At Client Centered Financial we are passionate about our motto to “Prepare - Live Now - Live Well.” It is our ultimate intention for every client. We provide personalized financial services to individuals, families, and businesses, recognizing that every situation is unique. Through our on-going process, we listen, and help you find clarity on where you want to be, and educate and guide you about ways to get there. From Financial Planning to Retirement Income Planning our team is here to help and support you as you start your journey to “Prepare - Live Now - Live Well.”
Happy Spring! While, our office is fully operational, we have limited staff at our physical address. If you would like to visit, please call ahead of time. For specific questions related to Life Insurance call Jake Savio at 802-310-2914, Retirement Plans call Tyler Wood at 802-598-9942 or Debra Plumley at 802-651-6928, To reach Eloise Hedbor send her an email at firstname.lastname@example.org. To schedule a meeting or phone call with Daniel Streeter email Mandi Hackett at email@example.com or call Beth O'Keefe at 802-651-6928.
Our team is made up of a diverse group of professionals with different backgrounds and experiences. We are here to educate, be a resource, answer your questions and help in any way possible.
We provide a variety of services and products from Financial Planning, Investment Management, Customized Retirement Plans, and Life Insurance Products.