Rebecca Teese, Financial Advisor located in Montpelier, VT

Financial Advisor
Rebecca L Teese

CFP®, CEPA®, RICP®
3 Pitkin Court Suite 101, Montpelier, VT 05602opens in a new window
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Corporate Executives
  • Divorce Finances

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • RICP®

    Retirement Income Certified Professional®

Team Members

  • Kat Kenealy
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Phone

(802) 223-3425

Fax

(888) 290-0547

Office Address

3 Pitkin Court Suite 101
Montpelier, VT 05602opens in a new window

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