Health And Wellness
The Vermont Agency
As a Financial Professional and Licensed Financial Fiduciary with 8+ years of experience, I help individuals, families, and professionals think beyond traditional saving and investing.My focus is on protection, wealth accumulation, legacy planning, and tax-advantaged financial strategies designed to help clients make informed decisions, prepare for the unexpected, and create opportunities for themselves and future generations.
In person
The Vermont Agency is a company that conducts business in person and online.
Main address
354 Mountain View Drive 200 Colchester, VT 20706
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Services offered
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Health And Wellness
Insurance
Life Insurance
Financial Education & Literacy
Business Services