We offer 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. We will help you define where you are
financially, where you would like to be, and most importantly,
with our professional experience and guidance, we help give
you 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 commitment 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.
We do 401k and IRA Rollovers here. Please contact me for
more information!
Protect your future with the financial security life insurance offers. As your trusted advisor, we will guide you to what best fits your individual and family needs.
Learn More
