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 know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial a...
09/02/2026

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Stay ahead this year with this handy Personal Finance Calendar.
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Stay ahead this year with this handy Personal Finance Calendar.

Use this handy calendar to remember the year’s most important financial dates.

What steps might help you sustain and grow your retirement savings? This piece explores them.
08/28/2026

What steps might help you sustain and grow your retirement savings? This piece explores them.

Steps to help you sustain and grow your retirement savings.

Do you know what all those emojis you keep seeing in your text messages mean? Here's a handy guide.
08/26/2026

Do you know what all those emojis you keep seeing in your text messages mean? Here's a handy guide.

Do you understand these common mobile slang terms?

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful che...
08/24/2026

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful checklist of steps to take if you've experienced a breach. Stay informed, change passwords, monitor credit accounts, and more.

This article provides a checklist of steps to take if you experience a data breach.

The market is as unpredictable as the weather. We’re here to help you prepare.
08/21/2026

The market is as unpredictable as the weather. We’re here to help you prepare.

This short video helps explain why markets can be as unpredictable as the weather.

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or le...
08/19/2026

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or legislative changes are all good reasons to revisit whether your current approach still matches your goals.

Review your legacy approach regularly, particularly following significant life events or legislative updates.

Worried about passing your wealth to a troubled adult child?There are strategies that can help.
08/17/2026

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Are your passwords easy to crack or difficult to decipher? Test your knowledge.
08/14/2026

Are your passwords easy to crack or difficult to decipher? Test your knowledge.

Simple steps may help you foil hackers and protect your privacy.

Your debt-to-income ratio is one of the key numbers lenders look at. Find out where you stand and what it might mean for...
08/12/2026

Your debt-to-income ratio is one of the key numbers lenders look at. Find out where you stand and what it might mean for major financial decisions.

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

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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