TOP 30 Audit services in Burlington, VT
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Broadlake Financial Management
Broadlake Financial Management, located at 99 Swift Street in South Burlington, Vermont, is an independent advisory firm dedicated to providing personalized investment management services to individuals, corporations, and non-profits. Founded in 1989 and registered with the SEC, we offer a cost-effective approach with a focus on the unique needs of our clients. As a fee-only advisory firm, we prioritize the trust and financial goals of our clients above all else. Our team of experienced professionals does not receive commissions or other compensation from investments, ensuring unbiased and objective financial advice. We are committed to delivering tailored solutions, outstanding customer service, and minimizing costs to help you achieve your financial objectives.
Neil Kvasnak
Neil Kvasnak is a finance institution located at 180 Battery Street in Burlington, Vermont, United States. Our team is dedicated to providing thoughtful and personalized financial planning services to meet the dynamic needs of each client. We offer bespoke investment strategies aligned with your financial objectives, access to a wide range of traditional and alternative investments, and comprehensive solutions for holistic financial planning. Our services cater to individuals and institutions, offering fiduciary oversight, account management, and assistance with distributions and bill-pay services. We believe in empowering your decision-making with expert guidance and ensuring stability for today and your family's future. Through our curated Rockefeller Lifestyle Advisory partners, we provide exclusive experiences and concierge services to help you focus on what matters most to you. Led by your private advisor, our dedicated team can assist with managing day-to-day finances and creating a financial plan designed to grow with you on every step of your wealth journey. At Neil Kvasnak, we are committed to being stewards of our clients' and their family's future, delivering the highest standards of care and financial outcomes.
Joshua Parker
Joshua Parker is a finance institution located at 180 Battery Street in Burlington, Vermont, United States. Our team is dedicated to meeting the dynamic needs of each client, providing tailored solutions to unique challenges at every stage of wealth. We offer expert guidance to empower your decision-making, seamless financial management for your family's future, and a full suite of financial solutions through our extensive network. Our bespoke investment strategies are aligned with your financial objectives, giving you access to a sophisticated platform of traditional and alternative investments. As an extension of your team, we review your full financial picture and connect you to our broader resources to provide objective, holistic advice. Led by your private advisor, our dedicated team can assist with everything from day-to-day finances to creating a financial plan that grows with you.
Edward Jones - Financial Advisor: Mike Kiessling, CFP®|CRPS™
Edward Jones - Financial Advisor: Mike Kiessling, CFP®|CRPS™ is a reputable financial institution located at 2004 Williston Road in South Burlington, Vermont. As a Certified Financial Planner (CFP) and Chartered Retirement Plans Specialist (CRPS), Mike Kiessling offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial planning services to individuals and families in the South Burlington area. Visit their office today to start planning for a secure financial future.
Merrill Lynch Financial Advisor Matthew E Flotteron
Merrill Lynch Financial Advisor Matthew E Flotteron, located at 60 Lake Street in Burlington, Vermont, is a prestigious finance institution recognized for its exemplary client service. The institution's advisors have received accolades from financial industry publications and Bank of America Corporation, setting the standard for wealth management. With a focus on personalized financial planning centered on your goals, Merrill Personal Wealth Analysis™ helps build a customized plan tailored to your needs. By starting with a conversation to understand your priorities and aspirations, the financial advisors at Merrill Lynch Wealth Management create a comprehensive approach designed to help you achieve your goals. Through the Investment Personality Assessment and ongoing discussions, they ensure your financial plan evolves with your changing life and market conditions. With a commitment to educating clients about investing and providing personalized strategies, Merrill Lynch advisors offer a dedicated one-on-one relationship to address your financial complexities and help you pursue your goals. Whether you're planning for retirement, saving for a home, or passing wealth to future generations, Merrill Lynch Financial Advisor Matthew E Flotteron is here to guide you on your financial journey.
