Top financial advisors in Manchester, 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 Manchester, NH, and want to grow or protect your wealth, you might be considering how to manage your investments or plan for retirement without worrying about state income taxes. A common mistake is assuming that no state income tax means you can ignore other tax impacts or investment risks.
- Local tax knowledge. Confirm how the advisor accounts for New Hampshire's unique tax setup, including no income tax but higher property taxes.
- Investment risk management. Ask how they balance growth and safety, especially since tax savings here come from state rules, not investment shelters.
- Retirement income planning. Ensure they model your income needs considering federal taxes and local costs, not just state tax benefits.
- Experience with local markets. Check if they understand Manchester's economic factors that affect your financial goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Mark L
Series 63, Series 65
Manchester, NH
OSAIC Institutions, INC.
Mark Leonard offers extensive expertise in managing investments and retirement planning in Manchester, NH, with 38 years of experience and Series 63 and 65 licenses. His firm, OSAIC Institutions, INC., serves diverse clients including individuals and corporations, providing customized advisory services with flexible fee structures such as flat fees and negotiable AUM rates, distinguishing him from advisors with more rigid pricing models.
Experience: 39 years
Avg account: $308,738
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Peter B
Series 63, Series 65
Manchester, NH
Citizens Securities, Inc.
Peter Buttaro's 11 years of experience in Manchester, NH, and his expertise in tax-loss harvesting and passive/index investing equip him to navigate the local tax environment and investment risks effectively. Working at Citizens Securities, a large firm serving both individual and high-net-worth clients with diverse advisory and brokerage services, he offers a 0.50% annual AUM fee and access to digital and managed account programs, distinguishing him from smaller local advisors.
Experience: 11 years
Avg account: $208,871
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Chad G
Series 63, Series 66
Manchester, NH
Empower Advisory Group
Chad Gancarz offers expertise in retirement income strategy and Social Security optimization, which suits clients in Manchester, NH, seeking to manage retirement without state income tax concerns. His affiliation with Empower Advisory Group, a large firm with a flat-fee structure and integrated retirement plan services, differentiates him by providing access to employer-sponsored plan resources and a focus on long-term portfolio management.
Experience: 7 years
Avg account: $565,063
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Michael B
CFP®, Series 63, Series 66
Manchester, NH
LPL Financial
Michael Beck's 28 years of experience and CFP® certification equip him to address wealth management and retirement planning needs in Manchester, NH, considering local tax nuances. Affiliated with LPL Financial, a large firm offering diverse investment solutions and flat-fee financial planning, he serves a broad client base including business owners and retirees, distinguishing him from advisors with narrower focuses or fee structures.
Experience: 29 years
Avg account: $399,489
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Donald B
ChFC®, Series 63
Manchester, NH
Equity Services, inc.
Donald Boisvert offers extensive expertise in retirement plans for business owners and long-term care insurance, making him well-suited for managing wealth in Manchester, NH's unique tax environment. With 40 years of experience at Equity Services, Inc., a large firm offering flat-fee financial planning and diverse investment platforms, he provides seasoned guidance that balances growth and risk effectively.
Experience: 41 years
Avg account: $221,971
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