TOP 30 Financial consulting in Middlebury, Vermont

26 results found

Community Financial Services Group is a trust and investment management institution located at 316 North Main Street in Barre, Vermont, United States. As the affiliate of Community National Bank, National Bank of Middlebury, and Woodsville Guaranty Savings Bank, CFSG offers a range of financial services including ATM access and finance solutions. Please note that CFSG accounts are not guaranteed or insured by any bank or government agency, and investments carry inherent risks. Trust CFSG to help you navigate the complexities of financial management with expertise and care.

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.

Community Financial Services Group, located at 100 Main Street in Newport, Vermont, is a trusted finance institution offering a range of trust and investment management services. As the affiliate of Community National Bank, National Bank of Middlebury, and Woodsville Guaranty Savings Bank, CFSG provides personalized financial solutions to individuals and businesses. Additionally, CFSG serves as the non-affiliate for Peoples Trust Company of St. Albans. Clients can trust CFSG to manage their accounts with expertise and professionalism, knowing that their investments are subject to risk but are not guaranteed or insured by any government agency. With a commitment to excellence, CFSG is dedicated to helping clients achieve their financial goals and secure their financial future.

Holden Financial Services, Inc is an insurance agency located at 94 Court Street in Middlebury, Vermont, United States. We offer a wide range of insurance products and services to meet the needs of our clients. Our team of experienced professionals is dedicated to providing personalized and comprehensive insurance solutions to protect what matters most to you. Whether you are looking for auto, home, life, or business insurance, we are here to help you find the right coverage at the right price. Contact us today to learn more about how Holden Financial Services, Inc can help you secure your financial future.

Simmons Financial is a leading finance institution located at 287 Airport Road in Vermont, United States. We offer a wide range of financial services to individuals and businesses, including banking, loans, investments, and more. Our experienced team of professionals is dedicated to helping our clients achieve their financial goals and secure their future. With a commitment to excellence and customer satisfaction, Simmons Financial is the trusted choice for all your financial needs.

Marble Trail Financial is an investment advisory and accounting firm located in Middlebury, Vermont. We specialize in helping individuals, families, and businesses achieve their financial goals through personalized guidance and support. Our team is dedicated to providing comprehensive services to simplify your financial life, allowing you to focus on what matters most. With a foundation of integrity and exceptional people, we work with you to manage and grow your financial resources, including investments, personal budgets, taxes, and business finances. We believe in building trust with our clients by listening to their unique goals and developing personalized strategies to help them achieve financial success with peace of mind and confidence. Contact us at (802) 388-6300 to learn more about how we can help you make the most of your money and reach your financial goals.

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.

Community Financial Services Group, located at 30 Main Street in Middlebury, Vermont, is a finance institution that specializes in trust and investment management. As the affiliate of Community National Bank, National Bank of Middlebury, and Woodsville Guaranty Savings Bank, CFSG provides a range of financial services to individuals and businesses. Additionally, CFSG serves as the trust and investment non-affiliate for Peoples Trust Company of St. Albans. It is important to note that CFSG accounts are not obligations of, or guaranteed or insured by any bank or depository institution, the FDIC, the Federal Reserve Board, or any government agency. Investments made through CFSG are subject to risk, including the potential gain or loss of principal.

Carroll, Boe, Pell & Kite, P.C. is a reputable law firm located at 64 Court Street in Middlebury, Vermont, United States. We provide legal services to clients throughout Vermont, including Rutland, Addison, and Chittenden Counties. Our team specializes in various areas of law such as Small Business Law, Commercial Finance, Corporate Law, Employment Law, Estate Planning, Personal Injury, Real Estate, and more. At Carroll, Boe, Pell & Kite, P.C., we are committed to providing high-quality legal representation and personalized service to meet the needs of our clients. Whether you are a small business owner, a non-profit organization, or an individual seeking legal assistance, our experienced attorneys are here to help.

Tax Team is a leading accounting and finance institution located at 86 Court Street in Middlebury, Vermont, United States. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses. Whether you need help with tax preparation, planning, or consulting, our expert staff is here to assist you every step of the way. Trust Tax Team to handle all of your accounting and finance needs with precision and care.

Telling & Associates, CPA PC is a reputable accounting and finance firm located at 5 Park Street in Middlebury, Vermont, United States. With years of experience and expertise in tax preparation, financial planning, and business consulting, our team of certified public accountants is dedicated to providing top-notch services to individuals and businesses alike. Whether you need assistance with tax compliance, bookkeeping, or investment strategies, you can trust Telling & Associates to deliver professional and personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.

The Richards Group, located at 94 Court Street in Middlebury, Vermont, is a full-service insurance and financial services firm dedicated to providing comprehensive risk management, employee benefits, and investment services tailored specifically for each client. With a focus on financial solutions, insurance solutions, and total rewards, we work closely with our clients to develop long-range plans to lower their total cost of risk. Our team prides itself on professionalism, experience, and proactive service to protect the things that matter most to you. As an independent agency, we represent our clients, not insurance carriers, and handle claims in-house with the authority to settle routine claims on the spot. Recognized as one of Vermont's Best Places to Work, The Richards Group offers comprehensive compensation services to help attract and retain top talent while ensuring fairness and transparency. We have also been honored with the 2023 Vermont Worksite Wellness Award for our efforts to support the health and wellbeing of Vermonters. Additionally, we have recently acquired W.H. Shaw Insurance Agency and Lawrence and Wheeler Insurance to expand our client services and resources while keeping decisions and service local.

