Edward Jones

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

Equinox Financial Advisors Inc. is an investment advisory and financial planning firm providing high quality, customized investment management and financial planning services to individuals, families, non-profits and small businesses. Located in Manchester Center Vermont, the firm is independently owned and managed by the principal of the firm, David Fielding. Equinox Financial Advisors retains as a primary objective, providing professional, individually-tailored investment and financial planning services to individuals, families, small businesses, professional, and non-profits. We seek to understand the personal goals of our clients, designing every portfolio and financial plan to meet those specific needs. Our decisions are guided by the highest ethical and professional standards, offering each client a relationship based on personal knowledge, the highest levels of trust and investment and financial planning expertise. Our goal at Equinox Financial Advisors, Inc is to make our clients? financial position as secure as possible. We want our clients to feel comfortable with their overall financial plan and with each of their investments. Our business has been built on the following principles: We want to provide personalized service that meets the individual needs and desires of our clients. Our clients are best served by a team of experienced and highly educated professionals working together. Effective financial management requires an integrated approach that includes both financial planning and investment management. Educating clients and helping them make prudent financial decisions is our responsibility as advisors. We take our fiduciary role seriously and believe it is important to earn your trust by consistently providing quality informed and unbiased advice. Our approach to planning emphasizes a long term relationship with our clients and their families. Investments are selected to meet the goals and objectives of the client as well as to offer diversification, adequate cash flow, capital appreciation potential, and appropriate tax shelter. We are experienced in managing portfolios of individuals stocks, exchange traded funds, bonds as well as mutual funds. Call us for all you financial planning needs or visit our website for more information and the answers to many frequently asked questions.

Our wealth management advisors in TIAA’s Hanover, NH office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (866) 904-7801.