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Best Financial Planner in New Hampshire

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Top Financial Planner Listings in New Hampshire

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Showing 1-50 of 58 Financial Planner listings in New Hampshire · page 1 of 2

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Champion Financial Strategies & Insurance Solutions - IRA, 401k, Stocks, Life Insurance website

Score breakdown

AI Visibility71
AI Ready-
SEO80
Freshness-
  • Financial Planner
  • Nashua, New Hampshire
  • (857) 544-3104
  • champion.com
Category rank by BizScore: #1 of 16 Financial Planner listings in NashuaScores updated Sep 18, 2026

#2RBC Wealth Management Branch - Nashua

5.0 Google rating

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RBC Wealth Management Branch - Nashua website

Score breakdown

AI Visibility57
AI Ready20
SEO75
Freshness15
  • Financial Planner
  • Nashua, New Hampshire
  • (866) 477-3879
  • rbcroyalbank.com

RBC Wealth Management Branch - Nashua is a Financial Planner in Nashua, NH. The branch offers personal banking services that include mortgage options, loans and lines of credit, chequing accounts, personal investing through the GoSmart platform, wire...

Category rank by BizScore: #2 of 16 Financial Planner listings in NashuaScores updated Oct 24, 2026
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Main Street Private Wealth Management - Ameriprise Financial Services, LLC website

Score breakdown

AI Visibility52
AI Ready-
SEO75
Freshness-
  • Financial Planner
  • Nashua, New Hampshire
  • (603) 883-4788
  • ameripriseadvisors.com

Main Street Private Wealth Management - Ameriprise Financial Services, LLC is a Financial Planner in Nashua, NH. They provide personalized financial advice to help clients achieve their financial goals and offer comprehensive services including financial...

Category rank by BizScore: #3 of 16 Financial Planner listings in NashuaScores updated Jun 22, 2026
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Mariner of Manchester website

Score breakdown

AI Visibility66
AI Ready32
SEO69
Freshness-
  • Financial Planner
  • Manchester, New Hampshire
  • (603) 226-6600
  • marinerfinance.com
Category rank by BizScore: #1 of 25 Financial Planner listings in ManchesterScores updated Oct 22, 2026

#5Robbins Farley, LLC

5.0 Google rating · 16 reviews

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Robbins Farley, LLC website

Score breakdown

AI Visibility57
AI Ready-
SEO79
Freshness-
  • Financial Planner
  • Bedford, New Hampshire
  • (603) 703-0255
  • robbinsfarley.com

Robbins Farley, LLC is a financial planner in Bedford, NH. This independent firm provides investment planning, wealth management, and retirement planning to professionals and families in Southern New Hampshire and throughout the United States. The firm...

Category rank by BizScore: #1 of 6 Financial Planner listings in BedfordScores updated Jul 8, 2026

#6Milestone Financial Planning, LLC

4.5 Google rating

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Milestone Financial Planning, LLC website

Score breakdown

AI Visibility54
AI Ready-
SEO70
Freshness-
  • Financial Planner
  • Hudson, New Hampshire
  • (603) 589-8010
  • milestonefinancialplanning.com
Category rank by BizScore: #1 of 3 Financial Planner listings in HudsonScores updated Jul 1, 2026
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Seacoast Financial Planning - Ameriprise Financial Services, LLC website

Score breakdown

AI Visibility58
AI Ready-
SEO68
Freshness-
  • Financial Planner
  • Derry, New Hampshire
  • (603) 427-8252
  • seacoastfinancialplanning.com

Seacoast Financial Planning - Ameriprise Financial Services, LLC is a Financial Planner in Derry, NH. They offer personalized financial advice and comprehensive solutions aimed at helping clients achieve their financial goals. As part of the Ameriprise...

Category rank by BizScore: #2 of 3 Financial Planner listings in DerryScores updated Jun 17, 2026

#8Eldridge Investment Advisors, Inc.

