HOW IT BEGAN
What began as H. Robert Weisman’s solo venture, WTLH, Broad Street Planning has now blossomed into a respected hub for Nashua, NH families, businesses, and retirees, offering professional guidance in investments, retirement planning, and insurance solutions.
Broad Street Planning is here with a goal to provide personal attention and reliable, objective guidance during life’s most important milestones.
ABOUT US
We are an experienced, comprehensive financial services firm in the Nashua NH area.
Our associates are registered to recommend mutual funds, individual stocks and bonds through LPL Financial and are licensed in the areas of life and health insurance and annuities.
With over 160 years of combined experience, we have extensive knowledge in the areas of:
• Investments
• Retirement planning
• Insurance
• Long term care planning
• Business continuation planning
• Charitable planning
• Estate planning strategies
OUR ADVISORS
OUR MISSION
Our strategy is to provide quality advice, solutions, information, products and services to clients to assist them in the accumulation, protection, preservation and transfer of their assets.
OUR GOAL
To provide comprehensive plans to help clients pursue short and long term financial and estate plan objectives.
OUR METHOD
We pride ourselves on offering access to appropriate products and believe our excellent client service makes us distinct.
We take the time to learn about each individual’s financial situation and goals before we make any recommendations and we can present a customized, clear analysis and options. We offer to coordinate with our clients other advisors such as attorneys and accountants.
OUR FOUNDERS
H. Robert Weisman and Thomas N. Tessier were both integral members of WTHL and Broad Street Planning. Not only were the active members of the Nashua community, but they were both recognized for their dedication to service and philanthropy. Bob and Tom were not just our founders, but our mentors, and friends.
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