Estate Planners Of New England, LLC

Estate Planners Of New England, LLC (CRD# 133353) is a financial advisory firm headquartered in Portsmouth, NH. They manage $36,000,000 in 280 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Estate Planners Of New England, LLC
Showing 1 - 2 of 2 top financial advisors.
Eric J. Flaim
CRD#: 4618103
1 New Hampshire Ave, Suite 125, Portsmouth, NH 03801

Eric Flaim (CRD# 4618103) is the Managing Director at Estate Planners of New England LLC, in Portsmouth, NH and has over 15 years of experience in the finance industry.

Gregory W. Lawrence
CRD#: 1122651
Windham, NH

Gregory Lawrence (CRD# 1122651) is an Investment Advisor Representative working at Estate Planners Of New England, LLC in Windham, NH and has over 34 years of experience in the finance industry. Gregory Lawrence has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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