Education consultant in Vermont
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Edward Jones - Financial Advisor: Graham Fisk, CFP®
● ClosedEdward Jones - Financial Advisor: Graham Fisk, CFP® is a reputable financial institution located at 20 Susie Wilson Road in Essex Junction, Vermont. As a Certified Financial Planner, Graham Fisk provides personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones is committed to helping individuals and families navigate the complexities of financial planning. Whether you are planning for retirement, saving for education, or investing for the future, Graham Fisk and his team are dedicated to helping you secure your financial future.
20 Susie Wilson Rd Unit C, Essex Junction, VT 05452, 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 -
EKS Wealth Management of Raymond James
● OpenEKS Wealth Management of Raymond James is a premier financial institution located in the heart of Burlington, Vermont. Our team of experienced professionals is dedicated to providing personalized wealth management solutions to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to help. Visit us at 40 Main Street to learn more about how we can assist you in securing your financial future.
40 Main St Ste 400, 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 -
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 -
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 -
Silverlake Wealth Management LLC
● OpenSilverlake Wealth Management LLC is a premier finance institution located at 33 Blair Park Road in Williston, Vermont, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your child's education, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Trust Silverlake Wealth Management LLC to help you secure a prosperous financial future.
33 Blair Park Rd STE 100, Williston, VT 05495, 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 -
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 -
Bell Wealth Management
● ClosedBell Wealth Management is a premier finance institution located at 110 Kimball Avenue in South Burlington, Vermont. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your child's education, or looking to grow your investment portfolio, we are here to provide expert guidance and support. At Bell Wealth Management, we prioritize building long-term relationships with our clients based on trust, transparency, and integrity. Contact us today to learn how we can help you secure your financial future.
110 Kimball Ave # 240, South Burlington, VT 05403, United States -
Edward Jones - Financial Advisor
● ClosedEdward Jones - Financial Advisor is a trusted financial institution located at 89 Main Street in Montpelier, Vermont. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized investment strategies and comprehensive financial planning. Whether you are saving for retirement, planning for your children's education, or looking to build wealth for the future, our advisors are here to provide expert guidance and support every step of the way. Visit us at our office or contact us to schedule a consultation and start planning for a secure financial future today.
City Center, 89 Main St Suite 10, Montpelier, VT 05602, United States -
Professional Tax Services, LLC
● ClosedProfessional Tax Services, LLC is a trusted accounting and finance institution located at 1 Steele Street in Burlington, Vermont. With over 20 years of experience, our Enrolled Agent is licensed to practice before the IRS and offers expert tax preparation for a variety of clients including LLCs, rentals, sole props, partnerships, S Corps, families, trusts, couples, and singles. Our services include quick and efficient turnaround with secure electronic document exchange, full audit protection, expert tax planning and advice, and reasonable rates. Our goal is to educate and empower our clients to make sound financial decisions, minimize risks, and maximize returns with total tax efficiency. We also offer year-round tax planning, annual tax preparation and filing, fixed rate investments, retirement income planning, and holistic portfolio consultation. As a Quick Books Online Pro Advisor and Independent Insurance Producer, we are well-equipped to handle all your financial needs.
1 Steele St Ste 117, Burlington, VT 05401, United States -
SCORE Vermont
● OpenSCORE Vermont is an all-volunteer organization located at 87 State Street in Montpelier, Vermont, dedicated to providing free mentoring services to help individuals start or grow their businesses. With branches in Burlington, Montpelier, St. Albans, Middlebury, and Rutland, SCORE Vermont serves the entire state of Vermont. The organization closely monitors federal and state financial assistance programs for businesses affected by recent floods, keeping their list of resources updated regularly. As SCORE Vermont celebrates its volunteers, they encourage individuals to consider giving back by becoming a mentor. The organization believes that anyone can succeed in managing a small business, but acknowledges that some may face additional challenges. They offer personalized support through their SCORE for All program, which aims to provide inclusive resources and mentoring approaches tailored to diverse backgrounds and needs.
87 State St, Montpelier, VT 05602, United States -
GetCollegeResults.com
● ClosedGetCollegeResults.com is a premier educational institution located at 55 4th Street in Fair Haven, Vermont, United States. Our mission is to help students achieve their academic goals and reach their full potential. With a team of experienced educators and counselors, we provide personalized guidance and support to help students navigate the college application process and achieve successful outcomes. From test preparation to college selection, we offer comprehensive services to ensure that students have the tools and resources they need to succeed. Visit GetCollegeResults.com today to start your journey towards a brighter future.
55 4th St, Fair Haven, VT 05743, United States -
FarVision
● OpenFarVision is a leading institution located at 230 West Street in Rutland, Vermont, United States. We offer a wide range of educational programs and services designed to help students reach their full potential. Our dedicated faculty and staff are committed to providing a supportive and inclusive learning environment where students can thrive. Whether you are looking to further your education, improve your skills, or explore new career opportunities, FarVision is here to help you achieve your goals. Join us and see the difference that a quality education can make in your life.
