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At The Vermont Agency our mission is to: “Dramatically Impact the Lives of Others.”


We do this one client at a time — we recognize that each client is unique and has his or her own goals and objectives. If one of your goals is to protect your family’s financial future, consider asking yourself these questions…

Have you written a love letter to your family yet?

Do you know what promises you want to make for their future?

If not, don’t worry, we can help! The Financial Professionals at the Vermont Agency have a unique process to help your family financially realize their hopes and dreams.

The Most Important Letter You'll Ever Write!

We Believe —

Our most valuable asset is you!

Why Choose Us

We Believe —

The height of your success will reflect your ability to live a balanced life.

Career Opportunities

We Believe —

A smile is a snapshot to your character.

Giving Back

About Us

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Retirement

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College Planning

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Business Planning

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