Top financial advisors in Laconia, 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.
You might seek a financial advisor in Laconia, NH, if you're navigating investment choices or planning for retirement without the complexity of state income tax. A common mistake is assuming no income tax means no tax planning is needed, which overlooks property taxes and other local costs.
- Local tax knowledge. Confirm how they incorporate New Hampshire's unique tax landscape, including the absence of income tax but higher property taxes.
- Retirement income planning. Ask how they help manage withdrawals and income streams considering the state's tax environment.
- Investment strategy alignment. Ensure they tailor investment choices to your goals, not just generic market trends.
- Experience with diverse clients. Check if they have worked with clients at different life stages to address varied financial needs effectively.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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William M
ChFC®, Series 63
Laconia, NH
Stonex Advisors Inc.
William Martin brings 32 years of experience and holds ChFC® and Series 63 designations, making him well-equipped to navigate Laconia's unique tax environment, including property taxes and retirement income planning. His firm, StoneX Advisors Inc., offers diverse services like portfolio management and ERISA plan consulting, with flexible fee options including flat fees and hourly rates, distinguishing him from others by combining independent advice with proprietary and third-party investment strategies.
Experience: 32 years
Avg account: $501,072
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David W
Series 63, Series 65
Laconia, NH
LPL Enterprise
David Whitney's 17 years of experience and expertise in general retirement planning and tax-loss harvesting equip him to navigate Laconia's unique tax environment, including the absence of income tax and higher property taxes. Operating within the large LPL Enterprise firm, he offers flat-fee financial planning and serves self-employed clients and business owners, distinguishing him with tailored services and a broad resource network.
Experience: 17 years
Avg account: $239,757
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John H
Series 63, Series 65
Laconia, NH
Latitude Advisors, LLC
John Heaney's 26 years of experience and expertise in retirement income strategy and business ownership considerations make him well-suited for clients in Laconia, NH, navigating the unique tax environment without state income tax. His firm, Latitude Advisors, offers flat-fee and negotiable retainer options, serving both individual and business clients with a blend of model-based and fundamental investment strategies, distinguishing him from others with a comprehensive approach.
Experience: 26 years
Avg account: $324,426
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James K
ChFC®, Series 63, Series 65
Laconia, NH
OSAIC
James Kuekan brings 50 years of experience and ChFC® credentials to clients in Laconia, NH, offering expertise in annuities and retirement income planning tailored to New Hampshire's unique tax environment. Working with OSAIC, a large SEC-registered firm, he provides flat-fee financial planning and consulting services, distinguishing him with a broad client focus and a seasoned approach compared to other local advisors.
Experience: 51 years
Avg account: $398,336
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Tyler L
Series 66
Laconia, NH
Prospera Financial Services, inc.
Tyler Lewis offers expertise in wealth management and active portfolio management, with a focus on retirement plans for business owners, making him well-suited for clients in Laconia, NH navigating local tax nuances. His affiliation with Prospera Financial Services, a large firm with 207 advisors, provides access to diverse investment platforms, while his flat-fee and independent status offer flexible and personalized financial planning options.
Experience: 6 years
Avg account: $681,918
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