Nashoba Financial Planning

Nashoba Financial Planning (CRD# 130519) is a financial advisory firm headquartered in Harvard, MA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Nashoba Financial Planning
Showing 1 - 1 of 1 top financial advisors.
Kathleen R. Dollard
CRD#: 2956874
1740 Massachusetts Ave., Boxborough, MA 01719

Kathleen Dollard (CRD# 2956874) is an Investment Advisor Representative working at Nashoba Financial Planning in Boxborough, MA and has over 20 years of experience in the finance industry. Kathleen Dollard 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 Practice Standards.

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