101 River Road,
Kristin & JoAnne are Registered Representatives and Investment Advisor Representatives of Cetera Advisor Networks LLC and hold life, health and long-term care insurance licenses. They stay up-to-date with current financial planning topics through comprehensive continuing education programs with the Financial Planning Association, CFP® Board, FINRA and Connecticut Insurance Department.
Investment Advisor Representative
(860) 693-9916 x203
Kristin is the owner of Planning Partners, LLC, a small financial planning firm located in Canton, CT. She works closely with more than 300 individuals, families and small businesses all over the U.S. as they plan for their financial...
(860) 693-9916 x204
JoAnne is a seasoned professional with 20 years of providing investment analysis, asset allocation and financial planning. Her specializations include designing financial plans for individuals to determine where they are today, where...
Client Service Associate
(860) 693-9916 x201
Stephanie has been the administrative backbone of Planning Partners, LLC for more than 15 years, providing outstanding service on the phones and to the advisors in the office. She has 35 years of experience in the Financial Services...
Debbie joined Planning Partners, LLC in March, 2022, bringing over 25 years of customer service and marketing experience in the financial services industry. She worked at Travelers Life & Annuity Company in Group Pensions,...