Jacqueline Leary - TD Wealth Financial Advisor

Stage 2 Planning Partners, located in South Burlington, Vermont, is a dedicated investment management and strategic wealth planning firm that prioritizes their clients' emotional and financial well-being during significant life transitions. With a commitment to understanding individual goals, they offer comprehensive financial planning services designed to help clients navigate challenges such as retirement, divorce, and estate planning. As a fiduciary, Stage 2 Planning Partners adheres to a strict ethical code, ensuring that their clients' interests are placed above all else in every financial decision. Their approach focuses on building long-term relationships and regularly reviewing financial plans to adapt to life's changes, ultimately helping clients achieve their financial aspirations. Generated from the website

With a history dating back to 1879, Bankers Life provides a broad selection of life insurance and health insurance products designed especially for Americans who are near or in retirement. With more than 260 offices across the country, our more than 4,200 insurance agents/producers live and work in the communities they serve. Our agents/producers take the time to get to know you as their customers, listen to your needs and values, and are dedicated to helping you meet your goals for a secure retirement. Get to know Bankers Life - and learn why our more than 1.5 million customers trust us to help protect their financial future, ensuring a healthier and rewarding retirement. The Bankers Life brand is a part of CNO Financial Group, Inc., whose companies provide insurance solutions that help protect the health and retirement needs of working Americans and retirees.

Bell Wealth Management, now known as Berger Financial Group, is a reputable financial advisory firm based in South Burlington, VT. The merger with Berger in 2018 has significantly expanded the firm's resources, allowing them to better serve their clients. With a 60-year legacy in the community, Berger Financial Group remains dedicated to upholding the high standards set by Bell Wealth Management.Generated from the website