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BaldwinClarke specializes in three core services; Wealth Management, Investment Banking and Insurance Planning.
By offering three distinct areas of service we can help simplify and mange each client’s unique financial situation, integrating business and personal when needed.
BaldwinClarke is 100% independent and has a long history of helping clients untangle intertwined personal and professional assets, harmonize complex financial situations, and integrate strategies that carry out multi-generational objectives.
Whether we’re helping you and your family or your business, we’re here to act as your partner — to deliver forward-thinking, clear, and integrated strategies and solutions that will meet your personal and professional planning requirements.
We serve: - Individuals & Families - Business Owners & Entrepreneurs - Businesses - Nonprofits & Endowments
Our services include: - Wealth Management - Insurance Planning - Investment Banking
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
10 - 49
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Locations
Bedford, NH
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Year founded
Founded 1971
1 Locations
- Bedford , NH
Service Lines
Select Focus Area
- Business Valuation Services
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- Financial Advising & Planning
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- Insurance Services & Brokers Focus Group
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- Life Insurance
- 50%
Industries
- Business services
- 100%
Clients
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