Best Financial Advisors in Nashua, NH

The highest-rated Financial Planning & Wealth Management companies out of 123 vetted & reviewed in the Nashua area.

Champion Financial Strategies & Insurance Solutions

Champion Financial Strategies & Insurance Solutions

(23)
  • Concepts
  • Understand
  • Man
“He genuinely wants to help you plan, summarizes complex details well, and helps you understand exactly why it's a good idea to do one thing over another.”
Licensed
In Business Since 2020
Transparent Fees & Pricing
142 Main St Suite 214, Nashua, NH
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William J Shea CPA

William J Shea CPA

(5)
Business Accounting and Bookkeeping, Personal Finance and Retirement Planning, Epayments
“Bill has always been involved in tax work and financial management.”
In Business Since 2013
400 Amherst St Suite 304, Nashua, NH
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Morrissey & Co

Morrissey & Co

(1)
“Very attentive to my needs”
Accepts All Major Credit Cards
In Business Since 1991
Transparent Fees & Pricing
387 E Dunstable Rd, Nashua, NH
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Paramount Financial Group

Paramount Financial Group

(1)
Ian Tollefsen, Cfp®, Anthony McMullen, Investment Advisor Representative, Lutcf®
“Although we have worked with financial services for many years and were familiar with the process we still learned new strategies to maintain our retirement savings and ensure our money lasts as long as we do.”
Licensed
In Business Since 2018
230 Amherst St, Nashua, NH
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Paul Goyette Northeast Planning

Paul Goyette Northeast Planning

(1)
“If your looking for an advisor who treats as a person and not just s statistic then he is your man!!!”
Remote Consultations Available
In Business Since 2016
402 Amherst St STE 101, Nashua, NH
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Daniel Either CPA

Daniel Either CPA

(1)
“A positive experience and highly recommended.”
Transparent Fees & Pricing
In Business Since 2023
33 Main St STE 400, Nashua, NH
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Kline & Company CPA

Kline & Company CPA

(1)
“Looking back on the experience, the monetary costs of outsourcing the significant efforts associated with our contract costing, accounting system development, bid structuring, and evolution of DCAA-compliant policies, procedures, and systems paled in...”
Transparent Fees & Pricing
Licensed
In Business Since 1997
Accepts Check
141 Main St, Nashua, NH
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Applied Capital Management

Applied Capital Management

(1)
“Excellent and professional people”
Licensed
In Business Since 1998
50 Nashua Rd STE 200, Londonderry, NH 03053
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Retirement Path Financial

Retirement Path Financial

“We believe it is important for our clients to retireconfidently, and our detailed process and disciplined portfolio approacharespecificallydesignedto provide you with a straightforward, direct path topursue your goals.”
Transparent Fees & Pricing
In Business Since 2010
30 Temple St Suite 501, Nashua, NH
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Acorn Financial

Acorn Financial

Investment Management, Financial Planning
“Before every client meeting, we combine over 45 years of financial planning and investment management experience to discuss our client's challenges, opportunities, and discussion topics. This collaboration brings a team of CERTIFIED FINANCIAL PLANNER...”
In Business Since 2010
400 Amherst St # 303, Nashua, NH
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Safety First Financial Planners

Safety First Financial Planners

“Such a Great Financial Planning Services, Safety First Financial Planners having a great content for Retirement Plan.”
Accepts All Major Credit Cards
In Business Since 2010
33 Main St STE 201, Nashua, NH
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LPL Financial

LPL Financial

(1)
“Wonderful lady, mrs Lambert I believe, went out above and beyond to help me track down an IRA fund I lost access to.”
34 Broad St, Nashua, NH
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RBC Wealth Management Branch - Nashua

RBC Wealth Management Branch - Nashua

9 Trafalgar Square Suite 200, Nashua, NH
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21st Century - Financial Advisor: Jason Cillo

21st Century - Financial Advisor: Jason Cillo

In Business Since 2019
365 Nashua St, Milford, NH 03055
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Firmani Retirement Services & Consulting Group

Firmani Retirement Services & Consulting Group

“Firmani & Abbott Retirement Services, LLC is an independent consulting firm specializing in retirement plan design and management for small and medium size companies as well as retirement planning for individuals. With more than 70 years of combined ...”
In Business Since 2024
211 Main St, Nashua, NH
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Apollo Financial Group

Apollo Financial Group

200 Innovative Way, Nashua, NH
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Todd Leo - Ameriprise Financial Services

Todd Leo - Ameriprise Financial Services

“The Retirement Income Certified Professional ® designation is obtained by completing retirement planning course work that focuses on creating an effective retirement income plan for clients who are nearing or are in retirement. By completing coursewo...”
CAS, CDFA, CEP, CEPA, CFP, CFS, CIMA, CKA, CLTC, CMFA, CPA, CPWA, CRC, CTFA Certified
In Business Since 2005
380 Nashua St, Milford, NH 03055
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Peak Wealth Management

Peak Wealth Management

“We pride ourselves in being highly approachable, providing clients the attention and respect they deserve-anytime, anywhere.”
In Business Since 2015
20 Trafalgar Square # 404, Nashua, NH
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Regulatory Maven

Regulatory Maven

Contact us Regarding a 30 Minute Consultation, Business Consulting – Enterprise Value Planning, Finra Links
“Our services are designed for you – the business owner(s), and executives period. Our consultants strive to safeguard your personal and professional reputation by being insightful, tactful and conscientious. Our goal is to provide you and your team w...”
In Business Since 2013
25 Nashua Rd, Londonderry, NH 03053
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Lane Rifkin

Lane Rifkin

(49)
Incorporate Online, Tax Services, Financial Planning
“I was certain if I even made a tax appointment that I would die of anticipatory anxiety before the appointment date and that my cats would be left to bear my financial responsibility to the IRS.”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 1996
Offers Financing Options
Serving Nashua Area
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Paolilli, Jarek & der Ananian

Paolilli, Jarek & der Ananian

(1)
Quickbooks Services, Services For Individuals, Business Services
“He and his firm a truly top notch--incredibly thorough, extremely efficient, and always abreast of all recent tax changes.”
Offers Financing Options
Licensed, BBB Rating: A+
Free Initial Consultation
In Business Since 2005
Serving Nashua Area
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Turner & Costa

Turner & Costa

(40)
Quickbooks Services, Incorporation Services, Small Business Accounting
“Despite some years having multiple different types of difficult tax documents, she's always prioritized walking me through every step of the way clearly and directly.”
In Business Since 2005
Serving Nashua Area
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Daigle Tax Service

Daigle Tax Service

(4)
“NAMMYOHORENGEKYO Namaste 🙏 …”
Offers Financing Options
Licensed, BBB Rating: A+
In Business Since 2014
Transparent Fees & Pricing
Serving Nashua Area
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Rhema Financial Services

Rhema Financial Services

(24)
Part-Time CFO Services, Small Business Accounting, Tax Services
“Friendly staff and very knowledgeable in Taxes.”
In Business Since 2019
Serving Nashua Area
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Retirement Planning and Investment Management Services in Nashua, NH Cost Estimates

Minimum cost
$1146
Maximum cost
$9741
National Average
$3438
Avg Per Hour Rates
$344
$2292
$6303
Average price range is based on 280 cost profiles
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Average Cost $3438
Minimum cost $1146
Maximum cost $9741
Avg Per Hour Rates $344

Average range $2292 to $6303 is based on 280 cost profiles.

Why these companies made our list

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