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      Ballentine Partners

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      Financial Planning Consultants, Financial Planners, Investment Advisory Service

      55 Mill St, Wolfeboro, NH 03894

      603-569-5264

      OPEN NOW: 
      Today: 8:30 am - 5:00 pm
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      DETAILS
      General Info
      Ballentine, Finn & Company specializes in personal financial planning and wealth management services. The company provides advice about investments, personal cash flow, balance sheet management, insurance, tax planning, transferring wealth to family members, estate planning and charitable giving. It also provides comprehensive implementation and project management services. The company s financial planning engagements go through three phases, an initial financial planning investigation that focuses on identifying planning opportunities and risk exposures, an implementation phase to implement the first round of recommendations and an on-going planning and implementation phase to continuously improve the client's financial condition. Ballentine, Finn & Company has offices in Wolfeboro, N.H., and Waltham, Mass.
      Extra Phones

      Fax: 603-569-5264

      Hours
      Regular Hours
      Mon - Fri:
      Categories
      Financial Planning Consultants, Financial Planners, Investment Advisory Service, Investment Management, Taxes-Consultants & Representatives
      AKA

      Ballentine Finn & Co Inc

      Ballentine Finn & Company Inc

      Other Link

      https://ballentinepartners.com

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