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Dennie Foss, Financial Advisor

FINANCIAL ADVISOR
Dennie Foss

ChFC®, RICP®, ABFP™
2800 Lafayette Rd Unit 15, Portsmouth, NH 03801opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Intergenerational Planning

About Dennie

I use a holistic goals-based planning first approach to help my clients achieve their financial and non-financial goals, focusing on four pillars of your life. 1. Family 2. Health 3. Purpose 4. Finances. My clients are people that want advice and are willing to implement that advice. People that are disciplined long-term investors or are ready to become disciplined long-term investors. My clients typically prefer to delegate the day-to-day aspects of investing.

I strive for excellence in the service and advice I provide to my clients, so I obtained the following designations to grow as a financial advisor.

The Chartered Financial Consultant®,...

Work History

  • Edward JonesMarch 2018 to Current

Certifications

  • ChFC®

    Chartered Financial Consultant®

  • RICP®

    Retirement Income Certified Professional®

  • ABFP™

    Accredited Behavioral Finance Professional™

Personal Interests

  • Traveling
  • Reading
  • Pets
  • Movies & Entertainment
  • Golfing

Team Members

  • Erin Bright
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 12:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(603) 430-9368

Fax

(888) 675-7643

Office Address

2800 Lafayette Rd Unit 15
Portsmouth, NH 03801opens in a new window

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