Granite State Retirement Planning, Inc. is a large advisory firm based in Bedford. It manages $60.3 million of regulatory assets for 185 client accounts. It has been registered with the SEC as an adviser since 2007.
Granite State Retirement Planning provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Granite State Retirement Planning, Inc. is $60.3 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Granite State Retirement Planning, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Mark Robert Gagnon has been acting as President since 1 Sep 2006.
The principal office where Granite State Retirement Planning, Inc. performs its advisory services is located at 360 Route 101, Bedford, NH 03110, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 603-472-4447 or by fax 603-472-4855. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.granitestateretirement.com.