Essential Planning LLC
Legal Name: ESSENTIAL PLANNING, LLC
Full Contact Details
Essential Planning LLC
500 MARKET STREET, UNIT 1D, PORTSMOUTH, NH
603-427-5164
603-427-5170
Other Info
Essential Planning LLC, a New Hampshire Limited Liability Company, has been serving 22 clients since its approval by the SEC on March 15, 1996. With a team of 8 employees, including 3 advisory members, the firm continues to provide financial planning services to its clients while maintaining its SEC approval status.
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Direct Owners
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ANDREW CHARLES LORD
MEMBER, CHIEF COMPLIANCE OFFICER owns 75% or more