We deliver financial solutions for today and tomorrow through a comprehensive personalized financial planning approach built on a long-term relationship with a knowledgeable advisor.

General Info

Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal. Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together. What to Expect: Accurate information about our tailored solutions, including risks, benefits and costs If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives Professional help in clarifying your financial goals and priorities What to Bring: A list of any questions you have regarding your current financial situation A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention We deliver financial solutions for today and tomorrow through a comprehensive personalized financial planning approach built on a long-term relationship with a knowledgeable advisor.

Extra Phones

Fax: 603-357-1280

1-800-hey plan!: 800-439-7526

Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Categories

Financing Consultants, Financial Planning Consultants, Financial Services, Investment Management, Investments

Services/Products

Personal financial planning for investments, retirement income strategies, retirement plan distribution, estate planning strategies, multi-generational and wealth preservation strategies. * CERTIFIED FINANCIAL PLANNER practitioner * Certified Financial Planner * CFP

Brands

IRA Rollovers Investments CFP

Location

We are located on the corner of Washington Street and Mechanic Street. Free parking is available.

Accreditation

CERTIFIED FINANCIAL PLANNER Practitioner

Associations

Member FINRA

AKA

Donald T. Ladd CFP, CLTC, MBA