• Financial/Investment Services
262 South River Road, Suite 201
Bedford, NH 03110
(603) 606-4255
(603) 242-2154 (fax)
Hours:
M-F 9:00 am - 5:00 pm

About Us

We’re proud to be associated with a firm known for its unwavering commitment to understanding what’s most important to each client and providing advice based on your unique goals. We offer read more
  • About

    We’re proud to be associated with a firm known for its unwavering commitment to understanding what’s most important to each client and providing advice based on your unique goals. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

    Your financial goals are individual, and we can help you achieve them. We take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

    When you have the right financial advisor, life can be brilliant.

  • Whom to Contact

    • Jacob Berrigan
      Support Advisor
      Phone: (603) 606-4255
    • Heidi Breault
      Marketing Coordinator
      Phone: (603) 623-1572
    • Rick Chouinard
      Support Advisor
      Phone: (603) 606-4255
    • Hannah Dempsey
      Marketing Manager
    • Katie Geery
      Phone: (603) 606-4255
    • Kevin Jordan
      Financial Advisor
    • Kendra Kearney
      Financial Advisor
      Phone: (603) 606-4255
    • Brent Kiley
      Phone: (603) 606-4255
    • Katelin McSherry
      Financial Advisor
      Phone: (603) 606-4255
    • Erin Woods
      Practice Manager
      Phone: (603) 391-0548
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