Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Business Retirement Plans

Personal Interests

  • Spending Time with Family
  • Mountain Biking
  • Hiking
  • Skiing
  • Swimming

Contact Me

To discuss working together, request a complimentary consultation:

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Office Information

Hours

Office Hours
WeekdayAvailability
Monday 09:00AM - 04:00PM
Tuesday 09:00AM - 04:00PM
Wednesday 09:00AM - 04:00PM
Thursday 09:00AM - 04:00PM
Friday 09:00AM - 04:00PM
Saturday Closed
Sunday Closed

Additional Hours

  • Web Conferencing

Fax

(877) 204-0992

Branch Team

  • Cynthia Fox
    Sr. Branch Office Administrator

Office Address

401 Watertower Cir Ste 204
Colchester, VT 05446
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