Brian Caldwell CLTC

Brian Caldwell CLTC Financial Advisor at Ameriprise Financial Services, LLC When you work with me, you receive:
1:1 financial advice based on your goals and needs.

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected. Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty. Regular meetings to review your goals, progress and investments. Anytime access to your investments and digital tools to help you stay

on track. Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Get started

Areas of focus
Retirement Income Strategies
Retirement Planning Strategies
Tax Planning Strategies
Estate Planning Strategies
Family Finances
Saving for Education
Small Business

Licenses:

AR Insurance # 7401659

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans
07/02/2026

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

Help ease the stress on yourself, your family or other beneficiaries by keeping your financial information up to date an...
07/01/2026

Help ease the stress on yourself, your family or other beneficiaries by keeping your financial information up to date and in one place. Let’s review your accounts together.

Whether you’re currently a caregiver or want to be prepared for the possibility, we can work together to navigate the fi...
06/25/2026

Whether you’re currently a caregiver or want to be prepared for the possibility, we can work together to navigate the financial implications.

Happy Father’s Day to the dads, grandfathers, and father figures who lead with care, strength, and support. Wishing you ...
06/21/2026

Happy Father’s Day to the dads, grandfathers, and father figures who lead with care, strength, and support. Wishing you a day of appreciation and time well spent with those who matter most.

06/15/2026

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

06/09/2026

A growing disconnect between two market forces — AI and consumers — may test the recent stock rally. Ameriprise Financial Chief Market Strategist Anthony Saglimbene explains this widening divide and how it could become a key risk for markets going forward.

06/05/2026

Stock markets can be unpredictable in the short term. See what has to say about today’s activity.

Managing finances independently doesn’t mean every decision is made alone.Ameriprise Financial research highlights how m...
06/01/2026

Managing finances independently doesn’t mean every decision is made alone.

Ameriprise Financial research highlights how many financially solo adults seek guidance when navigating major or unfamiliar decisions — especially as they look to the future.

For many financially solo adults, independence isn’t a temporary phase.New research from Ameriprise Financial shows long...
05/31/2026

For many financially solo adults, independence isn’t a temporary phase.

New research from Ameriprise Financial shows long‑term financial autonomy shapes how people set priorities, plan ahead, and define their goals — regardless of future relationship changes.

This Memorial Day, we remember those who gave their lives in service to our country.
05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

Address

5 Bedford Farms Drive Fl 3
Bedford, NH
03110

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

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