Best Financial Advisors in Nashua

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.

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.

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.

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.

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.

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.