Timothy W. Carney
Vermont Wealth & Retirement, LLC
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $500,000
Minimum client income required: $85,000
Title: President
Offering advice since: 1993
Areas of expertise:
- Annuities
- Elder Issues (long-term care, pre-mortem planning)
- Estate Planning/Wills
- Portfolio Management
- Retirement Planning
- Tax Planning
Further information about Timothy W. Carney:
Tim entered the financial services industry in 1990. A graduate of the University of Vermont from the School of Engineering, Mathematics and Business Administration, he quickly discovered how to utilize his problem-solving skills to help others plan their financial futures. In addition to his Certified Financial Planner® designation, Tim has also earned his designation as a Chartered Retirement Plan Specialist.
For further information please visit: http://vermontwealth.com/
Compensation and Fee Structures:
Fee and commission dependent upon client needs and circumstance.
Licenses, Certifications & Affiliations:
Certified Financial Planner®, Registered Investment Advisor, Certified Retirement Plan Specialist, Licensed Securities Representative, Licensed Insurance Broker
Education:
1978 BS, University of Vermont, College of Engineering, Mathematics, and Business Administration
Will provide references upon request?
No
Further information about Vermont Wealth & Retirement, LLC:
(Size of firm: 0-9 advisors)
At Vermont Wealth & Retirement, we understand how important it is to find appropriate answers to your financial questions. Although our investment philosophy is conservative, we are not bound by traditional approaches. Our independent structure allows us to develop innovative, personalized strategies - Strategies designed to help increase your confidence in your future.
Securities and Investment Advisory Services offered through H. Beck, Inc. 11140 Rockville Pike, Rockville, MD 20852 301-468-0100
Member: FINRA/SIPC
Vermont Wealth & Retirement, LLC, H. Beck, Inc. and Boomerater LLC are unaffiliated entities.
Contact Information for Timothy W. Carney
Phone: 802-489-5310
Please support us by letting this advisor know you found them through Boomerater
Fax: 802-497-0470
Address for Timothy W. Carney:
110 Kimball Avenue
Suite 118
South Burlington, VT, 05403
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