Bill Pelletier's Location
Loudon, NH, US
Bill Pelletier's Work
- Partner @ Carri & Pelletier Tax & Financial Services
- Founder, Past President and Current Board Member @ Rise Again Outreach, Inc.
- Owner @ WJP Tax Services, LLC
- Vice President, Tax and Financial Planning @ TD
Bill Pelletier's Education
- Liberty University
Bachelor of Science - BS (Interdisciplinary Studies: Business, Social Science)
- American Bankers Assn
Completed (American Bankers Assn Natl Graduate Trust School at Northwestern)
2002 - 2004 - Franklin Pierce University
Associate of Arts (Marketing)
1992 - 1996
Bill Pelletier's Skills
- Wealth Management
- Income Tax Planning & Preparation
- Financial Advisory
- Retirement Planning
- Investment Planning
- Estate Planning
- Trust & Estate Tax Planning and Preparation
- Small Business Planning
- Organization Strategic Planning
- Insurance Planning
Bill Pelletier's Summary
Bill Pelletier, based in Loudon, NH, US, is currently a Partner at Carri & Pelletier Tax & Financial Services, bringing experience from previous roles at Rise Again Outreach, Inc., WJP Tax Services, LLC and TD Wealth Management. Bill Pelletier holds a Bachelor of Science - BS in Interdisciplinary Studies: Business, Social Science @ Liberty University. With a robust skill set that includes Wealth Management, Income Tax Planning & Preparation, Financial Advisory, Retirement Planning, Investment Planning and more, Bill Pelletier contributes valuable insights to the industry. Bill Pelletier has 1 email on RocketReach.
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