One Day In July | Vergennes, VT Financial Advisors
Vermont Investment Management
Our philosophy begins with understanding that every client is unique, and as fiduciaries, the needs of our clients come first. Just as the investment solution should be tailored to the client's unique liability or risk profile, we believe that a client service approach should also be flexible to the specific needs of our clients.
Our financial services include development of an investment plan, risk assessment, asset allocations, security selection and ongoing risk monitoring.
Use the form on this page to schedule a free consultation, or contact us via phone or email.
