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.

Have a kid heading off to college? Here are a few tips.
06/17/2026

Have a kid heading off to college? Here are a few tips.

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often...
06/15/2026

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

Ever wonder about those free credit scores you get once a year?
06/12/2026

Ever wonder about those free credit scores you get once a year?

What’s the deal with your yearly free credit report?

Ben Franklin used compound interest to make big contributions to his two favorite cities.
06/10/2026

Ben Franklin used compound interest to make big contributions to his two favorite cities.

Learn how to harness the power of compound interest for your investments.

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you ca...
06/08/2026

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you can make a more informed decision.

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

Surprises crop up every day, and they’re a great reason to work with us.
06/05/2026

Surprises crop up every day, and they’re a great reason to work with us.

Making the most of surprises is a great reason to work with us.

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.

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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