Annette Avery Email and Phone Number
I would love to learn more about you; but here's a little about me: I have 12 years in the insurance and investment field as well as having a real estate investment background. However, my formal training was as a mental health therapist where I learned to intently listen to people and to help them work towards their goals. I understand that trust and commitment are an important part of business, and incorporate integrity and proper product fit as part of my mission in serving my clients now. I am an athlete and bring that competitiveness and dedication to my business life. I still play a "mean" but friendly game of tennis. So if I do not meet you in the board room, or a one to one session, I hope to meet you on the court!
Pfs Investments
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Financial Services ConsultantPfs Investments Apr 2009 - PresentMy Office Is In Cranbury Nj, But We Serve All Of United States, Canada, Puerto-Rico, & Guam -
Insurance And InvestmentsLife Experiences Apr 2009 - PresentWhat Is Your Money Mindset?I grew up fortunate for a number of reasons. I have loving, supportive family members who are there for me. Though I grew up financially struggling and wanting more for myself and family. However, growing up in New York City as children, my sisters and I often walked to Yankee Stadium- we rooted for the New York Yankees and New York Giants. Cheering for the “home team” was a unifying factor that brought together various ethnicities and income levels. No matter how or where you grew up, we all want to do better and want more for our “home team”- our loved ones.These are the obvious commonalities. But during my career as a financial consultant, helping people from all walks of life- take control of their financial futures, I’ve come to realize there’s something less tangible I’m fortunate to have picked up: a drive and money mentality that is leading me toward financial independence. This “financial mindset” is my gift to my clients: a path to their own goals and dreams.FOUR KEY PRINCIPLES (plus two bonuses):1. Pay yourself first- This is your savings or investment account- can start as low as $25 a month.2. Use dollar cost averaging to get into the market with reduced risk3. Plan to keep or reinvest at least 15%-30% of your money, no matter your income level (a little bit over a long period, can produce millions)4. Pick stocks/funds you like but aim for a variety as found in mutual funds5. Reinvest in yourself- education/training/skill set are tax deductible if set up right.6. Utilize professionals in their respective fields to direct, guide or mentor- it will save you money over the long run.
Annette Avery Education Details
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Bachelor'S Degree -
Masters Work In Counseling
Frequently Asked Questions about Annette Avery
What company does Annette Avery work for?
Annette Avery works for Pfs Investments
What is Annette Avery's role at the current company?
Annette Avery's current role is Insurance and investments- helping people at various stages in life to chart their financial path and achieve their goals..
What schools did Annette Avery attend?
Annette Avery attended Cornell University, Drexel University.
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