Paul A. Pouliot,  CFP<sup>&reg;</sup> - Financial Advisor

Paul A. Pouliot, CFP®

ChFC®, CASL®

Financial Advisor

Ameriprise Financial Services, LLC

116 S River Rd, Coldstream Park, Bldg E
Bedford, NH 03110-6734
(888) 810-8590
(603) 296-0030
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General

Paul Pouliot is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Services, LLC in Bedford, NH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

24, 63, 7

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CRPC, CASL

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

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Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Investment Management, Employee Benefits, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources