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Business Profile

Financial Planning Consultants

Essential Planning, LLC

About

Important information

  • Additional Info:
    This firm has a branch in Bedford, N.H

About This Business

Essential Planning, LLC offers insurance, investments, estate planning and financial planning for retirement. They are licensed to sell mutual funds and variable annuities.

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Business Details

BBB File Opened:
7/26/1993
Business Started:
1/1/1984
Business Incorporated:
8/8/2002
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
Andrew Lord & Company
Andrew C. Lord
Business Management:
Mr. Andrew Lord, Owner

Additional Contact Information

Principal Contacts
Mr. Andrew Lord, Owner
Customer Contacts
Mr. Andrew Lord, Owner
Ms. Nancy Lord, Practice Manager
Mr. Hunter Lord, Office Manager
Fax numbers
Primary Fax: (603) 427-5170

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of 3349720 for this business, issued by New Hampshire Insurance Department

New Hampshire Insurance Department

21 S Fruit St STE 14

Concord NH 03301

BBB records show a license number of 3349720 for this business, issued by New Hampshire Insurance Department

New Hampshire Insurance Department

21 S Fruit St STE 14

Concord NH 03301

BBB records show a license number of CRD#: 1289303 for this business, issued by FINRA

FINRA

1735 K St NW

Washington DC 20006

Additional Information

Other Resources
New Hampshire Secretary of State - Bureau of Securities Regulation
25 Capitol St Rm 317A
Concord NH 03301
Phone Number: (603) 271-1463

More Resources

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