Creegan & Nassoura Financial Group, LLC
Creegan & Nassoura Financial Group, LLC is a registered investment adviser and financial planning firm headquartered in Portsmouth, New Hampshire. Founded to serve individuals and businesses throughout the New England region, the firm offers a broad range of services including retirement planning, education funding, business financial planning, investment management, and insurance solutions. Staffed by experienced professionals such as Steven Nassoura, CFP (with over 25 years in financial services), the company focuses on helping clients achieve their long-term objectives through integrated advice tailored to complex financial needs.
Investment Strategy
Creegan & Nassoura Financial Group, LLC adopts a personalized, client-focused investment approach, emphasizing comprehensive financial planning across retirement, education, business needs, and insurance. The firm aims to integrate all aspects of a client's financial life with adaptive investment strategies, responding to evolving tax laws and financial markets to achieve targeted goals such as retirement readiness, education funding, or business growth. Their philosophy centers on long-term planning and tailored portfolio construction for both individuals and businesses.
Top Holdings
Equity Positions (75)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JPM | JPMORGAN CHASE & CO. | 5.71% | $8.8M | 30,249 | $131.65 | $289.91 | +$1.0M |
M MSFT | MICROSOFT CORP | 5.60% | $8.6M | 17,291 | $160.93 | $497.41 | +$1.8M |
B BX | BLACKSTONE INC | 4.67% | $7.2M | 48,007 | $61.90 | $149.58 | +$463.5K |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 4.19% | $6.4M | 13,245 | $246.13 | $485.77 | -$849.0K |
E ETN | EATON CORP PLC | 3.57% | $5.5M | 15,354 | $94.72 | $356.99 | +$1.1M |