Benjamin F. Edwards
Concord, NH Financial Advisor Branch Office
Contact Us70 Commercial St Ste 101
Concord, NH 03302
OUR APPROACH
One mission drives each of us at the Concord, NH, location of Benjamin F. Edwards & Co.—providing you with the service, support, and perspective you need to help you achieve your financial goals and objectives. Our Concord office is comprised of four talented financial professionals with over 100 years of combined experience and you can be assured that all of us share a commitment to putting our clients first and treating others the way we want to be treated. Adhering to these basic principles results in relationships built on mutual respect and trust, enabling us to focus on what really matters—you, our client, and your financial well-being. Whether you live in Concord, NH, or elsewhere, we’ll work together to map out a financial program that meets your specific needs. All of us recognize the importance of taking the time to get to know you and understand your financial goals and objectives as we work together to make your plan a reality. Once your investment program is designed and in place, we put it into action. But we don’t stop there. You will also benefit from our ongoing personalized attention and follow-up that will keep you on track throughout your financial journey. In addition, you will have ongoing access to the resources, expertise and tools you need to address financial issues from the simple to the complex.AREAS OF CONCENTRATION
- Advisory Portfolios
- Asset Allocation
- Business Owner Services
- Education Planning Strategies
- Estate and Legacy Planning Strategies
- Financial Planning Strategies
- Investment Strategies
- Portfolio Management
- Retirement Planning Strategies
- Wealth Management
Our Approach to Wealth Management
Trust, Integrity, and Mutual Respect guide each of us at the Concord, NH location of Benjamin F. Edwards. We provide you with the service, support, and perspective you need to help you achieve your financial goals. Our Concord office is comprised of talented financial professionals with years of wealth management experience.
The Benjamin F. Edwards team of financial advisors is proud to serve Concord, NH and surrounding communities. Whatever your unique financial situation, investment challenges, or retirement goals, we are happy to work with integrity and passion to help you meet them.
Concord Branch Financial Planning Services:
Our Concord branch can serve you with a variety of financial planning needs, with a special focus on the following areas:
- Advisory Services
- Affluent Investor Services
- Wealth Transition Strategies
- Trust Services
- Stocks, Bonds, and Mutual Funds
- Social Security Strategies
- Retirement Planning Services
- Alternative Investments
- Asset Allocation
- Business Owner Services
- Cash Management
- Charitable Planning Strategies
- Concentrated Equity Strategies
- Education Planning Strategies
- Equity Investments
- Estate Planning Strategies
- Financial Planning
- IRAs
- Life Insurance
- Non-Purpose Loans
- Portfolio Construction
Benjamin F. Edwards & Co. is not engaged in rendering legal, accounting or tax preparation services. Specific questions on taxes or legal matters as they relate to your individual situation should be directed to your tax or legal professional.
Meet the Concord, NH Financial Advisory Team
Bill Kearney, CFP®, CKA®
Branch Manager, Managing Director – Investments
Phone: 603-369-4960
View Bill's Bio
Baylee Demers
Financial Client Associate
Trust. Integrity. Mutual Respect
These are the principles that guide us at our Concord branch, and all our wealth management branches across the country, as we deliver the informed investment advice you deserve, and the client-first service you expect.
Founded in 2008, Benjamin F. Edwards is a growing, national wealth management firm that is committed to putting its clients' interests first and helping them reach their financial goals.
Email Us
Mail or Visit Us
Benjamin F. Edwards
70 Commercial St Ste 101
Concord, NH 03302