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354 Mountain View Drive, Suite 200, Colchester, VT 05446

(802) 864-6819
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Could Your Money Work Harder For You?


Whether you’re beginning your investment journey, reimagining your retirement, or anything in between, you need a professional in your corner. It’s our goal to serve every aspect of your financial life to provide guidance and insights.

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The Vermont Agency has been serving the community since 1850, offering a variety of financial services to business owners, professionals, individuals, and their families. Our mission, to dramatically impact the lives of others, guides our agency and it's principles. We have offices in Vermont, New Hampshire, Massachusetts, Connecticut, and upstate New York.


We offer a full portfolio of quality products and services, designed to meet your unique needs and support your long-term goals. From protecting what matters most today to building financial security for tomorrow, our team is here to guide you every step of the way.


Our team is comprised of industry experts with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks have come to rely on our team.

From One Professional to Another | Let’s Work Together

Your goals are our goals. Regardless of your background, we believe people live better lives with wealth-building education and investment insights. If you’re ready to work with a financial professional, let’s sit down to talk.

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Retirees & Pre-Retirees

Planning for Your Retirement

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Small Business Owners

Supporting Small Businesses

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Working Professionals

Make Your Money Work For You

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Women & Families

Understanding Your Unique Needs

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Our Approach

Setup

The more we know about you, your finances, and your goals, the better we can strategize.

Strategize

We’ll map out a financial strategy based on your goals, time horizon, and risk tolerance.

Execute

Life changes? Market volatility? We’ll keep your financial blueprint on track every step of the way.

Giving Back Is What We Do

Beyond serving our clients, we are proud to extend our mission into the community through The Vermont Agency Foundation.
 
For over 20 years, the Foundation has donated more than $1.4 million to organizations throughout New England, with a dedicated mission to dramatically impact the lives of children. 

Over 175 Years of Making an Impact

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

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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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Making a Dramatic Impact

The Vermont Agency Foundation is proud to have donated over $1.4 million for over two decades to organizations and charities that serve and support the community, sharing in our mission to dramatically impact the lives of children.

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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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Get Your Financial Journey Started Today

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our firm's success.

Schedule A Free Consultation

We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.

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