Navigating a clear course toward your financial security.
In preparation for our initial meeting, you should download our Net Worth Statement to organize your assets and liabilities. Plan on bringing the most recent copy of your bank and investment statements to the initial meeting.
Secure Document Vault Don't email that document - Send confidential data to us with confidence using our secure document portal.
Three Bearings Fiduciary Advisors, Inc.
380 Lafayette Road, Unit D , Hampton, NH 03842
P: 603-926-1775 • 800-927-7365
F: 603-926-1249
E: info@threebearings.com
Investment Services
Who We Are
Getting Started - Financial Planning
Client Profiles
You Should Know
Financial Investment Advice
CFP
Fee-Only Financial Planners
Regulatory Compliance Info
Disclaimer
Privacy Notice
As Certified Financial Planners in NH, Three Bearings Fiduciary Advisors's financial advisors provide investment management advice and financial planning services to individuals and small business owners in NH, ME, and MA looking for fee-only financial planners known for trusted financial advisory services from education planning and retirement investment, to estate planning.
Three Bearings Fiduciary Advisors is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC). Please read our regulatory information. In addition to SEC registration, our company is registered with the states of Maine, New Hampshire and Massachusetts for service of process. We are not limited to these states, as we will register with other states when our client count in any particular state meets registration requirements.
Three Bearings® word mark and logos are registered trademarks owned by Three Bearings Fiduciary Advisors, Inc.
