Estate planning and wealth transfer in Burlington, Vermont

Vermont Wealth & Retirement, LLC is a trusted financial institution located at 110 Kimball Avenue in South Burlington, Vermont, United States. Specializing in wealth management and retirement planning, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth or plan for a comfortable retirement, we offer personalized services and expert advice to guide you every step of the way. Visit us today to learn more about how we can help you secure your financial future.

One Day In July | Fiduciary Financial Advisors is a reputable financial institution located at 77 College Street in Burlington, Vermont, United States. As fiduciary financial advisors, we are committed to providing personalized and unbiased financial advice to our clients. Our team of experienced professionals works closely with individuals and businesses to help them achieve their financial goals and secure their future. Whether you are planning for retirement, investing for the future, or seeking financial guidance, our team is here to help you every step of the way. Trust One Day In July | Fiduciary Financial Advisors for all your financial needs.

EKS 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.

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.

Northeast Planning Associates, located at 467 Sanderson Road in Burlington, Vermont, is a finance institution with over 75 financial advisors in 45 offices throughout New England. They offer a wide range of financial planning services, investment advice, insurance strategies, and brokerage services. Committed to acting in the best interests of their clients, they collaborate with integrated service partners such as CPAs, attorneys, and financial institutions. As an independent Registered Investment Advisory firm, they provide personalized advice tailored to each client's needs and objectives. Their experienced advisors prioritize quality service and strive to build long-lasting relationships with their clients. If you are interested in partnering with Northeast Planning Associates, you can contact them at 877-471-0900 or info@northeastplanning.com. Advisory services may be offered through NPA or LPL Financial, and securities are offered through LPL Financial. Please note that their services are only available to residents of certain states.

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.

Bell 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.

True North Financial Planning is a finance institution located in Burlington, Vermont, United States. Our team of experienced financial advisors is dedicated to helping individuals and families navigate their financial journey with a clear sense of direction. We offer personalized financial planning services tailored to each client's unique goals and circumstances. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, True North Financial Planning is here to provide expert guidance every step of the way. Visit us at 86 Saint Paul Street to start your journey towards financial success today.

Rich Cassidy Law is a reputable law firm located at 1233 Shelburne Road in South Burlington, Vermont. Specializing in various legal matters, the experienced team at Rich Cassidy Law provides expert guidance and representation to clients in need of legal assistance. With a focus on delivering personalized and effective solutions, this institution is dedicated to helping individuals navigate the complexities of the legal system. Whether you are facing a legal dispute, seeking advice on business matters, or in need of estate planning services, Rich Cassidy Law is committed to providing top-notch legal support to clients throughout Vermont and beyond.

EZ-Probate is a trusted institution located at 50 Lakeside Avenue in Burlington, Vermont. We specialize in providing efficient and hassle-free probate services to help our clients navigate the complex legal process of settling estates. Our experienced team is dedicated to guiding individuals through the probate process with compassion and expertise. Whether you need assistance with estate administration, will validation, or asset distribution, EZ-Probate is here to provide personalized solutions tailored to your unique needs. Contact us today to learn more about how we can assist you with your probate needs.

THOMAS SHERRER PLLC is a prestigious law firm located at 30 Main Street in Burlington, Vermont. Specializing in various areas of law, including business law, estate planning, and real estate, our team of experienced attorneys is dedicated to providing top-notch legal services to our clients. With a reputation for excellence and a commitment to achieving favorable outcomes, THOMAS SHERRER PLLC is the go-to law firm for individuals and businesses in need of expert legal representation. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.

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 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.

Dakota Brizendine - Financial Planner - CFG is a premier financial institution located at 65 Main Street, Burlington, Vermont, United States. Our dedicated partnership prioritizes your success with cutting-edge solutions, personalized consulting, and intuitive tools. We are committed to delivering the best-in-class financial planning experience, empowering individuals to achieve financial confidence. Our Financial Planning Mastery Program provides aspiring financial planners with top-notch training and development. At CFG, we implement strategic and behavioral changes to help financial planners grow their practices and guide clients towards reaching their full potential. Our accomplished team fosters collaboration between advisors and clients' existing advisory teams, ensuring a seamlessly integrated financial strategy. We invite you to explore our leadership page and discover the exceptional individuals who drive our success and commitment to excellence.

Commonwealth Financial Group is a leading financial institution located at 65 Main Street in Burlington, Vermont, United States. Specializing in finance, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. From retirement planning to investment management, we offer a wide range of services tailored to meet our clients' needs. With a commitment to integrity and excellence, Commonwealth Financial Group is the trusted partner you can rely on for all your financial needs. Contact us today to learn more about how we can help you secure your financial future.

