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Georgeanne G. Aist

Georgeanne G. Aist

Wealth Planning Specialist

Georgeanne  Aist has been working in the insurance and financial services industries for over 25 years helping people protect, grow and efficiently pass on their wealth. She has successfully transitioned many clients from the working and saving phase of life to the retirement and estate transfer phases while adjusting for the changes life brings daily. 

Georgeanne listens to YOU.   She then uses her highly developed background in all aspects financial planning - both personal and business planning- to help you develop a viable strategy toward attaining YOUR life goals. She has worked in boutique financial planning firms, insurance agencies and through the banking channel to bring her exceptionally well rounded expertise to YOUR game plan.

Staying on track and engaged in the planning process can lead to your best chance of overall success. Life throws curve balls and she can help you plan and prepare for those occurrences. No two people/businesses are the same so a thoughtfully constructed plan of action allows for a step by step process to follow.

"I look forward to helping you handle life's challenges and celebrating your success!" Contact details:  410-703-6263  or