The Rivard Teahen Group
Your Choice for Financial Services
Tailored Wealth Management
With Your Personal Goals in Mind
Welcome. We're Glad You're Here!
Let's talk about your goals.
You took the first step. Now that you’re here, let’s take the next step together.
Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. We know life is full of change: new babies, grandchildren, new homes, inheritance, retirement, and more! Our team will be here to guide you through each step of your financial planning journey so that you have peace of mind.
We will create strategies that are tailored to your goals.
Who we are and how we can best serve you.
100 years of business built on ethics and integrity.
Sharing insights to keep you in the know.
"An investment in knowledge pays the best interest."
- Benjamin Franklin
When you work with us, you're part of the family. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.
Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.
Managing Director, Private Investment Manager, Senior Investment Consultant
Carly Ellis, CFP®
PWM, Financial Planner, Assistant Vice President