Harbourpointe Financial Resources

CONNECT

Address:

370 Portsmouth Ave
Greenland, NH 03840-2252

Phone:

603-436-8900,800-665-1439

Fax/Other:

603-436-8998

Services and Product Offerings

 

At HarbourPointe Financial Resources, we provide a broad range of financial services and planning solutions, as well as quality investment and risk management offerings for both individual clients as well as businesses.

 

Personal Planning Techniques    
  • Asset Allocation and Portfolio Management    
  • College 529 Plans
  • College Funding Alternatives
  • Directed Trust Services
  • Charitable Giving Solutions

 

  • Individual and couples estate planning*
  • Individual Retirement Plans
  • Retirement Income Planning
  • Self Employed Retirement Strategies

*Estate Planning services provided in conjunction with your licensed legal advisor.

Investment Offerings    
  • CD and Money Market Accounts
  • Fixed and Variable Annuities
  • Full Service Brokerage Platforms
  • Comprehensive Money Management Accounts
  • Government Securities
  • Limited Partnership Investments
  • Load and No Load Mutual Funds
  • Professionally Managed Investment Portfolios
Personal Risk Management    
 
  • Life Insurance
  • Disibilty Income Insurance
  • Long-Term Care Insurance
  • Individual Health Plans
 
Business Planning Solutions    
 

Business Strategies

Employee Benefits

 
  • Exceutive Benefits Planning
  • Key Person Insurance
  • Buy/Sell Planning
  • Split-Dollar Arrangements
  • Deferred Compensation
  • Business Succession and Continuity Planning
  • Health Plans
  • Life Insurance
  • Short/Long-Term Disability
  • Long-Term Care
  • College 529 Plans
  • Retirement Plan Design and Implementation

 

 

   

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck