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We're Here for You

Delivering the Support and the Financial Guidance You Need

We know that these can be frightening times, but we want to assure you that one thing you don’t need to worry about is us supporting you through them. We are committed to offering you financial guidance, regardless of what the upcoming days, weeks, or even months might bring.

Our Work Is Critical

Financial services is defined as a federal critical infrastructure sector by the U.S. Department of Homeland Security, Cybersecurity & Infrastructure Security Agency. This means the work we do is essential to the economy and we are able to continue business.

We, and our broker/dealer LPL Financial, will continue to operate and will be able to provide you with the support and service you can always expect from us.

You Matter to Us

While your physical health is of primary concern, we know that your financial health is also incredibly important to you. We may not be able to meet together in person, but we can still connect and discuss any concerns you have.

We’ll be in touch with you as events evolve, continuing to provide updates and support. As always, please feel free to contact us at (603) 542-2696 any time.

We are always here for you.

Our Advisors

Becky Vittum

LPL Investment Advisor Representative

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

Becky started with Claremont Financial Services in 1998, as administrative assistant to the Financial Representative. Becoming licensed in 2001, she currently holds FINRA Series 7, Series 63 and Series 65, as well as her Life and Variable Life & Annuity insurance licenses; held with LPL Financial.

Becky is committed to providing her clients with exemplary services, while working towards their goal of achieving financial success, allowing them to pursue their interests and hobbies.

Becky is active in her community, currently serving on Claremont Opera House Board and volunteers for the Ladies Union Aid Society, helping with their fundraising efforts. She enjoys spending time with her family and friends, baking, working in her flower gardens and playing with her dogs.

Becky’s Client Mission Statement: I believe my job is to simplify the financial information available to our clients and provide them with exceptional service and all the options that will best meet their specific needs.

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


Ashleigh McFarlin, CFP®

LPL Investment Advisor Representative

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

As a CERTIFIED FINANCIAL PLANNER, 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.


Kayla Putnam

Client Services Assistant

[email protected]
Phone: (603) 542-2696

Kayla Putnam is our Client Services Assistant. She is dedicated to always providing excellent customer service. Her role in the office is to assist the investment advisors as well as taking care of customer needs. Please feel free to reach out to her if you would like to set up an appointment with one of our LPL Investment Advisor Representatives!

Kayla and her family are lifelong residents of Claremont, NH. In her free time she enjoys arranging flowers, and spending time with her two dogs.

Our Process

Our Process is built on COMMUNICATION, COLLABORATION, CONFIDENCE.

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.

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

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, call 1-800-877-7210 extension 6835 or 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 Insurance: Term 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 technology 1.

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

Small Business Strategies: We 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

LPL Investment Advisor Representative

Direct: (603) 690-2744
Main: 603) 542-2696
[email protected]

Ashleigh McFarlin, CFP®

LPL Investment Advisor Representative

Direct: (603) 690-2702
Main: (603) 542-2696
[email protected]

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.

1 Guided 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.

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.