Hi, my name is Joe St Pierre. My wife, Logan, and I live in Exeter, NH and we love everything the seacoast area has to offer. We enjoy the ocean, trying out new restaurants, playing chess, playing cribbage and spending quality time with our extended family in the area.

Due to my grandparents' passing, my family and I learned the value of having a financial advisor that provides caring, confidence and trust. I want my clients to know they are understood, in control, informed and secure as I listen, care and wholeheartedly dedicate myself to helping them achieve their definition of financial success.

Along with my branch partner, Terri Sirois, we are driven to provide the highest level of personal service and eager to welcome you to our client family.

When you choose to work with us, there are several things you can expect throughout our lifelong partnership:
- You will be treated as family and always welcomed with a smile
- Easy-to-understand explanations of all your options
- A tailored recommendation that is made and implemented with only your permission and in an independent, unbiased and cost-effective manner
- Timely updates on market conditions and volatility
- Transparent explanation of costs
- Highest level of customer service to help you stay fully informed

Please contact our office to schedule a complimentary review. We are always happy to help at a time and location most convenient for you.

Focus areas

  • Wealth Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies

Office Information

Office Address

120 Washington St Suite 206 Rochester, NH 03839

Office Hours

Office Hours
Weekday Availability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Request an Appointment

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