Katie Frechette

Senior Client Service Analyst at Lake Street Advisors - Portsmouth, NH, US

Katie Frechette's Colleagues at Lake Street Advisors
Greg Slyke

Partner, Founder

Contact Greg Slyke

Bev Daly

Director of Human Resources and Business Operations

Contact Bev Daly

Travis Broadhurst

Investment Operations Analyst

Contact Travis Broadhurst

Hunter Steadley

Investment Advisor

Contact Hunter Steadley

Leah Upton

Wealth Advisor

Contact Leah Upton

Devin Vance

Contact Devin Vance

Christopher Certo

Wealth Analyst

Contact Christopher Certo

View All Katie Frechette's Colleagues
Katie Frechette's Contact Details
Email (Verified)
***@lakestreetadvisors.com
Get Katie Frechette's Email Address
Mobile Number
(XXX) XXX-XXXX
Get Katie Frechette's Mobile Number
HQ
617-303-5100
Location
Exeter,New Hampshire,United States
Company
Lake Street Advisors
Katie Frechette's Company Details
Lake Street Advisors logo, Lake Street Advisors contact details

Lake Street Advisors

Portsmouth, NH, US • 50 - 99 Employees
Financial Services

Lake Street Advisors has been providing wealth management and legacy planning for entrepreneurs and executives since 2003. From years of working with founders, CEOs, and early investors, they have significant experience with financial strategies unique to early-stage and growth-stage companies. Lake Street Advisors has locations in Boston, MA and Portsmouth, NH, and serves clients throughout New England and across the country.

We take a holistic approach to a client’s wealth. We apply a full range of services including tax planning family governance investments cash/debt/expense management estate/gift/charitable insurance We take a holistic approach to your wealth and apply a full range of services including cash debt and expense management; estate Financial Services Financial Advisory Services
Details about Lake Street Advisors
Frequently Asked Questions about Katie Frechette
Katie Frechette currently works for Lake Street Advisors.
Katie Frechette's role at Lake Street Advisors is Senior Client Service Analyst.
Katie Frechette's email address is ***@lakestreetadvisors.com. To view Katie Frechette's full email address, please signup to ConnectPlex.
Katie Frechette works in the Financial Services industry.
Katie Frechette's colleagues at Lake Street Advisors are Greg Slyke, Bev Daly, Travis Broadhurst, Hunter Steadley, Leah Upton, Devin Vance, Christopher Certo and others.
Katie Frechette's phone number is 617-303-5100
See more information about Katie Frechette