Financial & Investment Services
As a Schwab Independent Branch Leader and Financial Consultant, I lead an independent branch in Nashua, NH. I’ve been an active member of our community for 27 years, and I’m passionate about advocating for local investors in Greater Nashua area and our surrounding communities. I share Schwab’s belief that honesty and accountability are the cornerstones of strong relationships, and I believe that today’s investors deserve a better way.
When you visit our local branch, you’ll find that we provide financial guidance on your terms. We partner with you to understand your goals, create a personalized plan, and develop your investment strategy. You’ll understand where your money is invested and why, how much it costs, and how you’re doing relative to your goals.
We can assist you with:
• Wealth Management
• Portfolio analysis
• College planning
• And more
Schwab’s modern approach to wealth management is all about transparency, value, and helping you take ownership of your financial life. That’s why we encourage you to get involved, ask tough questions, and demand accountability.
Come meet our team and see how we’re different. To learn more, call (603) 595-0581 or visit www.schwab.com/nashua.