Misasi & Misasi PC is a reputable accounting and finance institution located at 5 Court Street in Middlebury, Vermont. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or bookkeeping, Misasi & Misasi PC is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in managing your finances.

SCORE 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.

Fraga & Lilja is a reputable accounting and finance institution located at 2 Cross Street in the charming town of Middlebury, Vermont, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or bookkeeping, Fraga & Lilja is dedicated to providing top-notch service and expertise to help you achieve your financial goals. Visit them today to see how they can assist you with all your accounting and finance needs.

Green Mountain Forensic Accounting, Inc. is a reputable institution specializing in forensic accounting services. Located in Middlebury, Vermont, United States, their team of experts at 249 Buttolph Drive is dedicated to providing precise financial analysis and investigative services for legal proceedings. With a focus on uncovering financial discrepancies and fraud, Green Mountain Forensic Accounting, Inc. is committed to delivering accurate and reliable results for their clients in the fields of accounting and finance.

T K Ryan Inc is a reputable finance institution located at 7 Seymour Street in Middlebury, Vermont, United States. With years of experience in the industry, T K Ryan Inc offers a wide range of financial services to meet the needs of their clients. Their team of experts is dedicated to providing personalized and professional assistance to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, T K Ryan Inc is here to help. Visit their office today to learn more about how they can help you secure your financial future.

Community Investment Counselors, located at 63 Maple Street in Middlebury, Vermont, is a finance institution that believes in the importance of financial planning for individuals at every stage of life. Whether you are just starting out in your career, saving for your children's education, planning for retirement, or already in retirement, we are here to help. While we are not a registered investment adviser, we offer investment advisory services through Capital Cities Investments, an SEC registered investment adviser. Contact us today to start planning for your financial future.

H&R Block is a trusted accounting and finance institution located at 111 Court Street in Middlebury, Vermont, United States. With a team of experienced professionals, H&R Block provides a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking for assistance with your personal finances or a business in need of expert accounting services, H&R Block is dedicated to helping you achieve your financial goals. Schedule an appointment today to see how H&R Block can help you navigate the complexities of the financial world.

Davis and Associates is a reputable accounting and finance institution located at 5 Court Street in Middlebury, Vermont, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Their dedication to accuracy and integrity has earned them a strong reputation in the community. Whether you are a small business owner or an individual seeking financial guidance, Davis and Associates is committed to helping you achieve your financial goals.

Myhre Cindy S CPA is a reputable accounting and finance institution located at 26 Painter Hills Road in Middlebury, Vermont, United States. With years of experience and expertise in the field, they offer a wide range of services to individuals and businesses, including tax preparation, financial planning, and consulting. Their team of certified public accountants is dedicated to providing top-notch, personalized service to meet the unique needs of each client. Whether you need help with tax filings or financial strategy, Myhre Cindy S CPA is here to help you navigate the complexities of accounting and finance with ease.

MEABS Tax is a reputable accounting and finance institution located at 29 Court Street in Middlebury, Vermont, United States. With a team of experienced professionals, they provide top-notch tax services to individuals and businesses alike. Their expertise in tax planning, preparation, and consulting ensures that clients receive the best possible financial guidance. MEABS Tax is dedicated to helping their clients navigate the complexities of the tax system and achieve their financial goals.

Donald C Ballou Inc is a reputable accounting and finance institution located at 16 Creek Road in Middlebury, Vermont, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Clients can trust Donald C Ballou Inc to provide reliable and efficient solutions to their accounting and financial needs.

Good Steward Tax & Finance is a reputable accounting and finance institution located at 1590 U.S. 7 in Middlebury, Vermont, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. From tax preparation and planning to financial consulting and bookkeeping, we are committed to helping our clients achieve their financial goals and make informed decisions. Trust Good Steward Tax & Finance to be your partner in financial success.

Select Bookkeeper Services is a reputable accounting and finance institution located at 10 Merchants Row Fork in Middlebury, Vermont, United States. With a team of experienced professionals, they offer a wide range of bookkeeping services to help businesses manage their financial records effectively. From payroll processing to tax preparation, Select Bookkeeper Services is dedicated to providing top-notch financial solutions tailored to meet their clients' individual needs. Trustworthy, reliable, and efficient, this institution is the go-to choice for businesses looking to streamline their accounting processes.

Small Town Taxes, LLC is a finance institution located at 1 Wilmar Street in Middlebury, Vermont, United States. We specialize in providing expert tax services to individuals and businesses in the local community. Our team of experienced professionals is dedicated to helping our clients navigate the complexities of tax laws and maximize their financial well-being. Whether you need assistance with tax preparation, planning, or consulting, Small Town Taxes, LLC is here to help. Contact us today to schedule a consultation and see how we can assist you with all of your tax needs.