James Miller (BA, CFP®)

James Miller focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

NAPFA Start Date

October 25, 2016

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This Office

2 Market St South Burlington, VT 05403-6254 Phone: (802) 660-7086 Fax: (866) 336-9578