Lamb, Petersen & Mann Advisory Group

A private wealth advisory practice of Ameriprise Financial Services, LLC
Lamb, Petersen & Mann Advisory Group: An Ameriprise private wealth advisory practice serving the Concord, NH area.

Lamb, Petersen & Mann Advisory Group, Ameriprise Client Experience Award Recipient, 2021

  • Financial confidence

    To see where you stand across key financial areas, take the 3-Minute Confident Retirement® check.
    Take the check
  • Recent Practice Merger

    Information specific to your Advisor, Team and office location can be found on our Contact Page!

    Contact
  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
    Meet the team

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review, analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals, and share information with your advisor safely and securely.


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

Honored to receive recognition

All of us at Lamb, Petersen & Mann Advisory Group are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Lamb, Petersen & Mann Advisory Group team and the great experience we work so hard to provide our clients every day.

Our videos

3 videos

The Ameriprise difference

Advice based on your goals, and no one else’s
We’re proud of what we do, and all that our clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, we’d like to help.

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
 

Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)