Brian Caldwell CLTC

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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.

10/15/2026

As we enter the final months of 2026, Ameriprise Financial experts discuss the key forces shaping markets and the economy, including inflation, interest rates, Treasury yields and the outlook for investors.

A simple plan today can make a lasting difference tomorrow. Life insurance can help provide financial security for the p...
10/08/2026

A simple plan today can make a lasting difference tomorrow. Life insurance can help provide financial security for the people who matter most and help keep their future on track if the unexpected happens. Planning ahead is one way to protect what you’ve worked hard to build. Message me to start the conversation.

+15.4%​Historically, the S&P 500 has gained an average of 15.4% in the year following a midterm election.​​While past pe...
10/07/2026

+15.4%​

Historically, the S&P 500 has gained an average of 15.4% in the year following a midterm election.​

​While past performance doesn't guarantee future results, this serves as an important reminder that market uncertainty and long-term investment opportunities often coexist.​

Let's talk about how your portfolio is positioned for both.

Wondering what this election year might mean for your investments? Historically, midterm election years have often broug...
10/06/2026

Wondering what this election year might mean for your investments? Historically, midterm election years have often brought increased market uncertainty as investors assess potential policy and economic impacts.​

While short-term swings can be uncomfortable, maintaining a long-term perspective remains important. ​

If you have questions about how current events fit into your financial strategy, let's connect.

Across the country, millions of people are working hard to carefully budget and save. Yet, families are still feeling th...
10/03/2026

Across the country, millions of people are working hard to carefully budget and save. Yet, families are still feeling the pressures of the growing cost of food alongside other essentials like health care and housing. Ending hunger is a group effort. Join us and Feeding America in helping to ensure everyone has access to the food they need to thrive. Now through October 31, Ameriprise is matching donations to Feeding America up to $250,000. To learn more, visit www.feedingamerica.org/ameriprise.

Great companies don't happen by accident.Ameriprise Financial was named one of Newsweek's America's Greatest Companies o...
09/24/2026

Great companies don't happen by accident.

Ameriprise Financial was named one of Newsweek's America's Greatest Companies of 2026.

This recognition reflects the people, culture and client-focused approach that help make Ameriprise stand out.

Learn more about what sets Ameriprise apart: https://bit.ly/3df9a5L

09/22/2026

Doing the right thing for clients is always the right choice.

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.
09/18/2026

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

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

09/15/2026

Here’s why today's bond market may offer compelling income opportunities for investors, according to Ameriprise Financial Fixed Income Strategist Brian Erickson.

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.Wishing...
09/07/2026

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.

Wishing you a relaxing and well-earned Labor Day!

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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