AZTEC Financial Group LLC

AZTEC Financial Group LLC is a Financial Planner in Dover, NH. The firm specializes in building retirement and insurance plans tailored to the individual needs of pre-retirees in and around Dover. Services include strategic financial planning, investment options such as mutual funds, stocks, annuities, and REITs, and insurance services covering disability, long-term care, and life insurance. The firm also supports small businesses with group disability insurance and employer-sponsored retirement plans.

Eric Wasson, a Certified Financial Planner with over 30 years of experience in financial services, leads the consulting team. He is supported by Joie Townsend and Leanna Smith, who handle administrative duties, client account information, and front and back office support. Zach Wasson serves as an Investment Advisor Representative, bringing a background in electromechanical engineering and risk assessment to his role. The firm was founded with the goal of assisting clients in every aspect of their financial lives, treating each person as an individual and focusing on their specific version of success. Their approach is built on the principle that understanding one's own financial situation is the foundation for improving it. They offer a free, no-strings-attached meeting to discuss goals ranging from debt management and college savings to comfortable retirement.

The office is located at 660 Central Ave, situated on Central Avenue. It is about a two-tenths of a mile from Park Street Park and a short distance from Wentworth-Douglass Express Care. Garrison Hill Park is located about four-tenths of a mile away.

AZTEC Financial Group LLC provides personalized financial strategies in Dover, NH, with a team experienced in guiding clients through complex financial decisions with a focus on individual needs and long-term stability.