Birch Financial Group - Keene, New Hampshire

Birch Financial Group

Birch Financial Group, located at 149 Emerald St UP1, Keene, NH 03431, is a reputable financial advisory firm that has been serving the community for many years. With a team of experienced professionals, they offer personalized financial planning services to help individuals achieve their financial goals.

The company specializes in financial planning and advising, catering to a wide range of clients with diverse financial needs. Their expertise extends to various aspects of finance, including investment management, retirement planning, estate planning, and risk management strategies.

In addition to their expertise, Birch Financial Group is committed to providing exceptional customer service. They understand that every client has unique financial situations and goals, and they work closely with each individual to develop tailored strategies that best suit their needs.

One of the key strengths of Birch Financial Group is their dedication to educating their clients. They believe in empowering their clients with the knowledge and tools necessary to make informed financial decisions. Throughout the planning process, they provide ongoing support, guidance, and resources to help their clients stay on track towards their financial objectives.

To accommodate their clients, Birch Financial Group offers several convenient services. They provide online appointment scheduling, ensuring that clients can easily book a consultation at their preferred time. The office is also equipped with wheelchair accessible features, including parking, entrance, and restrooms, making it accessible to all clients.

With a team of highly skilled professionals and a client-centric approach, Birch Financial Group has earned a strong reputation in the financial industry. Their commitment to excellence and personalized service has earned them a 5/5 average rating based on 15 reviews on Google My Business.

We highly recommend Birch Financial Group to anyone seeking professional financial planning and advising services. Their expertise, personalized approach, and dedication to client education make them a top choice for achieving financial success.

👍 Reviews of Birch Financial Group

J L.

5/5

Birch financial team provides a level of service that is catered to an individual's needs and includes more than just the numbers. They offer support, education, and advice on all matters concerning financial needs and goals in life. Liana, Travis and Alexis have helped multiple generations in my family with no hesitation no mater how big or small the matter has been. Highly recommend!

Chip

5/5

Liana,Travis, and Alexis have all been extremely helpful in helping me to reach my financial goals. I am very grateful to have connected with them. I highly recommend Birch Financial Group!

James N.

5/5

My father and I have been with the Poodiacs for decades (well since Liana broke off from Wells Fargo, whenever that was) and our wealth has grown steadily. They are wonderful people to work with. I would recommend Birch Financial Group to anyone who has money to invest with.

Josh

5/5

Birch Financial from my experience has always been in my best interest. Liana, Travis, Alexis - they listen, respond and they do not boss. They suggest a route, and leave it to me to make a decision from there. Birch Financial turns what could be complex, simple.

Vickie C.

5/5

Birch Financial Group have been wonderful in helping us to achieve our goals. Even when our goals changed they came through to help us get where we wanted to be. We are totally happy with them and the service they provide.

Matt B.

5/5

Birch Financial Group are a wonderful team of professionals who have been very helpful with important life decisions and retirement planning. I recommend their services to anyone.

Karen H.

5/5

We have been with Liana and Travis for many years and have always been very happy with their handling of our investments. We would recommend them to anyone. Tom & Karen

leo J.

5/5

Travis, Leana, and Alexis have been incredibly supportive throughout the years. I wouldn't trust anyone else with my finances.