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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.
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