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Providing Financial Strategies
To Pursue a Secure Retirement

Serving Rochester and Portsmouth, NH & Beyond

Discover How

Welcome to Our Office

John R. Creteau

Investment Advisor


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.

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.

Why Work With Us?

Learn About What Sets Us Apart