

Financial Advisor
Rich Jacobs
31 Lower Main St Suite 2, P O Box 1639, Morrisville, VT 05661opens in a new windowFocus Areas
- Estate & Legacy Strategies
- Wealth Strategies
- Intergenerational Planning
- Entrepreneurs & Business Owners
- Business Retirement Plans
Focus Areas
- Estate & Legacy Strategies
- Wealth Strategies
- Intergenerational Planning
- Entrepreneurs & Business Owners
- Business Retirement Plans
Personal Interests
- Spending Time with Family
- Personal Fitness
- Traveling
- Community Outreach
- Genealogy
Team Members
Imelda TurnerSr. Branch Office AdministratorFPQP®
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:00PM |
| Tue | 08:00AM - 04:00PM |
| Wed | 08:00AM - 04:00PM |
| Thu | 08:00AM - 04:00PM |
| Fri | 08:00AM - 04:00PM |
| Sat | By Appointment Only |
| Sun | By Appointment Only |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Phone
(802) 851-7050Fax
(877) 405-7470Office Address
31 Lower Main St Suite 2P O Box 1639
Morrisville, VT 05661opens in a new window
Mailing address
P O Box 1639Morrisville, VT 05661
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