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Gregory M Vallee, Financial Advisor serving the Portsmouth, NH area - Ameriprise Advisors

Gregory M Vallee

CRPC, APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Seacoast Financial Planning
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.8 out of 5 rating based on 22 reviews

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

Areas of focus

  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Saving for Education
  • Financial Strategies for LGBTQ Couples and Families
  • Investment Management
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Business Retirement Plans
  • Tax Planning Strategies
  • Investments
  • Sustainable and Responsible Investing
  • Employee Stock Options
  • Retirement Plan Distribution
  • Insurance
  • Cash Flow Management Strategies
  • Small Business
  • Wealth Preservation Strategies
  • Domestic Partner Planning
  • Executive Compensation and Benefit Strategies
  • Family Finances

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Massachusetts College of Liberal Arts - BA- Business Adminstration and Marketing

Awards & recognition

  • Seacoast Financial Planning, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Five Star Wealth Manager, 2019 -2022

Previous experience

  • Ameriprise Financial Services Inc, 2002-2009
  • Waddell and Reed, 2009-2011
  • Citizens Securities Inc, 2011-2018
  • Army National Guard, 1994-2001

Interests

  • I enjoy spending time with my family and friends.
  • I enjoy being active and playing hockey, hiking, mountain biking, golfing, boating and skiing.
  • I enjoy being involved in my daughters athletics and coach her hockey and soccer teams.
  • The people I work with are more than just clients they have become friends and I treat them like I would a close friend or family member. My relationships with clients are the reason I love what I do for work. I have been fortunate over the years to have the opportunity to work with many valued clients and help them grow, protect and pass on their wealth.

Honored to receive recognition

I’m excited to share that my team has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.