Annette LaPlant

Annette LaPlant

Retirement Plan Specialist

 

Giving clients everything they need to take control of their future

Years in the industry: 39

Years with CMA: 8

Licenses and Education: Series 7, CEBS (Certified Employee Benefits Specialist). BA in Mathematics, MBA in Finance and Economics

For clients with retirement questions, Annette is better than Google. 

Thanks to decades of experience built on top of an extensive education, Annette provides the insights and guidance everyone needs, ensuring employers and employees benefit from their retirement plan.


However, Annette doesn’t merely deliver information in a cold, calculating style. Rather, she provides meaningful, tailored guidance in a way that allows each client to enjoy the future they always wanted.

Over 40 years in business

Over 200 years combined experience

1.2 B Assets Under Management

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