Enjoy the fruits of your labor. Our firm will help plan for your retirement and excite you for what’s to come.
Don’t let the plethora of new health laws overwhelm you. We will simplify the insurance process and make sure you’re covered.
Rising education costs require a forward-thinking plan. Our advisors can help you prepare for one of life’s biggest investments.
We believe small businesses are the backbone of America. We do our utmost to help your business thrive.
the Offices Established by: HR Weisman, TN Tessier, LK Lambert and KJ Halloran
The idea of combining the offices of a few carefully-selected and highly-motivated, independent advisors began in 1949 with H. Robert Weisman. From a one man shop specializing mostly in insurance, our office has developed into a comprehensive financial services team with extensive knowledge in the areas of investments, retirement planning, and insurance (including health and long-term care) as well as assistance with estate planning for families, businesses and retirees in the Nashua, NH area and beyond.
Our associates are registered to recommend mutual funds, ETFs, individual stocks and bonds through LPL Financial and are licensed in the areas of life and health insurance, as well as annuities. Please explore this website to learn more about our offices and our team. We hope you find this site interesting, inviting and valuable.
Thanks for the virtual visit, and please get in touch …we’d love a real-life meeting!
For more information about LPL Financial, visit www.lpl.com.
Over the sixty years our firm has been in business, we have established a six-step process to stimulate success. We hope you’ll join us on that journey:
It all starts with trust. Our most important goal is to understand your needs so we can fulfill them. Our strongest relationships have lasted since our firm was founded and that level of trust has given our clientele great confidence.
Preparation brings our most enduring success. We look forward to better understanding your portfolio and executing a comprehensive plan to strengthen it.
Our Firm encourages an honest dialogue between client and advisor to help meet expectations. No matter your current fiscal position, we will get you where you want to go.
All of our plans are dependent on your approval. While we serve your financial needs, our ultimate goal is to empower you.
When our financial plans meet your needs, we will begin to implement them. This is an exciting part of the process that will offer long-term results.
At its best, working with our advisors becomes a hands-on experience. We relish the opportunity to track your portfolio progress and fine-tune plans along the way.
Our experienced and enthusiastic team thrives on client satisfaction. Please visit our company page to learn more about our advisors.
We’d love to hear from you. Give us a call and we’ll get started.