Advisor profile


My approach

Gary Dionne - My approach photo

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Gary Dionne - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Saving for Education
  • Insurance
  • Investments
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • ChFC® Chartered Financial Consultant®
  • CASL® Chartered Advisor for Senior Living®

Education

  • B.A., Political Science & History, University of New Hampshire, Durham, NH

Interests

Married with three grown children and four granddaughters & a grandson. A two dogs household.

Recreational golfer - member of Laconia Industrial Golf League at Pheasant Ridge Country Club.

Baseball & horse racing fan.

Community participation

Active member of Laconia Rotary Club.

Volunteer driver with "Got Lunch - Laconia" program.

My office is open

I remain committed to serving clients. I am available to meet by phone or online and will continue to hold all client meetings as scheduled. The health and wellbeing of our clients is a top priority. Please take care of yourselves and those around you.