Maria
Callaghan
Northwest Asset Management
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About this Advisor
Maria Callaghan is a financial advisor based in Bedford, New Hampshire, working with Northwest Asset Management. Maria has previously held positions at Fidelity Investments, Sentinel Benefits & Financial Group, Twin Focus Capital Partners, LLC, Sageview Advisory Group, LLC, Northwest Asset Management, and The Harbor Group, Inc. Maria has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New Hampshire and Washington. Currently, Maria is part of Northwest Asset Management, which operates out of Bedford, New Hampshire. The firm has 66 offices and 55 employees. The firm manages assets totaling $3.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, educational seminars, and other services. The fee structure at Northwest Asset Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Northwest Asset Management Brokerage Details
$3,271,377,063
55
8,878
$368,481
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- Other
Maria Callaghan Work History
Northwest Asset Management
The Harbor Group, Inc
Sageview Advisory Group, LLC
Twin Focus Capital Partners, LLC
Sentinel Benefits & Financial Group
Fidelity Investments
Disclosures
Please visit the SEC profile of Maria Callaghan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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