Broad Street Planning is a financial services firm based in Nashua, New Hampshire, serving families, businesses, and retirees in the local area and beyond. Founded in 1949 as an insurance-focused practice, the firm has grown into a team of independent advisors offering comprehensive financial planning and investment services. Its approach begins with understanding each client’s financial circumstances and goals, then providing personalized analysis and transparent options. The firm also works with clients’ attorneys and accountants to support a coordinated view of their financial well-being.

Broad Street Planning offers retirement planning to help clients prepare for life after work, business planning to support small businesses, and insurance planning that includes health and long-term care coverage. Its broader services include investment, estate, and tax planning assistance, as well as resources covering financial topics, market commentary, calculators, and educational articles. The firm invites prospective clients to schedule a meeting with an advisor and provides client login access and transition information for existing clients. Securities and advisory services are offered through LPL Financial.