Hunter Edwards Email & Phone Number

Concord, Nh, Us

210 Rumford Street Concord, Nh 03301

46 South Main Street - Suite 3, 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… Show more 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 | ASSET MANAGEMENT | RISK MANAGEMENT- Investment Planning- Estate Planning + Charitable Giving- Retirement Planning- Risk Management + Insurance- Cash Flow + Budget- Generational Wealth Planning- Income Tax 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.My Core Responsibilities:"I assist the team in ensuring a superior client experience."- Maintain the firm's client relationship management software [Redtail CRM]- Maintain the firm's online aggregation tool software [Adviceworks] - Manage and utilize the firm's online access point software [NETXINVESTOR]- Process check deposits- Assist with client onboarding - Assist with the scheduling of client meetings and partner meetings- Assist with the firm's marketing initiatives- Assist with maintaining the firm's websiteHunter M. Edwards is a non-registered administrative assistant with Cetera Advisors LLC. Show less

Finance

Accounting

Education record