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Top 30 financial advisors of 1,047 near 03062
Out of 400,000+ nationwide
Inna R
CFP®
Windham, NH
Sunflower Financial Planning, LLC
At Sunflower Financial Planning, we specialize in helping families in the midlife stage navigate complex financial responsibilities with clarity and confidence. Our clients are often balancing competing priorities—saving for their own future, supporting aging parents, and funding college education for their children. We guide them in building long-term wealth while creating financial security today. We also work closely with pre-retirees who are preparing to transition into retirement. Through personalized, comprehensive planning, we help align their resources with their goals, offering strategies for income distribution, tax efficiency, and long-term care planning. Whether you're facing the challenges of the “sandwich generation” or approaching retirement, we’re here to provide thoughtful, fee-only advice designed to support your life—not just your portfolio.
David S
ChFC®, Series 63
Londonderry, NH
Edward Jones
Brendan S
CFP®, Series 66
Salem, NH
Edward Jones
Michael S
CFP®, Series 66
Merrimack, NH
Edward Jones
Nicholas S
Series 66
Nashua, NH
Edward Jones
Michael R
CFP®, CFA®, Series 63
Chelmsford, MA
Edward Jones
Nathaniel T
Series 66
Chelmsford, MA
Edward Jones
Stanley G
Series 66
Milford, NH
Edward Jones
Mark C
Series 66
Townsend, MA
Edward Jones
Frank V
Series 63, Series 66
Nashua, NH
Edward Jones
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Top 30 financial advisors of 1,047 near 03062
Out of 400,000+ nationwide