Financial consulting in Montpelier, Vermont

Edward Jones - Financial Advisor is a leading financial institution located at 3 Pitkin Court in Montpelier, Vermont, United States. As a trusted name in finance, Edward Jones provides personalized financial advice and investment solutions to help individuals and families achieve their financial goals. With a team of experienced financial advisors, Edward Jones offers a wide range of services including retirement planning, wealth management, college savings, and more. Whether you are planning for the future or looking to grow your wealth, Edward Jones is committed to providing expert guidance and support every step of the way. Visit us today to learn how we can help you secure your financial future.

Edward 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.

Even Keel Bookkeeping & Consulting is a reputable accounting and finance institution located in Montpelier, Vermont, United States. With a team of experienced professionals, we offer a wide range of services including bookkeeping, financial consulting, and tax preparation. Our goal is to help businesses and individuals navigate their finances with ease and efficiency, ensuring that they stay on track and maintain financial stability. Whether you need help with managing your accounts, preparing financial statements, or planning for the future, our dedicated team is here to provide expert guidance and support. Choose Even Keel Bookkeeping & Consulting for reliable and professional financial services.

Edward Jones - Financial Advisor: Martin J Thomas is a trusted financial institution located at 1 Blanchard Court in Montpelier, Vermont. As a dedicated finance professional, Martin J Thomas offers personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Martin J Thomas is committed to providing top-notch financial advice and guidance to individuals and families in the Montpelier area. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Martin J Thomas is here to help you navigate the complexities of the financial world and make informed decisions for a secure financial future.

Edward Jones - Financial Advisor: Rebecca L Teese, CFP®|CEPA®|RICP® is a reputable financial institution located at 3 Pitkin Court in Montpelier, Vermont, United States. Specializing in comprehensive financial planning and wealth management, Rebecca L Teese and her team are dedicated to helping clients achieve their financial goals. With certifications in Certified Financial Planner (CFP®), Certified Exit Planning Advisor (CEPA®), and Retirement Income Certified Professional (RICP®), they provide personalized and tailored financial solutions to individuals and families. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Rebecca L Teese, CFP®|CEPA®|RICP® is committed to providing expert advice and guidance every step of the way.

Edward Jones - Financial Advisor: Marc Gwinn, CFP® is a reputable financial institution located at 453 Stone Cutters Way in Montpelier, Vermont, United States. Specializing in finance, the institution is led by Certified Financial Planner Marc Gwinn who provides expert advice and personalized financial solutions to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones is a trusted partner in navigating the complexities of the financial world. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Marc Gwinn and his team are dedicated to helping you make sound financial decisions.

The Financial Marketplace, Inc is a leading finance, health, and insurance agency located at 29 Main Street in Montpelier, Vermont, United States. Our dedicated team of experts is committed to providing a wide range of financial services, health insurance options, and insurance products to meet the unique needs of our clients. With a focus on personalized service and tailored solutions, we strive to help individuals and businesses achieve their financial goals and protect their assets. Visit us today to learn more about how we can assist you with your financial and insurance needs.

Van Tax Services is a reputable accounting and finance institution located at 79 Freedom Drive in Montpelier, Vermont, United States. With a team of experienced professionals, we offer a wide range of tax services to individuals and businesses alike. Our services include tax preparation, tax planning, bookkeeping, payroll management, and financial consulting. We are committed to providing personalized attention and expert advice to help our clients achieve their financial goals. Visit us today to experience our top-notch services.

The US Motor Carriers Office is a reputable moving company located at 87 State Street in Montpelier, Vermont. With years of experience in the industry, they offer a wide range of services to help individuals and businesses with their relocation needs. From local moves to long-distance relocations, their team of professional movers is dedicated to providing efficient and reliable service. Whether you are moving across town or across the country, you can trust the US Motor Carriers Office to handle your belongings with care and precision. Contact them today for a quote and let them take the stress out of your next move.

Rice & Riley is a reputable law firm located in Montpelier, Vermont. Our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you are in need of representation for a personal injury case, family law matter, or real estate transaction, our skilled attorneys are here to help. Conveniently located at Blanchard Court, our office is easily accessible for clients in the Montpelier area. Trust Rice & Riley to handle your legal needs with professionalism and expertise.

