Flood Financial Services is a Financial Planner in South Burlington, VT, located at 1233 Shelburne Rd # E3. It holds a rating of 5.00 based on 0 reviews. Flood Financial Services Inc. is a locally-owned firm in South Burlington, Vermont, serving clients in 31 states. The team specializes in financial planning, investments, insurance, and wealth accumulation strategies and management. Services include asset management, financial planning, protection, and estate planning strategies. The firm is a Registered Investment Advisor through LPL Financial. Richard W. Flood CLU, ChFC, CRPC is Principal and Partner. Bryan S. DesLauriers is Partner and LPL Financial Planner and Wealth Advisor. Megan E. Flood CFP CDFA is Partner and LPL Financial Planner and Wealth Advisor. Rhonda Remillard is Partner, Operations Manager, and LPL Financial Representative. Erin Tress CFP is LPL Financial Advisor. Daniella Lawrence is Client Services Associate. Bentley is Chief Happiness Officer. The office is located at 1233 Shelburne Road Suite E-3 South Burlington, VT 05403. Phone numbers are 802-658-1511 and 802-658-5501. Email is [email protected]. Hours are Mon-Fri: 8:00 AM - 4:00 PM. Richard W. Flood graduated from the University of Vermont in 1967 with a major in economics. He entered the financial services industry in 1968. He married Teena in 1980 and started Flood Financial Services in 1982. Ric has been active in the community as a United Way volunteer. He was past president of the Vermont Kidney Association. He was past president of the Vermont Society of Financial Service Professionals. He was past president of the Charlotte Shelburne Rotary club. In 2015, he received the B.H. Zais Award from the National Association of Insurance and Financial Advisors of Vermont.
The office is situated on Shelburne Road in South Burlington, Vermont, just a short distance from the Twin Orchards neighborhood and the Golf Garage sports center.
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