Master Plan Wealth Mgmt - Philip Royal, CFP
- Address
- 15 Constitution Dr, Bedford, NH, 03110
- Phone
- 603-305-1137
- Website
- www.masterplanwealth.com
- Found online
- Facebook Twitter / X LinkedIn From this business's company website — may cover all locations.
- Services
- Investment Management Financial Planning Retirement Retirement Income Planning Estate Planning
- Products
- Objective advice is our service no products sold no commissions
About this area
Master Plan Wealth Mgmt - Philip Royal, CFP is one of 4 retirement planning consultants & services listed in Bedford, NH.
What's nearby: 4 employment agencies: general businesses, 4 general management consultants, and 3 child care & daycare businesses within walking distance.
About
Independent fee-only wealth management firm offering financial planning and investment management services to individuals and small businesses. Phil Royal, Certified Financial Planner (CFP), serves clients primarily in New Hampshire and North Carolina and does business in several other states. As an independent fee-only firm we only have YOUR interests in mind and not the interest of a bank or broker-dealer. Investment Management services are provided in-house and not delegated to a 3rd party like many other firms. Phil specializes in the area of investment management and he can show you how he manages his clients' wealth in ways designed to outperform in up-trending markets and protect your wealth in down-trending markets. Achieving this with lower risk when compared with most buy-and-hold investment strategies.
Latest updates
- The phone number on their website differs from the one listed here.
- Their website showed content from 2026.
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