Exit Planning Made Easy
When you’re ready to make an exit plan as a business owner, it helps to have an experienced guide.
At Catamount Financial Advisors of Raymond James, we specialize in smoothing the way to the next phase, working hand in hand with attorneys, accountants and valuation specialists.
Using our training as Certified Exit Planning Advisor® professionals, we collaborate with you well in advance of the transition, considering your business goals and your personal, family and financial objectives. We’re Wealth Advisors here to help you make your mark in life – on your terms..
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- Catamount Financial Advisors
- 40 Main Street, Suite 400 Burlington, VT 05401
- T: 802.448.6084
- TF: 844.350.4573
- F: 844.262.4648
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- Map & Directions
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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