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Advisors near 03801

Out of 400,000+ nationwide

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Justin M

Series 65

Porstmouth, NH

KWM Financial LLC

Active portfolio management Options & derivatives strategies Airline Pilot
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Russell R

CFP®, Series 63

New Castle, NH

ATI Wealth Partners, LLC

Options & derivatives strategies Cash flow / budgeting
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Barry O

CFP®, Series 63, Series 65

Eliot, ME

O'Brien Asset Management

Life insurance needs analysis Disability insurance Long-term care insurance General retirement planning General estate planning guidance
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Peter A

CFP®

Portsmouth, NH

Wolf Pine Capital

At Wolf Pine Capital, we redefine wealth management with a focus on personalized, family office-style service at an AUM fee of 0.65% annually. Our mission is to offer transparency, low fees, and tailored financial strategies accessible to a broader audience. Specializing in financial planning, investment management, and wealth transfer, we help you achieve your immediate goals and secure your legacy. Connect with us to explore how we can help you navigate your financial future with confidence and expertise.

Business ownership considerations Business exit / sale strategy Wealth management Founder/Business Owner Established Professionals
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Gerard I

Series 65, Series 66

Portsmouth, NH

Iacangelo Financial Group, LLC

General retirement planning Retirement income strategy Social Security optimization College savings (529s, UTMA, etc.) Cash flow / budgeting Approaching retirement
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Christopher R

Series 65

Dover, NH

RSI Advisors

Cash flow / budgeting Debt management Divorce financial planning Active portfolio management
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Richard D

Series 63, Series 65

Newington, NH

Davisson Investment, LLC

Options & derivatives strategies
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Craig K

CFP®, Series 63, Series 65

Portsmouth, NH

Golden Financial Services

Wealth management Life insurance needs analysis
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Nathan F

Series 63, Series 65

Portsmouth, NH

F3 Capital

Passive / index investing Annuities
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Douglas C

CFP®, Series 65

Lee, NH

Cobb Financial, LLC

Wealth management Cash flow / budgeting Business succession planning
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