Lori Tetreault AAMS®

Managing Director – Investments

Lori Tetreault - Managing Director – Investments, New London, NH

Tetreault-Robb Financial Group

Location
292 Main St, PO Box 100
New London, NH 03260

My Professional Approach

As a financial advisor and member of the Tetreault-Robb Financial Group, I firmly embrace the principle of putting my clients first and creating an atmosphere characterized by trust, integrity and mutual respect.

I’ll work with you to develop a personalized investment strategy that reflects your life circumstances, goals and objectives -whether you are in the wealth-accumulation, preservation or distribution stage. I have a wide array of products and strategies to assist in accomplishing your long-term goals and work to ensure your investment allocation is appropriate according to your individual goals and risk tolerance.

My Background

A veteran of the financial services industry since 1985, I am passionate about providing my clients with personalized, comprehensive financial advice. Drawn by their client-first service approach to financial services, I joined Benjamin F. Edwards in 2014, together with my team and facilitated the opening of our New London, N.H. office.

Areas of Concentration

  • Advisory portfolios
  • Annuities
  • Education Planning Strategies
  • Estate Planning Strategies
  • Financial Planning Strategies
  • Insurance Evaluations
  • Investment Strategies
  • Life Insurance / Long-Term Care Planning
  • Portfolio Management
  • Pre-Retirement Planning Strategies
  • Retirement Income Planning Strategies
  • Retirement Planning Strategies
  • Wealth Transfer Management

Credentials

  • ACCREDITED ASSET MANAGEMENT SPECIALIST professional (AAMS®), 2002

CA License #0L25121

Email Lori
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Phone 603-526-6914

Toll Free Phone 855-526-6914

Phone (Direct) 603-526-6914

What is an AAMS®? Earning the ACCREDITED ASSET MANAGEMENT SPECIALISTSM, or AAMS®, certification from the College for Financial Planning means that a financial advisor has successfully completed a course of study, passed an exam, and is compliant with a Code of Ethics, which includes agreeing to abide by the Standards of Professional Conduct. In addition, the designation is subject to renewal requirements every two years, which in includes the completion of 16 hours continuing education, and a reaffirmation to the Code of Ethics.

Lori Tetreault - Managing Director – Investments, New London, NH

Tetreault-Robb Financial Group

Location
292 Main St, PO Box 100
New London, NH 03260

Check the background of this investment professional on FINRA’s BrokerCheck