Auditing services in Burlington, VT
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Taxpayer Advocate Service Office
● ClosedThe Taxpayer Advocate Service Office is a government institution located at 128 Lakeside Avenue in Burlington, Vermont, United States. This office specializes in providing assistance and guidance to taxpayers who are experiencing financial difficulties or disputes with the IRS. Their team of experts in accounting and finance are dedicated to helping individuals navigate the complex world of taxes and ensure that their rights as taxpayers are protected. Whether you need help resolving a tax issue or simply have questions about your tax obligations, the Taxpayer Advocate Service Office is here to help.
128 Lakeside Ave UNIT 204, Burlington, VT 05401, United States -
Count On It Business Services Inc.
● OpenCount On It Business Services Inc. is a trusted accounting and finance institution located at 6 Lime Rock Road in South Burlington, Vermont, United States. With a team of experienced professionals, we provide a wide range of services to help businesses manage their financial needs effectively. From bookkeeping and payroll to tax preparation and financial planning, you can count on us to deliver accurate and reliable solutions tailored to your specific needs. Trust Count On It Business Services Inc. to handle all your accounting and finance needs with precision and expertise.
6 Lime Rock Rd, South Burlington, VT 05403, United States -
Marketplace Payroll Services
● OpenMarketplace Payroll Services is a trusted accounting and finance institution located at 270-A College Street in Burlington, Vermont, United States. We specialize in providing comprehensive payroll services to businesses of all sizes, ensuring accurate and efficient management of employee wages and taxes. Our team of experienced professionals is dedicated to helping our clients streamline their payroll processes and stay compliant with regulations. With a commitment to exceptional customer service and attention to detail, Marketplace Payroll Services is the go-to choice for businesses seeking reliable payroll solutions.
270- A College St, Burlington, VT 05401, United States -
Reconciled
● ClosedReconciled is a leading accounting and finance institution located at 1 Lawson Lane in Burlington, Vermont, United States. Our team of experienced professionals provides top-notch financial services to individuals and businesses, helping them manage their finances efficiently and effectively. With a strong focus on accuracy and attention to detail, we are dedicated to helping our clients achieve their financial goals and ensure their financial success. Trust Reconciled for all your accounting and finance needs.
1 Lawson Ln Suite 200D, Burlington, VT 05401, United States -
Grippin Donlan & Pinkham
● ClosedGrippin Donlan & Pinkham is a reputable accounting and finance institution located at 3 Baldwin Avenue in South Burlington, Vermont, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation and auditing to financial planning and consulting, Grippin Donlan & Pinkham is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.
3 Baldwin Ave, South Burlington, VT 05403, United States -
Anderson & Buran PC
● ClosedAnderson & Buran PC is a law firm located at 106 Main Street in Burlington, Vermont, United States. Specializing in tax resolution, tax law, estate planning, estate/trust administration, and business law, the firm offers services such as resolving IRS and state tax problems, creating installment agreements, tax planning and return preparation, representation at tax audits, drafting last wills and trusts, handling probate court matters, and assisting with business formations. With additional meeting locations in Colchester, Vermont and Plattsburgh, New York, clients can schedule appointments for personalized legal assistance. For more information, contact Anderson & Buran PC at (802) 878-8588 or email David@BuranLawOffices.com.
106 Main St, Burlington, VT 05401, United States -
TD Wealth
● ClosedTD Wealth is a leading financial institution located at 111 Main Street in Burlington, Vermont, United States. As a trusted provider of financial services, TD Wealth offers a wide range of products and solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, TD Wealth is committed to delivering personalized advice and guidance to help clients navigate the complexities of the financial world. Whether you are looking to invest, save for the future, or plan for retirement, TD Wealth is here to help you every step of the way. Visit us today to learn more about how we can help you secure your financial future.
111 Main St, Burlington, VT 05401, United States -
American Tax
● OpenAmerican Tax is a reputable accounting and finance institution located at 1855 Williston Road in South Burlington, Vermont, United States. With a team of experienced professionals, American Tax offers a wide range of services including tax preparation, financial consulting, and accounting solutions for individuals and businesses. Their dedication to providing top-notch service and personalized attention sets them apart in the industry. Whether you need help with tax planning or financial analysis, American Tax is committed to helping you achieve your financial goals.
