Advanced Portfolio Design, LLC, Westford,MA
We are a full service investment advisory
firm providing portfolio management, retirement planning and financial
planning services located in Nashua, NH.
Portfolio Management - We manage your account for a percentage of the assets under our management. We will make recommendations and then execute transactions upon your approval
Financial Planning - We provide comprehensive financial planning services on an ongoing basis or for a limited engagement. Comprehensive financial planning involves looking at the complete financial picture and tying in all of the factors that weigh in on financial decisions. We help our clients develop a vision of where they want to go, then we help them put appropriate plans in place to make their vision a reality.
We help people with: Mutual funds, ETFs, IRA, Roth IRA, 401k, retirement plans, retirement planning, insurance, charitable giving, estate, tax, investment advice, investment management, goal planning, education funding. We primarily serve clients in NH and MA (New Hampshire and Massachusetts). Peter J Canniff Lives in Tyngsboro MA and our offices are located in Nashua NH