Spences Financial

Harbor Advisory Corporation, established in 1972, specializes in personalized wealth management services and asset management counsel for high and ultra-high net worth individuals and families. With a reputation built over nearly 50 years, the firm focuses on delivering tailored financial planning and investment management solutions that aim to build clients' wealth while managing risk and minimizing tax impact. The firm's core philosophy emphasizes superior service and customized strategies, with a commitment to long-term capital growth, risk management, and tax efficiency. This highly tailored approach positions Harbor Advisory as a leader in the wealth management sector, dedicated to meeting the unique needs of its clientele. Generated from the website

Creegan & Nassoura LLC is a financial services firm located in Portsmouth, New Hampshire, and Merrimack, New Hampshire, dedicated to providing personalized financial planning and investment management. The team, led by Robert M. Creegan Jr. and Steven C. Nassoura, offers complimentary introductory meetings to discuss clients' financial goals and strategies. With a focus on building strong relationships, Creegan & Nassoura LLC aims to guide clients through the complexities of financial planning in New Hampshire and Massachusetts. Their expertise includes comprehensive financial advice, ensuring that clients receive tailored solutions for their unique financial needs. Generated from the website

Pax World Management Corporation is the advisor to Pax World Funds that includes balanced, growth, high-yield and money market funds. Its online service center allows the users to download, view and transfer documents, reports, applications and prospectus. The firm s online service center also provides access to view account balances, purchases, and redeem and transfer fund shares. It provides document delivery options that allow shareholders to save paper by receiving electronic document notifications for annual prospectus and report mailings. Additionally, the firm provides a wide variety of online calculators that helps in calculating college savings, investment in retirement plans and savings estimation.