Globe Wealth Management
Financial Services
46 South Main Street
10 employees
ABOVE
- Employees
- 10
- Contacts
- 2
- Emails
- 2
Globe Wealth Management Overview
- Headquarters
- 46 South Main Street
- Phone Number
- Available in AeroLeads
- Website
- www.globewealth.com
- Industry
- Financial Services
- Employees
- 10
- Founded
- 2008
- Stock Symbol
- ABOVE
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Globe Wealth Management
46 South Main Street - Suite 5, Concord, New Hampshire 03301 | 603-296-0063 GLOBE WEALTH MANAGEMENT - Navigating your financial world, together. Globe Wealth Management CERTIFIED FINANCIAL PLANNERS™* work together to develop a strategic roadmap that serves as a guide in navigating your financial world in pursuit of your ultimate goal. In order for them to develop a customized plan, they educate you on how your investments, insurances and tax strategies work in tandem. A customized financial plan will give you a baseline of where to begin and a reference point to keep you on track. Globe Wealth Management's Core Competencies: - Financial Planning - Investment Management - Insurance Strategies - Retirement Planning - Executive Stock Options - Business Retirement Plans - Business Benefits - Business Exit Strategies - College Planning - Estate Planning *Stacey L. Blodgett, CERTIFIED FINANCIAL PLANNER™ *Regina M. Kozsan, CERTIFIED FINANCIAL PLANNER™ * Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
Globe Wealth Management Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
Globe Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Richard W. Holt Johnson | Vice President - Communications and Business Development at Globe Wealth Management - "I Work Directly with Our Wealth Managers to Ensure Your | Concord, New Hampshire, United States |
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|
| Stacey L. Blodgett | Certified Financial Planner™, President, Chief Executive Officer and Wealth Manager - "I Specialize in Financial Planning to Help You Create | Concord, New Hampshire, United States |
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|
| Lia Cairns | Natural Horsemanship Equine Specialist | Concord, New Hampshire, United States |
Email
|
| Christina L. White | Client Relations Specialist at Globe Wealth Management - “I Specialize in Providing You with the Services You Need to Establish a Lasting Client | Concord, New Hampshire, United States |
Email
|
Employees by Management Level
Executive
3 profiles
Individual contributor
2 profiles
Associate / junior
2 profiles
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Sales | 1 | 1 | 0 |
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