Featured Business Financial Advisor in Portsmouth, NH
Portsmouth Financial Advisors
Granite Bay Wealth Management, LLC
767 Islington Street, Unit 1D
Portsmouth, NH 03801
(888) 610-8881
“Beyond Investing”
Advisor Profile
Joseph Skees, CFP, Managing Partner
Name:  Joseph Skees, CFP, Managing Partner
Phone Number:  (888) 610-8881
Website:  Visit Website

About Granite Bay Wealth Management, LLC

To combine the strength and heritage of our practice with the insight, concern, and experience of our associates to give clients objective, individualized advice and service that will help them achieve their long-term financial goals.

We serve individuals and businesses in all areas of investment planning, including:

- Retirement planning - Help making the most of your employer-sponsored retirement plans and IRAs. Determining how much you may need to retire comfortably. Helping clients manage their assets before and during retirement.

- Education funding - Recommending investment and accumulation strategies to help you pay for your children's education.

- Investments - Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending suitable investment vehicles to help you reach your goals.

- Employee and executive benefits - Helping your business attract and retain qualified employees through benefit packages.
 

General Information

Number of Years with Current Firm:    6
Years of Experience in Financial Services:    18
States Licensed in:    AZ, CA, CT, IA, FL, MA, MD, ME, NC, NH, NJ, NM, NY, OH, RI, SC, TX, VA
Firm CRD#:    35747
CRD#:    2585891
Gender:    Male
I work with the following types of clients:    Businesses, Individual Investors
Work Experience:    Previous Work Experience: Financial Advisor with Merrill Lynch and UBS
 

Education

Academic Background
 
BS, Business Management - University of Massachusetts, Dartmouth
 

Services

I can meet clients in the following ways:    At your home, At my office
Investment Types:    Insurance, Annuities, Socially Responsible Investments (SRI), Exchange Traded Funds (ETFs), Alternative Investments, Options & Futures, Bonds, Mutual Funds, Stocks
 

Qualifications & Memberships

Insurance and Annuity Licenses:    Variable Life, Variable Annuity, Long Term Care, Life, Health, Annuity, Accident
Securities Licenses:    Series 66, Series 24, Series 7
Certifications, Accreditations & Designations:    Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC®), CERTIFIED FINANCIAL PLANNER™ Certificant
Financial Organization Memberships:    Financial Planning Association (FPA)
 

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
Investment Advisor Representative:    Yes
Registered Representative:    Yes
Registered Investment Advisor:    Yes
 

Compensation and Fees

Additional Details on Charges:    Fee-based accounts are not suitable for all investors.
Compensation Methods:    Based on Assets
Minimum Portfolio Size for New Managed Accounts:    $50,000
Fee Structure:    Fee-Based (Fee and Commissions)
 
 
 
 
 
Yellow Pages - RothIra.org 2020 | Privacy Policy | Terms Of Use | Help | Contact | Advertise | Affiliate Program | Link To Us | Site Map
All Rights Reserved