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Stage 2 Planning Partners
- Financial Services
- South Burlington, VT
About this business
Stage 2 Planning Partners provides wealth management, financial planning, investment management and consulting services. The people we serve are people getting ready for retirement, people going through divorces, those who have just lost a spouse, significant wealth holders and owners of privately held businesses.
Location details
1233 Shelburne Road, E6, E6, South Burlington, VT, 05403, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 4:00 p.m. | |
| Tue | 8:00 a.m. to 4:00 p.m. | |
| Wed | 8:00 a.m. to 4:00 p.m. | |
| Thu | 8:00 a.m. to 4:00 p.m. | |
| Fri | 8:00 a.m. to 4:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I opened an account with 15,000 dollars in it. 3 weeks later i had an emergency were i had to pull. In 3 weeks time i knew it went down but i was only medium risk not high risk so i figured maybe a Thousand or 2 thousand. I call them they TOLD ME my stock was at 13,500 that if i pulled thats what i would get. Well i go in sign wait for my checks in the mail. A week later i get a check for 11,800. Then there excuse was "it dropped of right after we talked to you" so right when i was debating pulling they told me i lost 1500 i... read more
I have known Josh Patrick of Stage2planning for over 20 years. In all that time he has given nothing but good advice. I have found him to be intelligent, thoughtful, kind and incredibly knowledgable. I can recommend him without reservation.
Frequently asked questions about Stage 2 Planning Partners
How is Stage 2 Planning Partners rated?
Stage 2 Planning Partners has a 3 star rating with 2 reviews.
When is Stage 2 Planning Partners open?
Stage 2 Planning Partners is closed now. It will open tomorrow at 8:00 a.m.
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