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Creating a Financial Plan for

Financial Freedom

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Pursuing Success by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Learn More

 

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Who We Are

Flood Financial Services Inc. is a locally-owned firm in South Burlington, Vermont. The professionals of Flood Financial Services, as Registered Representatives of LPL Financial, are serving clients in 31 states. In the state of Vermont, our team specializes as Advisory Representatives of LPL in financial planning, investments, insurance, and wealth accumulation strategies and management.

We can help you pursue your financial goals by working with you to develop an individualized investment plan that balances your personal values, risk tolerance, and investment objectives.

Our Services

See how we may serve you today

Asset Management

You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. Asset Management service is all about helping you manage YOUR financial assets using a prudent and conscientious approach.

Financial Planning

Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing. The sooner you understand the role of financial planning in meeting your short, medium and long-term financial aspirations, the better you’ll be able to control your financial destiny.

Protection Estate Planning Strategies

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

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Richard (Ric) W. Flood

CLU, ChFC, CRPC®

Partner | Principal

Originally from Yonkers, NY, Ric fell in love with Vermont when he started summering here in 1958.  He graduated from the University of...

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Bryan S. DesLauriers

Registered Representative with LPL Financial

After advising clients as a representative at Edward Jones and People’s Securities, Bryan joined the advisory team at Flood Financial...

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Megan E. Flood

CFP

Registered Representative with LPL Financial

Growing up in Flood Financial Services, Megan always planned on joining the family practice, but wanted to get some industry experience of her own...

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Rhonda Remillard

Office Manager

Rhonda grew up in New Milford, CT.  She has been a part of our team since 2000, when she joined the firm as a recent college graduate.  ...

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M. Teena Flood (Teena)

Business Manager

Teena received her BA from the University of Vermont in 1976, was trained as a Paralegal at The Institute for Paralegal Training in Philadelphia...

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Heather Smith

Business Administrator

After spending 12 years in the health insurance field, Heather joined our firm in January of 2017.  Heather grew up in Williston and...

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Contact Us

Contact info

  •   1233 Shelburne Road, Suite E-3, South Burlington, Vermont 05403
  •   802-658-1511
  •   info@floodfinancialservices.com

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No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.


CRPC conferred by College for Financial Planning

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.  

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:  AZ, CA, CO, CT, FL, GA, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TX, VA, VT & WA

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