#1Brendel Financial Advisors LLC
BRENDEL FINANCIAL ADVISORS LLC
Based in Hanover, NH
Retirement Plan Advisors in Grafton County, NH
The top-ranked retirement plan advisors serving Grafton County, NH are Brendel Financial Advisors LLC, Mascoma Wealth Management and Otto & Associates, Inc.. We list 7 retirement plan advisors serving Grafton County, NH. 7 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Grafton County, NH. 7 providers, 7 of the top 7 verified against federal or state records. Registry records checked on 2026-11-04.
Top 7 ranked retirement plan advisors for Grafton County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Brendel Financial Advisors LLC | SEC-registered investment adviser (CRD)#288927 | Hanover, NH | (603) 643-4441 |
| 2 | Mascoma Wealth Management | SEC-registered investment adviser (CRD)#174907 | Hanover, NH | (603) 676-8813 |
| 3 | Otto & Associates, Inc. | SEC-registered investment adviser (CRD)#109493 | Norwich, VT (28 mi) | (802) 649-1946 |
| 4 | The Foundry Financial Group, Inc. | SEC-registered investment adviser (CRD)#116823 | Laconia, NH (33 mi) | (603) 528-5171 |
| 5 | Craig Duvarney, Cfp | SEC-registered investment adviser (CRD)#126911 | Bartlett, NH (33 mi) | (978) 772-2156 |
| 6 | Hager Investment Management Services, LLC | SEC-registered investment adviser (CRD)#117097 | New London, NH (36 mi) | (603) 526-4099 |
| 7 | Atlas Fiduciary Services, Inc. | SEC-registered investment adviser (CRD)#321271 | Concord, NH (51 mi) | (603) 581-7125 |
#2Mascoma Wealth Management
MASCOMA WEALTH MANAGEMENT LLCBased in Hanover, NH#3Otto & Associates, Inc.
OTTO & ASSOCIATES, INC.Serves this area from Norwich, VT (28 mi)#4The Foundry Financial Group, Inc.
THE FOUNDRY FINANCIAL GROUP, INC.Serves this area from Laconia, NH (33 mi)#5Craig Duvarney, Cfp
DUVARNEY, CRAIG DOUGLASServes this area from Bartlett, NH (33 mi)#6Hager Investment Management Services, LLC
HAGER INVESTMENT MANAGEMENT SERVICES, LLCServes this area from New London, NH (36 mi)#7Atlas Fiduciary Services, Inc.
ATLAS FIDUCIARY SERVICES, INC.Serves this area from Concord, NH (51 mi)
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Frequently asked questions
How many retirement plan advisors serve Grafton County?
We list 7 retirement plan advisors serving Grafton County, NH: 2 based there and 5 serving it from nearby. 7 of the top 7 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Grafton County?
The top-ranked retirement plan advisors serving Grafton County, NH are Brendel Financial Advisors LLC, Mascoma Wealth Management, Otto & Associates, Inc., The Foundry Financial Group, Inc. and Craig Duvarney, Cfp. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Grafton County are verified against official records?
7 of the top 7 match an active official record: Brendel Financial Advisors LLC (U.S. Securities and Exchange Commission), Mascoma Wealth Management (U.S. Securities and Exchange Commission), Otto & Associates, Inc. (U.S. Securities and Exchange Commission), The Foundry Financial Group, Inc. (U.S. Securities and Exchange Commission) and Craig Duvarney, Cfp (U.S. Securities and Exchange Commission), and 2 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Lebanon, Hanover, Plymouth, Littleton, Haverhill, Enfield, Canaan, Campton, Bristol, Thornton, Bethlehem, Holderness, Ashland, Alexandria, Lyme, Lincoln, Lisbon, Rumney, Woodstock, Woodsville, Grafton, Orford, Bridgewater, Franconia, Bath, Monroe, Wentworth, North Haverhill, Warren, Piermont, North Woodstock, Sugar Hill, Hebron, Groton, Lyman, Waterville Valley, Mountain Lakes, Landaff, Benton, Dorchester, Easton, Orange, Ellsworth