5.0 Google rating · 2 reviews

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Eldridge Investment Advisors, Inc. website

Score breakdown

AI Visibility47
AI Ready-
SEO74
Freshness-
  • Financial Planner
  • Manchester, New Hampshire
  • (603) 625-8559
  • eldridgeco.com

Eldridge Investment Advisors, Inc. is a Financial Planner in Manchester, NH. They provide financial planning, investment management, and retirement consulting services to individuals, families, closely held businesses, retirement plan sponsors/trustees...

Category rank by BizScore: #4 of 25 Financial Planner listings in ManchesterScores updated Jul 28, 2026

#9Merrill Lynch Wealth Management of Manchester

4.0 Google rating · 1 review

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Merrill Lynch Wealth Management of Manchester website

Score breakdown

AI Visibility49
AI Ready30
SEO73
Freshness-
  • Financial Planner
  • Manchester, New Hampshire
  • (603) 628-3200
  • advisor.ml.com

Merrill Lynch Wealth Management of Manchester: Merrill Lynch Wealth Management is a Financial Planner in Manchester, NH. They serve individuals, families, business owners, executives, and institutions by providing comprehensive wealth planning services tailored to address both challenges and opportunities...

Category rank by BizScore: #3 of 25 Financial Planner listings in ManchesterScores updated Oct 27, 2026
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Edward Jones - Financial Advisor: Ely Thayer, CFP®|CEPA®|CRPC™ website

Score breakdown

AI Visibility55
AI Ready22
SEO70
Freshness100
  • Financial Planner
  • Keene, New Hampshire
  • (603) 352-9404
  • edwardjones.com
Category rank by BizScore: #2 of 4 Financial Planner listings in KeeneScores updated Oct 26, 2026
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ClearView Financial Group - Northwestern Mutual website

Score breakdown

AI Visibility42
AI Ready-
SEO81
Freshness-
  • Financial Planner
  • Manchester, New Hampshire
  • (603) 206-6100
  • clearviewfcu.org
Category rank by BizScore: #5 of 25 Financial Planner listings in ManchesterScores updated Jun 7, 2026

#12Raymond James Financial Services of Nashua

3.2 Google rating · 22 reviews

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Raymond James Financial Services of Nashua website

Score breakdown

AI Visibility37
AI Ready-
SEO85
Freshness-
  • Financial Planner
  • Nashua, New Hampshire
  • (603) 204-5000
  • raymondcorp.com
Category rank by BizScore: #4 of 16 Financial Planner listings in NashuaScores updated Sep 24, 2026

#13Terra Firma Financial Advisory

4.6 Google rating · 14 reviews

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Terra Firma Financial Advisory website

Score breakdown

AI Visibility40
AI Ready43
SEO70
Freshness100
  • Financial Planner
  • Manchester, New Hampshire
  • (603) 935-9259
  • terrafirmafinancialadvisory.com

Terra Firma Financial Advisory is a financial planner in Manchester, NH. The firm provides personalized guidance and comprehensive retirement planning, asset preservation, and legacy solutions to individuals and small businesses. Serving the Southern...

Category rank by BizScore: #6 of 25 Financial Planner listings in ManchesterScores updated Oct 27, 2026

#14Glenwood Investment Group, LLC

5.0 Google rating · 1 review

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Glenwood Investment Group, LLC website

Score breakdown

AI Visibility46
AI Ready47
SEO73
Freshness80
  • Financial Planner
  • Manchester, New Hampshire
  • (603) 606-3391
  • glenwoodinvestment.com

Glenwood Investment Group, LLC is a Financial Planner in Manchester, NH. The firm provides a full suite of financial planning and investment services for individuals, families, and small businesses. Their core offerings include personalized investment plans...

