Top financial advisors in Claremont, NH
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you live in Claremont, NH, and are navigating your financial future, you might be considering how to manage your income and investments without the burden of state income tax. A common mistake is assuming that no income tax means low overall taxes, which can overlook the impact of property taxes on your finances.
- Local tax knowledge. Confirm how the advisor accounts for New Hampshire's unique tax setup, including no income tax but higher property taxes.
- Investment planning. Ask how they adjust strategies knowing dividends and interest are no longer taxed at the state level.
- Long-term cost outlook. Inquire how they factor property taxes into your overall financial plan to avoid surprises.
- Income sources. Check if they consider all your income types, since some may be affected differently by local tax rules.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Maria H
Series 66
Claremont, NH
LPL Financial
Maria Horne offers financial planning in Claremont, NH, with a focus on college savings plans like 529s and UTMA accounts, which can be important for families managing education expenses amid local tax considerations. Affiliated with LPL Financial, a large firm providing both discretionary and non-discretionary management, she negotiates flat fees and charges hourly rates up to $500, offering flexible cost structures compared to other advisors.
Experience: 1 year
Avg account: $399,489
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Robert M
Series 66
Claremont, NH
OSAIC
Robert Maccioli's 26 years of experience and Series 66 credential equip him to navigate Claremont's unique tax environment, including the absence of state income tax and higher property taxes. Operating within OSAIC, a large firm offering integrated brokerage, advisory services, and access to third-party money managers, he provides flat-fee and hourly options, serving a diverse clientele from individuals to corporations.
Experience: 26 years
Avg account: $398,336
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Kayla P
Series 66
Claremont, NH
Raymond James Financial
Kayla Putnam's expertise in wealth management and tax strategies for small businesses suits Claremont residents navigating New Hampshire's unique tax environment, including no income tax but higher property taxes. Affiliated with Raymond James Financial, a large firm offering flat-fee planning and advisory services, she brings four years of experience and serves local business communities, differentiating her through both local engagement and structured fee options.
Experience: 4 years
Avg account: $700,796
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Roland S
CFP®, Series 66
Claremont, NH
Edward Jones
Roland Swasey, a CFP®-certified advisor in Claremont, NH, specializes in retirement income strategy and multi-generational wealth transfer, making him well-suited to navigate New Hampshire's unique tax environment. With nine years of experience at Edward Jones, a large firm managing over $1 trillion in assets, he offers comprehensive planning with an AUM fee up to 1.35%, catering to executives, founders, and retirees alike.
Experience: 9 years
Avg account: $246,728
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Robert W
Series 63, Series 65
Springfield, VT
Primerica Advisors
Robert Walker Sr. brings 40 years of experience and specializes in income planning and tax-loss harvesting, which can help navigate New Hampshire's unique tax environment despite being based in Springfield, VT. His affiliation with Primerica Advisors, a large firm offering discretionary asset management with a tiered wrap-fee structure, distinguishes him from others by providing access to curated third-party asset managers and model-delivery strategies.
Experience: 40 years
Avg account: $228,117
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