Davidson & Sons - Raymond James

Bedford, New Hampshire

Independent RIA

Robbins Farley, LLC is an independent ria firm in Bedford, New Hampshire. Services include Financial Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 16 Google reviews.

Hanover, New Hampshire

Carson Wealth is an investment advisory firm in Hanover, New Hampshire. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. It holds a 4-star rating from 2 Google reviews.

Manchester, New Hampshire

SFM, LLC is a fee-only registered investment advisor based in Manchester, New Hampshire, offering financial planning, investment management, and business-related services since 1998. Operating under a fiduciary standard with no commissions or product sales, the firm provides personalized financial evaluations covering retirement, education, tax strategy, risk assessment, and cash flow analysis. The firm serves individuals, families, and business owners through a collaborative team approach that integrates client values and priorities into customized plans.

Keene, New Hampshire

Upper Valley Wealth Management is located in Keene, New Hampshire and provides investment management and wealth management services. The firm works with clients to identify life goals, develop investment plans aligned with personally meaningful benchmarks, and conduct periodic reviews to track progress and adjust strategy as circumstances change. The firm discloses the reasoning behind recommendations and associated fees, and offers client communication through in-person meetings, phone, or email.