portrait of Pete Neelon
FINANCIAL ADVISOR

Pete Neelon

CFP®, AAMS™
CallSend Me a Message

Focus Areas

  • Business Retirement Plans
  • College Savings
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies

Certifications

  • CFP®

    Certified Financial Planner™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Skiing
  • Golfing
  • Traveling
  • Reading
  • Spending Time with Family

Team Members

  • Lisa Lathrop
    Sr. Branch Office Administrator
  • Taylor Meaney
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri By Appointment Only
Sat Closed
Sun Closed

Phone

(207) 893-2255

Fax

(877) 332-6469

Office Address

778 Roosevelt Trail
Windham, ME 04062opens in a new window

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