Shannon Ouellette
Wealth Management Advisor
- CFP®
- RICP®
- CA License: #0F82460
41 Lennon St Suite A,
Gardner, MA 01440 978-730-8265 Visit my website
About my practice
I follow a discovery and planning process which takes a comprehensive view of your financial situation, as well as your values and aspiration. I will listen, clarify, and help you prioritize goals before developing a strategy designed to help you achieve success. As someone who holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, my specialties include retirement planning, investment management, and insurance strategies.
Get in touch
To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit FINRA BrokerCheck