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Vermont Financial Planners

Alexander Bryan, CFP®
UBS Financial Services Inc
38 Eastwood Dr Suite 400
South Burlington, VT 05403-4403
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(802) 864-1186

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

Specialties: Asset Allocation, Banking, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues
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Scott Dana Gordon-Macey, CFP®
MetLife
441 W River Rd
Rte 30
Brattleboro, VT 05301-9006
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(802) 254-7756

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

Specialties: Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care, Employee and Employer Plan Benefits
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David L. Fielding, CFP®
Equinox Financial Advisors, In
PO Box 1789
Manchester Center, VT 05255-1789
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(802) 367-7750

Compensation Method: Fee Only
Minimum Investable Assets: $25,000
Languages: English

Specialties: Asset Allocation, Divorce Issues, Investment Management, Investment Planning, Retirement Planning, Securities, Tax Planning
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Jessica L. Anderson, CFP®
UBS Financial Services
PO Box 600
Rutland, VT 05702-0600
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(802) 775-3200

Compensation Method: Fee Only
Minimum Investable Assets: $100,000
Languages: English

Specialties: Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Employee and Employer Plan Benefits, Investment Management
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Margaret Jones, CFP®
UBS
67 Merchants Row Ste 102
Rutland, VT 05701-5910
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(802) 772-3251

Compensation Method: None Provided
Minimum Investable Assets: $100,000
Languages: English

Specialties: Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning, Insurance Planning, Intergenerational Planning
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Thomas G. Wagner, CFP®
Summit Wealth Group
205 Billings Farm Road
Ste 2A
White River Jct., VT 05001-5401
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(802) 295-5300

Compensation Method: Fee Only
Minimum Investable Assets: $1,000,000
Languages: English

Specialties: Comprehensive Financial Planning, Divorce Issues, Life Planning, Retirement Income Management, Wealth Management
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David J. Maher, CFP®
UBS Financial Services
38 Eastwood Dr Ste 400
South Burlington, VT 05403-4403
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(802) 860-5713

Compensation Method: Commission and Fee
Minimum Investable Assets: $500,000
Languages: English

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues, Education Planning
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Michelle A Spaziani, Financial Advisor, CFP®
Wells Fargo Advisors, LLC
1063 Western Ave
PO Box 2469
West Brattleboro, VT 05301-6942
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Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

Specialties: Asset Allocation, Charitable Giving, Divorce Issues, Education Planning, Employee and Employer Plan Benefits, Government and Military, Healthcare Planning

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