1855 Williston Rd #5, South Burlington, VT 05403, United States -
Performa Asset Management
● OpenPerforma Asset Management is a finance institution located at 60 Lake Street in Burlington, Vermont, United States. We specialize in providing customized investment solutions for captives of all sizes. From cash to investment grade bonds, high yield, and equities, we offer a variety of investment strategies tailored to meet our clients' needs. Our partnership-based approach and proactive communication with our clients and their service providers are the hallmarks of our client service efforts. At Performa Asset Management, we are dedicated to helping our clients achieve their financial goals through personalized and strategic investment solutions.
60 Lake St #1d, Burlington, VT 05401, United States -
Catamount Financial Advisors of Raymond James
● OpenCatamount Financial Advisors of Raymond James is a reputable finance institution located at 40 Main Street in Burlington, Vermont, United States. With a team of experienced financial advisors, they offer personalized financial planning services to help clients reach their financial goals. Whether you are looking to invest, save for retirement, or plan for your children's education, Catamount Financial Advisors can provide expert guidance and support. Trustworthy and reliable, they are dedicated to helping clients secure their financial future.
40 Main St Ste 400, Burlington, VT 05401, United States -
CK Financial Resources
● OpenCK Financial Resources is a reputable finance institution located at 50 Lakeside Avenue in Burlington, Vermont, United States. With a strong focus on providing top-notch financial services, CK Financial Resources offers a wide range of solutions to help individuals and businesses achieve their financial goals. From investment management to retirement planning, CK Financial Resources is dedicated to helping clients navigate the complexities of the financial world with expertise and professionalism. With a commitment to excellence and personalized service, CK Financial Resources is a trusted partner in financial success.
50 Lakeside Ave, Burlington, VT 05401, United States -
Charles Schwab
● ClosedCharles Schwab is a renowned financial institution located at 100 Bank Street in Burlington, Vermont, United States. Specializing in finance, they offer a wide range of services including investment advice, brokerage services, and retirement planning. With a strong reputation for providing top-notch financial solutions, Charles Schwab is dedicated to helping individuals and businesses achieve their financial goals. Visit their office in Burlington today to learn more about their services and how they can help you secure your financial future.
100 Bank St Suite 540, Burlington, VT 05401, United States -
Hadley Financial Group
● OpenHadley Financial Group, located at 56 West Twin Oaks Terrace in South Burlington, Vermont, is a finance institution dedicated to providing affordable voluntary benefits programs for businesses. They specialize in helping individuals secure life insurance to leave a legacy of love and financial security. The team at Hadley Financial Group offers custom financial guidance to help clients enjoy today and have peace for tomorrow. Their personalized approach ensures that each client receives tailored recommendations to suit their individual needs and objectives. The team, consisting of Scott Hadley, Cody Greene, Steve Somers, and Mary Capparuccini, are licensed to sell insurance through New York Life Insurance Company and may offer services through various other independent insurance companies in multiple states.
56 W Twin Oaks Terrace #1, South Burlington, VT 05403, United States -
Poulos Advisors, Inc
● OpenPoulos Advisors, Inc. is a reputable finance institution located at 1233 Shelburne Road in South Burlington, Vermont, United States. With a team of experienced financial advisors, Poulos Advisors, Inc. offers a wide range of financial services including investment management, retirement planning, and wealth management. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how we can assist you in reaching your financial goals.
1233 Shelburne Rd Unit C-4, South Burlington, VT 05403, United States -
Sequoia Financial Group
● OpenSequoia Financial Group is a leading financial institution located at 126 College Street in Burlington, Vermont, United States. Specializing in finance, Sequoia Financial Group offers a wide range of services including investment management, wealth planning, retirement planning, and more. With a team of experienced professionals, Sequoia Financial Group is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Sequoia Financial Group is committed to providing personalized and comprehensive financial solutions to meet your needs.
126 College St # 350, Burlington, VT 05401, United States -
Peregrine Wealth Management of Raymond James
● OpenPeregrine Wealth Management of Raymond James is a leading financial institution located at 40 Main Street in Burlington, Vermont, United States. Specializing in wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. With a focus on building long-term relationships based on trust and integrity, we strive to provide our clients with the guidance and support needed to navigate the complexities of the financial world. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Peregrine Wealth Management is committed to helping you secure a brighter financial future.
