Edward Jones Financial Advisor: Nicholas DuBois

Edward Jones Financial Advisor: Nicholas DuBois I am an extremely passionate financial advisor who cares deeply about our clients and the community we serve.

Complete Wealth Management with services ranging from Customized Goal Based Financial Planning, estate & legacy strategies, Retirement Income Strategies, Protections Planning, and socially conscious investing. Together with my team, Betsy Mudgett and Colleen Frankiewicz, I use an established process to build personalized strategies to help our clients achieve their goals. We partner with our clien

ts throughout their lives and support them towards staying on track. Originally from Manchester, Maine, I grew up in a rural community that thrived on the local economy and supporting each other through challenging times. As an econ geek and an outgoing individual who enjoys helping people around me, I truly was born for this and love what I do. After attending the University of Vermont, "GO CATAMOUNTS!" my wife, Jessica, and I moved to southern Vermont to start our family and launch this practice. Together, we are blessed to have two children, Jackson and Caroline, who are the light of our lives. On the weekends, I can be found on the ski mountain, paddling the rivers, biking the trails or traveling to the beaches of Maine for surfing and sun with the family! Together, our team has built our practice in Brattleboro Vermont over the better part of a decade. We focus our practice on individuals, families and business owners who are planning for, near or living in retirement. We work with our clients on portfolio management, asset protection strategies, estate and legacy planning collaboration with client's attorneys, tax strategies with client's accountants and CPAs, risk assessment, and client protection from the unexpected. If this sounds of interest to you, it's time we have a conversation. 802-257-7585 or [email protected]
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We know it can be easy to lose track of appointments when caught up in the hustle and bustle of life. That's why Online Access makes it so easy to request appointments with your financial advisor, not to mention receive automated reminders for upcoming meetings.

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Address

Brattleboro, VT
05301

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9:30am - 5:30pm

Telephone

+18022577585

Website

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