We offer a variety of financial services to families, business owners, professionals, individuals and their families.  We have offices in Vermont, New Hampshire, Massachusetts, Maine, and upstate New York. 

We have a full portfolio of high quality products and services, designed to meet your unique needs. 

We recognize that you have many choices when it comes to selecting the firm and advisors you are comfortable working with.  We are committed to providing our clients with a consistent quality financial experience.  


Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representative of Equity Services, Inc. (ESI), Member FINRA (www.FINRA.org) and SIPC (www.SIPC.org.  354 Mountain View Drive, Suite 200, Colchester, VT  05446, telephone (802) 864-6819.  The Vermont Agency is independent of ESI. TC83894(1215)p

Finance

Insurance

Investment Management

The Vermont Agency

The Vermont Agency's headquarters in Colchester, VT, United States

Randall Raner

Carrie Shepard

Alex White

William Hinman

Kyle Jablonski

Tyler Combs

Melissa Cushing

The Financial Services Team at The Vermont Agency is dedicated to providing personalized financial guidance to individuals and families across the Northeast. Comprising licensed financial professionals, including advisors and strategists, the team works to assess client needs and craft tailored financial solutions, including investment strategies, retirement planning, and risk management. Their commitment to delivering a high-quality financial experience ensures clients receive expert advice and support in navigating their financial journeys.

Financial Services Team

The Sales and Business Development team at The Vermont Agency is responsible for driving growth by identifying new business opportunities and fostering client relationships across multiple states. This team works collaboratively to coordinate new business initiatives, recruit and train advisors, and organize events that promote the agency’s financial services. By leveraging their expertise, they aim to enhance client engagement and elevate the overall financial experience offered to families and businesses.

The Vermont Agency

Org chart

Teams

Financial Services Team

Sales and Business Development

Offices

The Vermont Agency

Org chart

Teams

Financial Services Team

Sales and Business Development

Offices

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