Local Business Directory

Directory  > financial services > investments/financial planning

• Bank of America • 20 Central Sq Keene, NH 03431 map
  tel: 603-352-1963 • fax: (603)352-2545
  

• Bonnie Clac • 15 Eagle Court Keene, NH 03431 map
  tel: 603-357-3500 • fax: 603-238-5100
  Bonnie CLAC’s mission is to assist individuals with their car purchase by providing financial guidance, counseling and training, and most importantly, guaranteeing each loan in order to procure the best possible purchase price and low interest rates.
  Bonnie CLAC is a nonprofit organization that was founded in 2001, and has offices in Lebanon, Keene, Manchester, and Portsmouth, NH, serving residents of NH and VT, as well as neighboring towns in MA and ME. Bonnie CLAC provides Financial Fitness training, budgeting and Credit advice, and ongoing advocacy to car loan borrowers.

• Caserta Financial • 112 Washington St. Keene, NH 03431 map
  tel: (603) 352-3715 • fax: (603) 357-7965
  Caserta Financial is a local family-owned business, with roots in Keene beginning in 1978. Since then we have offered personal financial service to residents of the Monadnock Region, empowering our clients with a sound financial education. Taking the time necessary to make well informed financial decisions has always been the hallmark of our approach.

• Connecticut River Bank NA • 255 West Street Keene, NH 03431 map
  tel: (603)357-1619 • fax: (603)357-9411
  Since 1864, Connecticut River Bank has been providing trusted financial services to businesses just like yours. With eleven offices from Lancaster to Keene, the employees of CRB live in the communities they serve and have the knowledge and experience to deliver "Service that earns your trust."

• Edward D Jones and Co • 151 West St. Keene, NH 03431 map
  tel: (603)357-7023 • fax: 888-618-1622
  Financial and investment planning, cash management, business retirement plans, estate services, investment research, stocks, bonds, mutual funds, certificates of deposit, and annuities.

• Edward D Jones and Co (Scott Trendell, Financial Advisor) • 178 Main St Ste B Keene, NH 03431 map
  tel: (603) 352-1921 • fax: (877) 826-1759
  Investment and retirement planning. At Edward Jones, we believe in doing business face to face. We want to get to know your unique financial objectives so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for retirement, save for college, reduce your tax bills or just acquire extra income to meet monthly expenses, you can expect personalized service and information on investing in quality investments for the long-term. Contact me today.

• Edward Jones (Holly Rilling) • 294 West St Keene, NH 03431 map
  tel: 603-352-6213
  Focus on individual investors, mutual funds, bonds, annuities and estate planning.

• Fiduciary Accounting & Coordinated Services • 154 Mine Ledge Road Surry, NH 03431 map
  tel: 603-352-6355
  The services provided by Fiduciary Accounting & Coordinated Services FACS are intended to assist individuals in areas of Financial and personal matters. For several years, FACS has been called upon to provide consultative support as liaison with lawyers, doctors and support service agencies. Serices in the area of: personal and household accounting, income tax preparation, and consultation on tax matters have been part of FACS for over 30 years.

• Harbor Light Capital Partners • 38 Central Square Keene, NH 03431 map
  tel: (603) 355-9954 • fax: (603) 355-1158
  Harbor Light Capital Partners is a private investment firm investing in early and growth stage companies located in the Northeast. The firm makes equity investments in the $1M to $5M range and provides the commitment, capital and collaboration to build successful and sustainable businesses.

• Joseph W. Jacobs • 181 Washington St. Keene, NH 03431 map
  tel: 357-3633 • fax: 357-3633
  Holistic approach to helping people maximize wealth creation through integration of investment and protection products.

• Liebert Investment Management • 196 Washington St Keene, NH 03431 map
  tel: 603-357-6300 • fax: 603-357-6301
  Employee & Executive Benefits, Retirement Planning, Investment Planning, Estate Planning, Education Funding

• Matthew Snow • 172 Partridgeberry Lane Swanzey, NH 03446 map
  tel: 877-748-7198
  In my private practice, I help my clients save and make money in all seven areas of the financial world. I am also responsible for training and developing representatives for full and part-time opportunities in the financial services field.

• McLaughlin Investment Management, LLC • PO Box 418 Keene, NH 03431 map
  tel: 603-358-3006 • fax: 603-358-6886
  McLaughlin Investment Management offers independent finacial planning and advice in the following key areas: 401k & IRA rollover planning, investment services & advice, college funding, debt risk management, retirement planning, and estate conservation.

• Monadnock Economic Development Corporation • 39 Central Square Suite 201 Keene, NH 03431 map
  tel: (603)352-4939 • fax: (603)357-4917
  Monadnock Economic Development Corporation 39 Central Square Suite 201 Keene NH 03431 352-4939 357-4917 www.monadnock-development .org jdugan @monadnock-development.org MEDC is a non-profit economic development corporation serving Southwestern New Hampshi

• Ocean Bank • 122 West St. Keene, NH 03431 map
  tel: (603)352-1600 • fax: (603)358-5707
  Online Banking Business Banking Products SBA'Preferred& Lender Residential and Commercial Lending Investment Services Checking and Savings

• RBC Dain Rauscher • 20 Grove St Peterborough, NH 03458 map
  tel: 603-924-3306 • fax: 603-924-7124
  We provide comprensive wealth management to investors throughout greater Keene and the Monadnock region.

• Savings Bank of Walpole • 400 West St. Keene, NH 03431 map
  tel: (603)352-1822 • fax: (603)357-8858
  

• TD Bank • 194 West St. Keene, NH 03431 map
  tel: (603)354-2041 • fax: (603)355-5101
  Banknorth is a large regional bank with a community focus. It serves a wide range of customers from individuals to small and large businesses. It has a variety of products to meet your needs

• Wells Fargo Advisors • 171 West St Keene, NH 03431 map
  tel: (603)357-1100
  Full-service national brokerage firm

Results 1 through 19 of 19 listings.