Carol Poulin

Carol Poulin

CFP®, CPA

Financial Advisor
Vice President
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Key tax considerations

    Tax strategies are an important part of any financial plan throughout the year, not just in April.

    Explore tax insights
  • Market volatility

    Stay on track with your financial goals during changing market conditions.
    Gain insights
  • Your financial goals

    Learn more about key financial and investment insights to help you achieve your goals.

    Explore

Background and qualification information is available at FINRA's BrokerCheck website.

Putting clients first; it’s what I do

I’m proud to be with a firm known for its unwavering commitment to understanding not only the markets but also what’s most important to you. I provide personalized financial advice to help you make it through today’s challenges and stay focused on tomorrow’s goals.

It’s my honor to share that Ameriprise earned a 2021 Hearts & Wallets Top Performer recognition in:

  •  "Unbiased, puts my interest first"
  •  "Investment ideas knowledgeable, timely, and tactical"
  •  "Offers personal financial advice"

Ready to learn more about how I can help you? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.


Request a consultation

Advisors are not Equal

As a financial advisor that holds CPA and CERTIFIED FINANCIAL PLANNERTMcertifications, I bring a vast bank of knowledge to the table. Beyond my experience as a financial advisor, I have an extensive background and understanding of taxation, accounting and business consulting. I understand the importance of relationships with professionals and will work closely with your accountant and other professionals you authorize to help ensure that everyone involved with your financial well-being is kept up to date. I have an open door whether your portfolio is large or small. If you call or email, I generally respond in 24 hours. I believe that a client-advisor relationship is a two way street.

My videos

5 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)