Jeffery Boutin

Jeffery Boutin

JPB Financial

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: No minimum required

Minimum client income required: No minimum required

Title: Financial Advisor

Offering advice since: 1998

Areas of focus:

  • Annuities
  • Business planning
  • Divorce planning
  • Charitable and Planned Giving
  • Elder Issues (long-term care, pre-mortem planning)
  • Educational Planning
  • Estate Planning/Wills
  • Insurance (risk management, disability insurance)
  • Life Planning
  • Portfolio Management
  • Retirement Planning
  • Securities
  • Tax Planning

Further information about Jeffery Boutin:

Thank you for viewing my profile. I have been a financial and investment advisor since 1998 when I started my career with Baldwin & Clarke in Bedford NH.

After starting, owning and operating two business I decided that I wanted a career in which I could both use my degree in business and most importantly help people with their finances and in any other way I can.

Compensation and Fee Structures:

Here is a quick breakdown of typical ways in which we may be compensated:

* Fee for service:
Flat-fee for a comprehensive financial plan.
Flat-fee for a modular financial plan if you just have a few key areas of concern.
Or we can arrange an hourly fee basis that best meets your needs.

* Investment management:
If your investable assets are large enough and you would like active management, we will manage your portfolio for a fee consisting of a percentage of the value of the account. The percentage is based upon the size of the account.

* Investments:
When establishing an investment account and you would rather not pay a management fee, we may suggest investment products that may consist of buying mutual funds that may charge to invest in the fund. These costs are set by the mutual fund companies.

* Insurance and other products:
With regard to the sale of insurance and other financial products we are normally compensated by a commission from the insurance or investment company.

Licenses, Certifications & Affiliations:

* Investment Advisor Representative:
Licensed with O.N. Investment Management Company, an SEC Registered Investment Advisor (RIA). Providing advice about investments and financial planning for a fee.

* Registered Representative:
An individual who is licensed to sell securities. Security licenses: Series 26, Series 6, Series 63 and Series 65 Registrations.

* Producing General Agent / Insurance Broker:
Licensed in New Hampshire, Maine and Massachusetts as an independent agent who represents the buyer, rather than the insurance company, and tries to find the buyer the best policy by comparison shopping.

* Member of the Society of Financial Service Professionals
* Member of the New Hampshire Estate Planning Council

Education:

* BS Business / Finance - New Hampshire College
* American College - continuing studies
* The Business Enterprise Institute

Will provide references upon request?

Yes


Further information about JPB Financial:

JPB Financial

(Size of firm: 0-9 advisors)

As an objective independent financial advisory company located in Merrimack, NH our client relationships are what sets us apart from the big financial companies.

We strive to help people like you make sense and manage all aspects of their financial lives, or perhaps help with one issue like a retirement plan rollover or getting life insurance with ease.

These days people tell us that they are looking for that personal touch, a lasting relationship and expert advice. Unfortunately, trusted relationships have been replaced by call-centers, which is good news for us and explains why we are helping more people than ever; so why settle for less?

Investment Advisory services offered through O.N. Investment Management Company. Registered Representative of, and securities offered through, The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242, 513.794.6794. Licensed to sell securities in Maine, Massachusetts and New Hampshire. Licensed to sell insurance and annuity products, including life, disability and long-term care insurance in New Hampshire. Insurance is offered through Jeffery P. Boutin.


Contact Information for Jeffery Boutin

Phone: 888-878-0584
Please support us by letting this adviser know you found them through Boomerater

Fax: 866-766-5676

Address for Jeffery Boutin:
65 Erik Street
Merrimack, NH, 03054

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This listing is intended for informational purposes only and does not constitute an offer to sell or an offer to buy any security. Boomerater.com is in no way affiliated with or recommending any of the advisors listed in our database, and Boomerater.com is not responsible for any errors regarding the information displayed on this website. Please verify all information prior to selecting an advisor.

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