Local Business Directory

Directory  > financial services:

• AAA • 429 West St Keene, NH 03431 map
  tel: 603-358-0460 ext 723 • fax: 603-358-3463
  Member service based operation offering road trip planning, travel agency, home, car and boat insurance, loans etc

• AdviCoach • 36 Honey Hill Road Richmond, NH 03470 map
  tel: 603-239-3693 • fax: 866-270-4594
  Coaching on business planning, sales & marketing, financial marketing, human capital and communications by using 21 rapid impact strategies. We organize a plan to increase your business revenue. 2009 AdviCoach Coach Of The Year

• Anderson and Gilbert, Inc. • 333 Washington St. Keene, NH 03431 map
  tel: (603)357-1928 • fax: (603)357-5024
  We offer accounting, bookkeeping, payroll, and tax preparation services for individuals, sole proprietorships, partnerships, S-corporations, C-corporations, LLCs, trusts, and non-profit organizations. Preparation of all State taxes also available. Tax planning, accounting software consultations, stock basis analysis, and general business consultation available. We have a full time CPA and an Enrolled Agent, as well as a knowledgeable support staff. We work very closely with each client to tailor

• Anthony L Olson CPA • 35 Trowbridge Rd Keene, NH 03431 map
  tel: (603)358-6411 • fax: (603)358-5242
  Financial Planning, Estate Planning, Income tax Planning and Compliance, Accounting. Individuals and Business.

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

• Bergeron and Newcombe • 191 Washington Street Keene, NH 03431 map
  tel: 352-7553,352-5400 • fax: 603-352-7244
  Insurance: health, life, disability, long term care for groups and individuals. Financial planning for individuals and businesses. Employee benefits design. IRAs, 401(k)s, annuities. Agents for Northwestern Mutual. Brokers.

• 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.

• Charter Trust Company • PO Box 482 Peterborough, NH 03458-048 map
  tel: (603) 283-1058 • fax: (603) 229-0760
  Financial planning, retirement planning, investment management, and trust services. Kim Franklin for Investments and Financial Planning

• Cheshire County Federal Credit Union • 143 Marlboro St Keene, NH 03431 map
  tel: 603-355-2328 • fax: 603-357-1602
  The Cheshire County Federal Credit Union is a community focused, financial institution where you, our members, come first. we still greet many of our members by first name, and listen with a personal interest when the large banks turn you away. Simply put, we care about you and your family. We are a member-owned, not-for-profit cooperative financial institution through which you, our members and owners, pool your savings, lending them to one another. The income earned on these loans is the

• Citizens Bank • 15 Main St. Keene, NH 03431 map
  tel: (603)352-5011 • fax: (603)357-1916
  Checking business & personal, Savings, Borrowing, Credit Cards, Insurance, Online Banking, and Bill Payment.

• Clark-Mortenson Agency Inc • 102 Main Street Keene, NH 03431 map
  tel: 877-352-2121 • fax: 603-357-8491
  COMMERCIAL and PERSONAL INSURANCE and FINANCIAL SERVICES PROVIDER. Homeowners, Auto, Life, Health, Disability, Long-term Care,Retirement, Business Property, Liability, Workers Compensation, Employee Benefits: Group Insurance, 401k, Section 125.

• 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."

• Country Business, Inc. (CBI) • 54 Linden Street Brattleboro, VT 05301 map
  tel: 802-254-4504 • fax: 802-254-4900
  CBI is New England's largest business brokerage and acquisition company. Since 1976 the company has managed the sale of 1,000 businesses ranging in price from a few hundred thousand dollars to over $25 million.

• D'Alessio and Associates Inc • 543 West St. Keene, NH 03431 map
  tel: 603-352-1000 • fax: 603-352-6467
  steve@dalessio.com; Business support services bookkeeping payroll accounting business plan development; Stephen D'Alessio; Professional Service.

• 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.

• Edward Jones Investments • 37 Central Square Keene, NH 03431 map
  tel: (603)357-3131 • fax: 877-729-0017
  Investment and retirement 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.

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