Expertise.com

2024

Last updated:

Best Financial Advisors in Manchester

Our Recommended Top 6

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Manchester Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

30Reviewed

20Curated

6Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logoFEATUREDExpertise.com

SmartAdvisor by SmartAsset

Manchester, NH
  • Estate Planning
  • Retirement Planning
  • Financial Planning
  • Investment Management

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Manchester, NH

Why choose this provider?

Need help contacting a Financial Advisor in Manchester? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
1000 Elm St. Suite 707, Manchester, NH 03101
  • Estate Planning

Why choose this provider?

Robbins Farley, LLC is a fiduciary firm that offers wealth management services in Manchester and the surrounding metros. This team of financial advisors combines investment consulting with relationship management and advanced planning to help clients reach their financial goals. It also provides clients with monthly statements and online access to monitor their investments. The firm's co-founder, Bob Robbins, has been in the industry for more than 20 years. Robbins is both a Chartered Life Underwriter and a Certified Portfolio Manager.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (10)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1155 Elm Street 8th Floor, Manchester, NH 03101
  • Financial Planning

Why choose this provider?

Mason Financial Group offers financial planning services for Manchester clients. It assists in wealth management, retirement, estate, and succession planning, asset protection, 401(k) and IRA rollovers, and executive benefit planning matters. It reviews clients' individual circumstances and objectives, develops and implements strategies, and monitors financial activities. Company founder and president Jeff Mason has been in the financial industry since 1972. He is a Chartered Financial Consultant, a Chartered Life Underwriter, and a lifetime member of the Million Dollar Round Table.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
814 Elm Street Suite 503, Manchester, NH 03101
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning

Why choose this provider?

Glenwood Investment Group, LLC, is an investment advisory firm serving Manchester and the surrounding areas. The firm has been providing financial planning and investment solutions in a fiduciary capacity since 1996. Its team of financial advisors helps clients with financial, retirement, estate, and insurance planning, investment, and money management. Its managing member, Chuck L Stephen, has over 20 years of experience as a registered investment advisor. He is also is a Chartered Life Underwriter and Chartered Financial Consultant.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
155 Dow St, Ste 301, Manchester, NH 03101
  • Finance Planning

Why choose this provider?

Arcadia Financial Group, LLC, offers financial consulting services to clients in the Manchester area. It assesses their current financial situations and determines suitable retirement plans for their needs and preferences. After the evaluation, its team drafts a personalized strategy to help them achieve their goals. Arcadia Financial Group's CEO, Michael Panico, has been in the industry for over 18 years. He also offers insurance products, such as health, life, and accident insurance policies.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.9
Google
4.9 / 5 (109)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What are some signs that indicate a Manchester resident conducted bad financial planning?

    According to financial advisors in Manchester, one prevalent sign of bad financial planning is a lack of awareness about one's own financial information, such as having no immediate record of debt or not knowing how much savings to keep. A lack of preparedness may also be a warning sign. Some examples are funding vacations or leisure purchases with money you plan on earning back and having insufficient emergency savings.

  • In Manchester, how should you adjust your financial plans or investments if you have a child on the way?

    When expecting a child, you should reconsider long-term financial goals and saving structures to accommodate the new expenses involved in raising a child. Consider financial assistance options from outside sources, such as childcare assistance programs at work or state-provided paid time off. After birth or adoption, it is also highly recommended to include the child in your health or life insurance coverage in Manchester.

  • How does artificial intelligence affect how you invest in Manchester?

    In Manchester, depending on your current investment portfolio, artificial intelligence may not greatly affect your current investment strategies. Due to its popularity and adoption by larger corporations, artificial intelligence already saturates the current market and has a greater-than-normal chance of being in your investment portfolio. Some financial professionals are enthusiastic about its long-term effects on the market but still advise clients on the importance of investing in a wide scope of assets.

  • What are some things you can focus on as a newcomer to financial planning and general financial literacy in Manchester?

    If you are a Manchester local new to the world of financial literacy and planning, you are advised to start with the fundamentals, learning about basic concepts such as cash flow and debt management. Afterward, you can begin developing plans for retirement funds that involve regular assessments and readjustment. Once you have a grasp on the fundamentals and long-term planning for goals like retirement, you can learn about the psychological aspect of financial literacy and understand how emotions affect investment strategies.

  • Are there other forms of savings accounts in Manchester?

    Interested individuals in Manchester can explore options such as banks and credit unions or money market funds. Saving through banks and credit unions is considered a short-term loan to the financial institution and is generally protected by the federal government. On the other hand, saving through money market funds is a form of investment funding where your and other investors' money is used to buy assets, like short-term debt securities, for moderate-income and higher investment security.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.