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. 


 



 


 

 

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • iMoney

    iMoney

    Ideas to help simplify everyday finances.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

More Calculators →

Market Watch