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).
Total Assets Under Management36MILLION
Total Number of Accounts280ACCOUNTS
Average Account Value$128,571
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, MA, NH
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 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.