Preferred Financial Services

DAK Financial Group, LLC is a trusted financial planning firm based in Meredith, NH, serving the New England region since 1992. With a focus on creating sustainable income, their team of experts offers retirement planning workshops and personalized solutions to help individuals secure their financial future. Committed to providing exceptional service, DAK Financial Group, LLC offers various ways to connect, whether it's through their website, in-person consultations, or by listening to their informative podcast. With their extensive experience and dedication to their clients, DAK Financial Group, LLC is a reliable partner in navigating the complexities of financial planning.Generated from the website

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

The Foundry Financial Group Inc is an independent fee-only fiduciary advisory firm located in Laconia, NH. They specialize in providing personalized financial planning and investment management services to retired individuals, professionals, diligent savers, and business owners. With a team of experienced wealth management advisors, they strive to improve the lives of their clients and their families through diligent professionalism, positivity, teamwork, candor, and kindness. Founded in 1989 by Natalie Fogarty and currently led by President Michael H. Fogarty, CFP, The Foundry Financial Group is dedicated to delivering clear, objective advice and customized solutions to meet their clients' wealth management needs. Their services include financial planning, investment management, and guidance on employer-sponsored retirement plans, all provided with full fee transparency and without any commissions on recommended products.Generated from the website