Bruce Carri, Bill Pelletier and Maggie Pelletier are investment advisor representatives with Avantax Investment Services, and are a full service financial firm committed to helping people pursue their financial goals.
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. The heart of financial planning is listening. Understanding your personal financial goals is our first and most important step. If you don't have definable goals yet, we can help you develop them.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
- Investment Management
- Cash Flow & Debt Management
- Family Risk Management
- Retirement Planning
- Education Planning
- Legacy Planning
- Business Planning
- Special Situations Planning
We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.
One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.
We’re looking forward to using our expertise to help you pursue your financial goals.