Denise A Palmer, ChFC, CLTC

My Approach
Working together, I will help you design a plan tailored to your financial needs, as well as to what is most important to you.Through our ongoing advisory relationship, progress is tracked regularly and adjustments are made as needed. My goal is to provide you the guidance and advice you need so that you are able to focus on living and enjoying your life.

Areas of Focus
*Sustainably Responsible Investing
*Estate Planning Strategies
*Tax Planning Strategies
*Insurance
*Wealth Preservation Strategies
*Retirement Planning Strategies
*Investments
*Women's Financial Strategies

Our Mission
We are passionate about helping clients integrate their personal beliefs with their investments through financial planning and socially responsible investment strategies. We provide the opportunity to help support positive change in the world through your financial decisions, while remaining focused on your long-term goals.

Vermont Businesses for Social Responsibility (VBSR)
Vermont Green Business

CA Insurance #0J02468

Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit Ameriprise.com/social for more important disclosures and information.