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33 Blair Park Road
Suite 100
Williston, VT 05495

(802) 857-5083

 

Whatever your goals we can help you pursue them

You can be assured that whatever your investment or financial goals are, we have the tools to assess the probability of helping you work towards them. Whether you are a small business owner, professional, retiree or someone trying to plan for retirement, we are prepared to analyze your unique situation. The tools we can speak to are not only in having high- end financial planning software but our experienced staff which exceeds 160 years in the industry. Oftentimes the most important element to reaching a long term financial goal rests with the proper investment strategy. Balancing a portfolio with the right risk level and return potential is second only to understanding our client’s financial lives. Much goes into implementing a successful investment strategy, it’s part science and part art and mistakes can be costly. We have been around a long time and know the pitfalls to avoid. One common pitfall can be avoided by hiring an advisor that you can trust, someone who truly acts like a consultant, not a salesman. In building trust with our clientel, we earn it by not only utilizing all the tools we have but by working hard for our clients and operating with high integrity. Our fees are reasonable, our work is excellent and our belief is that we deliver great value to our clients over the long haul.