Top 20 Financial Services Companies in Bedford

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Below is the list of Top 20 Financial Services Companies in Bedford ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Bedford

1. Northeast Planning Associates

Industry: Financial Services

Location: Bedford, New Hampshire

Website: northeastplanning.com

Company Size: 51-200

Company Address: 43 Constitution Drive, Bedford, New Hampshire, United States

Northeast Planning Associates Contact Details

Name Title LinkedIn Phone Email
Caleb Kirby Financial Services Professional
Lutcf John Fricke Financial Advisor
Beth Plentzas Financial Advisor
Gary Pelletier Wealth Planner
Edward Hiers Chief Executive Officer
Kevin Crowley Lpl Investment Advisor Representative
Connor Brisson Office Manager
Requires/Intent and 13 more Employees
Mortgage & Loan Processing
Compliance & Regulatory Advisory
Hedge Fund & Private Equity Consulting
API Integration For FinTech
and more

2. Launch Angels

Industry: Financial Services

Location: Bedford, New Hampshire

Website: launch-angels.com

Company Founded: 2013

Company Size: 1-10

Company Address: 360 Route 101, Bedford, New Hampshire, United States

Launch Angels Contact Details

Name Title LinkedIn Phone Email
Kathryn Norris Director Of Martech And Lead Generation
Hilary Ncala Vice President Of Investor Relations
Charlene Dalarcao Executive Administrator
Requires/Intent
IoT-enabled Smart Banking Solutions
HR & Talent Acquisition
and more

3. Rise Private Wealth Management

Industry: Financial Services

Location: Bedford, New Hampshire

Company Founded: 2010

Company Size: 11-50

Rise Private Wealth Management Contact Details

Name Title LinkedIn Phone Email
Shanna Deshaies Financial Advisor
Shanna Chasse Financial Advisor
Kerri-an Christopher Marketing Manager
Elizabeth Therrien Client Service Specialist
Requires/Intent
Document Management & E-signature Solutions
Cloud Computing Solutions
Mergers & Acquisitions Advisory
Tax Planning & Strategy
and more

4. Redblack

Industry: Financial Services

Location: Bedford, New Hampshire

Website: redblacksoftware.com

Company Founded: 2006

Company Size: 51-200

Company Address: 1 Bedford Farms Drive, Bedford, New Hampshire, United States

Redblack Contact Details

Name Title LinkedIn Phone Email
Lisa Jacobs Director Of Client Services
Jesse Snow Client Relations Support Manager
Kate Lachance Client Support
Requires/Intent
Customer Relationship Management (CRM)
Risk Assessment & Mitigation
Legal Compliance & Advisory
Investment Advisory
Wealth Management
and more

5. Bedford Lending

Industry: Financial Services

Location: Bedford, New Hampshire

Website: bedfordlending.com

Company Founded: 1991

Company Size: 11-50

Company Address: 40 South River Road, Bedford, New Hampshire, United States

Bedford Lending Contact Details

Name Title LinkedIn Phone Email
Jeff Newlin Regional Manager
Lisa Jean Managing Director
Lewis Knapp Managing Director
Requires/Intent
Investment Advisory
Quality Control & Assurance
Credit Rating & Analysis
and more

6. Davis Wealth Advisors

Industry: Financial Services

Location: Bedford, New Hampshire

Website: daviswealthadvisors.net

Company Founded: 2017

Company Size: 1-10

Company Address: 3 Executive Park Drive, Bedford, New Hampshire, United States

Davis Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Melinda Davis Founder And Managing Partner
Requires/Intent
Securities Trading & Brokerage
Hedge Fund & Private Equity Consulting
Document Management & E-signature Solutions
Treasury & Cash Flow Management
and more

7. Eagle Point Investment Advisors

Industry: Financial Services

Location: Bedford, New Hampshire

Website: eaglepointia.com

Company Size: 1-10

Company Address: 1 Bedford Farms Drive, Bedford, New Hampshire, United States

Eagle Point Investment Advisors Contact Details

Name Title LinkedIn Phone Email
Matt Hamel Financial Advisor
Codi Albin Administrative Assistant
Edward Hickey Partner
Requires/Intent
IoT-enabled Smart Banking Solutions
ESG & Sustainable Finance Consulting
Insurance & Underwriting Services
and more

8. The Baldwin & Clarke Companies

Industry: Financial Services

Location: Bedford, New Hampshire

Website: baldwinclarke.com

Company Founded: 1971

Company Size: 11-50

Company Address: 1 Bedford Farms Drive, Bedford, New Hampshire, United States

The Baldwin & Clarke Companies Contact Details

Name Title LinkedIn Phone Email
Noah Kabbara Service And Investment Support Analyst
Elizabeth Paul Client Service Specialist
Aaron Sharabaika Managing Director
Chuck Baldwin Partner
Louise Spinelli Accounting Supervisor
Jay Clarke Executive Vice President
Diana Frothingham Financial Consultant
Requires/Intent
Investment Advisory
Business Strategy & Growth Consulting
Online Advertising & SEO
Risk Assessment & Mitigation
Tax Planning & Strategy
and more

