Our financial advisors will assist you with planning in a wide range of areas including:
- Succession/Exit Planning
- Retirement planning
- Estate Planning
Often the most important role on your team of advisors is identifying someone with the skills to coordinate the work being done by your attorney, accountant and others. Our advisors have considerable experience leading this effort and are ready to help.
Not FDIC Insured
Not A Deposit
No Bank Guaranty
May Lose Value
Our range of residential mortgages are maintained and serviced in-house-keeping our Vermont economy healthier. Check today’s rates and get started.
We earn the trust of our clients by combining our unique investment approach with true Vermont values of listening, learning and taking action. Find out more.
Whether it’s home improvement, education expenses or a vacation,
put your home’s equity to work for you. Apply online.