Grace is a 2014 graduate of the University of New Hampshire’s Peter T. Paul College of Business and Economics, one of the top 5% AACSB-accredited business schools. After graduating with a Bachelor of Science degree in Business Administration, she joined Granite State Retirement Planning, Inc. as their Marketing and Advertising Coordinator and directly assists in Client Services. Grace is responsible for direct marketing, newsletters, promotional events, social media outreach, and many aspects of client services. She has 6 years of customer service and bookkeeping experience working at Shaw’s Supermarkets.
In her free time Grace enjoys watching and attending New England Patriots games, traveling, and spending time with her family.
A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.
Investments, products and services available only to residents of: California (CA), Colorado (CO), Connecticut (CT), Delaware (DE), Florida (FL), Georgia (GA), Maine (ME), Massachusetts (MA), Nebraska (NE), New Hampshire (NH), New Jersey (NJ), New York (NY), North Carolina (NC), Pennsylvania (PA), Tennessee (TN), Texas (TX), Utah (UT), Vermont (VT)..
Form CRS, click here.
Securities offered through Triad Advisors, LLC Member FINRA / SIPC. Advisory services offered through Granite State Retirement Planning, Inc., a Registered Investment Advisor. Granite State Retirement Planning, Inc. and Triad Advisors are unaffiliated.
