Echelon Financial Services

CONNECT

Address:

3 Carriage Road
Bow, NH 03304

Phone:

603-224-2777

Fax/Other:

603-218-6947

Our Services

While developing a customized financial strategy, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial strategy utilizing the following products and services:

We serve individuals and businesses in all areas of financial management, including:

  • Retirement planning strategies
    Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement. 
  • Tax management strategies 
    Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists. 
  • Estate planning strategies 
    Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
  • Risk management 
    Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation. 
  • Education funding 
    Recommending investment and accumulation strategies to help you pay for your children's education.
  • Investment strategies
    Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals. 
  • Employee and executive benefits 
    Helping your business attract and retain qualified employees through benefit packages.

Registered Representatives of Equity Services, Inc. do not offer tax or legal advice.  For advice concerning your own situation, please consult with your appropriate professional advisor.  

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