Shannon R Ouellette

Wealth Management Advisor

  • CFP®
  • RICP®
FINRA BrokerCheck
41 Lennon St Suite A,
Gardner, MA 01440
978-730-8265 Visit my website Back to Advisors in

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.

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