When looking for a Vermont financial advisor, here are some important considerations for you to keep in mind.
It is common that a new client looking for a financial advisor will bring in statements and we will see, in their accounts, many high-fee mutual funds, annuities, and other instruments that promise to benefit the financial industry more than the investor.
If you are looking for a Vermont financial advisor, we encourage you to contact us at the number below and do a free consultation via phone or in person at one of our Vermont locations in Burlington, Shelburne, or Stowe.
By using index funds and charging low fees, our financial advisors aim to improve investment management in Vermont and nationwide.We have a very different service and product offering from other Vermont financial advisors, and we invite you to learn more about it here.
(1) Source: www.wallstreetphysician.com 9/10/2018
5247 Shelburne Rd, Suite #101
Shelburne, VT 05482
77 College Street #3A
Burlington, VT 05401
4 Market Street, 2nd Floor
Portsmouth, NH 03801