At Passumpsic Financial Advisors (a division of Passumpsic Bank), we’ve learned to listen. It’s the best way to get to know you, and that’s how we can create an investment plan geared for success.
If we can see what you see, we can clearly understand your investment history, your risk tolerance, your tax situation*, and most importantly, your goals. So whether you’ve got experience investing or you’re just starting out, we have the team in place to help you build a customized asset management plan.
For more information about our products and services, call Passumpsic Financial Advisors at 1-802-751-4335 or contact one of our Infinex financial specialists.
*We do not provide tax advice. Consult your tax advisor