Danielle Hogan, AGT - Morgan Stanley

Shepherd Financial in South Burlington, VT offers a safer way for individuals to save for retirement by protecting life savings from risk and market volatility, reducing unnecessary fees, and providing opportunities for competitive returns. With a focus on helping clients navigate the complexities of financial planning, Shepherd Financial aims to secure a smooth and stable retirement journey for its customers, ensuring their financial well-being through personalized strategies and expert guidance.Generated from the website

Broadlake Financial Management is an independent advisory firm founded in 1989 and registered with the Securities and Exchange Commission (SEC). We provide comprehensive investment management services to individuals, corporations, and non-profits with personalized care and a cost-effective approach. Our knowledge and experience provides our clients the edge they need to achieve their financial goals.