Jo Ann Thibault & Associates

Jo Ann Thibault & Associates Welcome. I'm Jo Ann Thibault, a financial professional in Colchester , VT. Financial planning can be overwhelming! In CO, MO, NH and WI, Equity Services, Inc.

At Jo Ann Thibault & Associates we are committed to the financial future of our clients. We provide individualized plans using a proven path to help you reach your goals. We believe our clients have the comfort of knowing they are taking the right steps for their future. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA (FINRA.org) and SIPC (SIPC

.org), 354 Mountain View Drive, Suite 200, Colchester, VT 05446 (802)864-6819. operates as Vermont Equity Services, Inc. Jo Ann Thibault & Associates and The Vermont Agency are independent of Equity Services, Inc. (ESI) National Life Group is a trade name of National Life Insurance Company (NLIC), based in Montpelier VT, and its affiliates. ESI is a Broker/Dealer and Registered investment Adviser affiliate of NLIC. Jo Ann Thibault is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in VT,NH,MA,CO and FL. She is also insurance -licensed in VT,NH,MA,CO and FL. Legal and tax advice are not offered. Please consult your advisors prior to implementing strategies to determine how they may affect your personal situation. TC92869(1116)p

Major life events often signal it's time to revisit your financial strategy.✔️ Marriage✔️ Growing your family✔️ Buying a...
08/17/2026

Major life events often signal it's time to revisit your financial strategy.

✔️ Marriage
✔️ Growing your family
✔️ Buying a home
✔️ Starting a business
✔️ Sending kids to college

As your life changes, your life insurance needs may change too. I'm here to help you review what you have and what may need updating.

People often think life insurance is about preparing for something far away.In reality, it's about the people you're liv...
08/07/2026

People often think life insurance is about preparing for something far away.
In reality, it's about the people you're living for today.

Helping protect your family's future is one way to show how much they mean to you.
If it's been a while since you've reviewed your coverage, it may be worth starting the conversation. Let's connect.

Let's connect about your financial goals!
07/30/2026

Let's connect about your financial goals!

Start as soon as possible, maximize catch-up contributions, and avoid common mistakes with these six strategies.

Do you have a hobby that takes up a substantial part of your budget? Let's discuss how enjoying your hobby fits into you...
07/28/2026

Do you have a hobby that takes up a substantial part of your budget? Let's discuss how enjoying your hobby fits into your financial strategy.

Funding an expensive hobby can actually be a sound budgeting decision, as long as you plan for it.

Sometimes, getting unstuck requires a reset. These practical steps can help you tackle your money issues and feel less o...
07/26/2026

Sometimes, getting unstuck requires a reset. These practical steps can help you tackle your money issues and feel less overwhelmed by it all.

What is your vision for retirement? Check out this interesting article with fresh ways of looking at what you choose to ...
07/24/2026

What is your vision for retirement? Check out this interesting article with fresh ways of looking at what you choose to do in retirement.

True retirement freedom isn't about simply doing whatever you want, but about finding purpose and direction through commitments that align with your deepest values and allow you to contribute meaningfully.

Forget the white picket fence—for millennials, the American Dream comes with a passport stamp. This generation is rewrit...
07/22/2026

Forget the white picket fence—for millennials, the American Dream comes with a passport stamp. This generation is rewriting the rules of financial success.

According to Investopedia’s survey, millennials are more likely than other generations to consider an annual vacation essential to achieving the American Dream.

What is your vision for happiness in retirement?
07/20/2026

What is your vision for happiness in retirement?

Consider how your housing needs will change, what you'll do with your time, maintaining social connections and keeping mentally and physically fit.

Do you have a family member with college in their future? This Forbes article has great insights on helping teens learn ...
07/18/2026

Do you have a family member with college in their future? This Forbes article has great insights on helping teens learn about college finances.

There are many ways to help students focus on colleges that fit their needs and wishes without setting them up for decades of debt.

07/16/2026

For those in their 50's and looking ahead to retirement, generally your 50s serve as a pivotal decade. Let's connect on your financial goals and strategy.

Address

457 Mill Pond Road
Colchester, VT
05446

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

Telephone

+18026624923

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