Comprehensive audit services in Burlington, Vermont
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Shepherd Financial Services
Shepherd Financial Services is a reputable finance institution located at 45 Swift Street in South Burlington, Vermont, United States. With a team of experienced financial advisors, Shepherd Financial Services offers a wide range of financial services including investment planning, retirement planning, tax planning, and wealth management. Whether you are looking to grow your wealth or secure your financial future, Shepherd Financial Services is dedicated to providing personalized and comprehensive financial solutions tailored to meet your specific needs. Trust Shepherd Financial Services to guide you towards a brighter financial future.
Marketplace Payroll Services
Marketplace 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.
Josephine Miller - Financial Advisor, Ameriprise Financial Services, LLC
Josephine Miller is a Financial Advisor at Ameriprise Financial Services, LLC located at 77 College Street in Burlington, Vermont, United States. Josephine holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Josephine is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With expertise in asset management, estate planning, retirement planning, investment strategies, and risk management, Josephine is committed to helping clients achieve their financial goals. Whether you are looking to plan for the future, navigate a divorce, or prepare for retirement, Josephine Miller is here to provide expert guidance and support.
Mansfield Wealth Management - UBS Financial Services Inc.
Mansfield Wealth Management - UBS Financial Services Inc. is a trusted finance institution located at 38 Eastwood Drive in South Burlington, Vermont, United States. With a focus on providing comprehensive wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial futures. Whether you are looking to invest, plan for retirement, or protect your assets, Mansfield Wealth Management - UBS Financial Services Inc. is committed to providing personalized solutions tailored to your unique needs. Contact us today to learn more about how we can help you build and preserve your wealth.
Michael J Mathon - Financial Advisor, Ameriprise Financial Services, LLC
Michael J Mathon - Financial Advisor, Ameriprise Financial Services, LLC, located at 77 College Street in Burlington, Vermont, offers a wide range of financial services to individuals seeking expert advice on asset management, retirement planning, estate planning, and investment opportunities. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Michael J Mathon is dedicated to providing comprehensive and personalized financial solutions to meet the unique needs of each client. Specializing in domestic partnership planning, estate planning, portfolio management, and behavioral financial advising, Michael J Mathon is committed to helping clients make informed decisions and achieve their financial goals. Whether you are a retiree, small business owner, high net worth individual, or someone planning for retirement, Michael J Mathon has the expertise and knowledge to guide you towards financial success. Contact Michael J Mathon - Financial Advisor, Ameriprise Financial Services, LLC today to schedule a consultation and take the first step towards a secure financial future.
John Polanshek, Jr. - UBS Financial Services Inc.
John Polanshek, Jr. - UBS Financial Services Inc. is a reputable finance institution located at 38 Eastwood Drive in South Burlington, Vermont, United States. Specializing in providing comprehensive financial services, the institution offers personalized investment strategies and wealth management solutions to clients. With a team of experienced professionals, John Polanshek, Jr. - UBS Financial Services Inc. is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, this institution is committed to providing expert guidance and support.
Timothy W. O'Brien and Stefanie C. Gretkowski - UBS Financial Services Inc.
Timothy W. O'Brien and Stefanie C. Gretkowski - UBS Financial Services Inc. is a finance institution located at 38 Eastwood Drive in South Burlington, Vermont, United States. With a focus on providing comprehensive financial services, their team of experts offers personalized investment strategies and wealth management solutions to help clients achieve their financial goals. Whether you are planning for retirement, saving for education, or looking to grow your assets, Timothy W. O'Brien and Stefanie C. Gretkowski - UBS Financial Services Inc. is dedicated to guiding you towards financial success.
Champlain Tax Services
Champlain Tax Services is a reputable accounting and finance institution located at 20 Kimball Avenue in South Burlington, Vermont, United States. With a team of experienced professionals, we provide comprehensive tax services to individuals and businesses, ensuring accuracy and maximizing returns. Our services include tax preparation, planning, and consulting to help clients navigate the complexities of the tax system. Trust Champlain Tax Services for all your financial needs and let us help you achieve your financial goals.
Quantum Leap Capital
Quantum Leap Capital is a premier finance and insurance agency located at 3 Baldwin Avenue in South Burlington, Vermont, United States. With a team of experienced professionals, we specialize in providing innovative financial solutions and comprehensive insurance options to help our clients achieve their goals and secure their futures. Whether you are looking to invest for the future or protect your assets, Quantum Leap Capital is dedicated to helping you take the leap towards financial success.
Hadley Financial Group
Hadley 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.
Sequoia Financial Group
Sequoia 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.
Nicholas Roop - Financial Planner - CFG
Nicholas 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.
Resonance
Resonance is a leading institution located at 1 Mill Street in Burlington, Vermont, United States. Our integrative, multi-phase approach drives business results and lasting positive social and environmental impact. We work with changemakers in both the public and private sectors to tackle pressing sustainability challenges, strengthen supply chains, and create market opportunities. Our focus is on understanding threats and implementing actions that drive climate adaptation and deliver sustainable business results. What sets us apart from other firms is our global development and private sector work, as well as our impact in the field. We offer on-demand webinars, blogs, Q&As, articles, and impact stories to connect and inspire changemakers striving to advance the global good.