Category rank by BizScore: #10 of 25 Financial Planner listings in ManchesterScores updated Oct 27, 2026

#15Edward Jones - Financial Advisor: Ben Woodhouse, CFP®

5.0 Google rating

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Edward Jones - Financial Advisor: Ben Woodhouse, CFP® website

Score breakdown

AI Visibility55
AI Ready-
SEO64
Freshness-
  • Financial Planner
  • Portsmouth, New Hampshire
  • (603) 436-0007
  • edwardjones.com
Category rank by BizScore: #1 of 3 Financial Planner listings in PortsmouthScores updated Oct 27, 2026
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Scott Trendell - Financial Advisor, Ameriprise Financial Services, LLC website

Score breakdown

AI Visibility49
AI Ready30
SEO63
Freshness100
  • Financial Planner
  • Keene, New Hampshire
  • (603) 499-4454
  • ameriprise.com
Category rank by BizScore: #1 of 4 Financial Planner listings in KeeneScores updated Oct 24, 2026

#17Cornerstone Financial Planning, LLC. of Portsmouth

5.0 Google rating

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Cornerstone Financial Planning, LLC. of Portsmouth website

Score breakdown

AI Visibility45
AI Ready-
SEO76
Freshness-
  • Financial Planner
  • Portsmouth, New Hampshire
  • (603) 431-1133
  • cornerstoneondemand.com
Category rank by BizScore: #2 of 3 Financial Planner listings in PortsmouthScores updated Jul 17, 2026

#18Summit Financial Services of Derry

5.0 Google rating

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Summit Financial Services of Derry website

Score breakdown

AI Visibility39
AI Ready7
SEO77
Freshness15
  • Financial Planner
  • Derry, New Hampshire
  • (603) 437-8000
  • summitfinancialservices.com

Summit Financial Services of Derry: Summit Financial Services is a financial planner in Derry, NH. The firm specializes in assisting foreign financial institutions with U.S. tax regulations and market compliance. Their specific services include FATCA, QI, and CRS consultancy, U.S. tax filing...

Category rank by BizScore: #3 of 3 Financial Planner listings in DerryScores updated Oct 26, 2026
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A

Score breakdown

AI Visibility45
AI Ready-
SEO72
Freshness-
  • Financial Planner
  • Dover, New Hampshire
  • (603) 343-4515
  • aztecfg.com

AZTEC Financial Group LLC is a Financial Planner in Dover, NH. The firm specializes in building retirement and insurance plans tailored to the individual needs of pre-retirees in and around Dover. Services include strategic financial planning, investment...

Category rank by BizScore: #9 of 20 Financial Planner listings in DoverScores updated Jul 13, 2026
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Chris Moore - Financial Advisor, Ameriprise Financial Services, LLC website

Score breakdown

AI Visibility42
AI Ready-
SEO76
Freshness-
  • Financial Planner
  • Milford, New Hampshire
  • (603) 721-7200
  • ameripriseadvisors.com
Category rank by BizScore: #4 of 14 Financial Planner listings in MilfordScores updated Jul 15, 2026

#21Legacy Financial Solutions, Inc.

5.0 Google rating · 4 reviews

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Legacy Financial Solutions, Inc. website

Score breakdown

AI Visibility44
AI Ready-
SEO70
Freshness-
  • Financial Planner
  • Manchester, New Hampshire
  • (603) 647-7166
  • legacynh.com

Legacy Financial Solutions, Inc. is a Financial Planner in Manchester, NH. They offer services that focus on simplifying and clarifying financial planning to empower their clients with confidence. Their expertise includes tax optimization strategies and...

Category rank by BizScore: #12 of 25 Financial Planner listings in ManchesterScores updated Jun 21, 2026

#22Wells Fargo Advisors of Manchester

4.0 Google rating · 4 reviews

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Wells Fargo Advisors of Manchester website

Score breakdown

AI Visibility38
AI Ready-
SEO76
Freshness-
  • Financial Planner
  • Manchester, New Hampshire
  • (603) 625-6500
  • wellsfargo.com
Category rank by BizScore: #13 of 25 Financial Planner listings in ManchesterScores updated Jul 28, 2026
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KLG Financial Solutions website

Score breakdown

AI Visibility46
AI Ready-
SEO68
Freshness-
  • Financial Planner
  • Lebanon, New Hampshire
  • (603) 643-7200
  • klgfinancialsolutions.com

KLG Financial Solutions is a Financial Planner in Lebanon, NH. The firm offers comprehensive financial planning, sustainable and socially responsible investing, and tax services tailored to individuals, families, not‑for‑profits and businesses. Services...

