Our Services

Kanter Associates offers a range of trust and financial services. We assist our clients in establishing financial and estate plans that will help solve their tax, investment* and asset accumulation problems. By applying appropriate designs and selecting quality insurance and investment* products, we help protect our clients' well-being. In order to live up to our clients' expectations, we are committed to putting their needs and interests first. Whether it be a retirement plan, an estate plan or a business succession plan, we are here to build and maintain long term relationships based upon our integrity, performance and responsiveness and service. Establishing a relationship with Kanter Associates makes available to you an organization that keeps its focus on your interests. Drawing upon a network of professionals at our home office and broker/dealer*, we participate in dynamic business relationships that bring you innovative ideas, excellent service and a broad spectrum of financial products. Through the collaborative efforts of insurance underwriters, investment managers and pension administrators, we deliver an understanding of your financial needs in an ever-changing world and experienced implementation of strategies custom designed to your needs. *Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company, One National Life Drive, Montpelier, VT 05604  (802) 229-3900.  Kanter Associates is independent of Equity Services, Inc.