Concept Partners Alliance, LLC
Janet C. Binkerd, Financial Professional
binkerd_janet@nlvmail.com
Michelle Lawrence, CPA, Financial Professional
802.652.1174 / 802.864.0331 fax
354 Mountain View Drive, Suite 210
Colchester, VT 05446
Team of financial professionals with shared core values working together with clients to clarify their challenges, identify opportunities and implement solutions. As clients' life goals change, we help them define new goals, and understand what it will take to achieve them. We work with clients and their families to support them and their financial goals during a period of life transition. We also work with other professionals to create efficient plans and solutions. Our client focus and belief in core values sets us apart.
Michelle Lawrence and Janet Binkerd are Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 354 Mountain View Drive, Suite 200, Colchester, VT 05446. Telephone: 802.864.6819. Concept Partners Alliance and all other entities are independent of Equity Services, Inc.
Tax advice and accounting services are offered independently of Equity Services, Inc.
TC65628(1111)
Number of employees: 4
In business since: 1979
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