True financial planning is a comprehensive, ongoing approach that starts with helping you define your dreams, developing a plan to help you get there, then tracking your progress along the way, recommending changes where needed.
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CJ Charlebois - Private Wealth Advisor, Ameriprise Financial Services, LLC
Certified by CJ Charlebois - Private Wealth Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Business Details
812 Exchange St, Middlebury, VT
05753, United States
Certified by CJ Charlebois - Private Wealth Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
(802) 657-3800
Certified by CJ Charlebois - Private Wealth Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
https://www.ameripriseadvisors.com/clara.j.charlebois/contact
Certified by CJ Charlebois - Private Wealth Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
About
Certified by CJ Charlebois - Private Wealth Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Financial PlanningAmeriprise
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Middlebury, VT area, CJ Charlebois will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Details
- Online appointmentsAvailable
- Onsite servicesAvailable
- Wheelchair accessible entranceAvailable
- Wheelchair accessible restroomAvailable
Location
Certified by CJ Charlebois - Private Wealth Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
CJ Charlebois - Private Wealth Advisor, Ameriprise Financial Services, LLC
812 Exchange St, Middlebury, VT
05753, United States
Hours
Certified by CJ Charlebois - Private Wealth Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Monday8:00 AM - 5:00 PM
TuesdayClosed
WednesdayClosed
ThursdayClosed
FridayClosed
SaturdayClosed
SundayClosed
Products & Services
1 list · 4 items
Frequently Asked Questions About CJ Charlebois - Private Wealth Advisor, Ameriprise Financial Services, LLC
What are the operating hours of CJ Charlebois - Private Wealth Advisor?
The office is open on Mondays from 8:00 AM to 5:00 PM and closed Tuesday through Sunday.
Where is CJ Charlebois - Private Wealth Advisor located?
The office is located at 812 Exchange St, Ste 6, Middlebury, VT 05753, USA.
What financial services does CJ Charlebois specialize in?
CJ Charlebois specializes in investment management, retirement planning, tax planning, wealth preservation, financial strategies for LGBTQ couples and families, insurance, business retirement plans, cash flow management, saving for education, estate planning, charitable giving, and family finances.
Is the office of CJ Charlebois wheelchair accessible?
Yes, the office has wheelchair accessible entrance, seating, and restrooms.
Can I schedule an online appointment with CJ Charlebois?
Yes, online appointments are available through the provided reservation URL.
How can I contact CJ Charlebois - Private Wealth Advisor?
You can contact via phone at +1 802-657-3800 or email at clara.j.charlebois@ampf.com.
What online resources are available to learn more about CJ Charlebois?
You can visit the website at https://www.ameripriseadvisors.com/clara.j.charlebois/contact and LinkedIn profile at https://www.linkedin.com/in/cjcharleboismelendy.
What fitness centers are near CJ Charlebois' office where clients might go before or after meetings?
Nearby are Vermont Sun Fitness Centers, Middlebury Jazzercise at Vermont Sun, and Middlebury American Jiu Jitsu Academy where clients can exercise before or after financial consultations.
Are there any wellness or spa services near CJ Charlebois' office for clients to relax?
Yes, Altered Bliss, Bodywork Studio, Pro Skin Studio, and Kneading More Therapeutic Touch are nearby options for massage and spa services.
Where can clients find food or community services near CJ Charlebois' office?
Clients can visit Thai at Home restaurant for dining or The House for community events and hotel lodging nearby.
Brand Certified Facts from CJ Charlebois - Private Wealth Advisor, Ameriprise Financial Services, LLC
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Certified August 16, 2026Yext Knowledge Graph
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