230 West St, Rutland, VT 05701, United States -
Merrill Lynch Financial Advisor John Jacobi
● ClosedLocated at 39 Bonnet Street in Vermont, United States, Merrill Lynch Financial Advisor John Jacobi offers personalized financial services to help clients prioritize and pursue their goals. With a focus on connecting all aspects of clients' financial lives, John Jacobi, who holds a Bachelor's degree in Business Administration/Finance from the University of Vermont and a Masters in Finance from Boston College, has been in the financial services industry since 1993 and joined Merrill in 2018. As a Merrill advisor, John Jacobi provides insights, observations, and ideas to help clients navigate market volatility and address various financial needs. Supported by the global resources of Merrill and the banking convenience of Bank of America, John Jacobi and his team offer personalized service and strive to build strong client relationships based on trust.
39 Bonnet St, Manchester Center, VT 05255, United States -
Shepherd Financial Services
● OpenShepherd 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.
45 Swift St, South Burlington, VT 05403, United States -
Checkpoint Financial Advisors - Ameriprise Financial Services, LLC
● ClosedCheckpoint Financial Advisors - Ameriprise Financial Services, LLC, located at 77 College Street in Burlington, Vermont, is a finance institution that prioritizes your individual goals and personal risk tolerance. With a focus on retirement, education, major purchases, and more, our team provides investment recommendations tailored to your needs. We offer regular meetings to review your progress, update your approach as needed, and help you track your financial goals securely from any device. Visit us for a complimentary initial consultation to learn more about how we can assist you. Our Ameriprise financial advisors are registered in certain U.S. states and provide valuable insights on retirement planning through tools like Retirement InteractiveSM. Contact us today to start discussing your financial priorities and goals.
77 College St Ste 2E, Burlington, VT 05401, United States -
Edward Jones - Financial Advisor: Brady Prentice
● ClosedEdward Jones - Financial Advisor: Brady Prentice is a reputable financial institution located at 3762 Shelburne Road in Shelburne, Vermont. As a trusted financial advisor, Brady Prentice provides personalized financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing tailored investment strategies, Edward Jones ensures that each client receives the individual attention and guidance they need to secure their financial future. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Brady Prentice and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
3762 Shelburne Rd Suite 4, Shelburne, VT 05482, United States -
Renee Yagoda - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenRenee 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.
905 Roosevelt Hwy STE 220, Colchester, VT 05446, United States -
Marblestone Wealth - Ameriprise Financial Services, LLC
● ClosedMarblestone Wealth - Ameriprise Financial Services, LLC is a renowned finance institution located at 905 Roosevelt Highway, Colchester, Vermont, United States. Recognized as one of the Forbes Best-in-State Wealth Management Teams in 2024, we offer personalized financial planning tailored to each client's individual goals and risk tolerance. Our team provides investment advice, asset allocation, and portfolio recommendations to help you achieve your financial objectives, whether it's planning for retirement, education, or a major purchase. We prioritize regular meetings to review and adjust your financial strategy as life changes, ensuring you stay on track towards your goals. With secure online access, you can monitor your investments and progress anytime, anywhere. Schedule a complimentary initial consultation to learn more about how we can assist you in reaching your financial aspirations. Our advisors are registered in specific U.S. states, and we adhere to strict regulations to safeguard your privacy and security. Join us in building a solid foundation for your wealth and well-being.
905 Roosevelt Hwy # 220, Colchester, VT 05446, United States -
timothy j. brisson clu, chfc, cfs, lutcf financial planner
● OpenTimothy J. Brisson CLU, ChFC, CFS, LUTCF Financial Planner is a reputable financial planning institution located at 467 Sanderson Road in Vermont, United States. With a team of experienced professionals and a comprehensive range of services, they are dedicated to helping individuals and families achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or protect your assets, Timothy J. Brisson CLU, ChFC, CFS, LUTCF Financial Planner can provide personalized solutions to meet your needs. Contact them today to start planning for a secure financial future.
467 Sanderson Rd, Milton, VT 05468, United States -
Seth N Blanchard - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedSeth N Blanchard - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 905 Roosevelt Highway, Colchester, Vermont, United States. The institution offers a range of certifications and designations to ensure that their advisors are well-equipped to address the diverse financial needs of their clients. From the AAMS™ certification focusing on asset management to the APMA™ designation covering portfolio management, the advisors at Seth N Blanchard are well-versed in various aspects of financial planning. Additionally, the institution offers specialized certifications such as the Certified Divorce Financial Analyst and the Chartered Financial Consultant, demonstrating their commitment to providing comprehensive and tailored financial solutions to their clients. With a strong emphasis on ethics and continuing education, Seth N Blanchard - Private Wealth Advisor, Ameriprise Financial Services, LLC is dedicated to helping individuals and families achieve their financial goals.
