CenterPoint Financial wants visitors to this website to know that we are as concerned as you are about the privacy of personal information. We will not transfer your personal information to any entity for commercial purposes.
E-mail is not encrypted to/from either the public or private areas of this website. We therefore recommend that you do not send personal or specific account numbers or such information to us by e-mail. Clients are encouraged to request a key to their unique, secure CenterPoint Client library for transmission of such personal and sensitive information. Call Patty Valentine to request a key at 802-225-1314 or email her at firstname.lastname@example.org.
Any information given on this site is informational and illustrative but does not recommend actions as the information may not be appropriate to all situations. Please consult us to obtain recommendations specific to your situation. Thank you.
New Update: A new Sustainable Investing page on this website shows how financial planning and investing can match our clients' values through sustainable investments.
Eagle on the Move – Priscilla Gilbert, CFP® '99 Priscilla is featured in the Boston College Alumni website news for her work with sustainable investing. Click here to view it.
Ideas and Research.
Chobani Founder/ CEO talks at AI conference about work ethos- "What makes a good job?"Click here.
...Move Forward With Confidence.
Move Forward With Confidence.
Priscilla N. Gilbert, CFP®
30 Center Road
Montpelier, Vermont 05602