PORTLAND and BANGOR — Guidance Point Advisors LLC recently welcomed Larry Pelletier, CFP, as the firm’s newest investment consultant.
Pelletier brings with him vast expertise including assisting multi-generational asset transfers, financial planning for retirement and college savings, and investment recommendations for accomplishing client goals.
Among his service base are clients throughout Aroostook County.
Prior to joining Guidance Point Advisors, Larry held a wide variety of roles at TD Bank, Key Trust Company, and most recently was employed as senior vice president at Bigelow Investment Advisors, where he served as a relationship manager with portfolio management responsibilities and performed business development for the firm including personal relationships, non-profits, and 401 (k) retirement plans.
Pelletier is a graduate of the College of Financial Planning and attended Gordon College in Massachusetts. For more information contact him at (207) 232-4749 or lpelletier@guidancepointllc.com.
