Top financial advisors in Nashua, NH
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you live in Nashua, NH, and want to make the most of your income without worrying about state income tax, these advisors can help you navigate your financial decisions accordingly. A common mistake is assuming no income tax means no tax planning is needed, which can overlook property tax impacts and other local factors.
- Local tax knowledge. Confirm how they incorporate New Hampshire's unique tax setup, including the absence of income tax but higher property taxes, into your plan.
- Investment strategy alignment. Ask how they adjust investment choices knowing your income won't be taxed at the state level.
- Long-term cost planning. Property taxes can be significant; check how they help you prepare for these ongoing expenses.
- Experience with local regulations. Ensure they understand New Hampshire's tax laws and how they affect retirement and estate planning.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Tyler A
Series 66
Nashua, NH
Ameriprise
Tyler Arnesen specializes in retirement income strategy and Social Security optimization, making him well-suited to help Nashua residents navigate retirement planning amid New Hampshire's unique tax environment. Working with Ameriprise, a large firm offering comprehensive advisory and insurance solutions, he provides tax-efficient, research-backed recommendations with a 0.15% AUM fee, catering to clients approaching retirement with significant investable assets.
Experience: 4 years
Avg account: $471,167
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Paul B
Series 63
Nashua, NH
Capitol Securities Management, Inc.
Paul Bedinger brings 45 years of experience and a Series 63 designation to clients in Nashua, NH, offering expertise through Capitol Securities Management, which serves individual, corporate, and charitable clients with tailored investment advisory and pension consulting services. His flat-fee and hourly fee structures, combined with a focus on high-net-worth clients and independent advice, distinguish him from others by providing flexible, personalized financial planning options.
Experience: 45 years
Avg account: $437,788
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Steven T
Series 63, Series 65
Nashua, NH
Guardian Life
Steven Travaglini Sr. offers extensive experience in Nashua, NH, with 28 years in the industry and expertise in business exit strategies and tax-loss harvesting, which can help navigate New Hampshire's unique tax environment. Operating within Primerica Advisors, a large firm, he provides flexible fee options including flat fees and subscription plans, catering to self-employed clients and business owners seeking tailored financial and retirement planning.
Experience: 29 years
Avg account: $230,599
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Brian G
Series 63, Series 66
Nashua, NH
Citizens securities, Inc.
Brian Gaumont's 17 years of experience and Series 63 and 66 licenses equip him to address Nashua's unique tax environment, including the absence of state income tax and higher property taxes. Working at Citizens Securities, a large firm offering both advisory and brokerage services with a 0.50% AUM fee, he specializes in tax-loss harvesting and passive investing, serving a diverse client base from individual to high-net-worth investors.
Experience: 18 years
Avg account: $208,871
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Gary P
ChFC®, Series 63
Nashua, NH
Northeast Planning Associates, Inc.
Gary Pelletier's 41 years of experience and ChFC® designation equip him to address Nashua residents' unique tax considerations, including the absence of state income tax and higher property taxes. His firm offers flat-fee planning and serves high-net-worth clients and trusts, providing modular, consultative services that may appeal to those seeking tailored retirement and estate planning strategies in New Hampshire.
Experience: 42 years
Avg account: $431,696
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