Paul A Pouliot

CFP®, ChFC®, CASL®, CLTC®

Private Wealth Advisor
Franchise Owner
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
    Get started
  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
    Meet the team
  • Here to support you

    We're available to connect virtually by phone and online during this time.
    Connect with us

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

Serving you in these unprecedented times

I am committed to keeping my clients informed and providing you with the latest perspectives on the current market and economic conditions, as well as personalized advice to help with your individual needs. I am available to answer any questions you may have during these difficult times.

• Meet with me – I meet with clients by phone or online and would be happy to do so with you.

• Access your accounts – you can securely access your accounts anytime from any device through the secure site on ameriprise.com or the Ameriprise app.

• Listen to the latest audiocast, below in the video gallery, or visit the Insights tab for the latest information and perspectives related to market conditions

My thoughts are with my clients and our community. Please take care of yourselves and those around you.


Our office is open

Your health and well-being are a top priority to us, and we remain committed to helping you reach your goals. Following public health guidelines, we welcome clients to the office for a limited amount of onsite meetings and continue to support clients virtually by phone or online. We look forward to connecting with you soon in the way that is most comfortable for you.

My videos

9 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.

view commentary
 

Sunrise

In these uncertain times, Ameriprise advisors are here to help you navigate today, focus on the future, and stay on track for tomorrow. (0:31)