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Stage 2 Planning Partners
1233 Shelburne Road, South Burlington, Vermont, United States
About the Stage 2 Planning Partners
Stage 2 Planning Partners is a leading finance institution located at 1233 Shelburne Road in South Burlington, Vermont, United States. Our team of experienced financial advisors is dedicated to helping clients navigate the complexities of financial planning and investment management. With a focus on personalized service and tailored solutions, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Stage 2 Planning Partners can assist you in reaching your financial objectives.
1233 Shelburne Rd Ste E6, South Burlington, VT 05403, United States
Opening hours of Stage 2 Planning Partners
Monday:
08:00 - 16:00
Tuesday:
08:00 - 16:00
Wednesday:
08:00 - 16:00
Thursday:
08:00 - 16:00
Friday:
08:00 - 16:00
Saturday:
Day off
Sunday:
Day off
Reviews of Stage 2 Planning Partners
"I opened an account with 15,000 dollars in it. 3 weeks later i had an emergency were i had to pull. In 3 weeks time i knew it went down but i was only medium risk not high risk so i figured maybe a Thousand or 2 thousand. I call them they TOLD ME my stock was at 13,500 that if i pulled thats what i would get. Well i go in sign wait for my checks in the mail. A week later i get a check for 11,800. Then there excuse was "it dropped of right after we talked to you" so right when i was debating pulling they told me i lost 1500 i was okay with it. If they wouldnt of lied to me n said it was at 13,500 i wouldnt of pulled my money. Talk about a bunch of scammers i do not recommend"
"I have known Josh Patrick of Stage2planning for over 20 years. In all that time he has given nothing but good advice. I have found him to be intelligent, thoughtful, kind and incredibly knowledgable. I can recommend him without reservation."
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