Expertise.com
2024

Last updated:

Best Financial Advisors in Nashua

Our Recommended Top 8

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. 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.

28

Reviewed

20

Curated

8

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Website
67 Forest St, Suite 271, Nashua, NH 01752
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Investment Management
  • Tax Planning
  • Retirement Planning

Why choose this provider?

Financial planning can be challenging; Cedar Hill Financial Group simplifies things. Their first priority is always acting in their client's best interest. That means providing personalized, comprehensive financial advice, along with data driven portfolios. Whether it is planning for retirement, saving for college, or getting a comprehensive financial plan in place, they can help. With over a decade of industry experience, they are committed to helping clients pursue their financial goals. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

License Verified:

License: 5813774

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Complimentary Consultation

SmartAdvisor by SmartAsset logo
FEATUREDExpertise.com

SmartAdvisor by SmartAsset

Nashua, NH
  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
230 Amherst Street, Nashua, NH 03063
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Reputation:

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.
5.0
Facebook
5.0 / 5 (29)
Google
5.0 / 5 (1)

Website
9 Trafalgar Sq. Suite 110, Nashua, NH 03063
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
9 Cottage Street, Nashua, NH 02738
  • Finance Planning

Why choose this provider?

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.

Reputation:

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.
5.0
Facebook
5.0 / 5 (2)
Google
5.0 / 5 (1)

Website
45 Technology Way, Nashua, NH 03060
  • Estate Planning
  • Financial Planning

Why choose this provider?

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.

Reputation:

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.
5.0
Facebook
5.0 / 5 (19)
Google
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What key steps should individuals in Nashua consider when dealing with a substantial inheritance?

    Individuals in Nashua managing a large inheritance must be wary of common pitfalls. These include keeping the money dormant in a bank, which could yield minimal returns. Giving in to the urge or external pressures to distribute big chunks of their wealth could compromise their financial stability. Furthermore, caution should be exercised against unsolicited and possibly deceptive investment proposals. Engaging the services of a reliable financial consultant or lawyer can offer guidance and help to avoid these mistakes.

  • What strategies can Nashua parents employ to manage their child's upcoming college expenses?

    Nashua parents can utilize various strategies to handle their child's imminent college costs. They can invest in a 529 plan, a tax-advantaged savings plan specifically designed for education costs. Contributions to these accounts grow tax-deferred, and when used for qualified education-related expenses, withdrawals are tax-exempt. In addition, they can explore merit-based and financial need scholarships from colleges. Certain institutions may offer additional grants to students from smaller states like New Hampshire, offering further financial relief.

  • What are the key financial considerations for unmarried partners in Nashua?

    Unmarried pairs in Nashua need to pay special attention to the financial ramifications of their status. Establishing beneficiaries for all monetary holdings, considering a revocable trust for non-cash properties, and recognizing the tax consequences of bequests of varying asset categories are vital steps. These measures can help navigate unmarried couples' limited protections concerning benefits, taxes, and inheritance. Understanding these aspects is essential to plan effectively for their future together.

  • How can Nashua business owners optimize their financial planning during times of market volatility?

    For Nashua business owners facing the challenge of volatile markets, seeking the expertise of a Certified Financial Planner can be highly beneficial. These professionals use their experience with similar turbulent periods to prevent costly and irreversible investment mistakes. By creating a comprehensive financial plan, they can uncover short-term and long-term tax savings opportunities and allocate resources to assets known for long-term performance. Thus, Nashua entrepreneurs can concentrate on their businesses and families, leaving the financial intricacies to the experts.

  • How can investors in Nashua protect their portfolios against the risk of inflation for the long term?

    For Nashua investors intending to protect their financial assets against the long-term impacts of inflation, an advisable tactic is to diversify their portfolio with dividend-paying stocks. It's beneficial to select stocks from major industry groups and leading firms within these sectors, not necessarily the highest dividend payers, but those showing a steady history of dividend payments and potential for future growth. This approach helps maintain their standard of living even amid increasing living costs.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.