Best Financial Advisors in Nashua

2022

We scored 27 Financial Advisors in Nashua, NH and Picked the Top 7

Here are the Picks:

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Nashua Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Our Selection Criteria:

1. Availability

Consistently approachable and responsive, so customers never feel ignored.
2. Qualifications

Building customer confidence with licensing, accreditations, and awards.
3. Reputation

A history of delighted customers and outstanding service.
4. Experience

Masters of their craft, based on years of practical experience and education.
5. Professionalism

Providing service with honesty, reliability, and respect.

Read more about our selection process

Last Updated: December 21, 2021

Estate Planning

Broad Street Planning is a financial advisory firm that has been serving families and businesses in and out of Nashua for over 60 years. It offers financial planning services for retirement, college, estate, and tax. It also helps clients achieve financial security through various investment options such as bonds, common stocks, government securities, and variable annuities. Operating under LPL Financial, the firm also provides disability income insurance, life insurance, and long-term care plans. Its founder, H. Robert Weisman, started his career in the financial services industry in 1949.

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34 Broad St.
Nashua, NH 03064

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(603) 821-1939 Website

Finance Planning

Cottage Street Advisors is an investment management firm serving Nashua. It offers personalized services focusing on high-net-worth families. In addition to financial planning, it educates clients on investment options, including alternative investments, bonds, exchange-traded funds, and securities, as well as potential risks. It also assists them in constructing and managing their portfolios. Its founder, Michael K. Davis, is a Certified Public Accountant and earned his MBA degree from Harvard Graduate School of Business.

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9 Cottage Street
Nashua, NH 02738

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(508) 748-0709 Website

Estate Planning
Wealth Management
Financial Planning
Retirement Planning

Epic Wealth Strategies, LLC, serves business owners, physicians, and executives in Nashua by advising them how to strategically manage and protect their wealth. Implementing the "EPIC Approach," its advisors provide clients with personal plans and strategies to increase their savings and grow their wealth. They guide individuals on reducing income taxes and lowering financial risks. In addition, they provide investment services covering mutual funds, variable annuities, and managed accounts. Their offered business solutions include employee benefits, succession planning, and executive compensation.

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76 Northeastern Blvd, Ste 31A
Nashua, NH 03062

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(603) 598-3288 Website

Investment Management
Financial Planning
Certified Financial Planner (CFP)

John V. Caggiano is a financial planner that caters to clients around Nashua for Northeast Planning Associates, Inc. His approach focuses on establishing communicative and proactive partnerships with clients to help them identify their goals. By offering strategic recommendations, he assists them in creating a plan that is customized to address their needs. Caggiano has more than 20 years of experience in the financial planning industry. He is a Chartered Financial Consultant and a member of the National Association of Insurance and Financial Advisors.

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121 Shattuck Way Suite 16
Newington, NH 03801

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(603) 431-1382 Website

Certified Financial Planner (CFP)

MAI Capital Management is an independent wealth management firm that has been serving individuals, families, and businesses from Nashua and the surrounding areas for more than four decades. It provides a wide range of integrated wealth management services, including estate and financial planning, tax planning and compliance, insurance planning, and philanthropy. It also offers investment management solutions, which include targeted asset allocation and ongoing tactical adjustments. Managing partner Bill Collins is a Certified Financial Planner.

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9 Trafalgar Sq. Suite 110
Nashua, NH 03063

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(216) 920-4800 Website

Certified Financial Planner (CFP)

Paramount Financial Group is a wealth management company operating in Nashua. It helps customers in making well-informed financial decisions through a wide range of products and services. These include annuities and income planning, estate and gifting strategies, college funding solutions, individual life insurance, and business transition solutions. The firm's president, Anthony McMullen, started his career as an insurance agent in 2005 and has been growing as an advisor and entrepreneur since then. He holds the LUTCF designation.

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230 Amherst Street
Nashua, NH 03063

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(603) 305-4882 Website

Estate Planning
Financial Planning

Northwestern Mutual Wealth Management Company is a financial advisory firm based in Nashua. Its services include financial planning, estate planning, executive benefits, investment, and risk management solutions. It develops wealth protection strategies with life insurance, disability income insurance, and long-term care plans. It also provides personalized asset allocation and portfolio rebalancing investment strategies, and executive retirement, deferred compensation, and bonus plans to business owners. The firm is a subsidiary of The Drouin Wealth Management Group.

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45 Technology Way
Nashua, NH 03060

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(603) 206-6083 Website