Anna Cutino

As a financial planner's assistant professional,  Anna supports and assists in the day-to-day activities and plays a crucial role in helping the the Financial Planners manage their clients' financial affairs. Helping with communication, Anna proficient in using financial software to input and update client information. Anna prepares and my maintains client files, ensuring that all necessary documents and forms are completed accurately and in a timely manner. Anna takes great pride in ensuring the smooth operation of the office  and service to our  clients