A complete list of active advisors currently associated with KBR Retirement & Investment Solutions
Warmer can help you find a great advisor at KBR Retirement & Investment Solutions or one who fits your needs even better.
KBR Retirement & Investment Solutions provides fee-based investment advisory and financial planning services primarily to individuals while also accepting institutional clients such as pension and profit-sharing plans, trusts, estates, and business entities. The firm offers retirement income planning and standalone college-planning services in addition to ongoing portfolio management and financial planning. The adviser delivers customized, discretionary portfolio management using a strategic and tactical allocation approach and a mix of securities that can include exchange-listed and foreign equities, mutual funds, municipal bonds, variable annuities, CDs and cash equivalents. Investment decisions are informed by fundamental, technical and cyclical analysis, and may include targeted stock selections, rebalancing, tax-harvesting and the use of cash positions as a risk-management tool. Noteworthy aspects of the firm include that its managing member is licensed to sell insurance products and may recommend and implement insurance transactions for clients, a potential conflict disclosed in the brochure, and that a significant portion of the practice is devoted to college-planning services offered separately from advisory accounts. The firm’s willingness to manage institutional accounts alongside individual client portfolios is also less common among independent advisers in its peer group.
To learn more about the advisors currently working at KBR Retirement & Investment Solutions, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Londonderry, NH
| 25
|
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