Investment Services
Trust is earned. We’re ready to earn yours.
At Passumpsic Financial Advisors (a division of Passumpsic Bank), we’ve learned to listen. It’s the best way to get to know you, and that’s how we can create an investment plan geared for success.
If we can see what you see, we can clearly understand your investment history, your risk tolerance, your tax situation*, and most importantly, your goals. So whether you’ve got experience investing or you’re just starting out, we have the team in place to help you build a customized asset management plan.
For more information about our products and services, call Passumpsic Financial Advisors at 1-802-751-4335 or contact one of our Osaic Institutions* financial specialists.
*We do not provide tax advice. Consult your tax advisor
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*Investment and insurance products and services are offered through Osaic Institutions, Inc. Member FINRA/SIPC. Passumpsic Financial Advisors is a trade name of the bank. Osaic Institutions and the bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
Not a deposit | Not insured by any government agency
Securities Offered Through Osaic Institutions, Inc. Member FINRA/SIPC
Not FDIC Insured | Not guaranteed by the bank | May go down in value