Kimberly V. Place, CHFC®, CRPC®
Vice President, Financial Advisor
Registered Representative, Osaic Institutions, Inc.
Education
- Bachelor of Science, Business Management, Champlain College
- College for Financial Planning
Credentials
- Chartered Retirement Planning CounselorSM (CRPC®)
- Chartered Financial Consultant (CHFC®)
Community Involvement
- Junior Service League
- Junior Achievement
- The United Leukodystrophy Foundation
- Hunters Hope Organization
Philosophy
“Far and away, the most important step in helping my clients is listening to them.”
Personal
“I’m actively involved in the community. It’s very rewarding
to know that I’m helping others.”
Special Expertise
- Retirement Planning
- Investment Management
- Insurance
- College Planning
- Financial Planning
I can be reached at kplace@nhtrust.com or p: 603.223.2739 or c: 603.832.3493.
Not FDIC Insured
|
Not Bank Guaranteed
|
May Lose Value
|
|---|---|---|
Not a Bank Deposit
|
Not Insured By Any Federal Government Agency
|
|
Meeting with NHTrust team is without obligation or cost.
NHTrust is a trade name of the New Hampshire Trust Company. Brokerage services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Investment and insurance products are subject to investment risk, including the possible loss of value. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. Osaic Institutions and NHTrust are not affiliated.
