The Stock Sisters

The Stock Sisters A full service financial advisory firm located in both Windham NH & Worcester MA Past performance is not a guarantee of future results.

Securities and advisory services offered through SagePoint Financial Inc., a Registered Investment advisor, member FINRA/SIPC. Insurance services offered through New England Retirement Concepts, which is not affiliated with SagePoint Financial, Inc. Investments in securities involve risk, including the potential loss of principal. http://sagepointfinancial.com/disclosures/socialmedia
www.FINRA.org

Please see scottadvisorygroup.com for full disclosures.

Last night’s event was so much fun and a good reminder of why we hold them year after year. We had 25 wonderful ladies a...
04/24/2026

Last night’s event was so much fun and a good reminder of why we hold them year after year. We had 25 wonderful ladies and a few husbands in the room with lots of questions that led to thoughtful conversations and connections. The best part was that nobody wanted to leave. Post-presentation was a fun social gathering filled with dessert, drinks and laughter. Thank you to our clients and new friends who came out to join us at . Topics included and Investing.

🌍 Happy Earth Day from The Stock Sisters!This year’s theme is “Our Power, Our Planet” — and we love that.Because we beli...
04/22/2026

🌍 Happy Earth Day from The Stock Sisters!

This year’s theme is “Our Power, Our Planet” — and we love that.

Because we believe the same about YOUR finances. Your money has power. And as women, we deserve advisors who get that.

That’s exactly why we built Scott Advisory Group — a place where women can ask questions, build wealth, and take control of their financial future. 💚

📍 Windham, NH | Worcester, MA
🔗 scottadvisorygroup.com/women

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💎Complimentary Social Security Dinner 💎Join financial advisors, Samantha & Jessica Scott, for an educational dinner & pr...
04/15/2026

💎Complimentary Social Security Dinner 💎

Join financial advisors, Samantha & Jessica Scott, for an educational dinner & presentation @ The Copper Door in Salem, NH covering everything you need to know about Social Security & retirement income.

Small choices now can make big impacts later. Get the information you need, so your retirement isn’t left to chance.

April 23rd, 2026
6:00 pm
The Copper Door - Salem, NH
To register, call 508-735-7579
Space is limited

💰When should I start taking Social Security? 💸Will Social Security still exist when I retire? ⌛️Do I have enough money t...
04/03/2026

💰When should I start taking Social Security?
💸Will Social Security still exist when I retire?
⌛️Do I have enough money to live off of during retirement?
💡I am divorced. Can I claim my ex’s Social Security? How?

Join us for an educational, fun, and stress-reducing dinner at The Copper Door in Salem, NH on April 23rd. Get answers to these questions and many more in a room full of women wondering the same things you are.

Samantha and Jessica of Scott Advisory Group are excited to host their 10th Women’s Event this April. They will be joined by Bruce Ravech, District Director of the Northeast District for Allianz Life with his abundant knowledge of the Social Security program and all the intricacies that are often overlooked.

Don’t miss it! Click the link below for all the details.

To register call: 508-735-7579

Strategic timing for claiming Social Security • Understanding Medicare choices and enrollment timelines • Tax considerations that may impact your benefits • How current legislative changes could affect retirement income planning Location: 41 S Broadway, Salem, NH 03079

Thinking about retirement? Please join us at The Copper Door in Salem, NH for an educational dinner event. Get your Soci...
03/25/2026

Thinking about retirement? Please join us at The Copper Door in Salem, NH for an educational dinner event. Get your Social Security and retirement income questions answered while enjoying an evening out in a welcoming setting. Details and RSVP info can be found below. We hope to see you on April 23rd.

Strategic timing for claiming Social Security • Understanding Medicare choices and enrollment timelines • Tax considerations that may impact your benefits • How current legislative changes could affect retirement income planning Location: 41 S Broadway, Salem, NH 03079

Ladies, plan your retirement with confidence! Join female Financial Advisors for complimentary dinner at The Copper Door...
03/16/2026

Ladies, plan your retirement with confidence!

Join female Financial Advisors for complimentary dinner at The Copper Door in Salem, NH as we guide you through key financial decisions that can shape your retirement.

💡 During the evening, we’ll cover:
• Strategic timing for claiming Social Security
• Understanding Medicare choices & enrollment
• Tax considerations that may impact your benefits
• How current legislative changes affect retirement planning

During our presentation, you'll have the oppurtunity to complete a financial worksheet and receive personalized feedback following the event.

