Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Nashua has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Nashua, New Hampshire have an average of 22 years of experience.
PEAK Wealth Management LLC
CFP®, CRPC®
Qualifications
CRD# 7509696
Firm CRD# 281036
Series 65
Minimum Assets Required
$0
Financial Planning, 401K Rollovers, Wealth Management, Estate Planning & Trusts
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Fee-Based, Based on Assets
Brian Davies
MBA, CFA®
Shepherd Financial Partners
Qualifications
CRD# 6957563
Firm CRD# 169093
Series 7, 63
Minimum Assets Required
$0
Financial Planning, Portfolio Management, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Fee-Only, Based on Assets
Savant Wealth Management
Savant Wealth Management
Qualifications
Firm CRD# 107271
Minimum Assets Required
Not Specified
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Aaron A Milne
CFP®, EA
MAERCO Financial
Qualifications
CRD# 5692927
Firm CRD# 139627
Series 6, 7, 63, 65
Minimum Assets Required
$100,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Hourly, Commissions, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 20 Trafalgar Square, Suite 432 Nashua, NH, 3063 | $161,467,535 | 19 | 3 | A Percentage of AUM, Fixed Fees |
2 | 20 Trafalgar Square, Ste. 304 Nashua, NH, 3063 | $106,586,215 | 428 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (CONSULTING FEES) |
3 | 20 Trafalgar Sq, Suite 404 Nashua, NH, 3063 | $93,582,459 | 349 | 3 | A Percentage of AUM, Fixed Fees |
QualificationsFirm CRD# 170692
Assets Under Management $161,467,535
No. Of Clients19
Clients Per Financial Advisor6
PHOENIX INTERNATIONAL INVESTMENTS LLC is a financial advisory firm situated in Nashua, New Hampshire. With a nearly $161M assets under management, the firm specializes in crafting personalized retirement planning solutions for 19 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 165535
Assets Under Management $106,586,215
No. Of Clients428
Clients Per Financial Advisor143
WILLIAMS WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Nashua, New Hampshire. With a nearly $107M assets under management, the firm specializes in crafting personalized retirement planning solutions for 428 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 281036
Assets Under Management $93,582,459
No. Of Clients349
Clients Per Financial Advisor116
PEAK WEALTH MANAGEMENT LLC is a financial advisory firm situated in Nashua, New Hampshire. With a nearly $94M assets under management, the firm specializes in crafting personalized retirement planning solutions for 349 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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