Bill Pelletier Email & Phone Number

Providing financial services and products, tax preparation and tax representation services for our clients. Extensive experience in wealth management, including retirement, tax, insurance, education, estate and business succession planning. Income tax preparation for individuals, trusts and estate and small businesses. Representing clients before the IRS to resolve income tax disputes and examinations.Securities services offered through HD Vest Investment Services(SM) (HDVIS)… Show more Providing financial services and products, tax preparation and tax representation services for our clients. Extensive experience in wealth management, including retirement, tax, insurance, education, estate and business succession planning. Income tax preparation for individuals, trusts and estate and small businesses. Representing clients before the IRS to resolve income tax disputes and examinations.Securities services offered through HD Vest Investment Services(SM) (HDVIS), Member/SIPC. Advisory services offered through HD Vest Advisory Services(SM) (HDVAS). HDVIS does not provide tax or legal advice. Please visit www.hdvest.com/social_policy for more information. Show less

Day to day operations of multi-progam faith-based charitable organization operating in central NH. Program development, budget creation and management, resource development, volunteer recruitment and retention, resource development, strategic plan implementation, board management. Rise Again's mission is to show God's love to people poverty and crisis by helping to meet their temporal and spiritual needs.

Tax preparation and planning services for individuals and businesses in New Hampshire.

Provide personal financial planning to high net worth clients across northern New England and personal income tax services to wealth management clients in New Hampshire. Serve as financial planning and income tax advisor to regional staff.

Bachelor Of Science - Bs, Interdisciplinary Studies: Business, Social Science

Completed, American Bankers Assn Natl Graduate Trust School At Northwestern

Associate Of Arts, Marketing