Lamb, Petersen & Mann Advisory Group Recognized By Forbes

Press release from Lamb, Petersen & Mann Advisory Group:

Lamb, Petersen & Mann Advisory Group, a private wealth advisory practice with Ameriprise Financial in Concord, was named to the list of “Best-in-State Wealth Management Teams” published by Forbes. The list recognizes financial advisors and their teams who have demonstrated high levels of ethical standards, professionalism, and success in the business.

The rankings are based on data provided by thousands of the nation’s most productive advisors and their teams. Lamb, Petersen & Mann Advisory Group was chosen based on assets under management, industry experience, compliance record and best practices in their practice and approach to working with clients.

Lamb, Petersen & Mann Advisory Group is led by managing partners: Brendan Mann, MS, CFP®, CRPC™, APMA™, ChFC®, MPAS™, Private Wealth Advisor; Lee Petersen, CRPC™, APMA™, Private Wealth Advisor; and James Lamb, CFP®, CRPC™, Private Wealth Advisor. The team also includes financial advisors Adam Stone, CRPC™, APMA™; Logan Young, BFA™, CRPC™, APMA™, CRPS™; Rick Cecchetti, CFP®, ChFC®; Robert Kennelly, CFP®, MBA, APMA™; Ricky Brunette, JD, CDFA®, CEPA®; Bryan Van Dussen, CFP®, Kim Castelo, and Katherine Morse. They have collectively helped clients reach their financial goals for nearly 30 years.

Lamb, Petersen & Mann Advisory Group provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with their clients. For more information, please contact Lamb, Petersen & Mann Advisory Group at 603.227.6139 or visit the Ameriprise office at 210 Rumford Street, Concord, NH or their website at lpmadvisorygroup.com.

This press release was produced by Lamb, Petersen & Mann Advisory Group. The views expressed here are the author's own.