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Home > Financial Planner Directory > Vermont > South Burlington > Josh Patrick, CFP®

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Josh Patrick, CFP®

Stage 2 Planning Partners

20 Kimball Ave
Ste 201
South Burlington, VT 05403
Phone: (802) 846-1264
Fax: (802) 846-1269

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties

Budget & Debt Management
Comprehensive Financial Planning
Charitable & Planned Giving
Estate Planning
Investment Management
Employee Benefits
Insurance
Retirement

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