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Christine K Pelletier - Financial Advisor in Leominster, MA

Christine K Pelletier

Financial Advisor

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As an Edward Jones financial advisor, it is my belief that with the right person by your side you can build a bright financial future. By working together to determine your personal financial goals and maintaining close relationships with y...... Show More
Location & Business Hours
Business Hours
Thu
8:30 AM to 4:30 PM
Fri
8:30 AM to 4:30 PM
Sat
appointment
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About
As an Edward Jones financial advisor, it is my belief that with the right person by your side you can build a bright financial future. By working together to determine your personal financial goals and maintaining close relationships with your CPA, attorney and other professionals, we can join forces to determine the right strategy to reach your family's financial goals. Whether preparing for retirement, living in retirement, saving for college or saving for a rainy day, we can work together to take the right steps to accomplish your dreams.I grew up in a small town in southern New Hampshire, graduated from Notre Dame Academy in Worcester and moved to Colorado to attend Metropolitan State College of Denver. I returned home before graduating to become a caregiver for my mother and father who were both the victims of strokes. With my parents as my motivation, I have become very active with Tedy's Team to raise stroke awareness.Prior to my time with Edward Jones, I was a small business owner which has made me very passionate about helping the small businesses in the Central Massachusetts area. Over the last couple years, I have also become very active in the Leominster Rotary Club which has allowed an opportunity to pursue my passion to give back to my community.I understand that investing and the decisions that come with it can be very overwhelming. It is extremely important to me that we take the time to work together so that you and your family understand every step along the way. I take a 5-step approach to help ensure a solid foundation for your financial goals. My hope is to leave my clients feeling confident about their decisions for their financial future. Working with you and your family through the generations will allow me to effectively understand all of your financial needs, even when life throws a curve ball.With our team by your side, we will work with you to make sense of investing.
Specialities
Skiing
Running
Golfing
Scuba Diving
Personal Fitness
business retirement plans
retirement savings strategies
estate & legacy strategies
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FAQs
Here are some Frequently Asked Questions about Christine K Pelletier
What organization is Christine K Pelletier associated with?
Christine K Pelletier is associated with Edward Jones.
What is Christine K Pelletier’s work email address?
Christine K Pelletier’s professional email address is c*****************r@e**********.com. You can also email Christine K Pelletier by clicking on the contact Christine K Pelletier.
Where is Christine K Pelletier based out of?
Christine K Pelletier’s primary location is Leominster, MA.
What is Christine K Pelletier's phone number?
Christine K Pelletier's phone number is (978) 537-5347
What is Christine K Pelletier's title??
Christine K Pelletier is a Financial Advisor.