Paul A Pouliot

An Ameriprise Platinum Financial Services® Practice
Paul A Pouliot
CFP®, ChFC®
Senior Financial Advisor
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(603) 296-0030
116 S River Rd Bldg E
Bedford, NH 03110


paul.a.pouliot@ampf.com

Contact Information


(603) 296-0030
116 S River Rd Bldg E
Bedford, NH 03110

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PAUL A. POULIOT & ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.
www.ameripriseadvisors.com/paul.a.pouliot

My Philosophy

I've been helping people reach their goals for 12 years.

I’m passionate about financial planning. At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. Working with you, I’ll take the time to understand every aspect of your current financial situation, listen to your dreams and aspirations and explain your options to help you make informed choices. I’ll create a plan to help accomplish your short and long-term goals and provide an ongoing review of your plan to help keep you on track as your financial situation and needs change. My goal is to provide you with personalized financial planning over time that starts with you, not the numbers.

Experience

Qualifications

  • Member, Financial Planning Association
  • Senior Financial Advisor

Professional Associations

  • Financial Planning Association of Northern New England
  • American College Alumni Association

Interests

  • Travelling throughout the USA and abroad with family,
  • Reading about military history, politics and economics,
  • Scuba diving, golf, hiking in the White Mountains,
  • Coaching children's sports and cooking for friends

Community Participation

Goffstown Police Association, Junior Achievement, South Jr. Deb Softball, USMCR Toys for Tots


License information

I am licensed and registered to conduct business in NH.

Based on licenses and registrations I hold, I may also conduct certain business in AZ, CT, FL, GA, MA, ME, TN, VA, VT, WA, KY

Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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AREAS OF FOCUS
  • Investment Advice
  • Income Tax Planning Strategies
  • Retirement Planning Strategies
  • Protection and Insurance
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education
  • Asset Allocation
  • Employee Stock Options

See our story
My Location

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.