JPB Financial

Specialties

As an objective independent financial advisory company located in Merrimack, NH our client relationships are what sets us apart from the big financial companies.

We strive to help people like you make sense and manage all aspects of their financial lives, or perhaps help with one issue like a retirement plan rollover or getting life insurance with ease.

These days people tell us that they are looking for that personal touch, a lasting relationship and expert advice. Unfortunately, trusted relationships have been replaced by call-​centers, which is good news for us and explains why we are helping more people than ever; so why settle for less?

History

Established in 1998.

Get to know us at www​.jpb​fi​nan​cial​.net. For 16 years I have been helping people find and enjoy financial peace-​of-​mind. In 2005 I left a wonderful financial advisory company and designed my own financial advisory practice with a Christian perspective with one goal in mind — To objectively provide financial peace, instill confidence in those I serve and to strive to provide a relationship that exceeds expectations. As a Kingdom Advisors trained member, I share a biblical perspective on stewardship, an unwavering commitment to integrity, stability and fostering long-​term relationships.

Meet the Business Owner

Jeff B.

Business Owner

Investment Advisor

Investment advisory services offered through O.N. Investment Management Company

Registered Representative

An individual who is licensed to sell securities. Security licenses: Series 26, Series 6

Series 63 and Series 65 Registrations

General Insurance Agent & Broker

Licensed in New Hampshire, Maine and Massachusetts as an independent agent who represents the buyer, rather than the insurance company, and tries to find the buyer the best policy by comparison shopping.

Member Society of Financial Service Professionals

Creator The New Hampshire Christian Business Network

Graduate and Class Facilitator Financial Peace University, by Dave Ramsey

Personal Blog Stewardship in Motion

Member of the board — Manaña Endowment Fund, Bethany Covenant Church

Committee Chairman — Stewardship Committee, Bethany Covenant Church

Previous Member of the board /​Current Member — Milford Rotary

Previous trustee /​board member — The Park Theater

Past