Concept Partners Alliance

Helping clients like you achieve all of your retirement and investing goals

Wells Fargo Advisors in Burlington, VT is a branch of Wells Fargo Clearing Services, LLC, a registered broker-dealer and non-bank affiliate of Wells Fargo Company. They offer a range of investment and insurance products, providing financial advice and services to clients. The branch is home to a team of experienced Financial Advisors who are dedicated to helping clients navigate the complexities of investing and managing their wealth. With a focus on personalized solutions, they strive to help clients achieve their financial goals while managing investment risks. Generated from the website

Hanson & Doremus, based in Burlington, VT, offers expert, unbiased investment advice, portfolio management, and financial planning for individuals and organizations. With a focus on independent thinking and personalized guidance, they have been trusted since 1995 for their disciplined research and tailored approach to help clients reach their financial goals. With over a quarter century of experience, Hanson & Doremus's team of investment professionals conducts in-house research and prioritizes the client's best interests through a fee-only approach. Their unwavering commitment to finding the right solutions for each client, combined with a transparent and client-centric philosophy, sets them apart in delivering exceptional value and peace of mind.Generated from the website