Lori Tetreault AAMS^®

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