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.
It May Be Time for a Financial Checkup
The Rule of 72
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.
Perception vs. Reality
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.
Each of our over 200 financial professionals are dedicated to helping clients reach their financial goals, developing financial strategies for today and tomorrow.