Three Bearings Financial Advisors
  • Home
  • Services
  • About
    • About Our Firm
    • Our Team
  • Contact
  • Municipal Trustees
    • Services
    • Investment Strategies
    • Best Practices
Portal

Picture
Linda M. Lambert, FPQP®
Tax & Accounting Specialist
Linda joined Three Bearings Fiduciary Advisors in January, 2014. She holds a Bachelor of Science degree in Accounting from Southern New Hampshire University and an Associate in Science Degree in Paralegal Studies from New Hampshire Technical Institute. Her background in accounting, taxation, and law, brings additional depth to our tax team and serves as a valuable resource for addressing tax and accounting-related questions both for our personal financial planning, small business, and municipal investment management clients. Linda has advanced her knowledge of law and accounting over a career that includes positions at the Harvey & Mahoney law firm in Manchester, the accounting firm of Victoria L. Phillips in Loudon and also Gamwell, Caputo, Siek & Company in Conway. She has also gained corporate bookkeeping experience through work at Concord Coach Lines, Inc. in Concord and Geoff Gray Corporation in Salem.  Linda has also been a guest panel presenter for the NH Municipal Association at their annual conference and spring municipal trustee workshop.
She is a life-time resident of New Hampshire. She grew up on Lake Winnipesaukee in Tuftonboro, NH and now resides with her husband and their children in Brentwood, NH.

Fiduciary services

Retirement saving strategies

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis
Learn More

tax-aware retirement planning

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis
Learn More

tax-aware portfolio management

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis
Learn More

tax planning & return preparation

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis
Learn More

estate planning

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis
Learn More

municipal investment management

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis
Learn More

Our Services

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis
Learn More

Our Process

​Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis 
LEARN MORE

Our Team

We are experienced Fiduciary Advisors, and we draw on these experiences to give our clients a deeper understanding of financial matters. We are also parents, grandparents, and volunteers actively involved in our communities.
Get to Know us

alternate icon styles for comparison--These are the two above

Picture
Picture

I'm not happy with the ones below, but thought i would get your thoughts

Picture
Picture
Picture
Picture

Start in the present
​
tips for the younger generations

What's your focus? School loans? Saving for a home? Funding college tuition? A good plan will get your journey started. Learn what we wish someone had told us!
Picture

let your investment do the work
​
start now, no matter how much

It's not easy being young these days. It never seems like you have enough money, and tuition, cars, housing and groceries are higher than ever. But it's important to start early, no matter how much.
Picture
Picture
​Secure Document Vault Don't email that document - Send confidential data to us with confidence using our secure document portal.


Picture
Want to know about how we work with our clients? Check out our Relationship Summary (Form CRS) to learn more!

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: [email protected]

Site powered by Harbour Light Strategic Marketing
  • Home
  • Services
  • About
    • About Our Firm
    • Our Team
  • Contact
  • Municipal Trustees
    • Services
    • Investment Strategies
    • Best Practices