We work with our clients to build life-long relationships on a foundation of trust and satisfaction. Our team, the Tetreault-Robb Financial Group, will create a comprehensive investment plan tailored to your individual needs and goals, implement the plan and provide ongoing guidance and direction.
With over 50 years combined financial services experience, our team has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, we have dedicated our careers to delivering the personalized investment planning services our clients deserve. Because financial situations are often complex, we typically work with your attorney, accountant and other professionals to assist you in the pursuit of your goals.
We look forward to showing you what our client-first investment approach can mean for you and your family.
AREAS OF CONCENTRATION
- Advisory portfolios
- 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