Tax & Investment Plans
An Independent Firm
 

The Education, Experience, and Integrity You Deserve.

At Tax & Investment Plans, our mission is to provide high quality, individually tailored wealth management services to meet the varied needs and unique circumstances of our individual and corporate clients. Our holistic focus seeks to develop independent and unbiased investment strategies that compliment your individual financial planning, tax planning, and estate planning goals. We have the education, training, and experience to handle your various objectives from several different perspectives.

Limiting our client roster ensures the highly personalized services our clients deserve.

Please contact us to schedule a confidential appointment if you would like to learn more.

financial advisor image

20 Trafalgar Square
Suite 430
Nashua, NH 03063
Phone: 781-861-9720
Fax: 781-240-0361

15 New England
Executive Park Drive
Burlington, MA 01803
Phone: 781-861-9720
Contact Us

Map & Directions

Securities offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC. 
Member FINRA / SIPC
Site Map

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

© 2010 Raymond James Financial Services, Inc., member FINRA / SIPC         Privacy Notice