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Financial planning in Bedford, NH

14 advisers in Bedford offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 14

Apex Wealth Management, LLC1 Hardy Rd, #400 · Bedford, NH 03110 · (603) 488-2475 · Financial planningCRD 317091 · % of assets, Fixed fees · $191.1 million AUMSEC registeredNo commissions reportedAurelius Family Office, LLC3 Executive Park Drive, Suite 261 · Bedford, NH 03110 · (603) 413-6060 · Financial planningCRD 323016 · % of assets, Fixed fees · $315.3 million AUMSEC registeredNo commissions reportedBartley Financial Advisors, LLC169 South River Road, Suite 17 · Bedford, NH 03110 · (603) 625-9900 · Financial planningCRD 124293 · % of assets, Hourly charges, Fixed fees · $151.6 million AUMSEC registeredNo commissions reportedBay Point Financial, LLC2 Beaudoin St., Suite a · Bedford, NH 03110 · (603) 626-6699 · Financial planningCRD 153017 · % of assets, Hourly charges, Fixed fees · $104.7 million AUMState registeredNo commissions reportedBcas1 Bedford Farms Dr, Suite 102 · Bedford, NH 03110 · (603) 668-4353 · Financial planningCRD 105666 · % of assets, Hourly charges, Fixed fees · $465.7 million AUMSEC registeredNo commissions reportedBrophy Wealth Management, LLC40 South River Road, Bedford Place Unit 15 · Bedford, NH 03110 · (603) 668-2303 · Financial planningCRD 169894 · % of assets, Hourly charges, Fixed fees · $532.5 million AUMSEC registeredNo commissions reportedCohen Investment Advisors, LLC264 South River Road, Suite 414 · Bedford, NH 03110 · (603) 232-8350 · Financial planningCRD 168595 · % of assets, Fixed fees · $259.3 million AUMSEC registeredNo commissions reportedGranite State Retirement Planning, INC.360 Route 101, Suite 1301 · Bedford, NH 03110 · (603) 472-4447 · Financial planningCRD 141899 · % of assets, Fixed fees · $143.2 million AUMSEC registeredNo commissions reportedJtd Financial Services, LLC167 South River Road, Suite 11 · Bedford, NH 03110 · (603) 641-1010 · Financial planningCRD 144852 · % of assets, Fixed fees, Other · $21.2 million AUMState registeredNo commissions reportedMilestone Financial Planning, LLC3 Executive Park Drive, Suite 200 · Bedford, NH 03110 · (603) 589-8010 · Financial planningCRD 283439 · % of assets, Fixed fees · $590.3 million AUMSEC registeredNo commissions reported
Northeast Planning Associates, INC.43 Constitution Drive · Bedford, NH 03110 · (603) 471-0900 · Financial planningCRD 131406 · % of assets, Hourly charges, Fixed fees · $414.0 million AUMSEC registeredNo commissions reportedRobbins Farley LLC6 Bedford Farms Drive, Suite 112 · Bedford, NH 03110 · (603) 703-0255 · Financial planningCRD 286581 · % of assets, Hourly charges, Fixed fees · $252.9 million AUMSEC registeredNo commissions reportedSweeney Financial Advisors360 Route 101 Suite 10 · Bedford, NH 03110 · (603) 625-8400 · Financial planningCRD 116564 · % of assets, Hourly charges, Fixed fees · $403.2 million AUMSEC registeredNo commissions reportedThe Harbor Group, INC.331 South River Road · Bedford, NH 03110 · (603) 668-0634 · Financial planningCRD 105637 · % of assets, Hourly charges, Fixed fees · $2.0 billion AUMSEC registeredNo commissions reported