Oak Maple Finance
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Oak Maple Finance, located in Burlington, VT, is dedicated to heart-centered financial planning that emphasizes honesty, authenticity, and connection. By prioritizing client relationships and a fiduciary approach, they ensure that clients' best interests are always at the forefront of their financial strategies.
Offering a range of services including wealth management, investment planning, and estate planning, Oak Maple Finance operates on a fee-only basis to provide objective recommendations without hidden incentives. Their commitment to understanding each client's unique needs fosters confidence and peace of mind in financial decision-making.
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