John Davis
Business OwnersTax Planning
Find a Financial Professional
in Vermont
2 vetted financial professionals are listed in Vermont, including practices in Williston and Saint Johnsbury. They specialize in areas such as Tax Planning, Business Owners and Divorce Planning. Compare credentials, fees, and minimums, then request an introduction free.
Copper Leaf Financial, LLC
Jamie Milne
Milne Financial Planning, a Vermont-based firm, specializes in providing fee-only advice to clients in Northern New England and across the country. Clients typically find us when they are close to retirement and want a straight answer and a workable plan. They want to know if they can retire now? And, if not, when can they retire comfortably? Over the years we have helped 500+ clients make retirement decisions with more confidence. We turn your moving parts into a clear plan you can follow.
Divorce PlanningTax Planning