Jason Belyea, CRPC®
Financial Advisor
Registered Representative, Osaic Institutions, Inc
Education
- BS Keene State College
Credentials and Licenses
- Chartered Financial Planning Counselor (CRPC) from American College
Community Involvement
- Volunteer for the NH Food Bank
- The Friends Program
- Capital Center for the Arts
- Active member of the Greater Concord Chamber of Commerce
Philosophy
“It is my passion to assist individuals, families, and entrepreneurs on their path to financial independence. I provide honest, impartial financial planning and investment guidance tailored to every phase of my clients’ financial journey, focusing on the management and preservation of their wealth. It is a privilege for me to help my clients achieve this level of success.”
Personal
In addition to cherishing moments spent with family, I also find great pleasure in coaching my son’s little league baseball team during my free hours.
Special Expertise
- Retirement Planning
- Investment & Portfolio Management
I can be reached at jbelyea@nhtrust.com or 603.223.2736.
Not FDIC Insured
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Not Bank Guaranteed
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May Lose Value
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Not a Bank Deposit
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Not Insured By Any Federal Government Agency
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Meeting with NHTrust team is without obligation or cost.
NHTrust is a trade name of the New Hampshire Trust Company. Brokerage services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Investment and insurance products are subject to investment risk, including the possible loss of value. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. Osaic Institutions and NHTrust are not affiliated.
