Broker Check

210 South St #7 Bennington, VT 05201

(802) 753-7385
info@sfpvt.com
Book an Appointment

Taxes

How We Work

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 my foundation of success.

Client Centered

Client Centered

Our business is built on a foundation of thoughtful client relationships.

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 my foundation of success.

Annual Client Questionnaire

Annual Client Questionnaire

We create strategies that are tailored to your needs and goals.

Learn more
Annual Engagement Agreement

Annual Engagement Agreement

Years of experience have prepared us to guide you through your life transitions.

Learn more
Change of Address Form

Change of Address Form

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@sfpvt.com | (802) 753-7385