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Best Financial Advisors in Nashua

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, Nashua, NH 02738
Nashua, NH 02738
  • 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.

, Nashua, NH 02738
Nashua, NH 02738

Website(508) 748-0709

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

76 Northeastern Blvd, Ste 31A, Nashua, NH 03062
Nashua, NH 03062
  • Estate Planning
  • Retirement Planning
  • Financial Planning
  • Wealth Management

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.

76 Northeastern Blvd, Ste 31A, Nashua, NH 03062
Nashua, NH 03062

Website(603) 598-3288

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121 Shattuck Way Suite 16, Newington, NH 03801
Newington, NH 03801
  • Certified Financial Planner (CFP)
  • Investment Management
  • Financial Planning

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.

121 Shattuck Way Suite 16, Newington, NH 03801
Newington, NH 03801

Website(603) 431-1382

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

9 Trafalgar Sq. Suite 110, Nashua, NH 03063
Nashua, NH 03063
  • 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.

9 Trafalgar Sq. Suite 110, Nashua, NH 03063
Nashua, NH 03063

Website(216) 920-4800

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

230 Amherst Street, Nashua, NH 03063
Nashua, NH 03063
  • 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.

230 Amherst Street, Nashua, NH 03063
Nashua, NH 03063

Website(603) 305-4882

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

12 (Better)

Score Consistency:

Consistent (Best)

45 Technology Way, Nashua, NH 03060
Nashua, NH 03060
  • 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.

45 Technology Way, Nashua, NH 03060
Nashua, NH 03060

Website(603) 206-6083

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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