Gregory M Vallee

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Gregory M Vallee Financial Advisor at Ameriprise Financial Services, LLC

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Tax-loss harvesting doesn’t need to be a one-off, year-end event. Contact me to discuss a timeline and/or strategy that ...
11/02/2026

Tax-loss harvesting doesn’t need to be a one-off, year-end event. Contact me to discuss a timeline and/or strategy that best suits your needs.

Don't forget . . .With an extra hour this weekend, it's a great excuse to check in on your finances. Revisit your contri...
11/01/2026

Don't forget . . .

With an extra hour this weekend, it's a great excuse to check in on your finances. Revisit your contribution rate, confirm your beneficiaries, or make sure your year-end goals are still on track.

Enjoy the extra hour. When you're ready to talk, I'm here.

Wishing everyone a safe and happy Halloween!Whether you're passing out candy, trick-or-treating with family or just enjo...
10/31/2026

Wishing everyone a safe and happy Halloween!

Whether you're passing out candy, trick-or-treating with family or just enjoying the fall season, I hope your day is full of fun, laughter and a few sweet surprises.

10/31/2026

U.S. equities were down today. What are the key points to consider? Read this market commentary from .

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.
10/28/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

Another great team meeting in the books. The whole is truly greater than the sum of its parts.
10/23/2026

Another great team meeting in the books. The whole is truly greater than the sum of its parts.


As election season approaches, here are three reminders I often share with clients:​✓ Stay focused on long-term goals​✓ ...
10/21/2026

As election season approaches, here are three reminders I often share with clients:​

✓ Stay focused on long-term goals​
✓ Be prepared for periods of volatility​
✓ Focus on fundamentals, not headlines​

​A financial strategy is designed to help navigate all types of market environments, including election years. If you’d like to review your strategy, I'm happy to help.

Getting ready to enroll in Medicare?Understanding your deadlines, coverage options and potential costs can help you appr...
10/19/2026

Getting ready to enroll in Medicare?

Understanding your deadlines, coverage options and potential costs can help you approach the process with more confidence.

Review the key steps — and common mistakes to avoid — before you sign up.

A step-by-step guide to enrollment.

Happy Friday!The weekend forecast is serving up a true New England sampler: cold, rain, wind, and maybe a surprise weath...
10/16/2026

Happy Friday!

The weekend forecast is serving up a true New England sampler: cold, rain, wind, and maybe a surprise weather plot twist. Stay cozy, stay dry, and enjoy the weekend anyway!

10/15/2026

As we enter the final months of 2026, Ameriprise Financial experts discuss the key forces shaping markets and the economy, including inflation, interest rates, Treasury yields and the outlook for investors.

Address

314 Middle Street
Portsmouth, NH
03801

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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