Broker Check

Welcome to our site!

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.

 

Our financial
Advising Process

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:

Establishing Relationships
Gathering Data and Goals
Evaluating Financial Status
Review our Recommendations
Setting Your Plan to Action
Monitoring Portfolio Progress

Establishing Relationships

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.

Gathering Data and Goals

Preparation brings our most enduring success. We look forward to better understanding your portfolio and executing a comprehensive plan to strengthen it.

Evaluating Financial Status

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.

Review our Recommendations

All of our plans are dependent on your approval. While we serve your financial needs, our ultimate goal is to empower you.

Setting Your Plan to Action

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.

Monitoring Portfolio Progress

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.

Meet Our Team

Our experienced and enthusiastic team thrives on client satisfaction. Please visit our company page to learn more about our advisors.

 

Schedule a meeting with an advisor

We’d love to hear from you. Give us a call and we’ll get started.