Our Mission

Our purpose is to help our very busy and successful clients do the financial planning they know they need and want to do, but because of family, work and other obligations, it doesn’t get done. Our executive clients have reached or will reach the pinnacle of their professions by focusing on their career, often at the expense of their own financial planning needs. My role is to be their personal CFO.


Location

Our practice is located at:

432 Main St
Bennington, VT 05201
Phone: 802-447-1198

Get A Map

Please note: We have two locations. My personal practice is located in Vermont at the address listed above. Please contact me here for all appointments.

I am also the Managing Director of our office located in Poughkeepsie, NY.


 

Paul A Phelps, MSFS, CLU®, ChFC®, AEP®, CASL®

Financial Advisor

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck