Broker Check

Team

At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Income tax planning and preparation
  • Investing principles and strategies*
  • Retirement investing and distribution strategies*
  • Estate conservation issues
  • Risk management analysis
  • IRS Representation
  • Business Planning
  • Charitable Giving Strategies

We also can answer your questions, including:

  • Can I retire early?*
  • Are my investments working hard enough?*
  • What’s a good approach for college savings?*
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?
  • Is an annuity right for me?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 *These services are offered by A. Bruce Carri and William Pelletier through their affiliation with HD Vest.

 
Bruce's practice revolves around small businesses and their owners as well as individuals that need assistance with all phases of financial planning services. Additionally, he assist clients with IRS matters, and takes a...

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Bill provides personal financial planning, asset management strategies,and individual, business and fiduciary tax services for clients. Bill has over 25 years experience in taxation and wealth management. He began his financial...

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Judy Carri

Executive Assistant

(603) 369-4690 x 3

(603) 369-6367

Judy works closely with Bruce and assists him in his tax and financial planning practice. She enjoys the interaction with our clients and the opportunity to complete their work in a timely, professional manner. Judy graduated from...

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Maggie manages our investment client relationships. She has over 25 years experience in wealth management at some of the larger wealth management companies in NH, including Citizens and TD Wealth. In her most recent position before...

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Pat is a Certified Public Accountant, Enrolled Agent and a Certified Quickbooks Pro Consultant who assists Bruce and Bill by providing tax and bookkeeping services to clients.Pat enjoys connecting with and assisting small business...

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Nicole K Brown

Tax & Financial Associate

(603) 369-4690 x106

(603) 369-6367

Nicole provides a variety of administrative support to our office, from greeting clients to tax preparation. Her versatility, attention to detail and bright personality is a valuable asset to the firm. Nicole has several years...

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