Investment Services and Financial Planning
Investment Services and Financial Planning at The Bank of Bennington is a full service financial management and investment center. Through our individualized step by step approach, we get to know each and every one of our clients to help them define where they are financially, where they would like to be, and most importantly, with our professional experience and guidance, we help give them the tools to get there.
Navigating the financial market is incredibly difficult. We make it our job to stay on top of the ever-changing environment and we use this knowledge to assist our clients in capitalizing on opportunities and diversifying away risks whenever possible. We work to create lasting relationships with all of our clients and we do this by consistently offering quality service, guidance and advice.
Our promise is to treat you with the individual care and respect you deserve. You can expect the same level of customer service and professionalism you’ve grown to enjoy and expect at The Bank of Bennington. There is no cost for the initial consultation.
Call and make an appointment to take the first step towards improving your financial future.
Brenna A. Warren, Financial Planner
Money Concepts at The Bank of Bennington
155 North Street
Bennington, VT 05201
Check the background of this investment professional on FINRA’s BrokerCheck.
All securities through Money Concepts Capital Corp. member FINRA/SPIC.
- Not Insured by the FDIC
- Not a Deposit or other obligation of, or Guaranteed by, The Depository Institution.
- Subject to Investment Risk, Including Possible Loss of the Principal Amount Invested.