Legacy Planning Partners

As with your physician or attorney, the relationship between you and your financial adviser is a personal one, based on professionalism and trust. At D.B. McKenna & Co., we value the confidence our client's place in us. We're independent that means we're objective in helping you select the appropriate investments for your needs. With D.B. McKenna & Co., you're always assured that investment recommendations are based on careful evaluation of your individual financial goals.

Spivey Lemonik Swenor PC is a sophisticated and proactive accounting firm located in Manchester, Vermont. Our full-service accounting firm can handle all your personal and business needs, including tax preparation, business consulting, financial planning, and wealth management. Our individual services include retirement planning, estate planning, and pension plans. Call us today for more information.

At LPM Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Latham, NY area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.