Edward Jones - Financial Advisor: Anna Glosser, CFP®|CEPA®

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Mark Erickson is a Mortgage Loan Originator based in Colchester, VT, specializing in Home Equity Lines of Credit (HELOCs) and wholesale mortgage services. As part of Homebridge Financial Services Inc., he offers a range of loan origination products designed to meet the diverse needs of his clients. With a focus on customer service and tailored financial solutions, Mark Erickson and his team are dedicated to guiding customers through the mortgage process with expertise and care. Homebridge Financial Services Inc., under which he operates, is a recognized entity in the mortgage industry, supporting clients through various channels such as REMN and Homebridge Wholesale. Generated from the website

A. M. Peisch & Company, CPAs is a professional accounting firm with offices located in Colchester, Rutland, St. Albans, St. Johnsbury, and West Lebanon. The firm offers a comprehensive range of services including tax preparation, business consulting, and personal financial planning tailored to individuals and businesses alike. With a team of experienced certified public accountants, A. M. Peisch & Company specializes in various areas such as tax issues, audits, and QuickBooks services. Their commitment to client satisfaction is reflected in their personalized approach to financial management and strategic business planning. Generated from the website