40 Main St Ste 400, Burlington, VT 05401, United States -
Pinnacle Wealth
● OpenPinnacle Wealth is a leading financial institution located at 20 Kimball Avenue in South Burlington, Vermont, United States. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their future. We offer a wide range of financial services including wealth management, investment planning, retirement planning, and more. At Pinnacle Wealth, we prioritize personalized service and tailor our strategies to meet the unique needs of each client. Trust us to guide you towards financial success and prosperity.
20 Kimball Ave #202, South Burlington, VT 05403, United States -
WestView Investment Advisors
● ClosedWestView Investment Advisors is a renowned finance institution located at 118 Pine Street in Burlington, Vermont, United States. With a team of experienced professionals, WestView offers personalized investment advice and financial planning services to help clients achieve their financial goals. Whether you are looking to grow your wealth, save for retirement, or plan for your children's education, WestView Investment Advisors is dedicated to providing expert guidance and support every step of the way. Trust in WestView to help you navigate the complex world of finance and secure your financial future.
118 Pine St, Burlington, VT 05401, United States -
Northeast Planning
● OpenNortheast Planning Associates, located at 467 Sanderson Road in Burlington, Vermont, is a finance institution with over 75 financial advisors in 45 offices throughout New England. They offer a wide range of financial planning services, investment advice, insurance strategies, and brokerage services. Committed to acting in the best interests of their clients, they collaborate with integrated service partners such as CPAs, attorneys, and financial institutions. As an independent Registered Investment Advisory firm, they provide personalized advice tailored to each client's needs and objectives. Their experienced advisors prioritize quality service and strive to build long-lasting relationships with their clients. If you are interested in partnering with Northeast Planning Associates, you can contact them at 877-471-0900 or info@northeastplanning.com. Advisory services may be offered through NPA or LPL Financial, and securities are offered through LPL Financial. Please note that their services are only available to residents of certain states.
467 Sanderson Rd, Milton, VT 05468, United States -
Hammond Iles Wealth Advisors
● ClosedHammond Iles Wealth Advisors is a leading finance institution located at 128 Lakeside Avenue 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. From retirement planning to investment strategies, Hammond Iles Wealth Advisors offers comprehensive financial solutions tailored to each client's unique needs. Trustworthy, knowledgeable, and dedicated, they are committed to helping individuals and families secure their financial future. Contact them today to start planning for a brighter tomorrow.
128 Lakeside Ave #103, Burlington, VT 05401, United States -
Castle Advisors
● ClosedCastle Advisors is a leading financial institution located at 239 South Union Street in Burlington, Vermont, United States. Specializing in finance, our team of expert advisors provides personalized financial planning and investment solutions to individuals and businesses. With a focus on building long-term relationships and helping clients achieve their financial goals, Castle Advisors is dedicated to providing top-notch financial services and guidance. Contact us today to learn more about how we can help you secure your financial future.
239 S Union St # 1, Burlington, VT 05401, United States -
Koios Associates LLC
● OpenKoios Associates LLC is a reputable consulting firm located at 42 Moss Glen Lane in South Burlington, Vermont. Specializing in providing strategic solutions to businesses, Koios Associates LLC offers a wide range of services including business development, market research, and financial analysis. With a team of experienced consultants, the firm is dedicated to helping clients achieve their goals and maximize their potential. Whether you are a small start-up or a large corporation, Koios Associates LLC is committed to providing personalized and effective solutions to meet your needs.
42 Moss Glen Ln, South Burlington, VT 05403, United States -
Merrill Lynch Financial Advisor TIMOTHY S CANDON
● ClosedMerrill Lynch Financial Advisor TIMOTHY S CANDON is a reputable institution located at 60 Lake Street in Burlington, Vermont, United States. Timothy Candon, a Financial Advisor with over 23 years of industry experience, leads the team. He is a CERTIFIED FINANCIAL PLANNER™ and is dedicated to acting in the best interest of his clients, providing sound investment advice and financial planning services. Timothy utilizes Merrill's vast resources to create customized wealth management solutions for his clients, utilizing the investment insights of Merrill and the banking convenience of Bank of America. His commitment to delivering excellent service and helping clients achieve their goals sets him apart. Timothy Candon and his team understand that life and financial goals change over time, which is why they offer personalized financial planning services that evolve with you. By getting to know you personally and understanding what matters most to you, they can create a financial approach that reflects your unique needs and priorities. With access to the investment insights of Merrill and banking solutions from Bank of America, Timothy works with clients to develop strategies designed to grow, preserve, and distribute wealth.
