Financial planner Mariner 15 N Main St Suite 300, Concord, NH 03301

At Mariner, located at 15 N Main St Suite 300 in Concord, NH, we specialize in providing comprehensive financial planning services tailored to meet your unique needs. Our experienced team is committed to helping you navigate the complexities of wealth management, retirement planning, and investment strategies. Whether you are looking to secure your financial future or seeking guidance on specific financial matters, we are here to assist you. To learn more about our services or to schedule a consultation, please call us at (603) 226-6600 or visit our website.

Our Services

  • Comprehensive Financial Planning: We help you create a detailed plan to achieve your financial goals.
  • Retirement Planning: Strategies to ensure you have the resources needed for a comfortable retirement.
  • Investment Management: Tailored investment strategies to grow and protect your wealth.
  • Tax Planning: Efficient strategies to minimize your tax liabilities.
  • Estate Planning: Guidance on how to manage and distribute your assets effectively.

What to Expect During Your Consultation

During your initial consultation, you will discuss your financial situation, goals, and any specific concerns you may have. Our team will provide insights into how we can help you achieve your objectives and will outline the next steps in the planning process.

Helpful Links

Frequently Asked Questions

  • What type of clients do you work with?
    We work with individuals, families, and businesses looking for tailored financial strategies.
  • How do you charge for your services?
    We offer various fee structures depending on the services provided, including flat fees and percentage-based fees.
  • Can I meet with a financial planner virtually?
    Yes, we offer virtual consultations to accommodate your scheduling needs.
  • What documents should I bring to my first meeting?
    Please bring any relevant financial statements, tax returns, and information about your assets and liabilities.
  • How often should I review my financial plan?
    We recommend reviewing your financial plan at least once a year or whenever there are significant life changes.
  • Do you provide investment management services?
    Yes, we offer investment management as part of our financial planning services.
  • What makes your firm different from others?
    Our personalized approach and commitment to long-term relationships set us apart in the industry.
  • Is there a minimum investment required to work with you?
    Our minimum investment requirements can vary based on the services needed; please contact us for details.

Informational only — not legal, financial, or insurance advice.

 

Financial planner Mariner
15 N Main St Suite 300, Concord, NH 03301
(603) 226-6600
https://www.marinerwealthadvisors.com/

Rating of reviews
Directions
Others Nearby
CPA Financial Advisor in Concord New Hampshire

Founder, Local Search Strategist

Brian Bateman is the founder of 111things.com, a nationwide local discovery platform powered by AI. With decades of experience in digital strategy, SEO, and information architecture, Brian created 111things.com to help people quickly find useful local information, intelligently enhanced, and always growing.