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Samuel R. Reid, III, CFP®

Charter Oak Capital Management, Inc.

Two International Dr
Ste 325
Portsmouth, NH 03801
Phone: (800) 646-5720
Fax: (866) 289-0903

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Mutual Funds
  • Retirement
  • 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.