Charter Trust
Investment Company in Manchester, NH
Charter Trust Company was established in 1984 as a New Hampshire Trust Company, chartered by the State of New Hampshire Banking Department. Charter Trust is the biggest, locally owned, investment management firm in Northern New England. Charter Trust is owned by a partnership of three New Hampshire banks - Lake Sunapee Bank, Meredith Village Savings Bank and Savings Bank of Walpole. Additionally, Charter Trust maintains relationships with several community banks throughout New Hampshire, Maine, and Vermont.
Contact Details
From Website
About Us
read moreSince 1984 we've been helping our clients create and manage their wealth. We've created a cohesive team of investment, tax, and planning experts who are available to clients when and where they want them. This is unique in today's pre-packaged financial services environment. We know it works because generations of our clients tell us how much they trust and rely on the relationship they have with us. We are singularly focused on achieving your financial goals and work every day to earn your trust.
read moreWe've been providing client services since 1984. Our clients have diverse requirements, from those who are just starting to save to those who are investing savings from a lifetime of work. Please explore our website and contact us with any questions you may have. Charter Trust's Retirement Plan Services division offers a unique low fee alternative to cookie cutter retirement plans. We can provide your company with a comprehensive 401(k) plan solution with many benefits. Charter Trust can help you manage your finances so that the charities of your choice properly benefit and you can take advantage of the tax benefits.
- Get free estimates
- No obligation, no pressure
- Save time and money
Similar Businesses
