Marci Perreault, FLMI, RHU, CFP
Financial Planner
If you ask Marci how she ended up working with Carleton Financial Services, she’ll tell you “it just clicked.” And that’s probably not a big surprise because if you meet Marci, you’ll have the same experience – things just click.
For over 20 years Marci has been working with her clients to help them make the best decisions they possibly can when it comes to protecting themselves. A real expert in living benefits, life insurance and investments, she brings a clarity that makes it safe to make some very important choices. So it’s important that things click and that the trust is clear because her clients are thinking about, and acting on some very important decisions for their wealth, their life and even after they’re gone.
In the meantime, however, Marci is someone who lives a full and active life, just like many of her clients. She’s an avid golfer, spends as much time as she can outdoors (when it’s warm!) and is also very involved in community service through Rotary. When you meet Marci, it’s immediately clear that her clients come first and that she loves her work. If you wonder if that’s true, give her a call and find out for yourself – you won’t be disappointed.
