Sokolowski Investment Advisors 95 College St. Category: Asset Management
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Company representatives
Phone: 802-489-5344
Email: moc.srosivdahtlaewais@rsm
Pat Sokolowski, CFP
Phone: 802-489-5344
Mike Reynolds, Portfolio Administrator
Phone: 802-489-5342
About Sokolowski Investment Advisors
Asset Management and Financial Planning Firm
We provide asset management and comprehensive financial planning for a select family of clients. Unlike other financial advisors, we are fiduciaries which means that we keep the interests of our clients first. Our staff is knowledgeable, professional and dedicated to providing excellent service. We actively manage individually crafted portfolios to meet the unique goals of each client. Call us to see how we can help you achieve your financial goals.
Products and Services
- Financial Planning
- Investment Management
- Retirement Planning
Opening Hours
- SundayCLOSED
- Monday9:00 AM to 4:30 PM
- Tuesday9:00 AM to 4:30 PM
- Wednesday9:00 AM to 4:30 PM
- Thursday9:00 AM to 4:30 PM
- Friday9:00 AM to 4:30 PM
- SaturdayCLOSED
Business categories
- Financial Advisory Services
- Financial Planning Consultants
Employees
2 to 4
Years In Business
26
Memberships
- Financial Planning Association
- CFP
Additional information
We are a fee-only Registered Investment Advisory firm. Our unique approach combines comprehensive financial planning with active portfolio management.
Rating
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