Find the Certified Financial Planner™
Who's right for you.

Josh Patrick, CFP®

Stage 2 Planning Partners

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

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

 

How Planner Charges
N/A