SCORE Mentors Upper Valley

Clean Yield Asset Management is a progressive investment firm based in Norwich, VT, that has been helping clients since 1984. They specialize in building custom portfolios that align with their clients' values and seek to create a just and environmentally sustainable economy. With a belief that personal values and successful investing can go hand in hand, Clean Yield Asset Management prioritizes understanding their clients' needs and creating portfolios that reflect their values and priorities, while also helping them achieve their long-term financial goals.Generated from the website

National Life Insurance Company is a family of financial service companies that is based in Montpelier, Vt., and was established in 1850. Its subsidiary companies operate from various locations throughout the United States and offer products and services for individuals and businesses. The company offers a wide range of products and services, including life insurance, various types of annuities, mutual funds and online financial calculators. Equity Services, a registered broker and dealer is a wholly owned subsidiary of the National Life Insurance Company that offers a variety of financial products and services, including unit investment trusts, stock and bond trading, public and private limited partnerships, real estate investment trusts, variable annuities and asset management services.

Rodger O. Howells LLC is a certified public accounting and business consulting firm located in Concord, New Hampshire. Specializing in tax compliance and business planning, they offer a comprehensive range of services including estate planning, business startups, and litigation support for entrepreneurs. Committed to keeping businesses on track, the firm provides expertise in tax planning and preparation, as well as handling decedent's final 1040 returns and probate court matters. Their focus on personalized service ensures that clients receive tailored strategies to support their financial futures. Generated from the website