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Home > Financial Planner Directory > New Hampshire > Gilford > David Pereira, CFP®, CFFM, LUTCF
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David Pereira, CFP®, CFFM, LUTCF

Modern Woodmen of America

36 Country Club Road
Suite 822
Gilford, NH 03249

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Household Income Minimum: $50,000
Investable Asset Minimum: $75,000

Specialties
  • Comprehensive Financial Planning
  • Annuities
  • Asset Allocation
  • Career Change
  • Investment Management
  • Getting Divorced
  • Getting Married
  • Mutual Funds
  • Insurance
  • Job Loss
  • Retirement
  • Succession Planning
  • Long-term Care

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.