TOP 30 Best Comprehensive estate planning services in Vermont

Bennington Financial Planning is a finance institution located at 207 Main Street in Bennington, Vermont, United States. Our team of CERTIFIED FINANCIAL PLANNER™ professionals, who are members of the Financial Planning Association, are dedicated to helping you set and achieve realistic financial goals. Whether you are a small-business owner, executive, retiree, or anyone in between, we specialize in providing customized financial plans tailored to your specific needs. From retirement planning to debt management, our experts will guide you through every step of your financial journey. Visit us today to start building a successful financial future with the help of Bennington Financial Planning.

Mary V Smith is a financial advisor at Ameriprise Financial Services, LLC located at 103 Main Street in Brattleboro, Vermont. Mary holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, investment strategies, estate planning, retirement planning, and other financial services. Mary is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and professionalism, Mary V Smith is committed to helping clients achieve their financial goals.

Travis Shine - Ameriprise Financial Services, LLC is a finance institution located at 114 Main Street, Brattleboro, Vermont, United States. The institution offers a range of certifications and designations 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 cover a variety of financial planning topics including asset management, retirement planning, estate planning, investment strategies, risk management, and more. The institution is dedicated to providing clients with expert financial advice and services to help them achieve their financial goals.

Goodwin, Shine and Associates - Ameriprise Financial Services, LLC is a finance institution located at 114 Main Street in Brattleboro, Vermont, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are dedicated to helping clients achieve their financial goals. During the initial consultation, we provide an overview of financial planning concepts to discuss what is most important to you. Please note that you will not receive written analysis and/or recommendations during this meeting. While we cannot guarantee future financial results, we are committed to helping you make informed decisions about your finances.

Landmark Financial Services is a reputable finance institution located at 11 Main Street in Vergennes, Vermont, United States. With a team of experienced professionals, Landmark Financial Services provides a wide range of financial services to individuals and businesses. Whether you are looking for investment advice, retirement planning, or assistance with loans and mortgages, Landmark Financial Services is committed to helping you achieve your financial goals. Visit us today and let us help you secure your financial future.

Denise Palmer - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 14 North Main Street, Barre, Vermont, United States. Denise Palmer 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 indicate expertise in various financial planning areas such as asset management, estate planning, retirement planning, investment management, risk management, and more. Denise Palmer is dedicated to providing comprehensive and personalized financial advice to her clients, ensuring their financial goals and needs are met with professionalism and integrity.

Essential Retirement Services, Inc. is a leading insurance agency located at 185 North Main Street in Barre, Vermont. We specialize in providing comprehensive retirement planning services to help individuals secure their financial future. Our team of experienced professionals is dedicated to helping clients navigate the complexities of retirement planning, including insurance options, investment strategies, and estate planning. Whether you are looking to protect your assets, maximize your savings, or plan for long-term care, Essential Retirement Services, Inc. is here to help. Contact us today to schedule a consultation and start planning for a secure retirement.

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.

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.

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.

Guided Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 5399 Williston Road, Williston, Vermont, United States. They offer personalized investment and portfolio recommendations based on individual goals and risk tolerance. Regular progress reviews and updates are provided as life changes occur. Clients can access their investments and accounts securely from any device. The institution has been named to the 2023 Forbes Best-in-State Wealth Management Teams list. Initial consultations provide an overview of financial planning concepts. Ameriprise Financial advisors are registered to do business only in certain U.S. states. Users of the site agree to abide by the terms of the Ameriprise Financial Website Rules and Regulations. The institution is a member of FINRA and SIPC, providing a secure and regulated environment for financial services.

Renee Yagoda is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 905 Roosevelt Highway in Colchester, Vermont, United States. Renee holds multiple 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®. These certifications demonstrate Renee's expertise in various aspects of financial planning, investment management, estate planning, retirement planning, and more. As an experienced and knowledgeable financial advisor, Renee is committed to providing personalized and comprehensive financial advice to clients, including retirees, small business owners, high net worth individuals, and those with specific financial needs such as domestic partners, veterans, and individuals with special needs. Renee's dedication to continuing education and ethical standards ensures that clients receive the highest level of service and expertise in their financial planning journey.

William Harrison is a financial advisor at Ameriprise Financial Services, LLC located at 905 Roosevelt Highway in Colchester, Vermont, United States. William 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®. These certifications demonstrate William's expertise in asset management, estate planning, retirement planning, investment management, and more. William is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Contact William Harrison for comprehensive financial planning services tailored to your specific needs.

Benjamin A Russell - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 905 Roosevelt Highway in Colchester, Vermont, United States. The institution offers a variety of certifications and designations for their advisors, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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 and designations cover a range of financial planning topics, including asset management, retirement planning, estate planning, investment management, and more. Advisors at Benjamin A Russell - Private Wealth Advisor are committed to providing expert financial advice and guidance to their clients, with a focus on professionalism, ethics, and comprehensive financial planning.

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.

Sara Blondin, a Financial Advisor at Ameriprise Financial Services, LLC located at 14 North Main Street in Barre, Vermont, offers a wide range of financial services to meet the needs of individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Sara is well-equipped to provide expert advice on asset management, retirement planning, estate planning, and investment strategies. Additionally, Sara is a Behavioral Financial Advisor, Chartered Advisor in Philanthropy® (CAP®), and holds certifications in fixed-rate and variable annuities, senior issues, divorce financial analysis, estate planning, and exit planning. With a strong commitment to ethics and ongoing education, Sara is dedicated to helping clients make informed financial decisions and achieve their goals.