Edward Jones - Financial Advisor: Kristin Dearborn, CFP®|AAMS™ is a reputable financial institution located at 41 Idx Drive in South Burlington, Vermont, United States. Kristin Dearborn, a Certified Financial Planner and Accredited Asset Management Specialist, provides expert financial advice and services to clients looking to secure their financial future. With a focus on personalized financial planning and investment strategies, Kristin and her team at Edward Jones are dedicated to helping individuals and families achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Kristin Dearborn, CFP®|AAMS™ is committed to providing top-notch financial guidance and support.

Wells Fargo Advisors is a leading financial institution located at 180 Battery Street in Burlington, Vermont, United States. As a premier provider of financial services, Wells Fargo Advisors offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. With a team of experienced advisors and a commitment to personalized service, Wells Fargo Advisors is dedicated to helping individuals and businesses navigate the complexities of the financial world with confidence and success.

Poulos Advisors, Inc. is a reputable finance institution located at 1233 Shelburne Road in South Burlington, Vermont, United States. With a team of experienced financial advisors, Poulos Advisors, Inc. offers a wide range of financial services including investment management, retirement planning, and wealth management. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how we can assist you in reaching your financial goals.

Merrill 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.

Pochop Financial Management is a reputable finance institution located at 1233 Shelburne Road in South Burlington, Vermont, United States. With a focus on providing expert financial guidance and services, Pochop Financial Management helps individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, the experienced team at Pochop Financial Management is dedicated to helping you secure a stable financial future. Visit us today to learn more about how we can assist you in navigating the complex world of finance.

Community Financial Services Group, LLC (CFSG) is a finance institution located at 1795 Williston Road in South Burlington, Vermont, United States. CFSG is the trust and investment management affiliate of Community National Bank, National Bank of Middlebury, and Woodsville Guaranty Savings Bank, as well as the trust and investment non-affiliate for Peoples Trust Company of St. Albans. CFSG accounts are not guaranteed or insured by any bank or government agency, and investments are subject to risk. CFSG offers a range of financial services to help individuals and businesses manage their wealth and investments effectively.

Voigt Capital Management, LLC is a finance institution located at 265 Aviation Avenue in South Burlington, Vermont, United States. With a focus on providing expert financial management services, Voigt Capital Management, LLC offers personalized investment strategies to help clients reach their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, the experienced professionals at Voigt Capital Management, LLC are dedicated to helping you navigate the complex world of finance with confidence and peace of mind. Contact them today to learn more about how they can help you secure your financial future.

Pastore Financial Group is a leading finance institution located at 20 Kimball Avenue in South Burlington, Vermont. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your wealth, we offer personalized solutions tailored to your individual needs. Trust Pastore Financial Group to provide expert guidance and support as you navigate the complexities of the financial world.

Steven Dias is a reputable financial institution located at 1117 Shelburne Road in South Burlington, Vermont. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or help with managing your finances, Steven Dias is here to help. With a focus on personalized service and tailored solutions, we strive to help our clients achieve their financial goals. Visit us today to see how we can assist you with all of your financial needs.

Jared A Larrow - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 550 Hinesburg Road, South Burlington, 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 and investment topics, ensuring that advisors are well-equipped to provide expert advice and guidance to clients. Jared A Larrow - Financial Advisor, Ameriprise Financial Services, LLC is committed to upholding high standards of ethics and expertise in the field of finance, providing clients with the knowledge and tools needed to make informed financial decisions.

The Tynion Financial Group - UBS Financial Services Inc. is a reputable finance institution located at 38 Eastwood Drive in South Burlington, Vermont, United States. With a focus on providing top-notch financial services, they offer a wide range of investment and wealth management solutions to help individuals and businesses achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized advice and guidance to clients, ensuring that their financial needs are met effectively and efficiently. Whether you are looking to invest, plan for retirement, or grow your wealth, The Tynion Financial Group - UBS Financial Services Inc. is committed to helping you succeed.

Merrill Lynch Financial Advisor Danielle D Gilbert-Richard is a finance institution located at 60 Lake Street, Burlington, Vermont, United States. The institution prides itself on using the global research and resources of Merrill Lynch Wealth Management while maintaining a Main Street demeanor. They serve a diverse range of clients, including educators, executives, and individuals with a passion for various creative endeavors. The team at Merrill Lynch Financial Advisor Danielle D Gilbert-Richard is upbeat, innovative, and hardworking, similar to their clients. They believe in developing a personalized financial approach that helps clients pursue their goals, whether it's planning for retirement, saving for a home, or funding a child's education. Through a thorough understanding of each client's aspirations and priorities, they work to create a plan that manages, grows, and preserves wealth for the long term.

Manchester Capital Management is a reputable finance institution located at 30 Main Street 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. Whether it's retirement planning, investment management, or estate planning, Manchester Capital Management offers tailored solutions to meet the unique needs of each individual client. Their commitment to excellence and integrity has earned them a strong reputation in the industry, making them a top choice for those seeking expert financial guidance.