Nvest Financial

(7)
Nvest Financial, ROI Cubed
“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”.”
In Business Since 2022
Serving Rochester Area
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Future Financial

Future Financial

(1)
“Super fast turn around on loans, great rates, customer service is best I have had.”
In Business Since 2020
Offers Financing Options
Serving Rochester Area
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Resolute Financial

Resolute Financial

Getting Started, Investments, Fees
“Working together. Resolute Financial is a collaborative team of fee-only financial planners that specialize in helping you address your financial questions, challenges, and fears. We believe that through the process of building a comprehensive financ...”
In Business Since 2003
Transparent Fees & Pricing
Serving Rochester Area
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Cornerstone Financial Planning

Cornerstone Financial Planning

Financial Planning, Divorce Planning, Hourly Services
“Cornerstone Financial Planning provides unbiased, fee-only, client-focused financial planning services in Maine, New Hampshire and northern Massachusetts. Services include Financial Planning, Investment Management, Wealth Management, Divorce Planning...”
In Business Since 2002
Transparent Fees & Pricing
Serving Rochester Area
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Silver Maple Financial

Silver Maple Financial

“If you find yourself nodding, "yes" to many of these questions, please give serious consideration to how we may be able to benefit you. W e invite you to explore further and give us a call with any questions or to get started.”
In Business Since 2007
Transparent Fees & Pricing
Serving Rochester Area
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Essential Planning

Essential Planning

Meet Andy, Connections and Notable Mentions, Team
“These basic moves, if done consistently, can help ensure that you are fiscally fit both now and in the future.”
In Business Since 2003
Serving Rochester Area
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O'Brien Asset Management

O'Brien Asset Management

“Retirement is a journey, not an event. As Certified Financial Planners, we create a custom financial plan tailor made for each client's unique situation. It becomes the roadmap of all subsequent financial decisions, with adjustments made as situation...”
In Business Since 2007
Serving Rochester Area
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Flight Financial Group

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, ...”
In Business Since 2019
Serving Rochester Area
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Darren Janakis Financial Services

Darren Janakis Financial Services

(1)
“I highly recommend Darren Janakis to those who are looking for a knowledgeable financial agent.”
Serving Rochester Area
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Aztec Financial Group

Aztec Financial Group

“LPL Financial was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive...”
In Business Since 2012
Serving Rochester Area
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Harbor Advisory Corporation

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...”
In Business Since 2001
Serving Rochester Area
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RSI Advisors

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...”
In Business Since 2016
Serving Rochester Area
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Mark A. Stiles, CPA

Mark A. Stiles, CPA

(22)
Services For Individuals, Business Services, Tax Services
“I particularly appreciate his relaxed and consistently spirited attitude, his consistent communicativeness, and the careful attention he has brought to bear on the tax issues.”
In Business Since 2010
Offers Financing Options
Transparent Fees & Pricing
Serving Rochester Area
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Macwilliam Financial Group

Macwilliam Financial Group

(1)
Comprehensive Financial Planning, Insurance Services, Employers and Businesses
“I've worked with other firms/people over my long life -- Rae is the best in every respect.”
In Business Since 1988
Licensed, BBB Rating: A+
746 Chestnut St, Manchester, NH
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Rodger W Wolf & Co.

Rodger W Wolf & Co.

(1)
Installment Agreements, CPA, IRS Representation
“He did a great job getting me back on track with the IRS.”
In Business Since 2014
Accepts All Major Credit Cards
Coupons & Offers
Licensed, BBB Rating: A+
95 Eddy Rd #617, Manchester, NH
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Gelinas & Pratte CPA Tax and Quickbook Accounting

Gelinas & Pratte CPA Tax and Quickbook Accounting

(1)
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.”
In Business Since 1989
Licensed, BBB Rating: A+
1087 Elm St #501, Manchester, NH
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Granite Bay Wealth Management

Granite Bay Wealth Management

(20)
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...”
In Business Since 2006
Serving Rochester Area
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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
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Fair range $2000 to $5500 is based on 357 cost profiles.

Why these companies made our list

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