Jason Warfield Family Law & Mediation is a legal institution located in Montpelier, Vermont, United States, specializing in family law and mediation services. The practice is dedicated to helping individuals resolve family law issues such as divorce, legal separation, and custody matters without the need for a court battle. At Jason Warfield Family Law & Mediation, clients can expect to receive personalized and compassionate assistance in creating quality agreements with dignity and privacy. The institution offers free initial consultations to discuss individual situations, needs, and options. In some cases, pro bono or reduced-rate services may be available to ensure that everyone has access to the help they need during difficult times.

Downs Rachlin Martin PLLC, located at 52 State Street in Montpelier, Vermont, is a leading institution in the fields of accounting, finance, and law. With a focus on providing innovative legal services that deliver unparalleled value, the attorneys at DRM are known for their New England roots and global solutions. With over five decades of experience, the team at DRM is dedicated to providing sound judgment and earning the trust of their clients. The attorneys at DRM are well-versed in the Corporate Transparency Act and are able to develop innovative solutions to complex legal challenges. With a team of legal professionals across Vermont and New Hampshire, DRM offers exceptional legal services to help clients thrive, better communities, and mentor the next generation of leaders.

The Vermont Bankruptcy Office is a finance and legal institution located at 417 Barre Street in Montpelier, Vermont, United States. Our experienced team of lawyers specializes in bankruptcy cases, providing expert advice and guidance to individuals and businesses facing financial difficulties. Whether you are considering filing for bankruptcy or need assistance with debt relief options, our dedicated professionals are here to help you navigate the complex legal process. Contact us today to schedule a consultation and take the first step towards a fresh financial start.

The Noyle Johnson Group is a reputable insurance agency located at 119 River Street in Montpelier, Vermont, United States. With a focus on providing top-notch insurance services to individuals and businesses, the agency is committed to helping clients protect what matters most to them. From auto and home insurance to commercial and life insurance, the Noyle Johnson Group offers a wide range of insurance options tailored to meet the unique needs of each client. With a team of experienced agents, the agency strives to provide exceptional customer service and peace of mind to all who entrust them with their insurance needs.

Abacus Bookkeeping & Tax Services is a reputable accounting and finance institution located at 338 River Street in Montpelier, Vermont, United States. With a team of experienced professionals, we offer a wide range of services including bookkeeping, tax preparation, payroll processing, and financial consulting. Our goal is to help individuals and businesses navigate the complexities of financial management with precision and accuracy. Trust Abacus Bookkeeping & Tax Services to handle all your accounting needs with expertise and efficiency.

Greenvest is a leading finance institution located at 148 State Street in Montpelier, Vermont, United States. Specializing in sustainable investments, Greenvest offers a range of financial services to help clients grow their wealth while making a positive impact on the environment. With a team of experienced professionals dedicated to ethical investing, Greenvest is committed to helping clients achieve their financial goals while promoting environmental sustainability. Visit us today to learn more about how we can help you invest in a greener future.

Maple Capital Management Inc is a finance institution located at 535 Stone Cutters Way in Montpelier, Vermont. Our team of experienced portfolio managers is dedicated to building lasting relationships with our clients. Founded in 2004, we believe in creating customized investment plans tailored to meet the unique needs and objectives of each client. With a focus on risk control and exceptional client service, we have earned a reputation as a trusted investment manager for families, institutions, and insurance companies nationwide. As an employee-owned, independent investment management firm, we are committed to serving the investment needs of our clients with a disciplined investment philosophy. Visit our Vermont office or our Georgia office to learn more about how we can help guide your financial decisions towards a more secure future.

The Flexible Capital Fund, located in Montpelier, Vermont, invests in growing companies in sustainable agriculture, food systems, renewable energy, clean technology, and other natural resource sectors. The organization aims to support Vermont businesses that can create quality jobs and sustainable products, ultimately contributing to healthy food systems, renewable energy, and climate change solutions. Launched in 2011 by the Vermont Sustainable Jobs Fund, the Flex Fund offers investments to growth-stage companies in various sectors, helping them strengthen their markets across the value chain for present and future generations. The organization is committed to non-discrimination and follows federal laws and U.S. Department of the Treasury policies.

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.

Sullivan Powers & Co is a reputable accounting and finance institution located at 77 Barre Street in Montpelier, Vermont. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. From tax preparation to financial planning, Sullivan Powers & Co is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry. Visit their office in Montpelier or contact them to learn more about how they can assist with your financial needs.