Category rank by BizScore: #6 of 11 Financial Planner listings in LebanonScores updated Jun 7, 2026

#24Fidelity Investments of Portsmouth

5.0 Google rating

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F

Score breakdown

AI Visibility40
AI Ready41
SEO74
Freshness100
  • Financial Planner
  • Portsmouth, New Hampshire
  • (833) 613-2167
  • fidelity.com
Category rank by BizScore: #3 of 3 Financial Planner listings in PortsmouthScores updated Oct 27, 2026
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F

Score breakdown

AI Visibility40
AI Ready54
SEO67
Freshness-
  • Financial Planner
  • Manchester, New Hampshire
  • (800) 343-3548
  • fidelity.com
Category rank by BizScore: #15 of 25 Financial Planner listings in ManchesterScores updated Oct 22, 2026

#26Fidelity Investments of Nashua

4.2 Google rating

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F

Score breakdown

AI Visibility40
AI Ready41
SEO67
Freshness100
  • Financial Planner
  • Nashua, New Hampshire
  • (800) 225-6452
  • fidelity.com
Category rank by BizScore: #6 of 16 Financial Planner listings in NashuaScores updated Oct 24, 2026

#27Primerica of Keene

5.0 Google rating

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Primerica of Keene website

Score breakdown

AI Visibility35
AI Ready5
SEO67
Freshness15
  • Financial Planner
  • Keene, New Hampshire
  • (603) 563-0608
  • primerica.com
Category rank by BizScore: #3 of 4 Financial Planner listings in KeeneScores updated Oct 24, 2026
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Granite Financial Group - UBS Financial Services Inc. website

Score breakdown

AI Visibility30
AI Ready-
SEO78
Freshness-
  • Financial Planner
  • Manchester, New Hampshire
  • (603) 626-2918
  • local.ubs.com
Category rank by BizScore: #14 of 25 Financial Planner listings in ManchesterScores updated Sep 19, 2026
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TSS Wealth Management, LLC website

Score breakdown

AI Visibility42
AI Ready-
SEO69
Freshness-
  • Financial Planner
  • Lebanon, New Hampshire
  • (603) 653-0044
  • tsswealthmanagement.com

TSS Wealth Management, LLC is a financial planner in Lebanon, NH. The firm provides personalized financial and tax planning services, including asset management, retirement planning, legacy planning, and tax planning. They serve a diverse clientele, including...

Category rank by BizScore: #7 of 11 Financial Planner listings in LebanonScores updated Jun 7, 2026

#30Mercer Advisors - Nashua

5.0 Google rating · 1 review

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Mercer Advisors - Nashua website

Score breakdown

AI Visibility32
AI Ready10
SEO77
Freshness100
  • Financial Planner
  • Nashua, New Hampshire
  • (888) 920-1320
  • mercer.com
Category rank by BizScore: #9 of 16 Financial Planner listings in NashuaScores updated Oct 24, 2026

#31Cocheco Financial Group

5.0 Google rating

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Cocheco Financial Group website

Score breakdown

AI Visibility31
AI Ready-
SEO79
Freshness-
  • Financial Planner
  • Dover, New Hampshire
  • (603) 834-9204
  • cochecofinancial.com
Category rank by BizScore: #12 of 20 Financial Planner listings in DoverScores updated Sep 29, 2026

#32Isis H Latham: Primerica - Financial Services

5.0 Google rating

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Isis H Latham: Primerica - Financial Services website

