The Vermont Agency

Over 170 Years of Making an Impact

Our mission is to dramatically impact the lives of others, one client at a time.

The Vermont Agency offers free H.O.P.E. to students

The Vermont Agency has partnered with Sweethearts & Heroes to offer a video series for students and teachers that is designed to give them H.O.P.E. during this unusual and unprecedented school year.

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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

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Dramatic Impact and Enduring Legacy Grants

The Vermont Agency Foundation is proud to have donated $15,000 to community members through new Dramatic Impact and Enduring Legacy Grants.

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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The Vermont Agency is an insurance and investment firm that has been serving the community for over 170 years. Our mission is to make a dramatic impact in the lives of others using our unique process. With highly-skilled financial professionals and a proprietary planning process that ensures a quality experience for each client, we are able to put process over product, providing you with the tools to help you reach your financial goals.

Our Foundation

Our Unique Process

Our History

Our Financial Professionals

Each of our over 200 financial professionals are dedicated to helping clients reach their financial goals, developing financial strategies for today and tomorrow.

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