Charles Schwab - Independent Branch Services


Financial Services/Investment Planning

About Us

As a Schwab Independent Branch Leader and Financial Consultant, I lead an independent branch in Nashua. I’m passionate about advocating for local investors in Nashua and our surrounding communities. I share Schwab’s belief that honesty and accountability are the cornerstones of strong relationships, and I believe that today’s investors deserve a better way.

When you visit our local branch, you’ll find that we provide financial guidance on your terms. We partner with you to understand your goals, create a personalized plan, and develop your investment strategy. You’ll understand where your money is invested and why, how much it costs, and how you’re doing relative to your goals.

We can assist you with:
• Wealth Management
• Investing
• Portfolio analysis
• College planning
• And more

Schwab’s modern approach to wealth management is all about transparency, value, and helping you take ownership of your financial life. That’s why we encourage you to get involved, ask tough questions, and demand accountability.
Come meet our team and see how we’re different. To learn more, call 603 595-0581 or visit


Fill out the form below and we will get back to you as soon as we can

  • This field is for validation purposes and should be left unchanged.