Vermont Federal
Investment Services

Vermont Federal Investment Services combines not-for-profit financial advice with professional investment management. No matter where you are in life, our wealth management recommendations are
tailored to your financial situation.
 
What We Do:

  • Risk-Based Investment Management
  • Retirement & Income Planning
  • Education Funding
  • Comprehensive Financial Guidance
  • 401(k) Strategies
  • Inheritance Consulting

Fee-Based Fiduciary Portfolio Strategies

We're here to be your trusted financial partner. We offer fiduciary strategies so that you know we always have your best interests in mind.

Institutional Money Managers

We assign institutional money managers to oversee many of our members' portfolios. That means you don't need to place trades or submit instructions to keep your portfolio on track - it's already taken care of.

Low Minimums

Think you don't have enough to meet with us? You might be surprised at our minimums. While many other firms only focus on large accounts, we're proud to offer fiduciary wealth management for those who may just be starting out.

Low-Cost Investments

We focus on investment vehicles that are low-cost and tax efficient. The less your investments cost you, the more you get to keep.

Socially Responsible Investments

If you want to feel good about your investments, we can build you a portfolio with environmental, social and governance factors in mind.

 

To contact Vermont Federal Investment Services for a no-cost, no obligation consultation, please call a Member Service Representative at (888) 252-0202, Option 3.

 

Brian Wooten

Brian Wooten - LPL Financial Advisor

The Vermont Federal Investment Services Center located at:
PO Box 804, 4 Centre Drive, Milton, VT 05468

Toll Free: (888) 252-0202 x1116
Email: brian.wooten@lpl.com

 

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL financial are not insured Vermont Federal Credit Union deposits and are not NCUA insured. These products are not obligations of Vermont Federal Credit Union and are not endorsed, recommended or guaranteed by Vermont Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on investment is not guaranteed, and loss of principal is possible, Vermont Federal Credit Union and Vermont Federal Investment Services are not affiliated with LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: VT, NY, MA, FL, IN.

 

 

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