Vermont Retirement Planners forms in Vergennes
VERGENNES — Investment industry professional Nicholas Strom-Olsen has partnered with independent brokerage firms LPL Financial of Boston and Private Advisor Group of Morristown, N.J., to form Vermont Retirement Planners LLC, a new financial advisory firm based in Vergennes. The new company will provide financial planning advice to individuals and businesses based on research from multiple providers and have access to a broad suite of financial products and services.
“I am so pleased and honored to make this announcement; being able to live and work in the place that I grew up and love is one of my life’s greatest achievements,” says Strom-Olsen, founder and owner of the new firm, in a press release. “Helping individuals and businesses develop customized financial strategies has been my professional focus over the last 15 years, and partnering with LPL Financial and Private Advisor Group gives us the high-end sophisticated tools and support that will allow us to focus on our clients even more.
“At the same time, the relationship allows us to be part of a community of like-minded advisors where we get to share ideas and best practices while leveraging the largest broker-dealer in the industry,” he continued.
Strom-Olsen says his goal is to walk clients through the complex and challenging process of planning for and transitioning into retirement.
“We aim to make sense of complicated issues and to provide the tools resources, and advice that will help our clients make the best decisions for themselves, their families and their businesses,” he said.
Strom-Olsen is a graduate of Castleton University, and earned his MBA from Clarkson University. Prior to founding VTRP, he worked for The AYCO Company LP, in Albany, N.Y., as a senior financial planner; he worked for Advest Inc. in Greenwich, Conn., as a financial planner; and he worked for Berkshire Bank for 11 years as a vice president and senior financial consultant for their investment services division.
He was recently named a “Top Next Gen Independent Broker/Dealer Advisor” by REP. Magazine.
For more information, visit www.vtretirementplanners.com.