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Louie Perraut, CFP®

young professional

Louie Perraut, CFP®

Financial Advisor



"All financial success comes from acting on a plan. A lot of financial failure comes from reacting to the market."  
-Nick Murray

Watch this short video to learn more about me and how I serve my clients


Client Access Links


Track everything you have in one convenient location (even outside accounts that you may have through your employer, other financial professionals and bank accounts). Utilize the vault for secure storage of important documents.


View your investment account information (including balances, holdings, activity, order statuses, and profile information) and establish eDelivery preferences for various account-related communications.


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