Peter Smith | Colchester, VT

Mission Statement

Recognizing the importance of well-informed investors, I make every effort to educate all clients about the complexities of investing, while encouraging reasonable expectations of investment results.

I am dedicated to the success of my clients through quality planning and thoughtful advice. I assist clients in mapping action plans designed so they may reach their financial goals. I focus on each client's complete financial picture, from planning for retirement to passing assets on to heirs.

Your Rights as a Client:

Courteous service
A trustworthy and competent financial advisor
Suitable recommendations
Timely transactions at the best available prices
Full disclosure of costs and risks
Clear communications
Comprehensive statements and trade confirmations
Prompt error and complaint resolution
Strict confidentiality

Click here to read the Raymond James Client Bill of Rights