Annette Quillan: Money Concepts Financial Planning Center
DoctrineAnnette's creed for her customers is simple. In her words, "I will work for you and be accountable to you. I will offer you the best products I have to address your needs. I am interested in what you are trying to accomplish and promise to give good advice based upon YOUR objectives, not mine." In other words, Annette is not just about the business...she's about her clients and she really listens to them (a rarity in today's world!) Her goal is your complete satisfaction, and she's not happy until you are.
InsuranceAnnette is a licensed insurance agent, and she is able to help assess and fulfill health and life insurance needs. Her association with a number of high quality insurance companies means she has the resources available to help you find the right plan for you or your business. Good, open communication, as well as respect of your confidentiality, are the keys to a successful working relationship. Annette will strive to understand your business and your goals...and will work hard to achieve those goals. Blue Cross Blue Shield, Humana, Assurant Health, Golden Rule, Priority Health, Banner Life, Pruco, etc. are just a few of the major insurance companies Annette deals with.
Other ServicesStart early with good retirement planning...sound advice from Annette will put you on the road to financial success. Other services offered include life insurance, dental plans, health savings plans, and long-term care insurance. Confused about Medicare supplements? Let Annette guide you through the maze of options available to you, including Medicare prescription drug plans. Basically, all your financial planning needs are taken care of by Annette and Money Concepts Financial.
LocationAnnette Quillan is located on W. US-10 in Ludington in the Eastgate Plaza next to Ace Hardware.
As an independent advisor of Money Concepts Capital Corporation, Annette will offer unbiased advice and non-proprietary investments for her clients.
Securities through Money Concepts Capital Corp. Member FINRA/SIPC. Money Concepts Advisory Services is a Registered Investment Advisor with the SEC.
Last Updated: 12-27-2019 02:51 PM ID: 961