TOP 10 Financial independence planning in Burlington, Vermont

Burlington Insurance Agency is a trusted insurance provider located at 3 Baldwin Avenue in South Burlington, Vermont. With a focus on personalized service and tailored insurance solutions, our agency is committed to helping clients protect what matters most to them. Whether you are in need of auto, home, life, or business insurance, our team of experienced agents is here to assist you every step of the way. Contact us today to discuss your insurance needs and discover the peace of mind that comes with comprehensive coverage from Burlington Insurance Agency.

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 [email protected]. 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.

Ameriprise Financial, located at 2 Church Street in Burlington, Vermont, offers personalized financial advice to help clients reach their financial goals. As the overall winner in the wealth manager category in 2023 according to the Kiplinger Readers' Choice Awards, Ameriprise stands out from other financial firms with their comprehensive approach that instills confidence in their clients. With an initial complimentary consultation, clients can see how Ameriprise advisors can help them work towards their dreams and goals. The institution prioritizes online security and provides multiple safeguards to protect personal information. Clients can request an appointment online to speak with an advisor who will tailor financial advice based on individual goals. Background and qualification information is available on FINRA's BrokerCheck website. With a focus on personalized advice and goal-based planning, Ameriprise Financial strives to help clients achieve financial success.

Client Centered Financial is a premier financial institution located in South Burlington, Vermont. Our dedicated team of finance professionals is committed to putting our clients first, offering personalized services tailored to meet their individual needs and goals. Whether you are looking for assistance with investments, retirement planning, or estate planning, our team is here to provide expert guidance and support every step of the way. Visit us at 100 Dorset Street to experience the difference of working with a client-centered financial institution.

Cain Associates Financial Group is a reputable finance institution located at 7 Kilburn Street in Burlington, Vermont, United States. Our team of experienced financial advisors offers a wide range of services including investment management, retirement planning, and wealth management. We are dedicated to providing personalized solutions to help our clients achieve their financial goals. Contact us today to schedule a consultation and see how we can help you secure your financial future.

Professional 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.

Parker Kvasnak Wealth Partners is a finance institution located at 180 Battery Street in Burlington, Vermont. Our dedicated team is committed to meeting the dynamic needs of each client at every stage of wealth, providing solutions to unique challenges with an elevated level of service. Our expert guidance empowers your decision-making process, offering seamless financial management for your family and future. We convene our network to deliver a full suite of financial solutions, ensuring stability for today and your family's future. With bespoke investment strategies aligned to your financial objectives, our clients gain access to a sophisticated platform of traditional and alternative investments. As an extension of your team, we review your full financial picture and connect you to our broader resources to provide objective, holistic, and relevant advice. From managing day-to-day finances to creating a financial plan designed to grow with you, our comprehensive services cater to individuals and institutions alike. Through our curated Rockefeller Lifestyle Advisory partners, we provide exclusive experiences and concierge services so you can focus on what matters most. At Parker Kvasnak Wealth Partners, we are stewards of our client's future, delivering the highest standards of care and financial outcomes.

The Richards Group is a full-service insurance and financial services firm located at 159 Bank Street in Burlington, Vermont, United States. As an independent agency, we provide comprehensive risk management, employee benefits, and investment services tailored to your specific needs. With over a century of experience, our team works closely with clients to develop long-range plans to lower their total cost of risk. We pride ourselves on professionalism, expertise, and proactive service to protect the things you value most. Our independence allows us to represent you, not insurance carriers, and we handle claims in-house for efficient resolution. Named one of the Best Places to Work in Vermont, we are dedicated to providing exceptional value and comprehensive coverage to our clients. Join us as a trusted advisor and let us help you build a fair, competitive, and motivating Total Rewards program for your organization.