At The Groleau Financial Group, we believe in more than just managing finances; we prioritize:
Building lasting connections with our clients.
Guiding individuals and families through every stage of life.
Planning for the future and navigating unexpected challenges.
Empowering our clients to make informed decisions that align with their unique goals and aspirations.
Our team is here to provide tailored solutions to help you achieve your financial objectives. We’d love to learn about your needs, so contact us today to schedule a consultation.
At The Groleau Financial Group, we believe in more than just managing finances; we prioritize:
Building lasting connections with our clients.
Guiding individuals and families through every stage of life.
Planning for the future and navigating unexpected challenges.
Empowering our clients to make informed decisions that align with their unique goals and aspirations.
Our team is here to provide tailored solutions to help you achieve your financial objectives. We’d love to learn about your needs, so contact us today to schedule a consultation.
Our story
We don’t like to define ourselves or our clients. We allow our clients to define us. In addition, we strive to build strong relationships and offer a level of service that speaks for itself. The Groleau Financial Group works as a team so we can serve a broad range of clients wherever they are on their financial journey.
At The Groleau Financial Group, we also understand that our clients’ needs vary. If you choose to work with us, we will gather information and complete a thorough analysis of your current situation. Then we will present our recommendations to you in a straightforward, action-based way.
To learn more about working with us, please reach out to schedule a complimentary 45-minute introductory meeting to see if we are a good fit to work alongside you.
How we work with you
Before we can begin developing your personal financial plan, we need to know your story. What are your financial hopes, fears and intentions? Our team members will meet with you to help uncover the answers and create a financial plan that's right for you.
Once we’ve made initial introductions, we’ll follow-up and deliver concise feedback. We will also pair you with a member of our team who’s right for you. From there, we’ll work together to craft a tailored financial plan aligned with your needs, values and long-term goals.
About Thrivent
Thrivent is a member-owned financial services organization offering advice, investments, insurance, banking and generosity programs to help clients make an impact on the people, causes and communities they love.
Where Money Means More™
Community impact
Thrivent membership benefits
When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.
Office information
Address:
1230 Rt 16 Suite 3Ossipee, NH 03864
Operating Hours:
M – 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
Operating Hours:
Monday – Friday: 9 a.m.–5 p.m.