Logix Client Transition
Jim McCarthy has chosen Broad Street Planning to take over his practice as he embarks on the next chapter of his life. This transition strives to ensure continuity in the level of service and care you are accustomed to.
OUR PROFESSIONALS
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 person firm 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 strategies for families, businesses, and retirees in the Nashua, NH area and beyond.
OUR METHOD
At Broad Street Planning, we take pride in providing tailored financial services. We invest the time to understand your unique financial landscape and aspirations before offering any advice. This allows us to deliver a personalized, transparent analysis and a range of options. Additionally, we collaborate seamlessly with your other advisors, including attorneys and accountants, providing a holistic approach to your financial well-being.
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