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Does Your Wealth Manager Measure Up?

CFA Charterholder in Marion MA and in Nashua NH unlocking opportunities

Breadth of Services We Offer to Customers

Great service at Cottage Street Advisors. Best Family Office services

Working in a field you love

Jason discusses his investment philosophy, the fiduciary standard and the power of independent small businesses.

Financially Fit with Jason Haviland

Jason Haviland and his guests shares their insights and expertise on finances

Jason talks with experts across New England on staying financially fit

Stay informed on ways to save time, money and resources! Jason hosts a local TV show with other financial professionals and experts who share their insights during  a Q&A style interview with Jason. The show airs throughout the week on Nashua cable access and is available on YouTube.

Quick Answers


Retirement Quick Check

Quickly check if you are on track 

for an awesome Retirement

See how I'm doing

Social Security

Social Security Maximization

Model different Social Security 

claiming strategies


Check Rates

Check CD and mortgage rates

Looking for a CD or mortgage? 

Have a look at the going rate.