Score breakdown

AI Visibility35
AI Ready5
SEO61
Freshness15
  • Financial Planner
  • Keene, New Hampshire
  • (603) 563-0608
  • primerica.com
Category rank by BizScore: #4 of 4 Financial Planner listings in KeeneScores updated Oct 24, 2026

#33Polychronis Financial Services

5.0 Google rating

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Polychronis Financial Services website

Score breakdown

AI Visibility33
AI Ready-
SEO74
Freshness-
  • Financial Planner
  • Rochester, New Hampshire
  • (603) 740-4040
  • polychronisfinancial.com

Polychronis Financial Services is a Financial Planner in Rochester, NH, located at 60 Rochester Hill Rd STE 2. It holds a rating of 5.00 based on customer reviews. Founded by John Polychronis in 2000, the firm operates as a boutique financial practice...

Category rank by BizScore: #24 of 34 Financial Planner listings in RochesterScores updated Jul 9, 2026

#34Mason Financial Group of Manchester

5.0 Google rating · 4 reviews

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Mason Financial Group of Manchester website

Score breakdown

AI Visibility33
AI Ready2
SEO73
Freshness-
  • Financial Planner
  • Manchester, New Hampshire
  • (603) 669-9859
  • statmuse.com
Category rank by BizScore: #17 of 25 Financial Planner listings in ManchesterScores updated Oct 23, 2026

#35Goldfinch Financial

5.0 Google rating · 2 reviews

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Goldfinch Financial website

Score breakdown

AI Visibility30
AI Ready-
SEO65
Freshness-
  • Financial Planner
  • Manchester, New Hampshire
  • (978) 834-1263
  • goldfinchfinancial.com

Goldfinch Financial is a Financial Planner in Manchester, NH. They offer comprehensive financial planning services including retirement planning, estate management, investment advice, insurance guidance, tax strategies, and lifestyle financial solutions. With...

Category rank by BizScore: #19 of 25 Financial Planner listings in ManchesterScores updated Jul 28, 2026
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Northwestern Mutual of Manchester website

Score breakdown

AI Visibility28
AI Ready10
SEO72
Freshness-
  • Financial Planner
  • Manchester, New Hampshire
  • (603) 627-7608
  • northwesternmutual.com
Category rank by BizScore: #21 of 25 Financial Planner listings in ManchesterScores updated Oct 25, 2026

#37Bangor Savings Bank of Manchester

4.3 Google rating · 16 reviews

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Bangor Savings Bank of Manchester website

Score breakdown

AI Visibility24
AI Ready-
SEO75
Freshness-
  • Financial Planner
  • Manchester, New Hampshire
  • (877) 226-4671
  • bangor.com
Category rank by BizScore: #20 of 25 Financial Planner listings in ManchesterScores updated Sep 28, 2026

#38Charles Schwab of Nashua

5.0 Google rating

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Charles Schwab of Nashua website

Score breakdown

AI Visibility28
AI Ready0
SEO57
Freshness-
  • Financial Planner
  • Nashua, New Hampshire
  • (603) 595-0581
  • client.schwab.com

Charles Schwab of Nashua: Charles Schwab is a Financial Planner in Nashua, NH. They provide comprehensive financial planning and investment services to individuals and institutions, specializing in brokerage, banking, and advisory solutions through their operating subsidiaries. With a...

Category rank by BizScore: #13 of 16 Financial Planner listings in NashuaScores updated Oct 23, 2026
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Three Bearings Fiduciary Advisors, Inc. website

Score breakdown

AI Visibility22
AI Ready-
SEO67
Freshness-
  • Financial Planner
  • Hampton, New Hampshire
  • (603) 926-1775
  • threebearings.com

Three Bearings Fiduciary Advisors, Inc. is a Financial Planner in Hampton, NH, operating as a fee-only financial planning and investment management firm in southern New Hampshire. The firm provides financial planning services and investment advice on behalf...

