Client Centered Financial Holiday Schedule
We will be closed on Friday, September 1 and Monday, September 4 in observance of Labor Day.
How to Appeal Your Property Taxes
Between 30 percent and 60 percent of taxable property has an inflated assessment, which may lead to higher property tax bills. Moreover, typically fewer than 5 percent of taxpayers dispute their assessment.1
Financial Life Planning
We work with you to come up with a plan according to your needs and circumstances.
Retirement Plan
Solutions
Choose and manage the right kind of Retirement plan for your particular business
Life Insurance Protection
Protect your family and future with the right coverage, term, permanent, long-term care.
Our Story
Client Centered Financial has a long history in Vermont. Although the company has gone through many changes, our commitment to service remains the same. You can call and speak with a real person or email and get a prompt response. We pride ourselves on being available for you.
Do you have loved ones dependent on you? What if you weren't there?
