ALWAYS HERE FOR YOU wherever you are in life
Rabadeau Wealth Group has been a fixture in the community for more than 35 years. As a result, there is a multigenerational aspect to both our team and our clients. The loyal, longstanding client relationships we have built over the years include up to four generations of the families we serve. We form strong relationships with our clients and their children and grandchildren.
You’ll also find multiple generations of the Rabadeau family here to serve you. Our team members span multiple generations, enabling us to tailor financial advice that is highly relatable to whatever stage of life you’re in. When we serve our clients’ college-aged children, we talk about what it’s like to enter the workforce after graduation, how to start setting a budget and developing good financial habits, and educating them on important matters such as how an IRA and a 401(k) work, and so on.
Our team has decades of combined financial industry experience. Additionally, we hold professional credentials such as Certified Financial Planner™ professional, Certified Investment Management AnalystSM and Chartered Retirement Planning CounselorSM, which contribute to our ability for evaluating and making recommendations for our clients.
With our total team approach, we all have knowledge of each client’s financial plan and situation, so they can feel comfortable knowing that any one of us can assist them and answer any questions. What’s more, our multigenerational makeup also helps ensure continuity for the future and a seamless transition of wealth.
Last, but perhaps most important, we are truly dedicated to doing what’s right for our clients. It’s why we follow a fiduciary standard throughout the financial planning engagement and will place your interests ahead of our own when providing our professional services.
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