Thrive Educational Advising Group
Thrive Educational Advising Group is a premier educational institution located at 231 South Union Street in Burlington, Vermont, United States. Our dedicated team of experienced advisors provides personalized guidance and support to help students achieve their academic and career goals. Whether you are a high school student preparing for college, a college student seeking internship opportunities, or a professional looking to further your education, Thrive Educational Advising Group is here to help you succeed. Our comprehensive services include academic planning, college application assistance, career counseling, and more. Visit us today and start thriving in your educational journey!
Cain Associates Financial Group
Cain Associates Financial Group is a reputable finance institution located at 7 Kilburn Street in Burlington, Vermont, United States. Our team of experienced financial advisors offers a wide range of services including investment management, retirement planning, and wealth management. We are dedicated to providing personalized solutions to help our clients achieve their financial goals. Contact us today to schedule a consultation and see how we can help you secure your financial future.
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.
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.
Lake View Accounting Inc
Lake View Accounting Inc is a reputable accounting and finance institution located at 20 Kimball Avenue in South Burlington, Vermont. Our team of experienced professionals offers a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, our dedicated staff is here to assist you every step of the way. Trust Lake View Accounting Inc for all your accounting needs.
Theatre Department
The Theatre Department at Burlington, Vermont, United States is a vibrant and dynamic institution dedicated to providing students with a comprehensive education in all aspects of theatre arts. From acting and directing to stage design and technical production, our faculty of experienced professionals guide students through a rigorous curriculum that combines theoretical study with hands-on experience. The department's state-of-the-art facilities, including a black box theater and costume shop, provide students with the resources they need to bring their creative visions to life. Whether you are interested in pursuing a career in theatre or simply want to explore your passion for the arts, the Theatre Department at Burlington, Vermont is the perfect place to cultivate your talent and ignite your creativity.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 60 Lake Street in Burlington, Vermont, offers a comprehensive range of financial services for individuals, families, business owners, executives, and institutions. With a team of experienced financial advisors, the institution provides personalized wealth management advice and guidance, including retirement income planning, concentrated stock positions, traditional investments, and estate planning services. The advisors at Merrill Lynch Wealth Management are dedicated to understanding each client's unique financial situation and working collaboratively to create tailored financial strategies that align with their long-term objectives. Additionally, the institution is committed to giving back to the community through volunteerism and charitable outreach activities.
PayData an Asure Company
PayData, an Asure Company, located at 95 Pine Street in Burlington, Vermont, is a leading institution in the field of accounting and finance. Our integrated payroll, timekeeping, and HR solutions are designed to streamline processes and make managing your workforce easier. Our team of trained professionals in Vermont is dedicated to taking the stress out of pay day and helping your business thrive with scalable workforce management solutions. We prioritize building strong relationships with our clients and strive to deliver personalized solutions that meet their unique needs. Trust PayData to help your business succeed with our comprehensive workforce solutions.
Anderson & Buran PC
Anderson & 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.
Peregrine Wealth Management of Raymond James
Peregrine 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.
Hammond Iles Wealth Advisors
Hammond 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.
Ameriprise Financial
Ameriprise 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.
Hanson and Doremus Investment Management
Hanson 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.
Merrill Lynch Financial Advisor Robert M. Mangiacotti
Merrill 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.
Merrill Lynch Financial Advisor Joshua Jarvis
Merrill Lynch Financial Advisor Joshua Jarvis is a trusted and knowledgeable institution located at 60 Lake Street in Burlington, Vermont, United States. With over a decade of experience in the financial services industry, Joshua Jarvis is dedicated to building long-term relationships with his clients to help them achieve their financial goals. Using industry-leading research and products from Merrill Lynch Wealth Management, Joshua offers wealth planning, investment management, and estate/trust planning strategies to his clients. Merrill Lynch Wealth Management is a reputable institution, recognized by Institutional Investor magazine as one of the Top Global Research Firms in 2021. BofA Global Research, a subsidiary of Bank of America Corporation, provides valuable insights and resources to help clients make informed investment decisions. Merrill Personal Wealth Analysis™ is a personalized planning tool that focuses on individual goals and priorities, ensuring a tailored approach to financial success.
Client Centered Financial
Client Centered Financial is a premier financial institution located in South Burlington, Vermont. Our dedicated team of finance professionals is committed to putting our clients first, offering personalized services tailored to meet their individual needs and goals. Whether you are looking for assistance with investments, retirement planning, or estate planning, our team is here to provide expert guidance and support every step of the way. Visit us at 100 Dorset Street to experience the difference of working with a client-centered financial institution.
Hickok & Boardman HR Intelligence & Corporate Retirement Plans
Hickok & Boardman HR Intelligence & Corporate Retirement Plans is a reputable finance and insurance agency located at 346 Shelburne Road in Burlington, Vermont, United States. Specializing in providing comprehensive solutions for corporate retirement plans, the institution offers expert guidance and tailored strategies to help businesses effectively manage their employee benefits and retirement savings. With a focus on HR intelligence, Hickok & Boardman is dedicated to helping companies navigate the complex world of retirement planning with confidence and peace of mind.
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