Best Financial Advisors in Nashua, NH

15 firms listed · 13 in Nashua · 10 rated 4.5+ · 2 show a license

Data verified October 19, 2026

Champion Financial Strategies & Insurance Solutions

Champion Financial Strategies & Insurance Solutions

5.0 23 reviews
“He is responsive, knowledgeable, and goes above and beyond to make the experience as enjoyable as possible.”
California license #0I52973Virtual consultationsServes all of United StatesSince 2020Prices online
142 Main St Suite 214
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William J Shea CPA

William J Shea CPA

5.0 5 reviews
“Bill is a very experienced guy, easy to work with, honest and straightforward person.”
Since 2013
400 Amherst St Suite 304
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Morrissey & Co

Morrissey & Co

5.0 1 review
Since 1991Prices online
387 E Dunstable Rd
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Paul Goyette Northeast Planning

Paul Goyette Northeast Planning

5.0 1 review
“If your looking for an advisor who treats as a person and not just s statistic then he is your man!!!”
Since 2016Virtual consultations
402 Amherst St STE 101
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Paramount Financial Group

Paramount Financial Group

5.0 1 review
“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.”
LicensedSince 2018
230 Amherst St
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Retirement Path Financial

Retirement Path Financial

Since 2010Prices online
30 Temple St Suite 501
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The 15 firms listed for Nashua, NH provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Nashua, NH

Of the 15 firms we list here, 13 are in Nashua itself and 2 come from Milford (9 mi). 10 of the firms on this page have a rating, and all of them are rated 5.0, across 44 reviews. 2 show a license on their websites and 1 lists staff certifications (CDFA, CEPA and CFP). 8 have ten or more years of experience, the longest 35 years. We have a website on file for 12 of the firms on this page; 11 publish a contact page; 10 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Nashua take financial planning bookings online?

3 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

Acorn Financial

Acorn Financial

Since 2009
400 Amherst St # 303
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LPL Financial

LPL Financial

5.0 1 review
“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
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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.”
Since 2010
33 Main St STE 201
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21st Century - Financial Advisor: Jason Cillo

21st Century - Financial Advisor: Jason Cillo

Since 2019
Milford, NH · 9 mi from Nashua
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RBC Wealth Management Branch - Nashua

RBC Wealth Management Branch - Nashua

9 Trafalgar Square Suite 200
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Firmani Retirement Services & Consulting Group

Firmani Retirement Services & Consulting Group

Since 2024
211 Main St
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Apollo Financial Group

Apollo Financial Group

200 Innovative Way
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Todd Leo - Ameriprise Financial Services

Todd Leo - Ameriprise Financial Services

CDFA, CEPA, CFP, CIMA, CPA, CPWA certifiedSince 2005
Milford, NH · 9 mi from Nashua
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Peak Wealth Management

Peak Wealth Management

Since 2015
20 Trafalgar Square # 404
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HomeWealth Management AdvisorsNew HampshireNashua, NH

Why these companies made our list

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