I am excited to see my business clients achieve their goals including expanding their businesses, planning for timely succession and streamlining banking processes to save time & money.”

 

Anna has experience working for small businesses, as well as over a decade of experience working in the financial services space. Her accounting background is an asset that helps her deliver exceptional value when it comes to analyzing balance sheets and cash flow. 

“With a constantly changing environment, I stay current with the latest economic conditions, local market trends and regulations. I’m also committed to tailoring solutions for each of my clients based on their business’ needs.”

As a business advisor, she is able to draw upon a strong team of specialists to take care of such matters as succession planningkey person insurance**leasing, acquisitions, and more.

Business Advisor, Anna Plut

Anna Plut

Business Advisor

Have a question? Ask an expert

Our team of experienced professionals are here to answer any questions you may have.

Insurance services provided by BlueShore Wealth.