Investment Services

As a financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing, so we can balance it with the steps necessary to pursue your long-term goals.

Whether you're planning for retirement, saving for college for children or grandchildren, or striving to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you work towards your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we seek to provide you top-notch client service.

But we're not alone. Thousands of employees and advanced technology support our offices so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you pursue your financial goals.

Rob Harris
LPL Registered Representative
Newport Office
10 North Main Street
Newport, NH 03773

Phone: 1-603-843-6219

Email: rob.harris1@lpl.com

 

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state

 

Sugar River Bank ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services

 

Please visit http-s://www.lf2l.com/disclosures/is-lP-l-relationshiP--disclosure.htm1 for more detailed information.

 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Sugar River Bank are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Sugar River Bank, and may also be employees of Sugar River Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Sugar River Bank. Securities and insurance offered through LPL or its affiliates are