William Deemer - Wilmington Advisors @ M&T
William Deemer - Wilmington Advisors @ M&T is a finance institution located at 1001 Shelburne Road in South Burlington, Vermont, United States. With a focus on providing expert financial advice and services, the team at William Deemer - Wilmington Advisors @ M&T is dedicated to helping clients achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or assistance with estate planning, the experienced professionals at this institution are here to help. Trust in William Deemer - Wilmington Advisors @ M&T for all your financial needs.
Trust Co of Vermont
Trust Co of Vermont is a finance institution located at 286 College Street in Burlington, Vermont. Established in 1999 as Vermont's first independent trust company, we specialize in tailored investment management and trust administration services. Our team of employee-owners is dedicated to providing deep expertise with local knowledge to help clients achieve their financial goals. We prioritize transparency and offer a competitive, all-inclusive fee structure. As a state-chartered trust and investment management firm, we are committed to building long-term relationships with individuals and families. Contact us today to take the next step towards securing your financial future.
Joe Hameline - Raymond James
Joe Hameline - Raymond James is a reputable finance institution located at 40 Main Street in Burlington, Vermont, United States. With a strong focus on providing personalized financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, our experienced professionals are here to assist you every step of the way. Trust Joe Hameline - Raymond James to provide you with the guidance and support you need to secure your financial future.
Chet Dylan Schwartz - Wilmington Advisors @ M&T
Chet Dylan Schwartz - Wilmington Advisors @ M&T is a finance institution located at 77 Pine Street in Burlington, Vermont, United States. Specializing in financial advising and wealth management, the team at Chet Dylan Schwartz - Wilmington Advisors @ M&T provides expert guidance and personalized solutions to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, this institution is dedicated to helping individuals and businesses navigate the complexities of the financial world with confidence and peace of mind.
Merrill Lynch Financial Advisor Danielle D Gilbert-Richard
Merrill Lynch Financial Advisor Danielle D Gilbert-Richard is a finance institution located at 60 Lake Street, Burlington, Vermont, United States. The institution prides itself on using the global research and resources of Merrill Lynch Wealth Management while maintaining a Main Street demeanor. They serve a diverse range of clients, including educators, executives, and individuals with a passion for various creative endeavors. The team at Merrill Lynch Financial Advisor Danielle D Gilbert-Richard is upbeat, innovative, and hardworking, similar to their clients. They believe in developing a personalized financial approach that helps clients pursue their goals, whether it's planning for retirement, saving for a home, or funding a child's education. Through a thorough understanding of each client's aspirations and priorities, they work to create a plan that manages, grows, and preserves wealth for the long term.
Manchester Capital Management
Manchester Capital Management is a reputable finance institution located at 30 Main Street in Burlington, Vermont, United States. With a team of experienced financial advisors, they provide personalized wealth management services to help clients achieve their financial goals. Whether it's retirement planning, investment management, or estate planning, Manchester Capital Management offers tailored solutions to meet the unique needs of each individual client. Their commitment to excellence and integrity has earned them a strong reputation in the industry, making them a top choice for those seeking expert financial guidance.
Scott Carpenter
Scott Carpenter is a reputable finance institution located at 77 Pine Street in Burlington, Vermont, United States. With a strong emphasis on providing personalized financial solutions, Scott Carpenter offers a wide range of services to meet the diverse needs of its clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced team at Scott Carpenter is dedicated to helping you achieve your financial goals. Visit us today to discover how we can help you secure your financial future.
