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Our Advisors

Becky Vittum

Becky Vittum
LPL Investment Advisor Representative

[email protected]
Phone: (603) 690-2744

Through job changes, divorce, births and deaths, Becky is there to meet face to face to make sure her customer's investment strategy and financial plan is tailored to their specific needs. Not only is Becky committed to helping her customers, she is committed to helping the Claremont community. Becky has previously served on the Claremont Opera House board and the Soup Kitchen board. Becky is happily married and has two children. She enjoys cooking, baking and spending time with her wonderful family.

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Ashleigh McFarlin, CFP®
LPL Investment Advisor Representative

[email protected]
Phone: (603) 690-2702

As a CERTIFIED FINANCIAL PLANNERTM, Ashleigh will help clients plan for and navigate through all the stages that life brings. By creating a holistic, comprehensive financial plan she helps clients manage their long-term financial goals and educates them on financial health along the way. Ashleigh is active in her community, as a board member of the Newport Montessori School. Outside of work, she enjoys spending time outside with her husband, Tim, and two dogs.

Ashleigh's Client Mission Statement: I strive to provide my clients with the highest level of financial planning and investment management through all stages of their financial journey. I hold myself to a fiduciary standard, making sure to put my clients’ best interest before my own.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Our Process

Our Process is built on COMMUNICATIONCOLLABORATIONCONFIDENCE.

Whether you are just starting to save or you’re ready to retire, your advisor will begin by getting to know who you are and what you want out of life. Then he or she will work with you to build a fully customized, realistic financial plan designed to account for all of your wants and needs and prioritize the goals that are most important to you.

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About LPL Financial

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit www.lpl.com.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Our Strategies

We give you access to quality products and services available, we have a relationship with LPL Financial, the largest independent broker/dealer in the U.S.*

Retirement Planning: Regardless of where you are in your career or in your life, you need a retirement plan you can count on.

Financial Planning: Help individuals pull their finances together, manage financial problems, and make a plan to pursue their financial goals.

Life InsuranceTerm Life, Whole Life, flexible premiums and optional guarantees, protection and investment options.

Legacy and Estate Planning: Comprehensive legacy and estate planning requires the appropriate vehicles.

Guided Wealth Portfolios: Invest in your future with our new online platform that combines access to a LPL Financial Advisor with sophisticated technology1

Cash Management ServicesYour Claremont Financial Services, LPL Financial Advisor can help you determine the tools you need to help you manage your ongoing cash needs.

Small Business StrategiesWe can help you develop, implement and monitor retirement and benefit plans that aligns with the needs of your business and employees.

*As reported by Financial Planning magazine, June 2017-2019, based on total revenue.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Contact Us

Becky Vittum

Becky Vittum
LPL Investment Advisor Representative
Direct: (603) 690-2744
Main: (603) 542-2696
[email protected]

Becky Vittum

Ashleigh McFarlin, CFP®
LPL Investment Advisor Representative
Direct: (603) 690-2702
Main: (603) 542-2696
[email protected]

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Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

No information provided on this site is intended to constitute an offer to sell or solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdiction.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. Claremont Savings Bank and Claremont Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Claremont Financial Services, and may also be employees of Claremont Savings Bank.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Claremont Savings Bank or Claremont Financial.  Securities and insurance offered through LPL or its affiliates are: 

  NOT INSURED BY FDIC OR ANY OTHER GOVERNMENT AGENCY   NOT BANK GUARANTEED
  NOT BANK DEPOSITS OR OBLIGATIONS   MAY LOSE VALUE
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NH, VT, MA, ME, VA, AZ, CT, FL, CO, NC, NJ, TX, WA.
 
1Guided Wealth Portfolios (GWP) is centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL re nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member of FINRA/SIPC.
 
All investing involves risk, including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.