Who We Are
Lion & Panther Financial Group was established in 1978 to meet the planning needs of middle income families in rural Vermont. Over the past three decades we have evolved to provide full service insurance and investment planning for over 2000 individuals and 35 small businesses. Our success depends on our committment to our customer. We:
- Provide independent conflict free advice
- Develop a customized, written financial profile
- Consider service and client education an indispensible part of the advising process
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