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802-448-3735

Hours: 9-5pm Mon-Fri. We are available 24/7 in the event of emergencies.

802-448-3735

Hours: 9-5pm Mon-Fri. We are available 24/7 in the event of emergencies.

Fiduciary

A fiduciary is an individual in whom another has placed the utmost trust and confidence to manage and administer assets.

    Trustee of a Trust.
    Court-appointed personal financial representative.
    An agent under Power of Attorney.
    Decedent Estate Administration.
    Representative Payee.

As Fiduciary, we have an obligation to act in the best interest of our clients. This requires expertise, impartiality, and confidentiality. We place high value in our commitment, strict code of ethics, proficiencies, and professionalism.

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