75 Leighton Road, #3
Financial Planner, Investment Advisor RepresentativeP: 207-770-2012E: firstname.lastname@example.org
As a Financial Advisor, Rob Larochelle's mission is to assist individuals, families and business owners in defining their financial goals and achieving financial freedom. He is trained and licensed to provide financial solutions to his clients and prospects. His goal is to become a lifelong resource to his clients, and he is dedicated to assisting them through the various stages of their financial lives. At Baystate Financial, Rob is able to utilize the team approach and draw upon a wealth of knowledge of his associates to create custom designed financial strategies for his clients.
Rob holds FINRA Series 7 and Series 66 Licenses, as well as being Life, Accident & Health Licensed. He holds an MBA from Southern New Hampshire University and a bachelor's degree in Business Administration with a concentration in Financial Services from Bryant University.
Rob resides in Windham, Maine with his wife, son, dog and cat. He is an active member of BNI and Sebago Lake Chamber of Commerce. During his free time, Rob is an avid outdoorsman, he can be found on big Sebago, fishing or spending time at the family cabin near Moosehead lake.
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REITs, or real estate investment trusts, were created by Congress in 1960 to give all individuals the opportunity to benefit from investing in income-producing real estate. REITs allow anyone to own or finance properties the same way they invest in other industries, through the purchase of stock.
Rob's first priority is helping you take care of yourself and your family. He wants to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.