905 Roosevelt Hwy # 220, Colchester, VT 05446, United States -
Edward Jones - Financial Advisor: Nathanael S Vincent
● ClosedEdward Jones - Financial Advisor: Nathanael S Vincent is a reputable finance institution located at 30 Congress Street in Saint Albans City, Vermont, United States. With a focus on providing personalized financial planning and investment services, Nathanael S Vincent is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or grow your wealth, Edward Jones - Financial Advisor: Nathanael S Vincent is here to provide expert guidance and support every step of the way. Visit us today to start building a strong financial future.
30 Congress St Suite 102, St Albans City, VT 05478, United States -
Edward Jones - Financial Advisor: Heidi L Brosseau
● ClosedEdward Jones - Financial Advisor: Heidi L Brosseau is a reputable financial institution located at 8 Essex Way in Essex Junction, Vermont. As a trusted advisor, Heidi L Brosseau provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships, Edward Jones offers a wide range of investment options and strategies tailored to each individual's needs. Whether you are planning for retirement, saving for education, or investing for the future, Heidi L Brosseau and Edward Jones are dedicated to helping you secure your financial future. Visit their office today to start planning for a brighter tomorrow.
8 Essex Way Suite 103 C, Essex Junction, VT 05452, United States -
Timothy W. O'Brien and Stefanie C. Gretkowski - UBS Financial Services Inc.
● OpenTimothy 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.
38 Eastwood Dr Suite 400, South Burlington, VT 05403, United States -
Edward Jones - Financial Advisor: Jennifer A Murphy, CFP®
● ClosedEdward Jones - Financial Advisor: Jennifer A Murphy, CFP® is a reputable finance institution located at 208 Cornerstone Drive in Williston, Vermont, United States. With Jennifer A Murphy, a Certified Financial Planner®, at the helm, clients can expect personalized financial advice and tailored investment strategies to help them achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or grow your wealth, Jennifer and her team at Edward Jones are dedicated to providing top-notch financial services and guidance.
208 Cornerstone Dr, Williston, VT 05495, United States -
Edward Jones - Financial Advisor: Amy J Eroh, CFP®
● ClosedEdward Jones - Financial Advisor: Amy J Eroh, CFP® is a trusted financial institution located at 89 Rye Circle in South Burlington, Vermont. With a focus on personalized financial planning and investment strategies, Amy J Eroh, a Certified Financial Planner®, is dedicated to helping her clients achieve their financial goals. Whether you are saving for retirement, planning for your children's education, or looking to grow your wealth, Amy and her team at Edward Jones are committed to providing expert guidance and support every step of the way. Visit their office today to start building a secure financial future for yourself and your loved ones.
89 Rye Cir Ste 2, South Burlington, VT 05403, United States -
Merrill Lynch Financial Advisor Matthew E Flotteron
● ClosedMerrill Lynch Financial Advisor Matthew E Flotteron, located at 60 Lake Street in Burlington, Vermont, is a prestigious finance institution recognized for its exemplary client service. The institution's advisors have received accolades from financial industry publications and Bank of America Corporation, setting the standard for wealth management. With a focus on personalized financial planning centered on your goals, Merrill Personal Wealth Analysis™ helps build a customized plan tailored to your needs. By starting with a conversation to understand your priorities and aspirations, the financial advisors at Merrill Lynch Wealth Management create a comprehensive approach designed to help you achieve your goals. Through the Investment Personality Assessment and ongoing discussions, they ensure your financial plan evolves with your changing life and market conditions. With a commitment to educating clients about investing and providing personalized strategies, Merrill Lynch advisors offer a dedicated one-on-one relationship to address your financial complexities and help you pursue your goals. Whether you're planning for retirement, saving for a home, or passing wealth to future generations, Merrill Lynch Financial Advisor Matthew E Flotteron is here to guide you on your financial journey.
60 Lake St, Burlington, VT 05401, United States -
Edward Jones - Financial Advisor: Jeff Barney
● ClosedEdward Jones - Financial Advisor: Jeff Barney is a reputable financial institution located at 30 Congress Street in Saint Albans City, Vermont, United States. As a dedicated finance advisor, Jeff Barney provides personalized financial planning services to help clients achieve their financial goals. With a strong focus on building long-term relationships and providing top-notch customer service, Edward Jones is committed to helping individuals and families make informed decisions about their finances. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Jeff Barney and the team at Edward Jones are here to help you every step of the way.
30 Congress St Suite 102, St Albans City, VT 05478, United States
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List of local businesses, places and services in Vermont
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