Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Direct booking

firm logo

Eric S

CFP®, AIF®

New York, NY

Retirable

Eric Schwartz is a Senior Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional with over seven years of experience supporting clients through retirement planning and broader financial decision-making. His work spans retirement income planning, insurance planning, estate considerations, tax-aware strategies, and comprehensive financial planning. Before joining Retirable, Eric held planning and leadership roles at several financial firms, including Drucker Wealth Management and Mid Atlantic Retirement Planning Specialist. Across these roles, he worked closely with individuals and families to develop and monitor long-term financial strategies, with a particular focus on retirement transitions and ongoing planning needs. Eric earned a bachelor’s degree in Financial Planning and Finance from the University of Delaware. He obtained his CFP® certification and Accredited Investment Fiduciary® (AIF®) designation in 2022, reflecting his commitment to professional standards, fiduciary responsibility, and ongoing education. Eric takes a holistic approach to financial planning, working with clients to understand their goals, concerns, and financial circumstances so they can move forward with clarity and confidence as they plan for the next stage of life.

General retirement planning Retirement income strategy Retirement withdrawal strategies Wealth management Life insurance needs analysis Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

Top 17 financial advisors of 17 near 03813

Out of 400,000+ nationwide

firm logo

Andrew O

Series 63, Series 65

Glen, NH

Merrill

Andrew Orsini is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has 35 years of experience in the financial services industry, focusing on serving families and business owners across various wealth and life stages. Andrew is a qualified Portfolio Manager who provides traditional financial advice as well as personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment approaches. Andrew earned a bachelor's degree in Finance and Accounting from the University of Dayton in 1982 and holds the designation of Personal Investment Advisor (PIA). He leads a team dedicated to clients in the New England region and emphasizes putting client interests first, following the philosophy of Merrill Lynch's founder, Charles E. Merrill. Beyond his professional role, Andrew is actively involved in his community. He participates in several organizations, including the Mount Washington Valley Chamber of Commerce, Mount Washington Valley Economic Council, Conway Area Humane Society, Technology Village Realty Management, The Memorial Hospital, and Mount Washington Valley Healthcare. His commitment to community service and volunteer work reflects his dedication to the region and its residents.

Wealth management Active portfolio management Business ownership considerations
firm logo

Shawn Christine A

ChFC®, Series 63, Series 66

Conway, NH

Edward Jones

Retirement income strategy Divorce financial planning General estate planning guidance Wealth management Women Professionals
user avatar
firm logo

Janice A

Series 65

Center Conway, NH

Rockworth Investment Services LLC

user avatar

Deborah D

CFP®, Series 63, Series 65

Bartlett, NH

Saco River Financial Planning

user avatar
firm logo

Craig D

CFP®, Series 63

Bartlett, NH

Craig Duvarney, Cfp

user avatar
firm logo

Genevieve R

CFP®, Series 63, Series 65

North Conway, NH

Citizens Securities, Inc.

user avatar
firm logo

Lawrence N

Series 63, Series 65

North Conway, NH

Empower Advisory Group

user avatar
firm logo

Christopher B

Series 63, Series 66

Lovell, ME

Kayne Anderson Rudnick Investment Management, Llc

user avatar
firm logo

Kathleen S

Series 63, Series 65

Manchester, NH

Northeast Planning Associates, Inc.

user avatar
firm logo

Brent H

CFP®, Series 63, Series 65

Albany, NH

Fidelity

Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")