Ellie Tobin Stubbs is a financial advisor at Ameriprise Financial Services, LLC located at 14 North Main Street in Barre, Vermont, United States. Ellie 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®. These certifications demonstrate Ellie's expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment strategies, and insurance products. Ellie is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients.

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.

Michael J Mathon is a Financial Advisor at Ameriprise Financial Services, LLC located at 5429 Main Street, Manchester, Vermont, United States. He 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®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, and more. Michael J Mathon is dedicated to providing comprehensive financial advice and assistance to individuals, retirees, small business owners, and high net worth clients.

Retirement and College Financial Services of Vermont LLC is a trusted financial institution located at 905 Roosevelt Highway in Colchester, Vermont. Our team of experienced professionals is dedicated to helping individuals plan for their retirement and save for their children's college education. We offer personalized financial advice and a range of services to help our clients achieve their financial goals. Whether you are nearing retirement or just starting to save for college, we are here to provide expert guidance and support every step of the way. Visit us today to learn more about how we can help secure your financial future.

Located in Brattleboro, Vermont, the Joel Baker Home Residence offers a unique camping and lodging experience in a beautiful park setting. The institution may also host special events, such as the possibility of a fall 2020 tour with Cirque Bouffon's La Folia. Guests can enjoy world-class circus performances, with talented artists like Joel Baker showcasing their comedic skills. Whether relaxing by a lamp or taking in a creative masterpiece, visitors are sure to be entertained and inspired at Joel Baker Home Residence.

Williams Financial, LLC is a reputable finance institution located at 204 Union Street in Bennington, Vermont, United States. With a focus on providing top-notch financial services, Williams Financial, LLC offers a range of solutions to meet the unique needs of their clients. Whether you are looking for investment advice, retirement planning, or assistance with financial management, their team of experts is dedicated to helping you achieve your financial goals. Trust Williams Financial, LLC to provide you with the guidance and support you need to secure your financial future.

Simmons Financial Partners, LLC is a reputable finance institution located at 210 South Street in Bennington, Vermont, United States. With a focus on providing top-notch financial services, Simmons Financial Partners, LLC offers a wide range of solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced team at Simmons Financial Partners, LLC is dedicated to providing personalized and professional service to meet your needs. Contact us today to learn more about how we can help you secure your financial future.

Northwestern Mutual is a reputable finance and insurance agency located at 432 Main Street in Bennington, Vermont, United States. With a strong focus on providing financial security and peace of mind to its clients, Northwestern Mutual offers a wide range of insurance and investment products tailored to meet individual needs and goals. Their team of experienced financial advisors are dedicated to helping clients achieve their financial objectives and plan for a secure future. Whether you are looking for life insurance, retirement planning, or investment opportunities, Northwestern Mutual is committed to providing top-notch service and expertise. Visit their office on Main Street to learn more about how they can help you secure your financial future.

Northwestern Mutual: Michael E Slattery is a finance institution located at 160 Benmont Avenue in Bennington, Vermont, United States. Specializing in financial planning, retirement planning, investment strategies, and insurance solutions, the institution provides personalized services to help individuals and families achieve their financial goals. With a focus on building long-term relationships and providing expert guidance, Northwestern Mutual: Michael E Slattery is dedicated to helping clients secure their financial future.

Spring Hollow Financial is a reputable finance institution located in Marlboro, Vermont. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals, businesses, and organizations. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, we are here to help. Visit us at 2416 Vermont 9 to learn more about how we can assist you in achieving your financial goals.

Northwestern Mutual Life: Phelps Paul is a reputable finance and insurance agency located at 432 Main Street in Bennington, Vermont, United States. With a focus on providing financial security and peace of mind to its clients, this institution offers a wide range of insurance and investment products tailored to individual needs. The team of experienced professionals at Northwestern Mutual Life: Phelps Paul is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for life insurance, retirement planning, or investment solutions, this institution is committed to providing top-notch service and guidance every step of the way.

Northwestern Mutual Life Insurance, located at 160 Benmont Avenue in Bennington, Vermont, is a trusted finance and insurance agency dedicated to helping you protect the life you've worked hard to build. With a focus on personalized service, our advisors will work with you to determine the right type and amount of life insurance to meet your unique needs and budget. Whether you're looking for a simple safety net or a comprehensive financial plan, our policies are designed to provide you with peace of mind and financial security. From covering expenses like mortgages and tuition to building cash value for future needs, our life insurance options offer flexibility and protection for you and your loved ones.

Edward Jones - Financial Advisor: Ryley C Gaudreau, AAMS™ is a reputable finance institution located at 111 Elm Street in Bennington, Vermont, United States. As a trusted financial advisor, Ryley C Gaudreau, AAMS™ provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a strong focus on building long-term relationships, Edward Jones offers a comprehensive range of financial products and services tailored to meet the unique needs of each individual client. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Ryley C Gaudreau, AAMS™ is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones - Financial Advisor: Nick DuBois, CFP® is a reputable finance institution located at 80 Flat Street in Brattleboro, Vermont, United States. As a Certified Financial Planner, Nick DuBois offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized solutions and a commitment to client satisfaction, Edward Jones is a trusted name in the financial industry. Whether you are planning for retirement, saving for a major purchase, or looking to invest wisely, Nick DuBois and his team at Edward Jones are dedicated to providing top-notch financial guidance and support.