When it comes to financial strategies, it is important to me to understand what is important to you. Investing is about your needs, comfort with risk and ethical practices.
I use an established process to find out how you want your money to work for you. By working closely with your CPA, estate planning attorney and other professionals, we can build the most appropriate financial strategy for you and your family.
I will partner with you to build personalized strategies based on your comfort with the market, your time horizon and stage in life. I will work with you to identify appropriate adjustments to your portfolio and specific actions to take in order to help you stay on track to achieve your financial goals.
I began my career with Edward Jones in 2016 and opened my office on Chester Road in 2017. I chose to build my business here in my hometown of Springfield. I participate in the community through the Springfield Rotary Club and Springfield Chamber of Commerce and through my involvement, I enjoy a sense of fellowship with others. In my off time, I enjoy attending car shows, travel and reading about history and other cultures.
At Edward Jones we are focused on you. The firm provides my branch office with support from thousands of people and advanced technology so I can provide the highest level of personalized service.
Please call with any questions you may have or to start your journey toward achieving your financial goals.
My Personal Interests
- Vintage Cars
Office Address41 Chester Rd Suite 1
Springfield, VT 05156
Phone NumberAmy L Duffy at (802) 885-1352
|Mon||09:00AM - 05:00PM|
|Tue||09:00AM - 05:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||09:00AM - 05:00PM|
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