TOP 30 Financial advisor for asset management 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.

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.

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.