Financial Planning Advisors and Investment and Asset Management Planners in Montpelier, Vermont.


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Financial Planning Advisors in Montpelier, Vermont

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Financial Planning Advisors in Montpelier, Vermont.

Fothergill Segale & Valley, Certified Public Accountants are professionals who enjoy helping other people and organizations reach their goals. 



We are professionals who enjoy helping other people and organizations reach their goals. We love Vermont because our values are what Vermont stands for - hard work,
friendly service, quality, honesty, loyalty, learning from the past and looking to the future.

One of the hallmark services provided by CPAs is the preparation of financial statements and issuance of an “independent accountants’ report” on them. Financial
statements can be either historical or projected.



Historical financial statements are like a snapshot and a movie of an operation taken together. The balance sheet lists assets, liabilities and equity at a certain hour, while
the income and cash flow statements provide a glimpse of operations over a month, quarter or year. They are relied on for internal management and external investing and
lending purposes.

Consulting
Consulting with our clients is where we can really use our training and experience and have some fun. We help with strategic thinking on matters ranging from business
acquisitions to retirement and college cost planning. Here are some of our widely used consulting activities.
 



Fothergill Segale & Valley
143 Barre Street
Montpelier, VT 05602

Phone: 802-223-6261
Fax: 802-223-1550

Vermont : Financial Advisor in Bennington : Financial Advisor in Brattleboro : Financial Advisor in Burlington : Financial Advisor in Montpelier

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    Investment and Asset Management Planners in Montpelier, Vermont.