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Poulin Financial Group

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                          • Home
                          • About us
                            • About our team
                            • Our philosophy
                            • The RBC Wealth Management difference
                            • City National Bank
                          • Wealth planning
                            • Wealth management approach
                            • RBC WealthPlan
                            • RBC Echelon
                          • Retirement
                            • Retirement income planning
                            • Retirement distribution options
                            • Health care in retirement
                          • Business owner
                            • Our approach to business owners
                            • Business owner financial services
                            • Investment banking solutions
                            • 401(k) plan reviews for employers
                            • Owner-only 401(k) plans
                          • Offerings
                            • Advantages of credit
                            • Insured solutions
                            • Long-term care
                            • Client risk prevention
                          • Resources & tools
                            • Insights
                            • Market commentary
                            • RBC Wealth Management Online
                            • Total Wealth
                            • Personal wealth dashboard
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                          City view

                          David Poulin, NMLS # 1278920, and Anthony Giordano, NMLS # 1861570 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

                          Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

                          , David Poulin, NMLS # 1278920, and Anthony Giordano, NMLS # 1861570 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

                          Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

                          , David Poulin, NMLS # 1278920, and Anthony Giordano, NMLS # 1861570 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

                          Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

                          Read additional advisor disclosures.

                          Obtain more information about this financial advisor on FINRA's BrokerCheck website

                          Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

                          Contact information

                          Poulin Financial Group

                          Phone: 617-725-1738

                          David Poulin, CIMA®, CPWA®

                          Senior Vice President - Financial Advisor,
                          Senior Portfolio Director Group

                          Phone: 617-725-1738

                          Anthony Giordano, CFP®, CPFA®

                          Senior Vice President - Financial Advisor,
                          Portfolio Director Group

                          Phone: 603-380-2293

                          Jeffrey Maslanka, APP

                          Senior Registered Client Associate

                          Phone: 617-725-1719

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                          100 International Drive, Suite 375
                          Portsmouth, NH 03801
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