Connect with Top-Rated Financial Planners in Rutland!

Catamount Asset Management is a Vermont State Registered Investment Advisory Firm that provides personalized financial planning and investment management services to individuals, families, and small businesses. We offer a range of services, including college planning, retirement planning, investment strategies, insurance planning, and estate planning. Our dedicated advisor, John-Henry B. Hubert, will work with you to simplify and coordinate all of your financial services under one roof. With our focus on balanced index strategies using low-cost ETFs and mutual funds, we can provide clients with competitive pricing and customized portfolios. By leveraging the technology and custodial services of Fidelity Investments, we can offer a breadth of services typically associated with a large firm or wirehouse at a fraction of the cost.

At Colonial Financial Services, we offer a personalized approach to financial planning and insurance services. With over 40 years of experience, we provide expert advice on Medicare insurance, life insurance, annuities, and more. Our focus is on building long-term relationships with our clients, understanding their needs and goals, and helping them make informed decisions about their financial future. We are an independent agency, working for you, not the insurance companies, ensuring that you receive the best possible service and solutions tailored to your needs.