Testimonials

Experience and Expertise

“Susan and her team have been in charge of my financial affairs for over 10 years, and it has been an excellent relationship. Generally, I let The Latremoille Group make major decisions because I trust their experience and good sense.”
- N. Tait

“The Latremoille Group is a highly professional team providing outstanding service. They are always accessible, highly attentive and demonstrate good knowledge garnered through exceptional research standards.  My husband and I are most impressed with their management of our accounts and the range of investing options and advice they provide.”
- Nancy Brown Andison


Help at Every Stage of Life

“As our business has grown, we have been extremely thankful for The Latremoille Group’s help.  They really made us feel that someone was in our corner during this exciting period, and they’ve been managing our wealth all along.”
- J. Weiss & M. Short

“Selling our business was a major transition for us, both in terms of how we earned our wealth and how we wanted to plan for the future.  I’ve always been grateful that The Latremoille Group was there for us through it all. Thanks to the relationship we built, I knew I could trust them to manage my wealth going forward.”
- D. Robertson

"Thanks to you and the team for your amazing support in facilitating the meeting and for the valuable plan you provided.  We are so comfortable with your suggestions and road map.  What a pleasure working with such remarkable professionals." 

 - Dr. Patrick Gullane & Barbara Cruickshank


High Service Levels

“You go the extra mile with a calm competence that makes me feel taken care of…” 
- C. Nicholls

“I have been a client of Susan Latremoille’s for over 20 years. Susan and her team members provide exemplary professional service in a very personal way. She takes the time to understand both my short and long term plans and makes the appropriate investment recommendations. Bottom line: Susan keeps things ‘simple’ for me while growing my portfolio.  I would never hesitate to recommend the Latremoille team.”
- Beth Colle

“We want to express our sincere gratitude to your team for helping us close our new home in Florida.  You went the ultimate “extra yard” to make sure the money transfers went through smoothly.  We often forget that choosing financial advisors is not just about ROI, when, in fact, it is ultimately about client service. In this case, it was about exceptional customer service that frankly exceeded our expectations.”
- Bryan and Jane Gregg


Proven Results

“We used to struggle, to keep up with the market and manage our own portfolio.  Since The Latremoille Group took over, our portfolio has grown steadily, giving us the time and money to travel the world.”
- W. & J.G. Spence


Customized Solutions

“Since I started working with The Latremoille Group in 1994, they have listened to and understood my business and personal needs, worked with me to develop the investment plan that suited me best and have managed my wealth well, with care and prudence.  I look forward to working together well into the future.”
- A. Bykhovsky

“I was searching for a holistic perspective on wealth planning and budgeting when I met Susan Latremoille at a charity event.  I see team Latremoille as a one-stop access point and they have been helping me since 2005.  I trust the team and respect their knowledge surrounding Socially Responsible Investing (SRI).  They act as my Financial Advocates and I am confident I own a truly customized portfolio.  For anyone looking for a customized approach to wealth planning and investment management, I wholeheartedly recommend The Latremoille Group.”
- Sheri Cohen

team-susan-latremoille

Susan Latremoille

MBA, FCSI, ICD.D, FEA

Director, Wealth Management, Wealth Advisor

CONTACT SUSAN


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Offering Answers to the many aspects of wealth management.

Susan Latremoille is an experienced source for journalists and available for media interviews and speaking engagements. Please contact Susan directly.