Denise A Palmer, ChFC, CLTC

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Denise A Palmer, ChFC, CLTC Private Wealth Advisor, Ameriprise Financial Services, LLC

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Identity theft can disrupt more than just your accounts — it can take time and effort to resolve.Being proactive and kno...
11/02/2026

Identity theft can disrupt more than just your accounts — it can take time and effort to resolve.

Being proactive and knowing early warning signs can help reduce exposure. This article outlines practical actions individuals can take to help protect themselves.

We encourage clients to view prevention as part of their overall financial well being.

Understanding the different types of identity theft is key to protecting yourself. Learn more about prevention and how Ameriprise helps protect your information.

10/30/2026

U.S. equities were down today. What are the key points to consider? Read this market commentary from .

Someone asked, "What should I do with my former employer retirement plans?" And we answered...
10/30/2026

Someone asked, "What should I do with my former employer retirement plans?" And we answered...

Our old fashioned, favorite fall snack guide to roasted pumpkin seeds ➜
10/23/2026

Our old fashioned, favorite fall snack guide to roasted pumpkin seeds ➜

Explore how biological instinct drives market cycles and what this might mean for future market performance.
10/21/2026

Explore how biological instinct drives market cycles and what this might mean for future market performance.

Why your natural instincts could impact your investment returns.

Would you like answers to key questions driving the retirement planning process, a better understanding of your company ...
10/15/2026

Would you like answers to key questions driving the retirement planning process, a better understanding of your company retirement benefits and help honing in on your overall retirement plan? Join us for an upcoming session to learn more. https://bit.ly/3VNd69u

Join us for a virtual session on Microsoft Teams
October 22, 2026
1:00pm ET

Registration Link: https://bit.ly/4egBJBJ

If you’re considering purchasing a second home, you’ll first want to evaluate the financial risks and benefits. I can he...
10/14/2026

If you’re considering purchasing a second home, you’ll first want to evaluate the financial risks and benefits. I can help you weigh the pros and cons so that you make an informed decision that’s aligned with your long-term financial goals.

3 key financial factors to consider before purchasing an investment property or dream vacation house.

On this Foodie Friday, our favorite fall breakfast, simple as can be!
10/09/2026

On this Foodie Friday, our favorite fall breakfast, simple as can be!

Someone asked: "Does values-aligned investing actually cost me anything? I like the idea of investing in line with my va...
10/08/2026

Someone asked: "Does values-aligned investing actually cost me anything? I like the idea of investing in line with my values, but I don't want to feel like I'm paying a premium for my conscience. How do you think about that?" And we answered...

Reaching your retirement goals starts with drawing a roadmap. During this session we’ll discuss important retirement pla...
10/05/2026

Reaching your retirement goals starts with drawing a roadmap. During this session we’ll discuss important retirement planning factors, highlight smart investing tips and strategies, and examine some retirement income sources and how to help make that money last. Learn more: https://bit.ly/3VRVPvL

Join us for a virtual session on Microsoft Teams
Thursday, October 8, 2026 | 1:00pm ET

Registration Link: https://bit.ly/4AL5STs

Address

14 N Main Street, Ste 2001
Barre, VT
05641

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 4pm

Telephone

+18026228060

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