Georgeanne Aist
Financial Planner
My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business
AT LEAST 5 years ahead of retirement you should complete your plan to ensure your quality of retirement . Earlier is always better, of course!
Georgeanne Aist
Financial Planner
For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.
About Georgeanne
About Georgeanne
I am an advisor who takes the time to get to know your family, your values and your desires - and then works with you throughout your life to achieve them. I hope to be a blessing that will give you and your family peace of mind. I will create a thoughtfully customized roadmap just for you where we will set up your goals, define your desires and address your fears. Clarity about your path forward will give you the freedom to focus on the important things in life - your business, your philanthropic endeavors and your family. My hope is that you will be greatly blessed.
After 25+ years in the relationship business, I have found that people need to feel safe and connected with their advisor to Act on any recommendations. I'm honored to be here for you.
I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better!
Solutions
Life Happens. Being prepared makes all the difference.
You have options when it comes to your financial future - no matter your life situation.
Living in Retirement
Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis.
Protecting Your Family and Greatest Assets
Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.
Saving for Retirement
Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.
The Prudential Difference
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- Property & Casualty: AR, MD, MN, NJ, TX, VA, WI
- Variable Annuities: AR, DC, DE, MD, MN, NC, NJ, SC, TX, VA, WI
- Securities License: AR, AZ, DC, DE, FL, MD, MN, NC, ND, NJ, SC, TN, TX, VA, WI
- Variable Life Insurance: DC, DE, MD, NC, NJ, SC, VA, WI( AR License #3499194)( MN License #40611157)( TX License #2365156)
- Fixed Annuities: DC, DE, MD, NC, ND, NJ, SC, VA, WI( AR License #3499194)( MN License #40611157)( TX License #2365156)
- Life Insurance: DC, DE, MD, NC, ND, NJ, SC, VA, WI( AR License #3499194)( MN License #40611157)( TX License #2365156)
Georgeanne Aist is associated with the Mid-Atlantic Financial Group Office, 4920 Elm Street, Suite 300, Bethesda, MD, 20814-2965, Managing Director: Dustin Corrente, Phone: 301-986-4800. Georgeanne Aist offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Georgeanne Aist offers insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies. 1-800-778-2255. My compensation may be based on a combination of fees and commissions. For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window. For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.
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