Expert insurance advice in Middlebury, Vermont

Jim Soriano - State Farm Insurance Agent is a locally owned and operated insurance agency located at 57 Court Street in Middlebury, Vermont. We serve clients in Vermont and New York, offering a variety of insurance products to meet their needs. Our experienced team is dedicated to helping you understand the importance of financial planning and protecting your assets. Whether you are looking for life insurance, annuities, pet insurance, or other coverage options, we are here to guide you through the process. We also provide tips on safe driving in rural areas and offer advice on discussing finances before marriage. Contact us today at (802) 388-3276 for personalized service and expert advice.

CJ Charlebois is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 812 Exchange Street in Middlebury, Vermont, United States. CJ Charlebois holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate CJ Charlebois's expertise in various areas of finance, including asset management, retirement planning, estate planning, investment analysis, and insurance products. With a commitment to ethical practices and ongoing education, CJ Charlebois provides comprehensive financial planning services to individuals and businesses, helping them achieve their financial goals.