Kinneston and Associates

Champlain Investment Partners, based in Burlington, Vermont, is a firm specializing in small and mid-cap investments with a strategic focus. With a commitment to sustainability and diversity, equity, and inclusion, the company offers mutual funds that aim to achieve investment objectives while carefully considering risk factors and expenses. Investing in smaller companies with higher volatility, Champlain Investment Partners emphasizes the importance of thorough consideration of the Fund's prospectus before making investment decisions. Distributed by SEI Investment Distribution Co., the firm prioritizes transparency and client education in navigating the risks and potential returns associated with mutual fund investing.Generated from the website

Reginald Boucher is a financial advisor at Wells Fargo Advisors located in Burlington Vermont. With a focus on personalized financial planning he helps clients navigate their investment options and achieve their financial goals. Burlington's vibrant community and picturesque surroundings provide an ideal backdrop for Reginald's professional services ensuring clients receive expert guidance in a supportive environment. Generated from this place's information

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