Financial planning for businesses in Middlebury, Vermont

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.

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.

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.

The Community College of Vermont (CCV) in Middlebury is a school that offers a wide range of programs to match your interests and goals. Located at 10 Merchants Row Fork in Middlebury, Vermont, CCV provides opportunities for students to get on the fast track to a high-wage, high-growth career in fields such as healthcare, manufacturing, and human services through the Career Pathway Entry Program (CPEP). CCV's Career Coach tool helps students identify their interests, explore programs, and search for job opportunities that align with their goals. The institution also offers resources for Vermont middle and high school students to jumpstart their college and career paths.

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.

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.

Jim Soriano - State Farm Insurance Agent is a locally owned and operated insurance agency located at 57 Court Street in Middlebury, Vermont. We serve clients in Vermont and New York, offering a variety of insurance products to meet their needs. Our experienced team is dedicated to helping you understand the importance of financial planning and protecting your assets. Whether you are looking for life insurance, annuities, pet insurance, or other coverage options, we are here to guide you through the process. We also provide tips on safe driving in rural areas and offer advice on discussing finances before marriage. Contact us today at (802) 388-3276 for personalized service and expert advice.

Vermont Federal Credit Union is a trusted financial institution located at 1 Court Street in Middlebury, Vermont. As a member-owned credit union, we are dedicated to providing our members with top-notch financial services, including ATM access for convenient banking. Our knowledgeable staff is committed to helping our members achieve their financial goals and secure their futures. Join us at Vermont Federal Credit Union for personalized service and a strong sense of community.

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.

Farm Credit East is a leading financial institution located at 320 Exchange Street in Middlebury, Vermont, United States. As a trusted bank specializing in agricultural and rural lending, Farm Credit East provides a range of financial services to support farmers, agribusinesses, and rural communities. With a strong focus on agriculture and rural development, Farm Credit East is dedicated to helping its clients grow and thrive. Whether you are a farmer in need of operating loans or a rural business looking for financing options, Farm Credit East is here to help you achieve your financial goals.

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.

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.

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.

PMKing Trading is a premier trading institution located in Middlebury, Vermont. Situated at 5 Park Street, our store offers a wide range of products for traders and investors, including stocks, bonds, commodities, and more. Our knowledgeable staff is dedicated to providing top-notch customer service and expert advice to help our clients make informed investment decisions. Whether you are a seasoned trader or just starting out, PMKing Trading is the place to go for all your trading 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.

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.

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.

Green Mountain Insurance & Retirement Solutions is a reputable insurance agency located in Middlebury, Vermont. With a focus on providing comprehensive insurance and retirement solutions, they offer personalized services to meet the unique needs of their clients. Whether you are looking for insurance coverage for your home, auto, or business, or seeking guidance on retirement planning, their team of experienced professionals is dedicated to helping you secure your financial future. Visit them at 48 Merchants Row Fork to learn more about their services and how they can assist you in protecting what matters most.