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portrait of Marc E Lelievre
FINANCIAL ADVISOR

Marc E Lelievre

CFP®, DFSA™
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Focus Areas

  • Estate & Legacy Strategies
  • Wealth Protection Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Retirement Income Strategies
  • Special Needs Financial Considerations

Personal Interests

  • Personal Fitness
  • Spending Time with Family
  • Sports Enthusiast
  • Volunteering
  • Community Outreach

Team Members

  • team member image
    Rebecca Duhaime
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

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What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

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Setting your path

We use an established process to help you reach your goals.

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