Jeremy Benoit, CRPC

Business Retirement Planning

Jeremy works with business owners and top executives to help identify and implement the optimal retirement plan for their organization, while facilitating a retirement readiness program for their employees.

Retirement and Income Planning/Investment Management

He assists individuals and families in developing investment portfolios that meet their needs at both stages of life – the accumulation stage as well as the income stage.

Personal Financial Planning

He uses industry-leading software to help our clients organize their current financial situation and prioritize their future goals.

Jeremy Benoit has more than 25 years of industry experience and aims to deliver service that consistently exceeds client expectations. He takes an in-depth and confidential approach in developing financial strategies tailored to fit his clients’ needs. As clients go through life and their investment priorities change, Jeremy is there to help them adapt by creating new strategies and solutions.

Jeremy has a Bachelor of Science degree from the University of Vermont. He holds his Chartered Retirement Planning Counselor™ designation and FINRA Series 6, 7, 24, 63, and 65 licenses. He is a long-time volunteer coach of youth hockey and enjoys spending time with his family, playing golf, and traveling.

19 Chenell Drive, Suite 1
Concord, New Hampshire 03301.

Phone: 603-228-1133
Fax: 603-724-2701

www.neebcoretire.com

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Bill Cummings offers Insurance Services through NEEBCo Retirement& Wealth Planners.    Axiom Advisors, LLC, NEEBCo Retirement& Wealth Planners, LLC,  and Cambridge Investment Research, Inc. are not affiliated.