Best Financial Advisors in Concord

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
60+
Advisors
4.6/5.0
Average Rating

Concord Financial Landscape

Concord's economy is diverse, with a mix of government, healthcare, and education sectors driving growth. The city benefits from its strategic location and community-focused initiatives.

Major industries
Government, Healthcare, Education
Population
42.4K (metro: 424.2K)
Median household income
$65,000
Unique needs
Concord requires tailored financial advice due to its unique economic landscape and demographic trends.
Market Insights
Economic Growth
According to BEA (2023), Concord's economy has shown steady growth, driven by public sector investments and healthcare expansion.
Wealth Demographics
According to Census (2023), the median income in Concord is approximately $65,000, reflecting a stable middle-class population.
Advisor Specializations
Based on BLS (2023), financial advisors in Concord are increasingly focusing on retirement planning and estate management due to an aging population.
Local Considerations
Cost of Living
According to BLS (2024), Concord's cost of living is slightly above the national average, driven by housing and healthcare costs.
Real Estate Market
According to Zillow (2024), the real estate market in Concord is competitive, with home prices rising by 8% year-over-year, indicating strong demand.
Business Environment
According to Fortune (2024), Concord's business climate is favorable, with supportive local policies and a focus on small business growth.

Top 5 Financial Advisors in Concord

New Hampshire Financial Services, LLC
★ ★ ★ ★ ★ 5
Brian Bond, Bankers Life Securities Financial Representative
★ ★ ★ ★ ★ 5
Davis Wealth Management
★ ★ ★ ★ ★ 5
Parsons Financial Associates, Inc
★ ★ ★ ★ ★ 5
Globe Wealth Management
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Concord, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Concord-Specific Expertise
For Concord residents working in Government, Healthcare, Education, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Concord's economy relies on government and education, posing risks if funding declines. Real estate prices are rising, indicating potential bubble risks. Prepare for winter storms and flooding.

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Find Financial Advisors in Nearby Cities

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