Connor Townsend, CLTC®
Partner/Financial Planner
“I look at the work I do for my clients as being a financial therapist and quarterback combined into one. A client’s goals and the connection with their current financial situation frequently lead to tough decisions where emotions can play a significant role. I treat my clients the same way I would want to be treated when it comes to making challenging life choices in relation to their goals.”
Financial Advisor Connor Townsend works with clients to develop a financial picture of where they currently are, where they want to be, and the path to best get there. The way he accomplishes this is through deep conversations, not just on the numbers and facts, but on the emotions and desires of the client. He breaks these down into attainable goals in a manner that is easy to understand and strive for.
Connor comes from a third generation small family business and prides himself on understanding the aches and pains of a business owner. He works to help them by protecting the business they have worked so hard to build, to reward those that help build it, and to plan for the business and business owner’s future.
Connor is a CLTC (certified in long term care). He is a member of the National Association of Insurance and Financial Advisors (NAIFA), qualifying member (2021,2022) of the Million Dollar Round Table (MDRT)1. Connor is Engaged to Leah, and they have a hyper boxer dog. They currently reside in Salem, New Hampshire.
“Plan for tomorrow, by preparing today”.
