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Top Rated Financial Advisors in Peterborough, New-hampshire

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Peterborough, New-hampshire is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Peterborough, New-hampshire with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Peterborough, New-hampshire near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

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Carl Amos Johnson

Grove Street Fiduciary, LLC
MBA, CFP®, AIF®
Carl Amos Johnson, a financial fiduciary, provides financial services to clients in the Peterborough, New Hampshire area. Carl holds a MBA, CFP®, AIF® certification. Carl has over 22 years of experience.

Additional Information:

Years of Experience:
22 Years

    Fee Structure

  • Fee-Only
  • Hourly
  • Flat Fee
  • Based on Assets

    Asset Requirement: $5,000,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Schwab, Vanguard, Fidelity

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Advanced Portfolio Design, LLC

CFP®
Peter Canniff, a financial fiduciary firm, has been a Paladin Registry member since 2019 and provides financial services to clients in the Westford, Massachusetts area.

Additional Information:

Years of Experience:
30 Years

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

    Asset Requirement: $1,000,001

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Fidelity/National Financial Srvs, Nationwide

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Edelman Financial Engines, LLC

Edelman Financial Engines, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the Burlington, Massachusetts area.

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

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Allworth Financial

Allworth Financial
Allworth Financial, a financial fiduciary, provides financial services to clients in the Waltham, Massachusetts area. Allworth has over years of experience.

Additional Information:

    Fee Structure

  • Fee-Based

    Financial Services Provided:

  • Retirement Planning
  • Tax Advice and Services
  • Estate Planning & Trusts

    Name(s) of Custodian(s):
    TD Ameritrade

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Steven Stanganelli

Clear View Wealth Advisors LLC
CFP®, AEP®, CRPC®
Steven Stanganelli, a financial fiduciary, provides financial services to clients in the Amesbury, Massachusetts area. Steven holds a CFP®, AEP®, CRPC® certification. Steven has over 36 years of experience.

Additional Information:

Years of Experience:
36 Years

    Fee Structure

  • Hourly
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Education Funding and Planning

    Name(s) of Custodian(s):
    Folio Institutional , Shareholders Service Group, Betterment Institutional

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Aaron A Milne

MAERCO Financial
CFP®, EA
Aaron A Milne, a financial fiduciary, provides financial services to clients in the Dover, New Hampshire area. Aaron holds a CFP®, EA certification. Aaron has over 15 years of experience.

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Hourly
  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Edelman Financial Engines, LLC

Bob Andreola, a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the Norwood, Massachusetts area.

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

    Name(s) of Custodian(s):
    Charles Schwab and others.

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