Certified by Colonial Financial Services • Mar 01, 2026
Reviews
5.0
14 reviews
5 stars
14
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1 star0
JJ
joeen
Mar 30, 2025
5.0
Steve at Colonial was a great help with my Medicare supplement he is very knowledgeable and reliable I could not have picked a better company than Colonial!
FH
Fran Lynggaard Hansen
Aug 11, 2024
5.0
I was referred to this agency and I wasn't disappointed. I learned a great deal, calls were returned promptly, communication was excellent and my needs were met in a timely manner with great consideration. Doesn't get any better than that! Highly recommend.
CW
Cindy Wright
Nov 30, 2022
5.0
Steve was very helpful with all the medicare questions I had to determine which plans were the best. We were able to do everything via the phone which made things very convenient. Steve took the time to explain everything thoroughly.
Steve is very knowledgeable and pleasant to work with. I highly recommend him!
AA
a742246
Jun 26, 2022
5.0
Highly recommend Steve for all your Medicare questions and needs. He is very knowledgeable and a pleasure to work with.
SL
sandy lepoidevin
Feb 19, 2020
5.0
Despite knowing a lot about all this Medicare stuff, when it got right down to it, and it was for me, I got extremely confused about it all. Steve sat with me and walked me thru the whole process making it seem effortless. He showed me more info on the Medigap plans than what the Medicare and you book goes into and was able to save me a bit more money. He went thru the PART D plans also and what I was thinking that I should sign up for was not what was the best plan for my situation. Thank you Steve for helping thru this confusing time of my life, getting me set up with my insurances for the future. I will be referring you to other folks as they near the magical retirement age!
Frequently Asked Questions About Colonial Financial Services
What types of insurance services does Colonial Financial Services offer?
Colonial Financial Services offers Medicare Insurance, Life Insurance including Final-Expense Life insurance, Annuities, and Retirement Planning services.
What are the business hours for Colonial Financial Services?
The business hours are Monday, Wednesday 8:00 AM to 4:00 PM; Tuesday, Thursday 8:00 AM to 8:00 PM; Friday 8:00 AM to 3:00 PM; Saturday 11:00 AM to 2:00 PM; and closed on Sundays.
Where is Colonial Financial Services located?
Colonial Financial Services is located at 164 Elbern Ave, Rutland, VT 05701, USA.
Do I need an appointment to visit Colonial Financial Services?
Yes, appointments are required to receive services at Colonial Financial Services.
Which language is primarily spoken at Colonial Financial Services?
English is the primary language spoken at Colonial Financial Services.
Does Colonial Financial Services provide onsite services?
How can I contact Colonial Financial Services for more information?
You can contact them by phone at +1 802-775-1500 or via email at steve@cfsvt.com. More information is available on their website at http://www.cfsvt.com.
What nearby places can I visit when I come for services at Colonial Financial Services?
Nearby you can visit Vital Bioenergetics for wellness services, Hathaway Family Sugarwoods for shopping and farm experiences, or enjoy a meal at Johnny Boy's Pancake House.
Are there convenient places to eat or grab coffee near Colonial Financial Services?
Yes, you can find dining options like Dunkin' Donuts, Mama T's Country Kitchen for BBQ and sandwiches, Little Caesars Pizza, and Ben & Jerry's for ice cream nearby.
What transportation or automotive services are available nearby to Colonial Financial Services?
Nearby you have automotive repair services like Midas, gas stations including Mobil and Shell, for convenient vehicle maintenance and fueling.
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