Category rank by BizScore: #2 of 2 Financial Planner listings in HamptonScores updated Jul 8, 2026

#40Gateway Retirement Solutions

5.0 Google rating · 642 reviews

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Gateway Retirement Solutions website

Score breakdown

AI Visibility20
AI Ready-
SEO63
Freshness-
  • Financial Planner
  • Dover, New Hampshire
  • (603) 509-2981
  • gatewayretirementsolutions.com
Category rank by BizScore: #18 of 20 Financial Planner listings in DoverScores updated Sep 24, 2026

#41The Drouin Wealth Management Group of Nashua

5.0 Google rating

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The Drouin Wealth Management Group of Nashua website

Score breakdown

AI Visibility24
AI Ready-
SEO55
Freshness-
  • Financial Planner
  • Nashua, New Hampshire
  • (603) 206-6083
  • northwesternmutual.com

The Drouin Wealth Management Group of Nashua: Northwestern Mutual provides comprehensive financial planning, insurance, and investment services to help individuals and families achieve their financial goals. With a focus on personalized solutions and long-term financial security, they offer guidance...

Category rank by BizScore: #14 of 16 Financial Planner listings in NashuaScores updated Oct 24, 2026

#42Lincoln Financial Group of Dover

2.3 Google rating

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Lincoln Financial Group of Dover website

Score breakdown

AI Visibility14
AI Ready-
SEO61
Freshness-
  • Financial Planner
  • Dover, New Hampshire
  • (603) 749-2600
  • lincolnfinancial.com
Category rank by BizScore: #19 of 20 Financial Planner listings in DoverScores updated Jul 19, 2026
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Camienne Financial website

Score breakdown

AI Visibility4
AI Ready-
SEO64
Freshness-
  • Financial Planner
  • Manchester, New Hampshire
  • (603) 206-6028
  • camiennefinancial.com
Category rank by BizScore: #22 of 25 Financial Planner listings in ManchesterScores updated Oct 24, 2026

#44Guardian Financial Services, LLC of Salem

5.0 Google rating

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Guardian Financial Services, LLC of Salem website

Score breakdown

AI Visibility15
AI Ready-
SEO47
Freshness-
  • Financial Planner
  • Salem, New Hampshire
  • (603) 458-3155
  • guardianfinancialservices.com
Category rank by BizScore: #17 of 19 Financial Planner listings in SalemScores updated Jun 7, 2026

#45The Wealth Conservatory of Lebanon

4.0 Google rating

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The Wealth Conservatory of Lebanon website

Score breakdown

AI Visibility21
AI Ready-
SEO37
Freshness-
  • Financial Planner
  • Lebanon, New Hampshire
  • (800) 472-1844
  • thewealthconservatory.com
Category rank by BizScore: #11 of 11 Financial Planner listings in LebanonScores updated Oct 26, 2026

#46PEAK Wealth Management LLC of Nashua

4.3 Google rating · 18 reviews

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PEAK Wealth Management LLC of Nashua website

Score breakdown

AI Visibility10
AI Ready0
SEO48
Freshness-
  • Financial Planner
  • Nashua, New Hampshire
  • (603) 488-2483
  • peak.my.site.com
Category rank by BizScore: #15 of 16 Financial Planner listings in NashuaScores updated Oct 25, 2026
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Morgan Stanley Financial Advisors of Manchester website

Score breakdown

AI Visibility4
AI Ready-
SEO55
Freshness-
  • Financial Planner
  • Manchester, New Hampshire
  • (603) 629-0200
  • login.morganstanleyclientserv.com
Category rank by BizScore: #23 of 25 Financial Planner listings in ManchesterScores updated Sep 19, 2026

#48Paramount Financial Group, LLC

5.0 Google rating

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Paramount Financial Group, LLC website

Score breakdown

AI Visibility10
AI Ready-
SEO44
Freshness-
  • Financial Planner
  • Nashua, New Hampshire
  • (603) 305-4882
  • help.paramountplus.com
Category rank by BizScore: #16 of 16 Financial Planner listings in NashuaScores updated Oct 25, 2026

