Nicholas Pellman

For over 25 years in the financial services industry I have enjoyed helping my clients establish and achieve their long term financial goals.

With a primary focus on retirement planning, we partner together to consolidate and manage your investments to match your personal comfort for risk while balancing the need for performance. Locally, I have in depth experience transitioning employees into retirement from Liberty Mutual, Lincoln Financial Group, and (formerly) Wentworth Douglas Hospital. I am married and have 4 children ranging in age from 12-28 years old. Outside of work I stay busy playing tennis, golf, skiing, and following my 12 year old around to various basketball courts.