Merrill Lynch Financial Advisor Lawrence Kimball Barber
Merrill Lynch Financial Advisor Lawrence Kimball Barber is a finance institution located at 60 Lake Street in Burlington, Vermont, United States. They offer the investment insights of Merrill and access to the banking convenience and lending solutions of Bank of America. The institution helps clients explore financial possibilities in today's changing markets and leverages a global network of specialists to provide additional support. Every relationship begins with a conversation to identify and prioritize the goals that matter most to the client, whether it's transferring wealth, customizing financial approaches, or providing advice and guidance. The institution believes in achieving financial success by making investment decisions that align with the client's goals and priorities. They offer tools to help clients track changes in their life and goals, ensuring that their financial approach is always up-to-date. The institution also offers Socially Responsible Investing (SRI) and Environmental, Social, and Governance (ESG) solutions for clients interested in investing capital for positive social and environmental impact. The team at Merrill Lynch Wealth Management Advisors is dedicated to building strong client relationships based on trust and personalized service. They offer the Merrill Personal Wealth Analysis™ to build personalized plans centered on the client's goals. The institution believes in staying on track to achieve what's most important to the client, adjusting the financial approach as needed. Through personalized service and tailored investment strategies, Merrill Lynch Financial Advisor Lawrence Kimball Barber aims to help clients achieve their financial goals.
NorthCountry Federal Credit Union
NorthCountry Federal Credit Union is a trusted financial institution located at 39 Lower Mountain View Drive in Colchester, Vermont, United States. They offer a range of services including ATM access and various financial products. Please note that the North Avenue branch in Burlington and the National Life branch in Montpelier will be closed on 4/8/2024, with all other branches open until 1pm. For assistance after 1pm, please call (800) 660-3258. Join NorthCountry Federal Credit Union for their annual meeting on Thursday, 5/9/2024 at Delta Hotels by Marriott Burlington, featuring keynote speaker Susanne Biro, an executive coach and author. They also invite individuals in Central Vermont who are interested in a career in banking to apply for positions at their various branches.
Trust Co of Vermont
Trust Co of Vermont is a finance institution located at 23 Court Street in Rutland, Vermont, United States. Established in 1999 as Vermont's first independent trust company, we specialize in tailored investment management and trust administration services. Our team of employee-owners offers deep expertise with local knowledge, providing a unique approach to maintaining long-term relationships with our clients. We value transparency and offer a competitive, all-inclusive fee structure. Whether you are an individual or a family looking to secure your financial future, Trust Co of Vermont is ready to help. Contact us at any of our locations in Brattleboro, Manchester Center, or Burlington to take the next step towards your financial goals. Trust Co of Vermont - where independence, expertise, and employee ownership come together to serve you.
Sherry C. Dempsey CPA PLLC
Sherry C. Dempsey CPA PLLC is a trusted accounting and finance institution located at 1233 Shelburne Road in South Burlington, Vermont. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or bookkeeping, we are here to assist you every step of the way. Trust Sherry C. Dempsey CPA PLLC for all your accounting and finance needs.
H&R Block
H&R Block is a renowned accounting and finance institution located at 1795 Williston Road in South Burlington, Vermont, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and assistance to help you achieve your financial goals.
Liberty Tax
Liberty Tax is a financial institution located at 1197 Williston Road in South Burlington, Vermont. Specializing in tax preparation and financial services, Liberty Tax offers expert assistance to individuals and businesses alike. With a team of knowledgeable professionals, clients can trust in Liberty Tax to help navigate the complexities of tax laws and regulations. Whether you're looking for help with filing your taxes or need assistance with financial planning, Liberty Tax is dedicated to providing top-notch service and support.
Herrick Limited
Herrick Limited is a reputable accounting and finance institution located at 72 Main Street in Burlington, Vermont, United States. Despite the ongoing Covid-19 pandemic, we have implemented safety measures to ensure the well-being of our staff and clients, while still maintaining our workload goals. As CPAs, HerrickGlobal specializes in providing financial and estate planning services to individuals and trusts, as well as comprehensive business and tax planning for closely held commercial entities. Our expertise extends to international matters, particularly focusing on Canada/U.S. tax issues.
Jmm & Associates: Sheedy Karen
Jmm & Associates: Sheedy Karen is a reputable accounting and finance institution located in Burlington, Vermont, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Jmm & Associates: Sheedy Karen is dedicated to helping their clients achieve their financial goals. Visit them today to see how they can assist you with your accounting and finance needs.
