Financial Services

Building your portfolio

Passumpsic Financial Advisors logo

The investment management team of Passumpsic Financial Advisors offers a wide range of services to individuals, businesses and organizations.

We deliver services through two distinct channels.

Our first delivery channel is through our Trust and Investment area, where we build personalized portfolios that can protect and grow wealth.

Services offered: Fiduciary/Trust Accounts

Individualized Portfolios

  • Revocable/Living
  • Irrevocable
  • Charitable
  • Testamentary
  • Endowment Funds

Investment Agency Accounts

Individualized Portfolios and Asset Allocation ETF Models

  • Investment Management
  • Investment Advisory

Retirement Plan Accounts

Individualized Portfolios and Asset Allocation ETF Models

  • IRA Rollovers & Self Directed
  • SIMPLE & SEP Employer Plans
  • 401(k), 403(b) & 457 Qualified Retirement Plans

Estate Settlement Services

Not insured by the FDIC. Not a deposit or obligation of, or guaranteed by, the bank. Subject to investment risks, including possible loss of the principal invested.

Our second delivery channel is Investment and Insurance products offered through our partnership with Osaic Institutions, Inc.* Member FINRA/SIPC.

Products and Services offered:

  • Financial Planning
  • 401K/IRA Rollovers
  • Retirement Planning
  • Life Insurance
  • Long-Term Care Insurance
  • IRAs (Traditional & Roth)
  • Fixed & Variable Annuities
  • Treasury Securities
  • Stocks
  • Corporate & Municipal Bonds
  • Mutual Funds

For more information about our products and services, call Passumpsic Financial Advisors at (802) 751-4335 or contact one of our Osaic Institutions financial specialists.

Helpful Information

*Investment and insurance products and services are offered through Osaic Institutions, Inc. Member FINRA/SIPC. Passumpsic Financial Advisors is a trade name of the bank. Osaic Institutions and the bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

Not a deposit   | Not insured by any government agency

Securities Offered Through Osaic Institutions, Inc. Member FINRA/SIPC

Not FDIC Insured  | Not guaranteed by the bank  | May go down in value