We believe that building a relationship with our clients is the first step in the process of preparing for the future and helping you fulfill your dreams. That starts by getting to know each other.
Jeffrey R. Migneault, AIF®, ChFC®, CLU®, MSFS
Principal
[email protected]
(603) 357-8500
Melanie Migneault
Investment Assistant
[email protected]
(603) 357-8500
Principal
Jeffrey R. Migneault, Principal
Your financial security is too important to leave up to just anyone. Jeff has over 20 years of experience in the financial industry, giving him a wealth of knowledge to draw from. Jeff specializes in helping retired individuals, business owners and professionals. He works directly with clients to potentially maximize their investments, plan for retirement and efficiently transfer assets to their beneficiaries. Personal service has always been the most important aspect of his work. Jeff takes pride in finding effective solutions and acting as support through the highs and lows of financial planning.
When he is not making sure his clients are in the best financial position, you can usually find Jeff outdoors, whether it be trap shooting, hiking or fishing, or spending quality time with his five children and six grandchildren.
Credentials
Investment Assistant
Melanie Migneault, Investment Assistant
In addition to being Jeff’s partner at home, Melanie is also his partner at work. She has extensive experience of her own in the insurance industry. Melanie has both the FINRA series 7 and 66 securities registrations and is licensed in property/casualty, life, accident, and health insurance. Melanie is committed to offering you the best client experience.
Melanie spends her free time with her family and children. You can find her tending to her flower garden, hiking or planning her next family vacation.