603.471.0900 ext. 243
No matter where you are in life, we can help you plan for tomorrow.
My team and I assist clients with financial planning, and wealth and investment strategies. Working with individuals, families, and busine
We understand the complexities of business and personal financial planning and our top priority is always to help enhance the lives and financial future of those with whom we work. We create a plan or strategy designed to address both short term and long term goals, and then adjust as necessary when life changes or market fluctuations require a direction change.
We believe in long-term relationships built around trust and honest, open communication. We are a resource for our clients and their families, whether recommending a financial path, or simply answering a pressing question or providing a referral to a local professional, such as a CPA or attorney.
No matter what season of life you find yourself in, we are here to help.
James has nearly 10 years of financial planning experience, working with clients locally in Bedford, NH and throughout New England.
Building a financial plan or strategy is a process that begins with understanding your current situation and learning your plans and goals.
James and his team provide clients with a financial planning and investment services and access to a wide array of investment and insurance products.
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