578 East Main Street Newport, VT 05855
802-334-2100
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At Paul Decelles Financial Strategies, our client service model follows our own specialized 3D Process. Before we make any investment recommendations, and before we invest a single dime of client assets, we take our clients through a three-step process.
Discovery and definition of your financial goals
Designing a long term plan for pursuit of those goals
Deploying a portfolio strategy based on investments seeking to provide the long term returns that the plan requires.
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