Sentinel Investments is a finance institution located at 1 National Life Drive in Montpelier, Vermont, United States. As a leading investment firm, Sentinel Investments offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Sentinel Investments is dedicated to providing top-notch financial solutions tailored to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or invest in the future, Sentinel Investments is here to help you every step of the way.

TaxPanacea Associates LLC is a financial institution located at 87 State Street, Montpelier, Vermont, United States. We understand that money can be a source of stress and confusion for many individuals, which is why we offer a wide range of services to help you navigate the complexities of taxes, finances, and investments. Our team of experts can provide tax advice and preparatory services to ensure that you are meeting your obligations while maximizing your returns. We also specialize in estate planning and management, helping you navigate the difficult process of settling a loved one's affairs.

Mudgett, Jennett & Krogh-Wisner, P.C. is a leading accounting and finance institution located at 141 Main Street in Montpelier, Vermont, United States. Our team of expert professionals provide a wide range of financial services to individuals and businesses, including tax preparation, auditing, and financial planning. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your accounting and finance needs.

ContinuityWorks LLC is a leading institution located at 3 Pitkin Court in Montpelier, Vermont, United States. We specialize in providing comprehensive solutions for business continuity, disaster recovery, and emergency preparedness. Our team of experts is dedicated to helping organizations of all sizes develop and implement strategies to ensure the continuity of operations during unforeseen events. With a focus on resilience and risk management, we offer a range of services including risk assessments, plan development, training, and exercises. Trust ContinuityWorks LLC to safeguard your business and keep it running smoothly no matter what challenges come your way. Contact us today to learn more about how we can help protect your organization.

The Regulatory Assistance Project (RAP) is located at 50 State Street in Montpelier, Vermont, United States. RAP is a global NGO that provides trusted expertise for navigating the complex world of clean energy policy. Their holistic approach is grounded in research and aims to help decision-makers transition successfully to clean energy solutions. RAP believes that knowledge, collaboration, and communication are essential in building a cleaner, healthier future for all. They focus on five key policy areas to help drive a more efficient clean energy future. RAP's advisors work with governments to create reliable and adaptable solutions, with a focus on serving marginalized communities. The organization is dedicated to accelerating the transition to a clean, reliable, and efficient energy future.

Equity Services Inc is a leading finance institution located at 1 National Life Drive in Montpelier, Vermont, United States. With a focus on providing top-notch financial services to individuals and businesses, Equity Services Inc offers a wide range of investment and wealth management solutions tailored to meet the unique needs of each client. With a team of experienced financial advisors and a commitment to delivering exceptional customer service, Equity Services Inc is dedicated to helping clients achieve their financial goals and secure their financial future.

KDP Investment Advisors, Inc. is a finance institution located at 24 Elm Street in Montpelier, Vermont, United States. Our team of experienced advisors offers personalized investment strategies to help clients achieve their financial goals. With a focus on integrity and transparency, we provide comprehensive financial planning services to individuals, families, and businesses. Contact us today to learn more about how we can help you secure your financial future.

Troy Sanborn - Wilmington Advisors @ M&T is a reputable financial institution located at 112 State Street in Montpelier, Vermont, United States. Specializing in providing expert financial advice and services, their team of professionals at Wilmington Advisors are dedicated to helping clients achieve their financial goals. With a focus on personalized solutions and a commitment to excellence, Troy Sanborn - Wilmington Advisors @ M&T is a trusted partner for individuals and businesses seeking sound financial guidance.

NorthCountry Federal Credit Union is a trusted financial institution located at 39 Lower Mountain View Drive in Colchester, Vermont, United States. They offer a range of services including ATM access and various financial products. 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. For assistance after 1pm, please call (800) 660-3258. Join NorthCountry Federal Credit Union for their annual meeting on Thursday, 5/9/2024 at Delta Hotels by Marriott Burlington, featuring keynote speaker Susanne Biro, an executive coach and author. They also invite individuals in Central Vermont who are interested in a career in banking to apply for positions at their various branches.

KDP Asset Management, Inc. is a finance institution located at 24 Elm Street in Montpelier, Vermont, United States. With a focus on providing expert financial advice and management services, KDP Asset Management, Inc. helps clients navigate the complexities of investing and wealth management. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and tailored solutions. Visit KDP Asset Management, Inc. for trusted financial guidance and support.