InTrack Investment Management - South Burlington, VT

InTrack Investment Management is a respected investment company and financial planner dedicated to providing comprehensive and personalized financial solutions. Located at Pierson House (Suite D6B, 1233 Shelburne Rd, South Burlington, VT 05403, United States), InTrack operates with a commitment to client success and a deep understanding of the complexities of the financial landscape. Their telephone number is 8026580625, and their website, intrackinvest.com, provides detailed information about their services and team.

About InTrack Investment Management

InTrack distinguishes itself through a holistic approach to financial planning. They don’t simply offer investment products; they build tailored strategies designed to align with each client’s unique goals, risk tolerance, and time horizon. The company’s foundation rests on building long-term relationships, fostering trust, and consistently delivering exceptional results. A key element of their operation is proactive communication, ensuring clients are fully informed and involved in every step of the process. They demonstrate a significant capacity for handling challenging situations, as evidenced by client testimonials regarding complex recovery efforts following financial distress.

Key Features and Services

InTrack Investment Management provides a range of services, including:

• Investment Management: They offer a variety of investment options, encompassing both domestic and international markets. Their approach emphasizes diversification and strategic asset allocation.
• Financial Planning: Beyond investment management, InTrack provides comprehensive financial planning services, covering retirement planning, estate planning, tax optimization, and risk management.
• Portfolio Management: They actively manage client portfolios, regularly reviewing and adjusting strategies to adapt to changing market conditions and client needs.
• Client Support: A dedicated team provides ongoing support and guidance, ensuring clients feel confident and secure in their financial decisions.

Location and Accessibility

The company's physical location at Pierson House in South Burlington, Vermont, reflects a commitment to serving the local community and wider region. InTrack is easily accessible and prioritizes client comfort and convenience. Notably, the office is wheelchair-accessible, featuring a wheelchair-accessible car park and an wheelchair-accessible entrance. This dedication to accessibility underscores their commitment to inclusivity and ensuring all clients can engage with their services effectively.

Client Feedback and Reputation

InTrack Investment Management has garnered a strong reputation among its clientele, as reflected in their average opinion of 5/5 on Google My Business. This positive feedback indicates a consistent commitment to client satisfaction. While specific details of individual reviews are not presented here, the recurring themes highlight a dedication to professionalism, responsiveness, and a genuine concern for clients' financial well-being. One client particularly emphasized the company’s ability to restore assets following a fraudulent attack, demonstrating a robust response to unforeseen challenges. Another client praised the team’s thoroughness in communication and their proactive approach to planning for a successful future, illustrating a commitment to ongoing partnership and support. The overall sentiment suggests a firm that prioritizes not just investment performance but also the peace of mind of its clients.

Contact Information

To learn more about InTrack Investment Management and explore how their services can benefit you, please contact them directly:

• Address: Pierson House (Suite D6B, 1233 Shelburne Rd, South Burlington, VT 05403, United States
• Phone: 8026580625
• Website: intrackinvest.com

InTrack Investment Management strives to be a trusted partner in achieving your financial goals. Their commitment to client service, combined with their expertise and accessibility, makes them a valuable resource for individuals and families seeking sound financial guidance.