Annie Caron, Financial Advisor

Focus Areas

  • Retirement income strategies
  • Estate and legacy strategies
  • Retirement savings strategies
  • Wealth protection strategies
  • Wealth strategies
  • Business owner considerations

About Annie

Understanding your financial strategies is paramount to your success, so I not only welcome your questions, I encourage them. "How does today's news impact my own investments?" "Why do you recommend this over that?" "How does that work?" "What if we. . .?" "When can I. . .?"

I want you to feel informed, confident and secure about your finances and your future. With your questions, I can ensure you are well educated about what you need to know, including all your options.

I'll ask questions, too, so I can create a tailored financial strategy leading toward your goals while guarding for...

Team Members

  • Kim O'Grady
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

Take the quiz

Setting your path

We use an established process to help you reach your goals.

Learn More