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Peter Smith, CLU, CFP®Associate
Phone: 802-338-9004 Peter is licensed to sell insurance in Vermont. CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
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354 Mountain View Drive, Suite 200 Phone: (802) 864-6819 |
Securities and investment advisory services are offered solely through Registered Representatives and Investment Advisor Representatives of Equity Services, Inc., Member FINRA/SIPC, 354 Mountain View Drive, Ste. 200, Colchester, VT 05446 (802) 864-6819. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company, Montpelier, Vermont. The Vermont Agency and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.