#49Granite Oak Private Wealth of Hudson

5.0 Google rating

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Granite Oak Private Wealth of Hudson website

Score breakdown

AI Visibility0
AI Ready-
SEO54
Freshness-
  • Financial Planner
  • Hudson, New Hampshire
  • (603) 894-4554
  • graniteoakprivatewealth.com

Granite Oak Private Wealth of Hudson is a Financial Planner in Hudson, NH, located at 1c Commons Dr #17. The firm provides fiduciary financial planning, retirement planning, estate planning, tax strategy, and investment management to individuals and families...

Category rank by BizScore: #3 of 3 Financial Planner listings in HudsonScores updated Jul 7, 2026

#50Arcadia Financial of Manchester

4.9 Google rating · 210 reviews

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Arcadia Financial of Manchester website

Score breakdown

AI Visibility10
AI Ready-
SEO29
Freshness-
  • Financial Planner
  • Manchester, New Hampshire
  • (603) 681-9190
  • arcadia.financial
Category rank by BizScore: #24 of 25 Financial Planner listings in ManchesterScores updated Oct 26, 2026
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Recently Updated Financial Planner in New Hampshire

Business profiles with freshly refreshed About sections.

RBC Wealth Management Branch - Nashua

5.0 Google rating

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RBC Wealth Management Branch - Nashua website

Score breakdown

AI Visibility57
AI Ready20
SEO75
Freshness15
  • Financial Planner
  • Nashua, New Hampshire
  • (866) 477-3879
  • rbcroyalbank.com

RBC Wealth Management Branch - Nashua is a Financial Planner in Nashua, NH. The branch offers personal banking services that include mortgage options, loans and lines of credit, chequing accounts, personal investing through the GoSmart platform, wire...

Category rank by BizScore: #2 of 16 Financial Planner listings in NashuaScores updated Oct 24, 2026About refreshed Aug 4, 2026

Terra Firma Financial Advisory

4.6 Google rating · 14 reviews

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Terra Firma Financial Advisory website

Score breakdown

AI Visibility40
AI Ready43
SEO70
Freshness100
  • Financial Planner
  • Manchester, New Hampshire
  • (603) 935-9259
  • terrafirmafinancialadvisory.com

Terra Firma Financial Advisory is a financial planner in Manchester, NH. The firm provides personalized guidance and comprehensive retirement planning, asset preservation, and legacy solutions to individuals and small businesses. Serving the Southern...

Category rank by BizScore: #6 of 25 Financial Planner listings in ManchesterScores updated Oct 27, 2026About refreshed Jul 31, 2026

Summit Financial Services of Derry

5.0 Google rating

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Summit Financial Services of Derry website

Score breakdown

AI Visibility39
AI Ready7
SEO77
Freshness15
  • Financial Planner
  • Derry, New Hampshire
  • (603) 437-8000
  • summitfinancialservices.com

Summit Financial Services of Derry: Summit Financial Services is a financial planner in Derry, NH. The firm specializes in assisting foreign financial institutions with U.S. tax regulations and market compliance. Their specific services include FATCA, QI, and CRS consultancy, U.S. tax filing...

Category rank by BizScore: #3 of 3 Financial Planner listings in DerryScores updated Oct 26, 2026About refreshed Aug 1, 2026
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A

Score breakdown

AI Visibility45
AI Ready-
SEO72
Freshness-
  • Financial Planner
  • Dover, New Hampshire
  • (603) 343-4515
  • aztecfg.com

AZTEC Financial Group LLC is a Financial Planner in Dover, NH. The firm specializes in building retirement and insurance plans tailored to the individual needs of pre-retirees in and around Dover. Services include strategic financial planning, investment...

