TOP 30 Comprehensive audit services in Middlebury, Vermont

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Holden Financial Services, Inc is an insurance agency located at 94 Court Street in Middlebury, Vermont, United States. We offer a wide range of insurance products and services to meet the needs of our clients. Our team of experienced professionals is dedicated to providing personalized and comprehensive insurance solutions to protect what matters most to you. Whether you are looking for auto, home, life, or business insurance, we are here to help you find the right coverage at the right price. Contact us today to learn more about how Holden Financial Services, Inc can help you secure your financial future.

CJ Charlebois is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 812 Exchange Street in Middlebury, Vermont, United States. CJ Charlebois holds various certifications such as 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®. These certifications demonstrate CJ Charlebois's expertise in various areas of finance, including asset management, retirement planning, estate planning, investment analysis, and insurance products. With a commitment to ethical practices and ongoing education, CJ Charlebois provides comprehensive financial planning services to individuals and businesses, helping them achieve their financial goals.

The Richards Group, located at 94 Court Street in Middlebury, Vermont, is a full-service insurance and financial services firm dedicated to providing comprehensive risk management, employee benefits, and investment services tailored specifically for each client. With a focus on financial solutions, insurance solutions, and total rewards, we work closely with our clients to develop long-range plans to lower their total cost of risk. Our team prides itself on professionalism, experience, and proactive service to protect the things that matter most to you. As an independent agency, we represent our clients, not insurance carriers, and handle claims in-house with the authority to settle routine claims on the spot. Recognized as one of Vermont's Best Places to Work, The Richards Group offers comprehensive compensation services to help attract and retain top talent while ensuring fairness and transparency. We have also been honored with the 2023 Vermont Worksite Wellness Award for our efforts to support the health and wellbeing of Vermonters. Additionally, we have recently acquired W.H. Shaw Insurance Agency and Lawrence and Wheeler Insurance to expand our client services and resources while keeping decisions and service local.

Simmons Financial is a leading finance institution located at 287 Airport Road in Vermont, United States. We offer a wide range of financial services to individuals and businesses, including banking, loans, investments, and more. Our experienced team of professionals is dedicated to helping our clients achieve their financial goals and secure their future. With a commitment to excellence and customer satisfaction, Simmons Financial is the trusted choice for all your financial needs.

Marble Trail Financial is an investment advisory and accounting firm located in Middlebury, Vermont. We specialize in helping individuals, families, and businesses achieve their financial goals through personalized guidance and support. Our team is dedicated to providing comprehensive services to simplify your financial life, allowing you to focus on what matters most. With a foundation of integrity and exceptional people, we work with you to manage and grow your financial resources, including investments, personal budgets, taxes, and business finances. We believe in building trust with our clients by listening to their unique goals and developing personalized strategies to help them achieve financial success with peace of mind and confidence. Contact us at (802) 388-6300 to learn more about how we can help you make the most of your money and reach your financial goals.

Good Steward Tax & Finance is a reputable accounting and finance institution located at 1590 U.S. 7 in Middlebury, Vermont, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. From tax preparation and planning to financial consulting and bookkeeping, we are committed to helping our clients achieve their financial goals and make informed decisions. Trust Good Steward Tax & Finance to be your partner in financial success.