We assist with a wide range of financial opportunities and challenges that may arise in the following areas:
- Investment Planning
- Retirement Planning
- Estate Planning
- Legacy Planning
- Tax Planning
- Life Planning
We work with your other trusted advisors and bring in additional resources when needed.
Not FDIC Insured
Not A Deposit
No Bank Guaranty
May Lose Value
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.
The bank’s routing number is: 011600020
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