Category rank by BizScore: #9 of 20 Financial Planner listings in DoverScores updated Jul 13, 2026About refreshed Sep 15, 2026
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KLG Financial Solutions website

Score breakdown

AI Visibility46
AI Ready-
SEO68
Freshness-
  • Financial Planner
  • Lebanon, New Hampshire
  • (603) 643-7200
  • klgfinancialsolutions.com

KLG Financial Solutions is a Financial Planner in Lebanon, NH. The firm offers comprehensive financial planning, sustainable and socially responsible investing, and tax services tailored to individuals, families, not‑for‑profits and businesses. Services...

Category rank by BizScore: #6 of 11 Financial Planner listings in LebanonScores updated Jun 7, 2026About refreshed Aug 7, 2026

Polychronis Financial Services

5.0 Google rating

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Polychronis Financial Services website

Score breakdown

AI Visibility33
AI Ready-
SEO74
Freshness-
  • Financial Planner
  • Rochester, New Hampshire
  • (603) 740-4040
  • polychronisfinancial.com

Polychronis Financial Services is a Financial Planner in Rochester, NH, located at 60 Rochester Hill Rd STE 2. It holds a rating of 5.00 based on customer reviews. Founded by John Polychronis in 2000, the firm operates as a boutique financial practice...

Category rank by BizScore: #24 of 34 Financial Planner listings in RochesterScores updated Jul 9, 2026About refreshed Sep 30, 2026
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Three Bearings Fiduciary Advisors, Inc. website

Score breakdown

AI Visibility22
AI Ready-
SEO67
Freshness-
  • Financial Planner
  • Hampton, New Hampshire
  • (603) 926-1775
  • threebearings.com

Three Bearings Fiduciary Advisors, Inc. is a Financial Planner in Hampton, NH, operating as a fee-only financial planning and investment management firm in southern New Hampshire. The firm provides financial planning services and investment advice on behalf...

Category rank by BizScore: #2 of 2 Financial Planner listings in HamptonScores updated Jul 8, 2026About refreshed Oct 1, 2026

Granite Oak Private Wealth of Hudson

5.0 Google rating

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Granite Oak Private Wealth of Hudson website

Score breakdown

AI Visibility0
AI Ready-
SEO54
Freshness-
  • Financial Planner
  • Hudson, New Hampshire
  • (603) 894-4554
  • graniteoakprivatewealth.com

Granite Oak Private Wealth of Hudson is a Financial Planner in Hudson, NH, located at 1c Commons Dr #17. The firm provides fiduciary financial planning, retirement planning, estate planning, tax strategy, and investment management to individuals and families...

Category rank by BizScore: #3 of 3 Financial Planner listings in HudsonScores updated Jul 7, 2026About refreshed Oct 21, 2026

What the Data Shows for Financial Planners in New Hampshire

58financial planners scored in New Hampshire
52Average BizScore
76Top BizScore
18%AI Visibility 50 or higher
67Average SEO score
4.6Average Google rating (41 rated)
0Claimed by the owner

18% of the 50 financial planners we measured in New Hampshire reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 36, compared with an average SEO score of 67.

The average Google rating across 41 rated financial planners is 4.6, and the median listing has 4 reviews.

None of the 58 financial planners has been claimed by its owner yet.

Figures from BizScoreAI's stored scans, latest score update Oct 27, 2026. What each score measures: How We Score.

Looking for the best financial planner in New Hampshire? BizScoreAI scores 58 Financial Planner listings across New Hampshire on online visibility, AI-search presence, reviews and profile completeness so you can compare at a glance. Open any profile for its full BizScore breakdown - and if it is your business, claim your free listing.

Frequently Asked Questions

How are New Hampshire Financial Planner listings ordered on BizScoreAI?

Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a composite of AI-search visibility, traditional SEO, citation presence and profile completeness.

How do I claim my financial planner listing in New Hampshire?

Open its profile and select claim - it is free, and lets you correct details and improve your search and AI visibility.

Is being listed free?

Yes. Every financial planner listing in New Hampshire is listed and scored for free, and claiming is free too.