Claremont Financial Services | Claremont Savings Bank | Claremont, NH - Charlestown, NH - Springfield, VTSkip to content

Your Investments

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Our Process

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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.

Using the wealth of resources and technology tools available from LPL Financial, your advisor will then test your plan — exploring the potential impact of “unknowns” and how any adjustments could affect your goals — and continually monitor your progress.

Our Advisor

Becky Vittum

Becky Vittum
Financial Consultant
Claremont Financial Services


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

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 currently serves on the Ladies Union Aid Society board and 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.

About LPL Financial

Founded by Advisors, For Advisors

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.

Our Strategies

We give you access to the best 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.

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

Cash Management ServicesYour Claremont Financial Services 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.

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

*As reported by Financial Planning magazine, Jube 1996-2017, based on total revenue.

Contact Us

Becky Vittum

Becky Vittum, Financial Consultant
Direct: (603) 690-2744
Main: (800) 992-0316
Fax: (603) 542-5432
becky.vittum@lpl.com

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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.

NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE
NOT A BANK DEPOSIT NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Securities and advisory services offered through LPL Financial, member FINRA/SIPC, and a Registered Investment Advisor. Insurance products may also be offered through LPL Financial or its licensed affiliates. Claremont Savings Bank and Claremont Financial Services are not registered broker/dealers and are not affiliated with LPL Financial. 

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.