Fred Baser, AGT - Bristol Financial Service

Post Investment Management, based in Charlotte, VT, was founded in 1996 by Peter, who has been dedicated to helping individuals achieve their financial goals. The firm prides itself on developing close personal relationships with clients and offering fee-only services to ensure unbiased investment decisions. Specializing in financial planning, investment management, and retirement accounts, Post Investment Management assists clients with a range of needs, from college education funding to estate and charitable giving concerns. With a focus on transparency and personalized service, the firm aims to provide tailored solutions to help clients secure their financial future.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