Anne King Financial Advisor

02/07/2024

We have two slots open for February 14th for a meeting with our investment specialist, Larry.

February 14th from 12pm-1pm

And

4pm-5pm

Chat with Larry about retirement planning and projections, investment selection, estate planning and more.

02/05/2024

Larry, our investment specialist will be in the area next week. Send me a message if you’ve been thinking about moving your investments and would like to talk to someone about it.

01/05/2024

Did you know that when an insurance broker runs a quote, they are often quoting 20+ insurance companies?

They are comparing features to a product like price, conversion options, flexibility, etc.

This can save you time and the hassle of "doing your homework"

12/15/2023

3 benefits to whole life insurance:

There are many! But here are a few:

-You build cash value at a guaranteed rate
-Your death benefit is guaranteed
-You may receive dividends

Contact me if you want to hear more about if whole life insurance is right for you

12/12/2023

Celebrating me, myself and I 🤣

It's going to go off!!!!!! 🤣

12/03/2023

Our Services:

-Insurance analysis and sales

(life insurance, disability insurance, critical illness)

-Investment consulting

-Financial planning

And more

Our advisors are based out of Halifax, Moncton and Shelburne

11/17/2023

Spreading a little holiday cheer as a thank you to my clients in Shelburne County today 😍

11/13/2023

One small business owner supporting another 😛

The Emerald Light

11/09/2023

Take Koba to work day 💼

When your 5 year old says “bring Koba with you!”, you don’t ask questions

11/01/2023

💡 a good reminder to do your homework and get some personal insurance quotes before locking in your mortgage 💸

Rob Carrick says you should buy mortgage insurance from an insurance company, not your bank