Karen Crump Email & Phone Number

Concord, Nh, Us

Concord Office

The premier, locally owned asset management firm in the Upper Valley, Lake Sunapee and Concord regions providing integrated investment, tax, banking and wealth management services. We offer clients a comprehensive, integrated approach that represents the highest standard of client advocacy, responsiveness and expert financial advice. Ledyard Financial Advisors and Ledyard Private Banking services are provided in person by the area's largest and most experienced staff of advisors, accountants and portfolio managers utilizing a client centric framework of wealth management issues. We help you plan well so you can live well.

Concord, Nh

Charter Trust is an investment management company in Northern New England. I manage investment portfolio's for individual trusts, IRA's, institutions and chartiable foundations. An Equity analyst for S&P 500 stocks and asset allocation. Chair the weekly Investment Meetings for Charter's Team. Radio host for Money Basics on many topics in the Investment industry & 401(k) market. Editor for quarterly Understanding Investments Journal for Personal Investing. Member of 401(k) Team at Charter Trust. Saving for your own Retirement is important and not easy to understand. Our 401k Team provides one on one service while educating on best investments to have in a 401k plan. Do you know if your 401k plan is the best for you? Call us.We do so much more than Investments - Acting as a Fiduciary is primary.

Grant committee work Spring through late summer every year.

Managed financial statements and payroll.

Financials for property management firm who owned several elite retirement living condominiums in the Scottsdale, Phoenix Arizona area.