March 24, 2018

Who We Are

Steven F. St. Pierre, CPA, CFP®, MSA – LPL Financial Advisor – Steve works to provide a hands on, personal type of service to his clients through a variety of processes that he has created as a result of his experience and commitment to continually educating himself. Steve is a Certified Public Accountant, as well as a CERTIFIED FINANCIAL PLANNER ™ Practitioner. Steve is also a registered investment advisor representative, stockbroker, and insurance agent with LPL Financial.

Claire Laurendeau, Associate – With several years of experience in the financial industry, Claire provides paraprofessional services as well as administrative support and office management with LPL Financial.

Our Values – We are here to help you work toward your goals, whether it’s saving for retirement, a college education or buying a house. Our experience and determination results in us finding well-managed investments through intensive financial analysis and hands-on research, helping you create a desirable investment portfolio with the achievement of your goals as a top priority.