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Financial Advisor
Vermont
Montpelier
ESI FINANCIAL ADVISORS

ESI FINANCIAL ADVISORS

Tel: 800-344-7437 One National Life Drive Montpelier, Vermont 05604

About ESI FINANCIAL ADVISORS

ESI FINANCIAL ADVISORS is a Montpelier, Vermont based financial advisory firm with nearly $2,124,751,345 in assets under management and provides investment advisory services for 11558 clients. There are currently 450 financial advisors at the firm.

General Information
Firm CRD#:

265

Firm SEC#:

801-41722

Assets Under Management:

$2,124,751,345

No. of Clients:

11558

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

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