Welcome to Our Office
John R. Creteau
Investment Advisor
Richard K. Hackett CERTIFIED FINANCIAL PLANNER™
John R. Lachapelle
Financial Adviser
A Locally Rooted, Independent Firm Built on
Long-Lasting Relationships
With strong local ties, serving our community has always been in our nature. Our personalized recommendations are designed to help enhance your financial well-being for decades to come. We enjoy cultivating relationships founded on our shared homegrown values, and we cherish the many connections we’ve made over the years.
Learn What Differentiates us from other
Financial Advisors
Our Community Promise
We hold ourselves to a high standard of integrity and accountability by our community. This means we strive to provide you with the kind of virtuous service that reflects who we are: dependable, reliable individuals wholly committed to your steps towards financial confidence.
A Bit About Us
Who we are
We are an independent firm. You’ll be working with down-to-earth advisors who are not in the business of selling products for a large company’s benefit.
Your Needs Are Supported By All Three Partners
Having worked together for over 20 years, we collaborate to always find the right strategies fit for you and your life. If one of us is sick or out of office, you’ll have two other partners ready to listen.
A Depth of Experience Means Advanced Guidance
With a collective 80+ years of combined experience and numerous designations, we’ve fostered the ability to navigate your financial challenges and find solutions to pursue your every goal.
