TOP 30 Customized financial solutions in Barre, Vermont

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Wells Fargo Advisors Financial Network in Barre, Vermont is dedicated to helping you achieve your financial goals with personalized advice and guidance. Located at 14 North Main Street, our team is backed by the resources and expertise of one of the nation's leading financial services companies. Whether you are saving for retirement, education, or any other long-term goal, we can help you develop a flexible investment strategy that aligns with your objectives. Stay informed with insights from the Wells Fargo Investment Institute on the economy, equities, fixed income, real assets, and alternative investments. Join us for special market volatility updates and listen to our podcast, Wells Fargo About Money, featuring expert advice on tough financial conversations.

Retirement Solutions is an insurance agency located at 162 North Main Street in Barre, Vermont, United States. Our dedicated team specializes in providing personalized retirement planning and insurance solutions to help our clients secure their financial future. With years of experience and a commitment to excellence, we strive to offer the best products and services to meet the individual needs of each of our customers. Whether you are looking for retirement planning advice, life insurance, or long-term care coverage, Retirement Solutions is here to help you navigate the complexities of insurance and achieve peace of mind for your golden years.

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.

M&T Bank is a trusted financial institution located at 292 North Main Street in Barre, Vermont, United States. As a leading bank in the area, M&T Bank offers a wide range of banking and financial services to meet the needs of individuals, businesses, and organizations. With a commitment to providing excellent customer service and innovative financial solutions, M&T Bank is dedicated to helping customers achieve their financial goals. Whether you need assistance with personal banking, loans, mortgages, or business services, M&T Bank is here to help you every step of the way. Visit us today to experience the difference M&T Bank can make in your financial future.

NorthCountry Federal Credit Union is a trusted financial institution located at 1 National Life Drive in Montpelier, Vermont, United States. As a full-service credit union, we offer a range of financial services including personal and business savings accounts, checking accounts, mortgage loans, auto loans, and more. Our branches are conveniently located throughout Vermont, including in Alburgh, Barre, Burlington, South Burlington, and Montpelier. 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. If you need assistance after 1pm, please call (800) 660-3258. We apologize for any inconvenience.

Haskin Roberta is a reputable accounting and finance institution located at 2235 Airport Road in Barre, Vermont, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Their dedication to providing top-notch services and personalized solutions has earned them a strong reputation in the community. Whether you are an individual looking for help with your taxes or a business in need of financial guidance, Haskin Roberta is the perfect partner to help you achieve your financial goals.

Blackwell Bookkeeping, LLC is a full-service bookkeeping firm located in Barre, Vermont. Our team of Quickbooks Online Certified Pro Advisors is dedicated to providing personalized services to a diverse client base, including sole proprietors, non-profits, and corporations across various industries. We offer comprehensive bookkeeping services to help streamline your financial processes and work closely with your Certified Public Accountant to ensure seamless tax filing. Our services include payroll processing, tax form filing, W2 creation, check and deposit recording, online payments, invoice creation, grant tracking, bill payments, benefits administration, and more. For non-profit clients, we specialize in developing systems for tracking grant expenditures and submitting reimbursement-based grant funding requests.