David Ely
ChFC®
i
Chartered Financial Consultant®
:
Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.
Professional Profile
Office Location 86 Follensbee RdEnfield, NH 03748 My Expertise Financial Planning, Life Insurance & Risk Management, Philanthropic & Estate Planning, Retirement Income Planning, Special Needs Planning, Tax Planning, Wealth Management Designations Held
ChFC®
i
Minimum Assets
RA
Minimum Income
less than $50K
Languages Spoken (self-reported)
English
Chartered Financial Consultant®
:
Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.