Teucrium Trading
Teucrium Trading is a finance institution located at 3 Main Street in Burlington, Vermont, United States. Specializing in trading, Teucrium offers a wide range of financial services and products to help clients achieve their investment goals. With a team of experienced professionals, Teucrium Trading is committed to providing top-notch customer service and expertise in the ever-changing world of finance. Whether you are a seasoned investor or just starting out, Teucrium Trading can help you navigate the complexities of the financial markets and make informed decisions for your future.
Ian M Jeffers CPA PC
Ian M Jeffers CPA PC is a reputable accounting and finance institution located at 136 Killarney Drive in Burlington, Vermont, United States. With years of experience in the industry, our team of certified public accountants provides a wide range of services to help individuals and businesses with their financial needs. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our dedicated professionals are here to provide expert guidance and support. Trust Ian M Jeffers CPA PC for all your accounting and finance needs.
Tapia Wallace w CPA
Tapia Wallace w CPA is a reputable accounting and finance institution located at 131 Main Street in Burlington, Vermont, United States. With a team of skilled and experienced certified public accountants, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, Tapia Wallace w CPA is dedicated to providing personalized and professional services to meet your needs. Trustworthy and reliable, they strive to help their clients achieve their financial goals and success.
Carpenter Allan W CPA
Carpenter Allan W CPA is a reputable accounting and finance institution located at 15 Andrews Avenue in South Burlington, Vermont, United States. With a team of experienced certified public accountants, they provide a wide range of financial services including tax preparation, auditing, consulting, and more. Their commitment to excellent customer service and attention to detail sets them apart as a trusted partner for individuals and businesses seeking professional financial guidance. Contact Carpenter Allan W CPA today for all your accounting needs.
Moss Computer Consulting LLC: Moss Richard S
Moss Computer Consulting LLC, owned by Moss Richard S, is a reputable accounting and finance institution located at 82 South Union Street in Burlington, Vermont, United States. With a focus on providing expert financial advice and consulting services, Moss Computer Consulting LLC is dedicated to helping individuals and businesses navigate the complexities of accounting and finance. Their team of professionals is committed to delivering personalized solutions tailored to meet the unique needs of each client. Whether you are looking for assistance with tax planning, budgeting, or financial analysis, Moss Computer Consulting LLC is the go-to institution for all your accounting and finance needs.
Sargent Randall L CPA
Sargent Randall L CPA is a reputable accounting and finance institution located at 309 College Street in Burlington, Vermont, United States. With a team of experienced certified public accountants, we offer a wide range of financial services to individuals and businesses. Our services include tax preparation, financial planning, auditing, and consulting. Trust us to provide accurate and reliable financial solutions tailored to your specific needs.
Burnett William
Burnett William is a reputable accounting and finance institution located at 2002 Williston Road in South Burlington, Vermont, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. From tax preparation to financial planning, Burnett William is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for all financial needs.
Michael Ly
Michael Ly is a reputable accounting and finance institution located at 1 Lawson Lane in Burlington, Vermont, United States. With a team of experienced professionals, Michael Ly offers a wide range of financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment management, Michael Ly is dedicated to providing top-notch service and expertise. Trust in Michael Ly for all your accounting and finance needs.
Evergreen Tax Training
Evergreen Tax Training is a leading institution located in South Burlington, Vermont, specializing in finance education. Our experienced instructors provide comprehensive training in tax preparation and financial planning, equipping students with the knowledge and skills needed to excel in the competitive finance industry. With a focus on practical, hands-on learning, Evergreen Tax Training prepares individuals for successful careers in accounting, tax consulting, and other financial services. Join us at 45 Swift Street and take the first step towards a rewarding career in finance.
eFile4Less - Marketplace Payroll
eFile4Less - Marketplace Payroll is a leading accounting and finance institution located at 270A College Street in Burlington, Vermont, United States. We specialize in providing payroll services to businesses of all sizes, offering a convenient and efficient marketplace platform for managing employee wages and taxes. Our team of experienced professionals is dedicated to helping clients streamline their payroll processes and ensure compliance with all relevant regulations. Trust eFile4Less - Marketplace Payroll for all your payroll needs.
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