Client Centered Financial™

Different, because we really listen - as a foundation for long-term relationships.
 
We have a single-minded devotion to helping our clients accomplish their goals and purposes in life.


By delegating their financial concerns to us, our clients have more time to enjoy their lives, spend time with their families and do things they find most rewarding. Most of our clients are here in Vermont, and Minnesota, and we also work with clients elsewhere in New England and around the country. We are licensed in a number of states so we can serve the needs of our clients.
 

Jim Hedbor and Daniel Streeter are experienced at working with you and your advisors to best serve your interests.



James D. Hedbor and Daniel J. Streeter are Registered Representatives and Investment Advisor Representatives of Equity Services, Inc.  Securities and investment advisory services are offered solely by Equity Services Inc., Member FINRA/SIPC, Broker/Dealer and Registered Investment Adviser, 354 Mountain View Drive, Colchester, VT 05446; 802-864-6819.  Client Centered Financial is independent of Equity Services, Inc. 


 



 


 

 
Learning Center
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Calculators

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Disability Income Insurance

How much Disability Income Insurance do you need?

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