KCS Advisors LLC

Valpey Financial Services, LLC is a Registered Investment Advisor based in Concord, NH, offering fee-only financial planning and investment management services. Led by Ron Valpey, a Certified Financial Planner professional and Accredited Investment Fiduciary, the firm provides comprehensive retirement and investment planning, as well as assistance with college, tax, and estate planning. With over 39 years of personal and professional investment experience, Ron is dedicated to acting in his clients' best interests and fully disclosing any potential conflicts of interest. Valpey Financial Services, LLC is committed to providing asset-based fee-only financial advisory services, with a focus on clients with a minimum of $650,000 in assets. The firm's team, including Chief Compliance Officer Victoria Webber and Financial Paraplanner Qualified Professional Kristen Zaffini, works closely with clients to develop personalized financial strategies. Valpey Financial Services, LLC is a member of various professional associations, including the National Association of Personal Financial Advisors and the Financial Planning Association, and is dedicated to educating individuals on financial matters through involvement with non-profit organizations like the New Hampshire JumpStart Coalition.Generated from the website

The New Hampshire Fiscal Policy Institute (NHFPI) is an independent nonprofit organization dedicated to exploring, developing, and promoting public policies that foster economic opportunity and prosperity for all New Hampshire residents. With a focus on low- and moderate-income families and individuals, NHFPI conducts research and analysis on topics such as budget, revenue, tax, economy, income, poverty, education, and health, providing fact sheets, issue briefs, publications, and blog posts to inform and shape public policy debates. NHFPI's mission is to address the challenges faced by New Hampshire families and the economy, particularly in relation to limited access to affordable child care, which creates significant obstacles for families and may hinder the state's efforts to support a robust workforce. By tracking the impacts of federal initiatives like the American Rescue Plan Act (ARPA) and providing insights into the state's budget, revenue, and tax systems, NHFPI aims to contribute to the development of effective policies that promote economic stability and improve the well-being of Granite Staters.Generated from the website

Charter Trust Company is a financial institution that offers a range of wealth management services for individuals, families, small-scale businesses and nonprofit organizations. It provides analysis services related to financial markets, legal issues and tax codes. The institution prepares individualized financial plans to meet the customized needs of its clients. Its professionals offer consulting services in the areas of asset expansion, protection, administration and transfer. Charter Trust Company provides assistance with several investment options, as well as risk management, wealth allocation, and estate, retirement and business planning services. It additionally offers online bill payment, accounting, insurance administration, and tax preparation and filing services.