Globe Wealth Management-Stacey Blodgett
46 South Main Street Suite 3, Concord, NH 03301
(603) 263-8590
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Richard W. Holt Johnson
Director of Marketing and Business Development
Regina M. Kozsan, CFP®
Chief Investment Officer and Wealth Manager
Stacey L. Blodgett, CFP®
President, Chief Executive Officer and Wealth Manager
Kyle M. Ross
Client Relationship Manager and Registered Representative
Shaping Your Financial
World, Together.
GLOBE WEALTH MANAGEMENT takes a holistic approach to financial planning for individuals, families and organizations in the pursuit of their specific financial goals. Our mission is to provide a
UNIQUE PERSPECTIVE into our client’s financial world by evaluating all aspects of our client’s financial obligations and aspirations. After conducting a comprehensive assessment, we work closely with our clients to develop a
STRATEGIC PLAN for reaching those objectives. And through a
DYNAMIC PARTNERSHIP with our client’s, we help them be prepared for life’s ever-changing needs while remaining on target to pursue their financial ambitions.
Financial Planning |
Investment Management |
Retirement Planning
Tax Strategies |
Insurance |
Education Planning |
Estate Planning
PLAN TODAY FOR THE FINANCIAL FUTURE YOU DESIRE TOMORROW.
GLOBE WEALTH MANAGEMENT | Perspective | Planning | Partnership | globewealth.com
Securities and advisory services offered through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency), member
FINRA/
SIPC. Cetera is under separate ownership from any other named entity. Contact Stacey Blodgett, Financial Advisor, at (603) 296-0063.
