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

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Investment Management

The Vermont Agency

The Vermont Agency

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