Curtis and Bissonette, Inc.

CONNECT

Address:

1992 Saranac Avenue, Ste 2, PO Box 311
Lake Placid, NY 12946-0311

Phone:

518-523-2443

Fax/Other:

518-523-4665

Qualifications

 

 

 

Gwyn Bissonette, Certified Financial Planner®

Owner and Independent Investment Advisor at Curtis & Bissonette, Inc.

Registered Representative of Cadaret, Grant & Co., Inc.

 

 

 

 



Professional


I work one-on-one with each of my clients, every step of the way, to personalize a program that will provide a roadmap to working toward and building a secure financial future.


I am passionate about:



  • empowering people about their finances and giving them the opportunity to be financially secure
  • educating everyone on the financial planning process
  • enlightening those who do not necessarily think financial planning is for them
  • reaching out to women about investment planning and financial planning



Financial planning is for everyone: the couple saving for their children's education; the widow/widower planning for their future; the person working retail; the couple planning their retirement; the young couple planning a family; the family thinking about future generations. The important thing is to plan it well and plan it right. Empowering people about their finances empowers their future. That is what I do.


It is important to me that my clients know my loyalty and dedication to them; that I am there for each and every one of them and that we have established a secure, honest and close-knit relationship.


Another one of my passions is working as a multi-generation wealth transfer and investment manager; working with three or more generations of a family to transfer wealth efficiently, while having consideration of minimizing Estate Taxes, and helping the next generations with their Inheritance planning. In doing this, we prioritize that the first generation is cared for and that the transfer to the second, third and/or fourth is efficiently handled.


 


Qualifications



  • FINRA Series 7, 24 and 63
  • General Securities Representative Licenses
  • General Securities Principal License
  • Insurance license for Life, Health and Variable



I am always learning and participating in continuing education, which keeps me up-to-date on the latest financial, estate and investment planning concepts.


 


Memberships



  • Financial Industry Regulatory Authority (FINRA)
  • Securities Investor Protection Corporation (SIPC)
  • Financial Planning Association (FPA)
  • Certified Financial Planning Association (CFP)



 


Personal


Born and raised in Woburn, Massachusetts, my roots in Lake Placid were planted when I traveled here as a young competitive figure skater. Spending summers here on the ice made me fall in love with the area and in 1988 after I graduated high school, I made a permanent move to the town my family and I call home. A fun fact – one of the other skaters that trained on my hometown ice was Nancy Kerrigan.


I live here with my two children, Morin and Cobane.  They are a Junior and Freshmen, repsectively, at Lake Placid Middle/High School, who are also very active in local sports. As a family we enjoy hiking, skiing and traveling together a few times during the year.  Another Fun Fact...Lake Placid Middle/High School is the only high school in America that was issued a liquor license.  It was issued to the school during the 1980 Olympics, when the school was used as a press center and more. 


Through the years, I have been actively involved in my children's schools, the North Country Ballet Ensemble, Lake Placid Center for the Arts, Songs at Mirror Lake Music Series, Boy Scouts and other organizations in the Adirondacks. Aside from my family, I am also passionate about animals, arts, music and when I find the time, I am even an avid knitter and reader.



 


 


 


 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck