Financial Advising in Nashua, NH

“We recently engaged with Paramount Financial Group to update a post retirement financial plan and were pleased with the attention to detail and recommendations of our planner, Ian Tollefsen. 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. Our advisor was comprehensive in gathering information and articulate in explaining risks, and developing a strong plan to maintain our hard earned retirement savings.”

“Pamela at Charles Schwab is an exceptional financial advisor who truly goes above and beyond to provide her clients with top-notch service. My mother and I originally visited in person due to a few time sensitive questions we had, and Pamela was happy to assist us. Throughout the entire process, Pamela was always available to answer any questions I had and provide guidance whenever I needed it. She was patient, knowledgeable, and truly invested in helping me. She even followed up with a phone call and assisted me with setting up an online account. Thank you again for your time, Pamela!”

“I've worked with Mike for a number of years. He's been very helpful at simplifying concepts and making sure things get done. I also like that Mike is a fiduciary and has always been transparent.He has helped our business with our company forecasting/projections, company 401K and many other things. Hes a great resource personally and professionally.”