Meet The Owner


Neil Gendreau - President, CFP

Mr. Gendreau graduated Summa Cum Laude from Nichols College, May 1992, with a BS in Business Administration with concentrations in Finance and Accounting.  As a Registered Representative through Kestra Investment Services, LLC, Mr. Gendreau holds Series 7 (General Securities Representative) and Series 63 (Investment Company Products/Variable Contracts Limited Representative) licenses with FINRA (formerly the NASD), as well as agent licenses for life, accident, and health insurance in the state of Massachusetts.  Through correspondence courses with the American College located in Bryn Mawr, PA, Mr. Gendreau has achieved advanced designations as Certified Financial Planner (January 29th, 2001) and Chartered Financial Consultant (November 1st, 2005).  With more than 16 years experience, Mr. Gendreau demonstrates a high level of expertise while dedicating his firm to your financial independence and well being.


415 Boston Turnpike Road Suite 213, ,  

Phone:    Fax:    Email: 

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC.

Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS.  Kestra IS and Kestra AS are not affiliated with  Neil H. Gendreau, CFP, ChFC or any other entity referenced herein.  

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 737-443-7101.