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Stress Free. Objective. Independent. > FREE financial consultation.
The financial services landscape is changing dramatically. It can be harder than ever to find the right advisory relationship. We think choosing a financial advisor is something that should be done carefully and patiently. When the fit is right, you will know it.
We believe we offer a unique and valuable service that enables our clients to enjoy the confidence and peace of mind that comes from having their affairs handled prudently, and their financial lives organized and simplified from the simple single need investment or insurance service to financial planning.
 So what makes us so different from the others?
> We Are Client Focused~ In depth conversations and analysis - not product sales is our first priority.
From the way we have structured our business, to the way we manage portfolios and the investment philosophy we follow, our approach is designed to ensure that servicing clients is our main focus. Our mission is to educate clients, help simplify and organize their financial lives, and help create peace of mind both for today and the future.
> We Are Independent~ As an independent firm our interests are completely aligned with our clients.
With JPB you are NOT assigned someone that you may only see one time. Our relationships can last a lifetime. Our independent structure allows us flexibility to make objective recommendations.
> We Are Efficient~ We attempt to call back all messages within two hours - not days - and speak with our clients regularly.
We have beneficial relationships with other financial services companies, which enables us to focus our time and attention on servicing client needs. Unlike most advisory firms, we are not burdened by the obligation to supervise, train, and manage a support staff. We outsource many tasks so that we have more time with the people that depend on us the most.
> We Are Experienced~ Jeff Boutin has worked with hundreds of clients over a decade, and has been recognized for his commitment to his community and to exceeding clients expectations.
Cable programs, radio shows, newspapers and perhaps even people you know all seem to have an opinion for you, sadly these opinions always seem to be different from one another. Now even more confused, you may make poor decisions or perhaps none at all.
Now imagine a trusted, dedicated professional who believes that every person is unique and should have his/her own personalized strategy.
Our Integrated Planning Service is unique, easy and effective.
> Whether you are looking to roll over an old 401(k) plan, protect your family in the event of an unexpected loss or perhaps just to make sense of your finances - the path to get you there can not only be easy, but many find that it's even enjoyable.
> If you have a financial question that you have been struggling with and the thought of meeting with someone has been daunting, I welcome the opportunity to listen. 
Jeffery P. Boutin
TRUSTED. RESPECTED. EXPERIENCED
Simplifying financial lives since 1998.
Credentials
> A few words about the owner Jeff Boutin Originally from Freeport Maine, Jeff Boutin started his professional career a week after graduating college with a degree in business / finance with honors from NHC in New Hampshire in 1995. Jeff is proud to say that he was able to balance both working full time with UPS and studying in order to pay for college tuition and expenses while living on campus. Jeff immediately jumped on a renowned management training opportunity at a recognized global company at which he excelled at, and advanced quickly in. Despite his success and enjoyment of his new career, it took only three years to realize that his heart lied with entrepreneurship and greater challenges. He then started, owned and operated a "Seattle-style" espresso bar on State Street in Boston. As the majority of his clientele were financial professionals of whom regularly asked Jeff to work with them, he soon considered selling the business in pursuit of a career in finance. Jeff searched for a firm that best represented his desire to be surrounded with the most respected, intelligent and professional financial experts in New Hampshire. Even before winding-down the business Jeff started a career with Baldwin & Clarke in Bedford New Hampshire. It is there that he learned an immense amount from his two mentors, Chuck Baldwin and Jack Clarke, arguably representing some of the best talent in the State. At Baldwin & Clarke, Jeff had the opportunity to be exposed to and learn under many brilliant people representing unique aspects of finance including: corporate finance, business brokerage, investment management, advanced estate planning and insurance planning to name a few. This experience in Jeff's opinion "was more than I could have ever received at your typical financial advisory company that you may see on the television or in seeking a MBA." After about eight years studying under and building his practice at Baldwin & Clarke, Jeff made the decision to create his own company. He took with him the passion and expertise in the areas that he admired and practiced the most while at Baldwin & Clarke. Moreover, when he left to start his own firm - his clients came with him, which is a testament to the relationships that he has with his clients. Jeff said, "for me, my clients are like family and in treating them as such not only serves my first goal of doing a job right and with passion, but it has helped me grow my business by focusing on the client and not marketing."
Since Jeff started his financial career over a decade ago he has continually studied in the areas of financial planning , estate planning, investments, insurance, estate and business planning from many institutions including the American College and the Business Enterprise Institute. Over the years Jeff has been able to build his practice relying almost exclusively on the referrals he received from his clients. He has been nominated for achievement awards from many financial institutions including among others, The American Funds and Nationwide Financial. He is currently seeking advanced degrees in finance while balancing a busy life he shares with his lovely wife Cathy, daughter McKenzie (6) and twin boys Connor and Ashton (2). Today Jeff has a thriving practice in Merrimack NH where he has a client base close to 300 and growing. He served and continues to serve on the boards of local non-profits and his local chamber of commerce. He is a member of the board and active member of Rotary where he is able to serve his local community which is very important to him. He also serves at his church serving on two boards and assisting with its youth ministry giving as much time as he can. Jeff would like to extend his gratitude for taking the time to learn more about him and JPB Financial. He would also like to welcome you to learn more about JPB Financial and how he may be able to help "Simplify Your Financial life."
> Investment Advisor Representative Licensed with O.N. Investment Management Company, an SEC Registered Investment Advisor (RIA). Providing advice about investments and financial planning for a fee. > Registered Representative An individual who is licensed to sell securities. Security licenses: Series 26, Series 6, Series 63 and Series 65 Registrations
> Producing General Agent / Insurance Broker Licensed in New Hampshire, Maine and Massachusetts as an independent agent who represents the buyer, rather than the insurance company, and tries to find the buyer the best policy by comparison shopping. > Member of the Society of Financial Service Professionals
> Member of the New Hampshire Estate Planning Council
Serving our valued clients
Being an independent advisor firm doesn’t mean that you are working with only one office or just one person. In fact, our resources are often far greater than what you may get while working with an advisor that represents only a single company or bank.
Our network of alliances includes some of the most recognized financial, insurance, accounting and legal organizations across the country. Our abilities and expertise coupled with that from our extensive professional network has offered our clients both peace-of-mind planning and expert solutions since 1998.
Serving our community
> Member of the board - Manaña Endowment Fund, Bethany Covenant Church
> Member - Stewardship Committee, Bethany Covenant Church
> Member of Rotary International - Milford, NH
> Past trustee - non-profit for the Arts
> Board member - local non-profit for the Arts
> Board member of the Souhegan Chamber of Commerce
> Youth ministry volunteer
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