9. Capital Care Associates

Industry: Financial Services

Location: Bedford, New Hampshire

Website: capitalcare.co

Company Size: 1-10

Company Address: 3 Executive Drive, Bedford, New Hampshire, United States

Capital Care Associates Contact Details

Name Title LinkedIn Phone Email
Joseph Mccarron Principal
Requires/Intent
Mobile App Development For Financial Services
Debt Collection & Recovery
Branding & Public Relations
Loan Origination & Servicing Platforms
Financial Auditing & Reporting
and more

10. Financial Strategies Retirement Partners (fsrp)

Industry: Financial Services

Location: Bedford, New Hampshire

Website: fsrp.net

Company Founded: 1995

Company Size: 11-50

Company Address: 3 Executive Park Drive, Bedford, New Hampshire, United States

Financial Strategies Retirement Partners (fsrp) Contact Details

Name Title LinkedIn Phone Email
Al Gilbert Partner
Kimberly Hamel Client Relationship Manager
Requires/Intent
IoT-enabled Smart Banking Solutions
Technology Consulting
Marketing Services
Mortgage & Loan Processing
Compliance & Regulatory Advisory
and more

11. Peak Wealth Management Llc

Industry: Financial Services

Location: Bedford, New Hampshire

Website: peakwealthnh.com

Company Founded: 2015

Company Size: 1-10

Company Address: 1 Hardy Road, Bedford, New Hampshire, United States

Peak Wealth Management Llc Contact Details

Name Title LinkedIn Phone Email
Derek Deangelis Founding Partner, Wealth Manager
Requires/Intent
Corporate Finance Strategy
Mergers & Acquisitions Advisory
HR & Talent Acquisition
Hedge Fund & Private Equity Consulting
and more

12. Milestone Financial Planning, Llc

Industry: Financial Services

Location: Bedford, New Hampshire

Website: milestonefinancialplanning.com

Company Founded: 2003

Company Size: 1-10

Company Address: 3 Executive Park Drive, Bedford, New Hampshire, United States

Milestone Financial Planning, Llc Contact Details

Name Title LinkedIn Phone Email
Prigitano Nick Financial Advisor
Jennifer Davidson Managing Partner
Requires/Intent
Online Advertising & SEO
Marketing Services
Portfolio Management
Securities Trading & Brokerage
Banking & Payment Processing
and more

13. Brophy Wealth Management, Llc

Industry: Financial Services

Location: Bedford, New Hampshire

Website: brophywealth.com

Company Size: 1-10

Company Address: 40 South River Road, Bedford, New Hampshire, United States

Brophy Wealth Management, Llc Contact Details

Name Title LinkedIn Phone Email
James Brophy Wealth Manager
Requires/Intent
Branding & Public Relations
Financial Planning & Retirement Solutions
Digital Payment & Subscription Solutions
Omnichannel Customer Support
and more

14. Setaway, Llc Retirement Plan Design, Administration & Consulting

Industry: Financial Services

Location: Bedford, New Hampshire

Website: setawayllc.com

Company Founded: 2012

Company Size: 1-10

Company Address: 5 Bedford Farms Drive, Bedford, New Hampshire, United States

Setaway, Llc Retirement Plan Design, Administration & Consulting Contact Details

Name Title LinkedIn Phone Email
Abraham John Manager
Requires/Intent
Debt Collection & Recovery
IoT-enabled Smart Banking Solutions
and more

15. Bartley Financial Advisors, Inc.

Industry: Financial Services

Location: Bedford, New Hampshire

Website: bartleyfinancial.com

Company Founded: 1997

Company Size: 1-10

Company Address: 169 South River Road, Bedford, New Hampshire, United States

Bartley Financial Advisors, Inc. Contact Details

Name Title LinkedIn Phone Email
Jessica Plattner Financial Planner
Requires/Intent
Investment Advisory
Hedge Fund & Private Equity Consulting
and more

16. Third Party Administrators, Inc.

Industry: Financial Services

Location: Bedford, New Hampshire

Company Founded: 1996

Company Size: 11-50

Company Address: 116 South River Road, Bedford, New Hampshire, United States

Third Party Administrators, Inc. Contact Details

Name Title LinkedIn Phone Email
Amanda Powers Retirement Plan Consultant
Requires/Intent
API Integration For FinTech
Investment Advisory
Financial Planning & Retirement Solutions
Wealth Management
and more

