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Our Beliefs

Over 170 Years of Making an Impact

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

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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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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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With highly skilled financial professionals and a proprietary planning process that ensures a quality experience for each client; it's our mission and our promise to dramatically impact the lives of others. We do this by putting process over product and holding clients accountable for the financial goals they set for themselves, their families and business.

Our Values
Our Foundation
Our Process
Our Unique Process
Our History
Our History
<br /><br />Our Financial Professionals



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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