Key Private Bank Locations
This office is open by appointment only. Please call your advisor or this office's phone number if you would like to make an appointment.
Key Private Bank - Burlington Vt
149 Bank St
Burlington, VTVermont 05402Get driving directions
Features & Services
Your Key Private Bank - Burlington Vt team takes time to listen, understand and plan around your unique goals.
- Investment management
- Financial planning
- Retirement planning
- Trust & estate planning services
- Insurance & risk management
- Family office
We’re dedicated experts with the robust digital tools and resources to help you build, grow and protect your wealth. In fact, we’re the 2017 award winner for best overall performance for a private bank in North America.
Meet your local Key Private Bank - Burlington Vt team today.
Key Private Bank Recognized as ‘Best Regional Private Bank’ at the 2021 Family Wealth Report Awards
How does the market affect your financial plan?
It’s a question everyone wants the answer to and as a Key Private Bank client, it’s one you’ll be equipped to answer. Through a secure interactive online tool, you’ll be able to collaborate with your financial team anytime to test and see how changes in the market may impact your portfolio. Learn More
How We Work With You
Build a financial strategy based on your life strategy.Read More
We work with you to understand your unique goals and approach your plan holistically. Read More
You’ll gain a local team of wealth management experts using state-ofthe-art digital tools and national resources to guide your progress.Read More
Benefit from experts’ research, commentary and advice on current topics that affect your life.Read More
Investment products are: