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Patricia N. Sokolowski, CFP®

Sokolowski Investment Advisors, LLC

95 College Street
Burlington, VT 05401
Phone: (802) 489-5342
Fax: (802) 489-5344

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Attending College
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Estate Planning
  • Investment Management
  • Retirement
  • Sudden Wealth
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.