Client Centered Financial

Client Centered Financial We help business owners and families get and stay in control of their finances. Client Centered Financial is independent of ESI. TC120935(1022)P

*Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representative of Equity Services, Inc. (ESI), Member FINRA (www.FINRA.org) and SIPC (www.SIPC.org), 354 Mountain View Drive, Suite 200, Colchester, VT 05446, telephone (802) 864-6819. ESI is a Broker/Dealer and Registered Investment Adviser Affiliate of National Life Insurance

Company, Montpelier, Vermont. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. Tax advice and accounting services are offered independently of ESI.

Do you actually know what your car costs you in fuel each year? Enter your driving habits and gas prices to find out wha...
06/03/2026

Do you actually know what your car costs you in fuel each year? Enter your driving habits and gas prices to find out what your MPG really means for your wallet.

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

With great wealth comes even greater questions. Learn more in our article.
06/01/2026

With great wealth comes even greater questions. Learn more in our article.

Preserve your high net worth with these foundational tips.

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works ...
05/29/2026

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.

Compare different mortgage term lengths side by side to find the option that fits your budget.

Explore how inflation has affected purchasing power over the decades with this historical tool.
05/27/2026

Explore how inflation has affected purchasing power over the decades with this historical tool.

See how the purchasing power of a dollar has changed over time due to inflation.

Thinking about a prepaid debit card? Consider the pros and cons.
05/25/2026

Thinking about a prepaid debit card? Consider the pros and cons.

It's important to understand the pros and cons when considering a prepaid debit card.

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?
05/22/2026

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
05/20/2026

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, m...
05/18/2026

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

Tax time can be a good time to give your household budget a checkup.
05/15/2026

Tax time can be a good time to give your household budget a checkup.

Tax preparation may be the perfect time to give the household budget a check-up.

When was the last time you paid yourself first?
05/13/2026

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

Address

100 Dorset Street, Suite 14
South Burlington, VT
05403

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4:30pm

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