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NHTrust Welcomes Joshua Bordis as a Financial Advisor

We are pleased to welcome Joshua Bordis, CRPC®, who has joined the company as a Financial Advisor. Bordis will be based at our Hooksett office inside our affiliated sister-bank, Merrimack County Savings Bank at 360 Londonderry Turnpike. In this role, Bordis will oversee the development and implementation of comprehensive financial plans for individuals, businesses and organizations.

“We’re excited to welcome Joshua to our team,“ said Steve Palmer, Senior Vice President, Senior Client Relationship Officer.” With several years of experience providing financial guidance, Joshua has developed the ability to build relationships with his clients. He listens to his clients, hears their   sentiments to understand their goals and works closely with them to make the best financial choices for their future. ”

Prior to joining NHTrust, Bordis worked as a financial advisor at Citizen’s Bank and Rise Private Wealth Management (an advisory practice of Ameriprise Financial Services, LLC) providing financial guidance and support to clients. He holds his Chartered Retirement Planning Counselor (CRPC®) license.

Bordis earned a Bachelor of Arts degree in Philosophy and Political Science from Boston University.

He was a long-time volunteer and supporter of the NH Down Syndrome Association and continues to be involved with Special Olympics New Hampshire.

Bordis enjoys spending time with his wife and three kids. He is an avid chess player, a self-taught amateur juggler, and plays golf and tennis in the southern New Hampshire area.

NHTrust does not provide tax, legal, or accounting advice. The information provided is based on sources believed to be reliable and is offered in good faith. However, we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, or completeness of this information. This material is for general informational purposes only and should not be relied upon for tax decisions. Please consult a qualified tax professional regarding your specific circumstances.

Important Disclosure: This material is for informational purposes only and should not be construed as legal advice. NHTrust does not draft trusts or legal documents. Trusts should be created in consultation with a qualified estate planning attorney licensed in your state.

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