Jo Ann Thibault & Associates

Company:	Jo Ann Thibault & Associates
Contact:	Jo Ann Thibault
Address:	457 Mill Pond Rd
City:	Colchester
State:	VT
Zip:	05446
Phone:	802-662-4923
Fax:	--
Email:	thibault_joann@nlgroupmail.com
Website:	JoAnnThibault.com

About My Practice

Jo Ann Thibault & Associates, affiliated with The Vermont Agency, is a full-service financial services firm.

Jo Ann Thibault & Associates was established because we are passionate about the benefits of helping clients establish and implement thoughtful and feasible financial strategies. We strive to be useful to our clients and available for consultations and explanations of our clients' strategies and needs.

Our services include helping individuals, families, and businesses with financial, and retirement planning, estate planning strategies, and divorce analysis. We also specialize in working with federal employees.

Our affiliation with The Vermont Agency allows us to access the human capital and resources required to help meet all our clients' needs. For more information about The Vermont Agency please visit: www.vermontagency.com.

Federal Retirement Workshops

For federal retirement workshop locations and dates, visit: https://fedimpact.com/JAT/

Offering Advice Since

2007

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning strategies
Insurance

Licenses, Certifications, Education, and Affiliations

Designations: FSS, CDFA, RICP, CRPC
Securities Registrations: 6, 65

Charges to Clients for Services

Fee for financial planning (initial, hourly, and/or retainer)
Commission on insurance products purchased
Trail feed on mutual funds or insurance policies
Account fees (such as those for IRA accounts)
Commissions and/or loads for investment products purchased

My Association with the Office or Firm

Independent Contractor

My Broker / Dealer Affiliation

Equity Services Inc

JoAnn Thibault is a Registered Representative and Investment Adviser Representative of, and offers securities and investment advisory services solely through Equity Services, Inc. Member FINRA/SIPC, 354 Mountain View Drive, Suite 200, Colchester, VT 05446 (802)864-6819. ESI is independent of all named entities. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. JoAnn Thibault offers securities in CO, FL, MA, ME, NH, NY, VT. She offers insurance in CO, FL, MA, ME, NH, NY, TN, VT. TC141016(0424)3

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