Edward Jones

At LPM Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Keene, NH area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Baystate Financial Services, based in Keene, NH, has been a trusted partner in financial planning for over a century, offering comprehensive services in financial planning, investment management, and risk management. Their core principles of guidance, insight, and results drive their commitment to helping individuals, families, business owners, and healthcare professionals achieve their financial goals. In addition to their robust financial services, Baystate is dedicated to community involvement through the Baystate Foundation, which supports programs for at-risk children and families. The firm prides itself on fostering a diverse and inclusive environment, ensuring that all clients receive tailored financial solutions that meet their unique needs. Generated from the website

Steward Partners is an employee-owned, full-service independent partnership catering to family, institutional, and multigenerational investors. Our partners specialize in comprehensive wealth planning, investment strategy implementation, professional asset management, institutional consulting, and business solutions. We serve a select number of clients and pride ourselves on delivering personalized service with an unwavering commitment to excellence.