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Designations / CPA financial planners

CPA financial planners in New Hampshire

CPAs with the Personal Financial Specialist credential combine tax expertise with financial planning.

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6 advisors

Brophy Wealth Management
40yrs
Stephen Brophy
Financial advisor
40 South River Road Bedford Place Unit 15
Bedford, NH 03110
Top 3% by experience in New Hampshire
CFP®CPA/PFSChFC
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Cetera Investment Advisers
28yrs
Charles Morgan
Financial advisor
31 Old Etna Rd Suite N-4
Lebanon, NH 03766
Top 11% by experience in Lebanon
CPA/PFSFiduciary
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Financial Transparency
27yrs
Alfred Romano
Financial advisor
Salisbury, NH
Top 20% by experience in New Hampshire
CPA/PFSFiduciary
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Greene & Company Financial Services
23yrs
Douglas Greene
Financial advisor
Moultonborough, NH
More experience than 70% of advisors in New Hampshire
CPA/PFSPlanningInvesting
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Cetera Investment Advisers
18yrs
Kerry Lekas
Financial advisor
2 Parmenter Road Unit C5
Londonderry, NH 03053
More experience than 57% of advisors in New Hampshire
CFP®CPA/PFSFiduciary
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Olson Economics
16yrs
Anthony Olson
Financial advisor
Keene, NH
More experience than 56% of advisors in Keene
CPA/PFSFiduciaryFee-only firm
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