Jim Hedbor and Daniel Streeter provide the sophisticated and highly specialized resources you need to address the most complex issues with confidence. Our offices are located at 100 Dorset Street, Suite 12, in South Burlington, Vermont. That is about a minute off Exit 14E of I-89.

We listen carefully to our clients to understand their values, reach clarity about their goals, and focus on addressing those goals. To accomplish the purposes of our clients, we work with a number of excellent financial services companies, but our primary relationship is with National Life  and its Northern New England Agency. 

Jim Hedbor, ChFC, CLU, MSFS, is a CERTIFIED FINANCIAL PLANNER™  Professional with almost 30 years of experience. Daniel Streeter has been a licensed Certified Public Accountant* for 10 years and is a Personal Financial Specialist.
 

Jim and Dan are Registered Representatives and Investment Advisor Representatives of Equity Services, Inc.  Securities and investment advisory services are offered solely by Equity Services Inc. Member FINRA/SIPC, Broker/Dealer and Registered Investment Adviser Affiliate of National Life Insurance Company, One National Life Drive, Montpelier, VT 05604, 802-229-3900.  Northern New England Agency is an office of National Life.  National Life Insurance Company is licensed to do business in all 50 states and the District of Columbia.

*Tax advice and services are offered independently of Equity Services, Inc. and National Life.