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.

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.

An unexpected illness or injury can change more than your health. Disability income insurance helps provide a monthly be...
05/22/2026

An unexpected illness or injury can change more than your health. Disability income insurance helps provide a monthly benefit if you’re unable to work, so you can focus on recovery instead of financial stress. Planning ahead gives you more certainty when life takes an unexpected turn. Reach out if you’d like to start the conversation.

Join us for Hunger Action Month! Ameriprise Financial is matching donations to Feeding America up to $250,000. When matc...
05/21/2026

Join us for Hunger Action Month! Ameriprise Financial is matching donations to Feeding America up to $250,000. When matched, every $1 donated can help provide 20 meals to individuals and families experiencing hunger.* When we all work together, we can end hunger. To learn more, visit https://bit.ly/42zu63a.

*Feeding America secures at least 10 meals per $1 donated on behalf of local partner food banks.

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.
05/20/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

Long-term care doesn’t just affect finances, it affects families. Without a plan, loved ones often face difficult decisi...
05/16/2026

Long-term care doesn’t just affect finances, it affects families. Without a plan, loved ones often face difficult decisions under stress. Preparing ahead of time can ease the emotional and financial burden for everyone involved. Reach out to discuss how planning today can help protect tomorrow.

Needing long-term care isn’t rare, it’s likely. Life can change in ways we don’t always anticipate, and having a plan ca...
05/15/2026

Needing long-term care isn’t rare, it’s likely. Life can change in ways we don’t always anticipate, and having a plan can bring clarity and confidence when it matters most. Planning ahead can help protect your finances and give you more control over how care happens. Message me if you’d like to start the conversation.

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of dow...
05/14/2026

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of downside risk can help you navigate market changes with less stress. The right strategy isn’t about timing the market, it’s about planning for it. Message me to learn more.

05/13/2026

Midterm elections don’t just shape the political landscape; they impact financial markets too. Find how stocks typically behave during a midterm election year and learn portfolio positioning strategies to navigate the 2026 election cycle.

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

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