Brian Luce Email & Phone Number

With more than 18 years of experience, Brian specializes in offering comprehensive investment management and retirement planning to individuals largely in the southern NH area as members of Triangle Credit Union. Brian works with busy professional men, women, and couples who are ready to make their finances work for them and use their money to live the lives of their dreams. His goal is to teach people the art of managing their money the fun and simple way. His services include Wealth Management, Investment Advice, Retirement Planning, Medicare and Social Security planning, Individual and Trust Investment Accounts, Individual Retirement Accounts (IRAs), Traditional, Roth, SEP and Education IRAs, Section 529 College Education Investment Plans, Coverdell and Educational Savings Plans, Disability Insurance, Life Insurance, Long Term Care Insurance, Estate Planning and Succession Planning.He joined Triangle Financial Group 3 years ago because he knew he could make a positive impact on the membership. He graduated from Plymouth State University with a major in Accounting and a minor in Economics. He lives in Manchester, NH with his wife Stephanie and daughter Madelyn. When he’s not working and enjoys golf, fishing, skiing, camping in the White Mountains, and volunteering for Habitat for Humanity. https://www.commonwealthfinancialgroup.com//licenses/

Listed skills include Retirement, Life Insurance, Fixed Annuities, Insurance, and 14 others.

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  Plymouth State University

  Accounting