Shannon Ouellette

Shannon Ouellette

Wealth Management Advisor

  • CFP®
  • RICP®
  • CA License: #0F82460

41 Lennon St Suite A,
Gardner, MA 01440

978-730-8265Visit my website
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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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Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company and its subsidiaries. Life and disability insurance, annuities, and life insurance with long-term care benefits are issued by The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM). Long-term care insurance is issued by Northwestern Long Term Care Insurance Company, Milwaukee, WI, (NLTC) a subsidiary of NM. Investment brokerage services are offered through Northwestern Mutual Investment Services, LLC (NMIS) a subsidiary of NM, broker-dealer, registered investment adviser, and member FINRA and SIPC. Investment advisory and trust services are offered through Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and a federal savings bank. Products and services referenced are offered and sold only by appropriately appointed and licensed entities and financial advisors and professionals. Not all products and services are available in all states. Not all Northwestern Mutual representatives are advisors. Only those representatives with "Advisor" in their title or who otherwise disclose their status as an advisor of NMWMC are credentialed as NMWMC representatives to provide investment advisory services.

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