Dragon Financial Services

Pathways Financial Planning, based in Portsmouth, NH, offers holistic financial planning services tailored to empower clients in achieving their unique financial goals. With a focus on transparency and integrity, they provide fee-only fiduciary guidance, ensuring that all recommendations prioritize clients' best interests without conflict of interest. The firm specializes in various financial planning needs, including divorce planning, retirement strategies, and ongoing financial support, led by Kristen Vernace, a CERTIFIED FINANCIAL PLANNER and CERTIFIED DIVORCE FINANCIAL ANALYST. Kristen's expertise is complemented by her passion for helping clients align their financial strategies with their values for a secure financial future. Generated from the website

Stifel Nicolaus & Company Inc is a wealth management firm dedicated to supporting employee advisors, offering a seamless transition experience and a comprehensive suite of investment products and services. With a focus on advisor-driven technology and nationally recognized research, the firm empowers advisors to enhance client relationships and grow their practices effectively. Founded on a culture that prioritizes advisor satisfaction, Stifel combines the personalized service of a small firm with the capabilities of a larger institution. Their commitment to innovation and support has made them a leader in the financial industry, attracting advisors looking for a collaborative and growth-oriented environment. Generated from the website