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portrait of Aaron Glosser
FINANCIAL ADVISOR

Aaron Glosser

CFP®, CEPA®
401 Watertower Cir Ste 204, Colchester, VT 05446opens in a new window
Accepting New Clients
CallSend Me a Message

About Aaron

We use a holistic process to help our clients define their financial needs, wants and wishes for the future. In partnership with our clients we document goals, budgets, expectations and concerns so that we can manage, protect and transfer their wealth.

We consult with the rest of a client's professional team including but not limited to attorneys and accountants to make sure that all aspects of a client's financial life is organized.

I live in Williston with my wife, son, daughter and dog. I am passionate about cooking, cycling and skiing. As much as possible, we try to purchase our food...

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Business Retirement Plans

Work History

  • Edward JonesNovember 2013 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Union CollegeBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Mountain Biking
  • Hiking
  • Skiing
  • Cycling

Team Members

  • Cynthia Fox
    Sr. Branch Office Administrator
  • Dawn DiCecco
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(802) 655-5512

Fax

(877) 204-0992

Office Address

401 Watertower Cir Ste 204
Colchester, VT 05446opens in a new window

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