Planning
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.
Investment Products:
Not FDIC Insured
Not A Deposit
No Bank Guaranty
May Lose Value
Trust Account Log-in
Emotional decisions have negatively impacted some of my investment decisions.
Who will take care of my family’s finances if I can’t?
My retirement savings and investing are not where they need to be.
Our non-profit needs more responsible management of its funds.
I run a successful business, but need help planning a successful retirement.
Get the right information: Select a Question or Concern below.
Emotional decisions have negatively impacted some of my investment decisions.
Who will take care of my family’s finances if I can’t?
My retirement savings and investing are not where they need to be.
Our non-profit needs more responsible management of its funds.
I run a successful business, but need help planning a successful retirement.
Home Equity Loans
Whether it’s home improvement, education expenses or a vacation,
put your home’s equity to work for you. Apply online.
Routing Number
The bank’s routing number is: 011600020
52 Reasons
Businesses across Vermont choose to work with us for many reasons. We’re sharing 52 of those reasons throughout the year. Click here and see how many we have so far.