Broker Check

Our Firm

In years past, our firm, known then as Colonial Insurance Agency (1996-2008), and Colonial Life and Accident (1986-1995), employed staff and a field of agents that covered the State of Vermont. In recent years Steve has chosen to limit his practice, select customers where there is a mutually friendly binding relationship and enjoy life with them and his own family. Steve now works independently in association with other advisers and by design currently does not have staff.

Steve has been in the insurance and financial services business for over thirty years. No one has ever filed a complaint against him. Steve takes pleasure in being a good listener, considerate and clear. Colonial Financial Services may not provide all the financial services our customers need, so Steve uses other firms and advisers he has learned to trust over the years to help our family of customers.

Personal relationships built over time helping to meet our customers' needs, goals, and dreams through a relaxed dialogue and personal service is our primary focus.

Steve has been providing financial solutions since 1981 using insurance products: Medicare insurance, life insurance for all ages, disability income protection, annuities, group business insurance, and began his financial planning training in 1997 with education in a macroeconomic financial solution model known as Life Economic Acceleration Process or LEAP.