Flood Financial Services

Flood Financial Services is a financial planner in South Burlington, Vermont, serving individuals and families with comprehensive financial planning, investment management, insurance solutions, and estate strategy. The firm specializes in helping clients build long-term wealth, manage assets, and prepare for retirement through personalized, values-driven plans. With a focus on lasting relationships, the team provides services including asset management, risk management, retirement planning, and business exit strategies. Serving clients across 31 states, Flood Financial Services maintains a strong local presence in Vermont, where it has built a reputation for integrity and expertise. The firm holds a 5.00 rating based on customer reviews, reflecting consistent satisfaction and trust.

Celebrating 40 years of service, Flood Financial Services was founded in 1982 by Richard W. Flood, a longtime Vermont resident and certified financial planner. The firm’s approach emphasizes deep client engagement, beginning with understanding personal goals and evolving through a structured process of analysis, design, implementation, and ongoing review. The team includes certified professionals such as Richard W. Flood, Bryan S. DesLauriers, Megan E. Flood, Rhonda Remillard, Erin Tress, and Daniella Lawrence, each contributing specialized knowledge in financial planning, wealth management, and client service. The firm operates as a registered representative of LPL Financial, offering advisory services with a focus on long-term financial freedom and strategic wealth accumulation.

Located at 1233 Shelburne Road Suite E-3, the business sits just a short drive from the Golf Garage sports center and Concentra clinic, within the Twin Orchards neighborhood. It is about 0.1 miles from Shelburne Road, a major thoroughfare, and near the South Burlington Fire and Rescue Station 2 and Orchard Elementary School, both within a quarter-mile radius.

Flood Financial Services is recognized locally for its deep commitment to community service and professional excellence. Richard W. Flood’s receipt of the B.H. Zais Award, the highest honor from the National Association of Insurance and Financial Advisors of Vermont, underscores the firm’s standing in the field. The firm’s well-documented presence online and clean, search-optimized website reflect its dedication to transparency and accessibility.

As a cornerstone of financial guidance in South Burlington, Flood Financial Services stands out for turning complex financial planning into a personalized, enduring partnership, helping clients achieve lasting security and peace of mind in their financial lives.