Ready to discuss your financial future?
247 Newport Rd.
New London, NH 03257
Toll Free: 855-526-6914
Lori A. Tetreault, AAMS®
Managing Director – Investments
Thomas J. Robb, AAMS®
Registered Financial Client Associate
Stefanie E. Howell
Financial Client Associate
We work with our clients to build life-long relationships, built on a foundation of trust and client satisfaction. Our team, the Tetreault-Robb Financial Group, will create a comprehensive investment plan, implement the plan and provide ongoing guidance and direction.
With over 45 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
- Pre-Retirement Planning Strategies
- Retirement Income Planning Strategies
- Retirement Planning Strategies
- Wealth Transfer Management