60 Lake St, Burlington, VT 05401, United States -
Pochop Financial Management
● OpenPochop Financial Management is a reputable finance institution located at 1233 Shelburne Road in South Burlington, Vermont, United States. With a focus on providing expert financial guidance and services, Pochop Financial Management helps individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, the experienced team at Pochop Financial Management is dedicated to helping you secure a stable financial future. Visit us today to learn more about how we can assist you in navigating the complex world of finance.
1233 Shelburne Rd, South Burlington, VT 05403, United States -
Ameriprise Financial
● ClosedAmeriprise Financial, located at 2 Church Street in Burlington, Vermont, offers personalized financial advice to help clients reach their financial goals. As the overall winner in the wealth manager category in 2023 according to the Kiplinger Readers' Choice Awards, Ameriprise stands out from other financial firms with their comprehensive approach that instills confidence in their clients. With an initial complimentary consultation, clients can see how Ameriprise advisors can help them work towards their dreams and goals. The institution prioritizes online security and provides multiple safeguards to protect personal information. Clients can request an appointment online to speak with an advisor who will tailor financial advice based on individual goals. Background and qualification information is available on FINRA's BrokerCheck website. With a focus on personalized advice and goal-based planning, Ameriprise Financial strives to help clients achieve financial success.
2 Church St, Burlington, VT 05401, United States -
Commonwealth Financial Group
● OpenCommonwealth Financial Group is a leading financial institution located at 65 Main Street in Burlington, Vermont, United States. Specializing in finance, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. From retirement planning to investment management, we offer a wide range of services tailored to meet our clients' needs. With a commitment to integrity and excellence, Commonwealth Financial Group is the trusted partner you can rely on for all your financial needs. Contact us today to learn more about how we can help you secure your financial future.
65 Main St Suite 201, Burlington, VT 05401, United States -
Hanson and Doremus Investment Management
● ClosedHanson and Doremus Investment Management is a renowned finance institution located at 431 Pine Street in Burlington, Vermont, United States. With a strong reputation for providing expert investment advice and management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Hanson and Doremus Investment Management is committed to providing personalized solutions tailored to your unique needs. Visit us today to learn more about how we can help you reach your financial objectives.
431 Pine St, Burlington, VT 05401, United States -
Merrill Lynch Financial Advisor Robert M. Mangiacotti
● ClosedMerrill Lynch Financial Advisor Robert M. Mangiacotti is a seasoned financial advisor located at 60 Lake Street, Burlington, Vermont, United States. With over 30 years of experience, Bob offers clients a personalized and disciplined investment process that focuses on managing risk to help create, build, and preserve wealth. As a CERTIFIED FINANCIAL PLANNER™, Bob works with affluent families and small-to-midsize businesses to develop customized wealth management strategies that align with each client's goals and risk tolerance. He is also a qualified Portfolio Manager, offering personalized investment strategies tailored to individual client needs. Bob Mangiacotti and his team at Merrill Lynch Wealth Management provide clients with the intimacy and personal touch of a small boutique firm, while also leveraging the vast resources of a large financial institution. With a focus on building strong client relationships based on trust and personalized service, Bob ensures that every client's financial goals and priorities are met, even as they evolve over time.
60 Lake St, Burlington, VT 05401, United States -
Nicholas Roop - Financial Planner - CFG
● OpenNicholas Roop - Financial Planner - CFG is a reputable finance institution located at 65 Main Street in Burlington, Vermont, United States. Specializing in financial planning services, Nicholas Roop and his team provide personalized and comprehensive financial solutions to help individuals and businesses achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can expect expert advice and guidance tailored to their specific needs. Whether you are looking to plan for retirement, invest for the future, or protect your assets, Nicholas Roop - Financial Planner - CFG is dedicated to helping you secure a stable financial future.
65 Main St Suite 201, Burlington, VT 05401, United States -
Vermont Wealth & Retirement, LLC
● ClosedVermont Wealth & Retirement, LLC is a trusted financial institution located at 110 Kimball Avenue in South Burlington, Vermont, United States. Specializing in wealth management and retirement planning, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth or plan for a comfortable retirement, we offer personalized services and expert advice to guide you every step of the way. Visit us today to learn more about how we can help you secure your financial future.
110 Kimball Ave, South Burlington, VT 05403, United States
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