The Groleau Financial Group

Our Story

Our story

About our team

Welcome to The Groleau Financial Group, where transparency, experience and unwavering dedication converge to serve you and your financial goals. With a commitment to fostering enduring relationships, we can be your steadfast partners on the journey toward financial success.

Our mission

At The Groleau Financial Group, our mission is simple yet profound: to empower our clients to achieve their financial goals with confidence and clarity.

We understand that each individual, family and business has unique dreams, goals and challenges, which is why we tailor our approach to suit your specific needs and circumstances. Whether you're planning for retirement, navigating complex investment decisions or seeking to preserve wealth for future generations, we are here to provide comprehensive guidance and unwavering support.

Our values

Transparency: We believe in open communication and full transparency in all our interactions. We strive to provide clear advice to help you fully understand the strategies and solutions we recommend.

Guidance: Navigating the intricate landscape of finance can be daunting. That's why we're here to offer guidance every step of the way. Our team of seasoned financial advisors is dedicated to helping you make informed decisions that align with your objectives and priorities.

Building quality relationships: Building strong, lasting relationships with our clients is at the heart of what we do. We take the time to listen, understand your unique needs and develop personalized strategies that reflect your values and aspirations. Your success is our success, and we are committed to nurturing a partnership built on confidence, respect and mutual understanding.

Helping you through every stage of life: Life is full of transitions, both expected and unforeseen. Whether you're starting a family, planning for retirement or navigating a major life change, we are here to provide support and guidance every step of the way. From dedicated planning to ongoing wealth management, we offer a holistic approach that evolves with you as your needs and goals change over time.

Our commitment to you

At The Groleau Financial Group, we understand the profound impact that sound financial planning can have on your life and legacy. That's why we are dedicated to delivering unparalleled service and support to help you achieve financial success and a sense of reassurance. With us by your side, you can embark on your financial journey with confidence, knowing that you have a partner guiding you towards a brighter, more secure future.

The Groleau Financial Group our story image 1

Sarah GroleauFinancial ConsultantFIC, RICP®

Sarah has completed her FINRA Series 7 and 66 licenses.

Mark HaglinFinancial AssociateChFC®, CLU®, FIC

Mark has completed his FINRA Series 7, 63 and 65 licenses.

Christy AlvordFinancial AdvisorMBA, FIC, BFA™

Christy has completed her FINRA Series 7 and 66 licenses.

Jacob KinneyFinancial AssociateFIC

Jacob has completed his FINRA Series 7, and 66 licenses.

Robert O'NeillFinancial ConsultantMBA

Bob has completed his FINRA Series 7 and 66 licenses.

Gretchen JohnsonAssociateFIC

Nicholas HintzAssociate

Nick has completed his FINRA Series 6,7,63 and 65 licenses.

Jeffrey Pfannerstill JrFinancial Advisor

Amy FournierOffice Professional

Denise AdorianFinancial Advisor

Jim LangenkampAssociateFIC

Michael PetersAssociate Financial AdvisorCFP®

Ossipee Location1230 Rt 16 Suite 3
Ossipee, NH 03864Phone603-301-1023Fax833-912-2560HoursM – F: 9 a.m. – 5 p.m. or by appointment | Mailing address: PO Box 242 Freedom, NH 03836 | For Holiday Closures: Please see Additional Information Page

Ready to connect?

We'd love to answer any questions you may have and start learning about your goals. We can meet however you're most comfortable—phone, virtual or in person.

Or call us directly: 603-301-1023

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

* as of December 31, 2024

** Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.