17. Massmutual Northern New England

Industry: Financial Services

Location: Bedford, New Hampshire

Company Size: 11-50

Company Address: 43 Constitution Drive, Bedford, New Hampshire, United States

Massmutual Northern New England Contact Details

Name Title LinkedIn Phone Email
Scott Castle Financial Services Professional
Elizabeth Hodgdon Insurance And Financial Services
Requires/Intent
Employee Training & Workforce Development
Mergers & Acquisitions Advisory
Accounting Services
Banking & Payment Processing
and more

18. Concord Trust Company

Industry: Financial Services

Location: Bedford, New Hampshire

Website: concordtrustcompany.com

Company Founded: 2011

Company Size: 11-50

Company Address: 3 Executive Park Drive, Bedford, New Hampshire, United States

Concord Trust Company Contact Details

Name Title LinkedIn Phone Email
Daniele Shea Director Fiduciary Accounting And Trust Administrator
Requires/Intent
Omnichannel Customer Support
Mergers & Acquisitions Advisory
Compliance & Regulatory Advisory
Fraud Detection & Prevention
and more

19. Wright Choice Financial Group, Llc

Industry: Financial Services

Location: Bedford, New Hampshire

Website: wrightchoicefg.com

Company Founded: 2003

Company Size: 1-10

Company Address: 3 Executive Park Drive, Bedford, New Hampshire, United States

Wright Choice Financial Group, Llc Contact Details

Name Title LinkedIn Phone Email
Spencer Wright Paraplanner
Requires/Intent
Mortgage & Loan Processing
Hedge Fund & Private Equity Consulting
HR & Talent Acquisition
and more

20. Third Party Administrators, Inc.

Industry: Financial Services

Location: Bedford, New Hampshire

Website: tpainc.net

Company Founded: 1994

Company Size: 11-50

Company Address: 2 Executive Park Drive, Bedford, New Hampshire, United States

Third Party Administrators, Inc. Contact Details

Name Title LinkedIn Phone Email
Krista Leahy Retirement Plan Consultant
Requires/Intent
AI-powered Financial Insights
Securities Trading & Brokerage
and more
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Bedford Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Caleb Kirby Northeast Planning Associates Financial Services Professional
2 Lutcf John Fricke Northeast Planning Associates Financial Advisor
3 Beth Plentzas Northeast Planning Associates Financial Advisor
4 Gary Pelletier Northeast Planning Associates Wealth Planner
5 Edward Hiers Northeast Planning Associates Chief Executive Officer
6 Kevin Crowley Northeast Planning Associates Lpl Investment Advisor Representative
7 Connor Brisson Northeast Planning Associates Office Manager
8 Kathryn Norris Launch Angels Director Of Martech And Lead Generation
9 Hilary Ncala Launch Angels Vice President Of Investor Relations
10 Charlene Dalarcao Launch Angels Executive Administrator
11 Shanna Deshaies Rise Private Wealth Management Financial Advisor
12 Shanna Chasse Rise Private Wealth Management Financial Advisor
13 Kerri-an Christopher Rise Private Wealth Management Marketing Manager
14 Elizabeth Therrien Rise Private Wealth Management Client Service Specialist
15 Lisa Jacobs Redblack Director Of Client Services
16 Jesse Snow Redblack Client Relations Support Manager
17 Kate Lachance Redblack Client Support
18 Jeff Newlin Bedford Lending Regional Manager
19 Lisa Jean Bedford Lending Managing Director
20 Lewis Knapp Bedford Lending Managing Director
21 Melinda Davis Davis Wealth Advisors Founder And Managing Partner
22 Matt Hamel Eagle Point Investment Advisors Financial Advisor
23 Codi Albin Eagle Point Investment Advisors Administrative Assistant
24 Edward Hickey Eagle Point Investment Advisors Partner
25 Noah Kabbara The Baldwin & Clarke Companies Service And Investment Support Analyst
26 Elizabeth Paul The Baldwin & Clarke Companies Client Service Specialist
27 Aaron Sharabaika The Baldwin & Clarke Companies Managing Director
28 Chuck Baldwin The Baldwin & Clarke Companies Partner
29 Louise Spinelli The Baldwin & Clarke Companies Accounting Supervisor
30 Jay Clarke The Baldwin & Clarke Companies Executive Vice President
31 Diana Frothingham The Baldwin & Clarke Companies Financial Consultant
32 Joseph Mccarron Capital Care Associates Principal
33 Al Gilbert Financial Strategies Retirement Partners (fsrp) Partner
34 Kimberly Hamel Financial Strategies Retirement Partners (fsrp) Client Relationship Manager
35 Derek Deangelis Peak Wealth Management Llc Founding Partner, Wealth Manager
36 Prigitano Nick Milestone Financial Planning, Llc Financial Advisor
37 Jennifer Davidson Milestone Financial Planning, Llc Managing Partner
38 James Brophy Brophy Wealth Management, Llc Wealth Manager
39 Abraham John Setaway, Llc Retirement Plan Design, Administration & Consulting Manager
40 Jessica Plattner Bartley Financial Advisors, Inc. Financial Planner

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