Committed to providing up-to-date information so you can make informed decisions regarding your financial future.
Jeremy White is dedicated to helping clients find solutions to complex financial challenges. By taking a holistic approach to financial planning, Jeremy can help you prepare for your future by considering your personal goals, financial objectives, and risk tolerance. As part of a team of experienced financial professionals, Jeremy is committed to establishing long-term client relationships and providing you with up-to-date information regarding retirement income strategies, as well as estate planning and preservation so you can make informed decisions for your financial future.
A graduate of the University of New Hampshire with a Bachelor of Science degree, Jeremy is also the co-founder of the Financial Second Opinion™ program, a trademarked process that helps people that are going through life changes. Jeremy earned the CERTIFIED FINANCIAL PLANNER™ certification, which is obtained after a rigorous two- day exam covering the financial planning process, tax planning, employee benefits and retirement planning, estate planning, wealth management and insurance. A strong believer in education, Jeremy also earned the Chartered Retirement Planning Counselor (CRPC®) professional designation. This course of study helps him plan for the changing needs of retirees and the unique challenges they face.
Along with his colleagues, Jeremy brings a team approach and quality service for you and your family. His ongoing commitment to education will allow him to help you toward your personal goals through creative solutions and strategies.