Local VT Financial Advisors
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Stage 2 Planning Partners
20 Kimball Avenue, Suite 201
Burlington, VT 5403
P. (802) 846-1264Josh Patrick specializes in working with closely held business owners on a variety of issues important to owners of private firms. Josh is the founding Principal of Stage 2 Planning Partners, a wealth management and business consulting firm that builds on
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Fleischer Jacobs Group
620 Hinesburg Road PO Box 2343
Burlington, VT 5407
P. (802) 865-5000At the Fleischer Jacobs Group we offer our clients the full range of investment, retirement and annuity plan options. Since our asset management services are offered in conjunction with National Financial Partners, we can provide our clients with a wide r
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Pathway Financial Advisors
110 Main Street Suite 401
Burlington, VT 5401
P. (802) 660-7086Mr. Beaudin graduated from the University of Vermont with a bachelor's degree in accounting. He later graduated with honors from the nationally recognized Robinson School of Business in Atlanta, Georgia with a MBA-finance degree. Before establishing Pa

