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Granite Financial Partners
Milford, New Hampshire
3.0
2 Reviews
Granite Financial Partners, headquartered in Milford, NH, is a reputable investment advisory firm serving a diverse clientele. With over 170 individual clients and a staggering $250,119,000 in assets under management, Granite Financial Partners is committed to providing exceptional financial solutions. The firm operates from two strategically located offices to cater to their clients' needs effectively.
Although 401K and individual accounts constitute less than 30% of their total assets under management, Granite Financial Partners boasts the capability to effectively manage employer funds. Impressively, 91% of the assets they ove...see more
Assets Under Mgmt
$250.12M
Investment Professionals
2
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
- Other
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other: TRUST ACCOUNT REVIEW FOR LAW FIRM
Other Business Activities
- Other Financial product salesperson
Reviews for Granite Financial Partners
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