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    40 Main Street, Suite 400 Burlington, VT 05401 T: 802.448.6084 TF: 844.350.4573 F: 844.262.4648
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Remote work and its effect on real estate
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Impact of local infrastructure investments on a portfolio
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Life insurance, loans and liquidity for your heirs
A life insurance policy could help protect your estate while ensuring your heirs have the liquidity they need.
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Now or later? How and why you give can be illuminating
Making your charitable donations in mindful ways that support your values can maximize their impact.
Estate & Giving
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catamount financial advisorscatamount financial advisors
  • Catamount Financial Advisors
  • 40 Main Street, Suite 400 Burlington, VT 05401
  • T: 802.448.6084
  • TF: 844.350.4573
  • F: 844.262.4648
  • Map & Directions
  • 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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