Client Centered Financial of South Burlington

Client Centered Financial is a financial planner in South Burlington, Vermont. The firm provides personalized financial services to individuals, couples, families, retirees, and businesses, with team members specializing in financial life planning, investment management, retirement plans, and life insurance. Its work covers designing financial plans around a client's values, needs, and goals; asset allocation, financial statement analysis, stock selection, monitoring of existing investments, and portfolio strategy and implementation; retirement plan design, implementation, and management for business owners and HR leaders, including participant education; and life insurance protection, including term, permanent, and long-term care coverage. The firm holds a rating of 5.00. The practice is led by Daniel J. Streeter, who joined Client Centered Financial in 2008 at its South Burlington office and purchased the company in 2013. The firm was founded by Jim Hedbor and his wife, Eloise, and Jim developed a succession plan before his passing, after which Dan took over the business with the help of Debra Plumley, Strategic Assistant, and Eloise Hedbor. Beth O'Keefe joined in 2019 as Dan Streeter's assistant and now serves as office manager; she is a graduate of the University of Vermont. Paul Carpenter has worked as a paraplanner since September 2021. The office describes its team as a financial foundation clients can call or email to reach a person or get a prompt response. The office is at 100 Dorset Street, Suite 14, on Dorset Street, a short distance from Williston Road and about 0.2 miles from the Department of Motor Vehicles, the Little Free Library, University Mall, and Blue Mall. The firm's 5.00 rating reflects the customers who have reviewed it.