Providing complete financial planning services to individuals and families. We look to help people pursue their life goals by helping them connect their finances with their lives. We have a diverse client base of business owners, professionals, retirees, and professional athletes. We cover financial planning issues independently on a fee basis. We pride ourselves on our high touch boutique approach. Feel free to contact us to discuss any financial planning issues that you are unsure of how to approach.Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Other advisory services offered through Winthrop Wealth Management, a separate entity form LPL Financial

For over 20 years, Seascape Capital Management has made it its mission to enrich the lives of our clients by helping them manage the complexities of their wealth with discretion and accountability. Deeply engaged and with genuine compassion, our team partners with clients and their loved ones to enable a better “return on life”. We are immensely proud to have earned the trust of multiple generations of the families we serve. Seascape Capital Management is an independent, boutique wealth management firm that specializes in working with high-net-worth individuals, families, and businesses to understand their priorities and achieve their financial goals. Often, in the process of getting to know our clients, we uncover very complex wealth management needs and we work with our clients to ascertain the planning of those needs. Then we develop personalized financial plans and a customized strategy with the goal of transforming those opportunities into increased wealth. As part of our comprehensive wealth management we provide: • Financial Planning • Investment Management • Retirement Planning • Tax and Estate Planning • Business Owner Strategies • Divorce Financial Analysis Disclaimer: This company profile does not provide investment advice, nor does it contain an offer to provide investment advice.

Affinity Investment Group, LLC is a U.S. Securities & Exchange Commission registered investment advisor. If you would like a copy of our current brochure and supplement please contact the office. Please visit our website for additional disclosure. https://www.affinityinvestmentgroup.com/disclosure Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible. As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan. Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate, investment, and planning techniques in order to provide you with the best financial advice for your particular situation.

Grove Street Fiduciary is a Wealth and Trust Advisory firm serving families and institutions. As fee-only fiduciaries and investment advisors, Grove Street Fiduciary provides truly objective financial planning and investment advice. The firm does not sell securities, mutual funds or insurance policies, allowing us to make recommendations that are solely in the client's best interest. Each advisor is a CERTIFIED FINANCIAL PLANNER™ professional who also adheres to the high ethical standards of the National Association of Personal Financial Advisors (NAPFA®).

Performed investment analysis for 401(k) and 403(b) plans as well as individual clients Model portfolio allocation and rebalancing Attended meetings with client committees and presented reviews on current fund and change recommendations

Spencer Financial, LLC is a multi-generational financial services firm specializing in retirement services, investment management, estate planning, and insurance solutions. We have an entrepreneurial culture rooted in historic Sudbury, Massachusetts that has been fueled by decades of hard work on behalf of our clients. At Spencer Financial, we have combined old school values with today’s high tech innovations in communication, research, digital access, and reporting to deliver the latest in tools and services to our clients. We have purposely retained a small, boutique feel in our organization so we can serve each client exactly as we would like to be served – efficiently, personally, and with a high level of contact. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Robbins Farley is a forward-thinking wealth management firm based in Manchester, New Hampshire. We are passionate about helping individuals and families achieve their financial objectives. Our team of professionals help you create a wealth management plan, using our personalized formula of Investment Consulting, Advanced Planning, and Relationship Management. We provide knowledge and insights to help promote positive financial behaviors and outcomes. Robbins Farley is structured around the fundamentals of Direct Access, Team Approach, Client Education, and Transparency. We combine our years of experience and multi-generational perspectives in order to form long-term relationships that encourage communication and education. Our goal is to make a positive impact in the lives of each client with whom we work.

Granite State Retirement Planning, Inc. is an independent, comprehensive retirement planning services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to help grow and conserve our clients'​ assets by delivering an unprecedented level of personalized service, thus earning us a reputation for excellence in our industry. We take a conservative approach to help you live comfortably today and protect your legacy for the future. Our practice is client centered, specializing in retirement and wealth distribution, and we treat every client in a caring and compassionate manner. As professionals, we are dedicated to excellence and integrity in everything we do. We believe every client has the right to select the financial strategies and techniques that are best suited for them. In order to achieve this goal, we will enhance our client’s knowledge of investments, tax planning and other retirement related issues. We believe that sound, proactive advice and implementation is paramount to a comfortable and happy retirement. Check us out on Facebook, Granite State Retirement Planning, Inc and Twitter, @GSRPNH Securities offered through Triad Advisors, LLC. Member FINRA & SIPC. Investment Advisory services offered through Granite State Retirement Planning, Inc., a Registered Investment Advisor. Triad Advisors and Granite State Retirement Planning, Inc. are not affiliated.

Our Mission is to Lead by first understanding the important life matters of those we serve and then through our knowledge and experience provide the direction, vision and servant leadership required to achieve their dreams. Securities and Investments Advisory Services offered through Founders Financial Securities, LLC Member FINRA/SIPC and Registered Investment Advisor

Financial planning and investment management firm with a strong focus on lifetime tax planning.

Gained experience of the day-to-day operations of a Financial Planner by participating in example meetings of retirement portfolio allocation processes, risk tolerance, investment objectives, and assessing personal circumstancesAdministrative work such as assembling new client questionnaire booklets Replenished data on word and excel spreadsheets regarding ratings on frequently used bonds and funds

MERRIMACK INSURANCE & RETIREMENT PLANNING SERVICES is an investment banking company based out of 1538 TURNPIKE ST, North Andover, Massachusetts, United States.