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TOP 30 Financial management in Barre, VT
14 results found
A convenient service for searching for businesses, places and services
OneMain Financial
OneMain Financial is a finance institution located at 324 North Main Street in Barre, Vermont, United States. They offer quick decisions and money can be available as fast as 1 hour after loan closing. Whether you have an emergency today, bills to pay this month, or a future purchase in mind, OneMain Financial welcomes your goals. They provide fresh ways to help you stretch your budget and make progress one step at a time. Take control of your finances by mastering your budget or learning about saving. With the BrightWay® credit card, you can get rewarded for paying on time and watch your credit grow. For assistance with using the website, you can call 800-290-7002. OneMain Financial holds state licenses and provides additional licensing information on their website. They offer various loan options, but not for postsecondary educational expenses, business purposes, cryptocurrency investments, gambling, or illegal activities. Loan approval and terms depend on your credit history, income, collateral, and state of residence. Borrowers in certain states are subject to minimum and maximum loan sizes. Refinancing or consolidating debt may result in higher finance charges, so it's important to carefully consider the impact on your financial situation. OneMain Financial also offers services through OneMain Trim, LLC, to help you save money. The BrightWay credit card is issued by WebBank.
Community Financial Services Group
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.
Wells Fargo Advisors Financial Network
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.
Denise Palmer - Private Wealth Advisor, Ameriprise Financial Services, LLC
Denise Palmer - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 14 North Main Street, Barre, Vermont, United States. Denise Palmer 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 indicate expertise in various financial planning areas such as asset management, estate planning, retirement planning, investment management, risk management, and more. Denise Palmer is dedicated to providing comprehensive and personalized financial advice to her clients, ensuring their financial goals and needs are met with professionalism and integrity.
Edward Jones - Financial Advisor: David T Babic, CEPA®
Edward Jones - Financial Advisor: David T Babic, CEPA® is a trusted financial institution located in Barre, Vermont. Specializing in personalized financial planning and wealth management, David T Babic, CEPA® offers expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, this institution provides a comprehensive range of financial services to individuals, families, and businesses. Whether you are planning for retirement, saving for your child's education, or looking to grow your investments, Edward Jones - Financial Advisor: David T Babic, CEPA® is dedicated to helping you secure a strong financial future. Visit their office at 236 South Main Street to start your journey towards financial success.
Sara Blondin - Financial Advisor, Ameriprise Financial Services, LLC
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.
Ellie Tobin Stubbs - Financial Advisor, Ameriprise Financial Services, LLC
Ellie Tobin Stubbs is a financial advisor at Ameriprise Financial Services, LLC located at 14 North Main Street in Barre, Vermont, United States. Ellie holds various certifications including 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 Ellie's expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment strategies, and insurance products. Ellie is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients.
Batchelder Associates
Batchelder Associates is an accounting and finance institution located at 1 Conti Circle in Barre, Vermont, United States. Our mission is to provide personalized tax, accounting, finance, and consulting services to our clients by implementing practical solutions tailored to their needs. Let us handle your bookkeeping and financing needs so you can focus on growing your business. We offer services such as Audit Prep, CFO, Reporting, and more. With years of experience, we specialize in managing and reducing risk, forensics, litigation, and federal financial management. Our team at Batchelder Associates P.C. provides quality tax planning and preparation for both individual and corporate clients. Clients have praised our services, stating that we have given them a sense of security in their accounting practices. If you are in need of a CPA or other financial services, contact Batchelder Associates today for accurate and reliable assistance.
Community Bank, N.A.
Community Bank, N.A. is a full-service financial institution located at 361 North Main Street in Barre, Vermont, United States. As a bank and finance institution, we offer a wide range of services to help you manage your money, whether it's through mobile and online banking, home equity loans, or financial strategies to help you save for the future. At Community Bank, N.A., we prioritize customer service and trust, providing you with the tools and resources you need to achieve your financial goals. From homebuying to business loans, we are here to support you every step of the way.
Salvador & Babic PC
Salvador & Babic PC is a reputable accounting and finance institution located at 240 South Main Street in Barre, Vermont, United States. 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, bookkeeping, financial planning, or other accounting services, Salvador & Babic PC is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized approach sets them apart as a trusted partner in managing your finances. Visit their office today to learn more about how they can assist you with your accounting and finance needs.
Pace & Hawley LLC
Pace & Hawley LLC is a reputable accounting and finance institution located at 10 Evergreen Drive in Barre, Vermont, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and consulting. Their commitment to providing personalized and efficient solutions sets them apart in the industry. Whether you are an individual or a business in need of financial guidance, Pace & Hawley LLC is dedicated to helping you achieve your goals.
Blackwell Bookkeeping, LLC
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.
802 Green Mountain Bookkeeping LLC
802 Green Mountain Bookkeeping LLC is a reputable accounting and finance institution located in Barre, Vermont. Our team of experienced professionals provides top-notch bookkeeping services to individuals and businesses in the area. With a focus on accuracy and efficiency, we strive to help our clients manage their finances effectively. Whether you need help with payroll, taxes, or general bookkeeping, we are here to assist you. Visit us at 10 Giudici Street to learn more about how we can help you with your financial needs.
Fothergill Segale & Valley
Fothergill Segale & Valley is a reputable accounting and finance institution located at 143 Barre Street in Montpelier, 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, Fothergill Segale & Valley is dedicated to providing top-notch services tailored to meet your specific needs. Their commitment to excellence and client satisfaction sets them apart as a trusted partner in managing your financial affairs.
List of businesses, places and services in Vermont
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