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Financial Advisors for Investing and Retirement Planning

NHT Financial Advisors, a division of NHTrust, helps you make sense of your options and move forward with a clear plan. From getting started with investing to adjusting for retirement, our advisors offer practical guidance and ongoing support so you can Plan Confidently.

Financial Advisor Services

Through NHT Financial Advisors, you can access a range of services designed to support everyday decisions and long-term goals. From investment management and financial planning to retirement income, tax strategies, insurance solutions and education savings, your advisor helps coordinate each piece so your plan stays aligned as life changes.

Investment Management

Build and monitor a diversified portfolio tailored to your goals and risk comfort, with ongoing guidance as markets change.

Financial Planning

Clarify where you stand today and map out saving, spending and protection strategies so your financial life is more organized.

Retirement Planning

Expert guidance to assess your requirements, evaluate retirement timing, and develop an income strategy tailored to sustain your preferred lifestyle.

Tax Planning Strategies

Tax-efficient approaches to how you save, invest and withdraw funds, coordinated with your tax professional when appropriate.

Insurance

Evaluation of insurance and annuity solutions to help protect your income, assets, and loved ones.

Educational Planning

Set aside funds for your child’s future as you choose and manage investments through tax-advantaged 529 plans or UGMA/UTMA accounts.

Financial Advisory Team

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.

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