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Home > Financial Planner Directory > Vermont > Burlington > Patricia N. Sokolowski, CFP®

Patricia N. Sokolowski, CFP®

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Sokolowski Investment Advisors, LLC

95 College Street

Burlington, VT 05401

Phone: (802) 489-5342

Fax: (802) 489-5344

Saved in Saved Planners

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

Fee Only

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

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