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 you can ignore other tax impacts, like property taxes or investment income strategies.
- Local tax nuances. Ask how they factor in New Hampshire's lack of income tax but higher property taxes when planning your finances.
- Investment income planning. Confirm how they approach managing interest and dividends, especially since the state phased out its tax on these in 2025.
- Long-term cost considerations. Discuss how they help balance tax savings with other expenses unique to New Hampshire, such as property tax implications.
- Experience with local regulations. Ensure they understand the state's tax environment to avoid surprises in your financial plan.
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 wealth management and retirement plan expertise in Claremont, NH, with a focus on tax-loss harvesting and college savings strategies, which can help navigate New Hampshire's unique tax environment. Affiliated with LPL Financial, a large firm providing diverse investment solutions and flat-fee planning options, she brings a broad service range despite her recent industry start and local experience.
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 designation equip him to navigate Claremont's unique tax environment, including New Hampshire's lack of income tax and higher property taxes. Affiliated with Osaic Wealth, a large firm offering flat-fee structures and diverse investment programs, he also brings expertise in annuities and serves a broad client base, distinguishing him from advisors with narrower focuses or smaller firms.
Experience: 26 years
Avg account: $398,336
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Kayla P
Series 66
Claremont, NH
Raymond James Financial
Kayla Putnam, based in Claremont, NH, offers expertise in retirement and business succession planning, which is valuable for navigating New Hampshire's unique tax environment. Affiliated with Raymond James Financial, a large firm, she provides flat-fee planning options and serves a diverse client base, distinguishing her through collaborative risk profiling and extensive firm research.
Experience: 4 years
Avg account: $700,796
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William F
Series 66, Series 63
Windsor, VT
Empower Advisory Group
William Fracalossi offers retirement planning and income strategy expertise with 12 years of experience, supported by Empower Advisory Group's large-firm resources. His flat-fee and monthly subscription pricing provide flexible options, while the firm's integrated approach focuses on long-term portfolio returns and annual rebalancing, which may benefit clients navigating tax nuances near Claremont, NH, despite being based in Windsor, VT.
Experience: 13 years
Avg account: $565,063
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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, which suits clients navigating 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 a comprehensive approach including college savings and estate planning, charging up to 1.35% annually in program fees.
Experience: 9 years
Avg account: $246,728
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