Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
We help people develop a comprehensive, written, lifetime financial strategy and help keep them accountable to their plan. Our "product" is threefold:
2. Advice & Planning
Our primary way to accomplish this is by using our technology to get you organized, developing a comprehensive living financial strategy, and keeping you accountable to your plans and goals.
We deliver this through a team of professionals: planners, CPAs, Attorneys, Realtors, Banking Specialists, healthcare and Medicare experts all coordinating your plan into something that works harmoniously...
Cynthia Pellegrino (CRD# 4257163) is an Investment Advisor Representative working at Symmetry Wealth Management LLC in Londonderry, NH and has over 15 years of experience in the finance industry. Cynthia Pellegrino has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning...
Peter Canniff is a Financial Advisor providing financial planning and investment services and advice on a Fee-Only basis for clients. Peter acts as a fiduciary and is committed to putting his clients best interests first.
Peter works mostly with individuals and families who realize that their path to retirement requires expert guidance in getting through life's financial obstacle course. He looks at financial goals, taxes, investments, standard of living, employer benefits, retirement goals, elder care and estate planning.
Peter Canniff is an Investment Advisor Representative working at...
Dustin Latham (CRD# 5836494) is an Investment Advisor Representative working at Alternative Capitalis, LLC in Chelsea, MA and has over 9 years of experience in the finance industry.
Margaret McGillin (CRD# 5095058) is an Investment Advisor Representative working at Journey Financial Planners, LLC in Concord, MA and has over 9 years of experience in the finance industry.
Nvest Financial Group is an independent boutique firm working with people just like you: individuals, families and businesses who demand the highest quality of service and attention to detail in their financial matters. We don't take earning your business lightly.
It is our commitment to provide you with unparalleled service and exclusive personal attention.
Our team of professionals will simplify the complexities of the financial world to meet your personal needs and goals. We consider each situation a unique relationship and not just a portfolio balance.
Everyone at Nvest is committed...