Nashua, NH Financial Planner

(Translated by Google) They will do it fast (Original) Fast &:effecient

Awesome bank. Great people work there

Helpful advice and friendly staff. I would recommend Andrea and her team to my friends

Such a Great Financial Planning Services, Safety First Financial Planners having a great content for Retirement Plan.

It's always cordial and accommodating when dealing with Andrea or one of her associates.

If you aren't already wealthy, look elsewhere. We were clients as we were getting started in our financial & Estate planning journey. We received great service and put ou ... more

Mike is an exceptional financial advisor. He is responsive, knowledgeable, and goes above and beyond to make the experience as enjoyable as possible. Highly recommend Mik ... more

We've been working with Nick and his team since the summer and we could not be happier. Everyone on the DWM team is wonderful! Nick is extremely knowledgeable and patien ... more

What a joy to work with people who know you and actually want to offer personal service. I have been struggling for months to wrap up my parent's estate. Their VERY large ... more

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 ... more

Another complaint about Michael, the manager who turned out to be an assistant manager, who flat out refused to cash a check drawn from Bank of America. I then drove to t ... more

Bill and his team went above and beyond to help me with a difficult tax preparation. I highly recommend!

There's almost always a line when I go. It may be because I go around the time they open. At other banks, I was able to see someone about my account right away. At this b ... more

Wonderful lady, mrs Lambert I believe, went out above and beyond to help me track down an IRA fund I lost access to. Rockstar service, incredible!

Patricia has been my agent since 2011. She is proactive and a joy to communicate with. Her customer service skills are outstanding. She recently offered me substantial in ... more

Paul has done a great job in managing my retirement profolio. He is willing to answer any question I have on what is going on. If your looking for an advisor who treats a ... more

Will update later when I have the time and energy to tell the whole story. Long story short - Enterprise is dishonest, has only their interests in mind, and is staffed wi ... more

Easy to get to. Good staff

Made me wait an hour to open a checking account and then told me they were going to charge me $16 a month just to have it. A crypto based economy can't come fast enough.

Opened business account. Called ahead, and banker made it sound simple. Bring ID, EIN from IRS and they looked up our certificate of good standing with the state in advan ... more