📅 Date: Thursday, April 23, 2026.
⏰ Time: 6:00 PM
📍 Location: The Copper Door at 41 S Broadway, Salem, NH

Our event is ideal for women 50+ (spouses welcome!) looking for clarity, confidence, and a practical retirement plan. If you want peace of mind and help understanding your wealth stratefgy in a comfortable setting with other women like you, this event will be helpful!

📞 Reserve your seat now by calling Jessica at 508-735-7579

Strategic timing for claiming Social Security • Understanding Medicare choices and enrollment timelines • Tax considerations that may impact your benefits • How current legislative changes could affect retirement income planning Location: 41 S Broadway, Salem, NH 03079

Sip, Savor & Secure – A Ladies’ Night Out with a Purpose!Worried about the stock market? Unsure what the future holds fo...
04/11/2025

Sip, Savor & Secure – A Ladies’ Night Out with a Purpose!

Worried about the stock market? Unsure what the future holds for Social Security? You’re not alone—and you don’t have to figure it out on your own either.

Join us on April 17th for a complimentary dinner event designed just for women who are approaching retirement and want to feel confident about what’s next.

In a relaxed, engaging setting, we’ll cover:

🔓Social Security strategies
🌅Retirement planning basics
🏥Key Medicare considerations
📝And plenty of time for your questions!

As female Financial Advisors, we understand both the numbers and the emotions behind retirement planning. We’re here to support you with insight, compassion, and care.

Seats are limited to just 25 guests to keep it personal—reserve yours today!

Call 774-242-3336 to RSVP, or click the link below to learn more.

Join Us for a Ladies’ Learning Event at The Sole Proprietor in Worcester, MA! Enjoy an evening of delicious food and wine while gaining valuable insights on maximizing your Social Security benefits. This complimentary dinner event is designed for women who are preparing to take Social Security or ...

Why Rebalancing MattersLoving your winning investments is natural, but over time, they can skew your portfolio’s risk. R...
08/23/2024

Why Rebalancing Matters

Loving your winning investments is natural, but over time, they can skew your portfolio’s risk. Regular rebalancing helps realign your investments with your original goals by shifting funds to underperformers or selling some winners.

It’s a smart way to manage risk, though it doesn’t guarantee against losses. Let’s review your portfolio and keep it on track!

You aren’t supposed to know exactly what to do with your money. It’s complicated! A financial advisor works full time to...
08/05/2024

You aren’t supposed to know exactly what to do with your money. It’s complicated! A financial advisor works full time to be an expert on investing so you can focus on your career and family. But, you can know the basics to set yourself up for success. Here are some errors we see people making in the years leading up to retirement:

8 Retirement Mistakes to Avoid

1. No Strategy: Without a plan, it’s hard to reach your goals. Develop a clear strategy for both pre- and post-retirement.
2. Frequent Trading: Avoid chasing trends. Stick to a diversified investment strategy that fits your long-term goals.
3. Not Maximizing Savings: Don’t miss out on free money from employer-matching contributions in your 401(k).
4. Prioritizing College Over Retirement: While education is important, don’t compromise your retirement savings for it.
5. Ignoring Healthcare Costs: Prepare for potential healthcare expenses to protect your retirement funds.
6. Poor Timing: Adjust your investments ahead of retirement to avoid losses during market downturns.
7. High Debt: Reduce debt before retiring to avoid financial strain.
8. Health Matters: A great retirement also depends on staying healthy and active.

Plan smartly and avoid these common pitfalls for a secure and enjoyable retirement! Contact us to make sure you are prepared for retirement when the time comes.

Feeling overwhelmed by the financial noise? A financial professional can cut through the chaos and provide invaluable gu...
08/03/2024

Feeling overwhelmed by the financial noise? A financial professional can cut through the chaos and provide invaluable guidance. They help you stay focused on your goals, manage risk, and navigate market ups and downs. Instead of chasing market highs, learn to appreciate the long-term strategy and significance of your investments. Ready to gain clarity and confidence in your financial journey? Learn with us!

Imagine driving without knowing the rules of the road—now imagine making financial decisions without understanding budge...
07/26/2024

Imagine driving without knowing the rules of the road—now imagine making financial decisions without understanding budgeting, investing, or credit. Many Americans are in this very situation, struggling with basic financial concepts and everyday expenses. The key to financial success? Education! Boost your financial literacy with trusted resources and experts. Ready to take control? Learn with us!

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Address

47 Enterprise Drive Suite 218
Windham, NH
03087

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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