Financial planning for families in Burlington, VT
29 results found
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Merrill Lynch Financial Advisor Robert M. Mangiacotti
● ClosedMerrill Lynch Financial Advisor Robert M. Mangiacotti is a seasoned financial advisor located at 60 Lake Street, Burlington, Vermont, United States. With over 30 years of experience, Bob offers clients a personalized and disciplined investment process that focuses on managing risk to help create, build, and preserve wealth. As a CERTIFIED FINANCIAL PLANNER™, Bob works with affluent families and small-to-midsize businesses to develop customized wealth management strategies that align with each client's goals and risk tolerance. He is also a qualified Portfolio Manager, offering personalized investment strategies tailored to individual client needs. Bob Mangiacotti and his team at Merrill Lynch Wealth Management provide clients with the intimacy and personal touch of a small boutique firm, while also leveraging the vast resources of a large financial institution. With a focus on building strong client relationships based on trust and personalized service, Bob ensures that every client's financial goals and priorities are met, even as they evolve over time.
60 Lake St, Burlington, VT 05401, United States -
True North Financial Planning
● OpenTrue North Financial Planning is a finance institution located in Burlington, Vermont, United States. Our team of experienced financial advisors is dedicated to helping individuals and families navigate their financial journey with a clear sense of direction. We offer personalized financial planning services tailored to each client's unique goals and circumstances. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, True North Financial Planning is here to provide expert guidance every step of the way. Visit us at 86 Saint Paul Street to start your journey towards financial success today.
86 St Paul St Suite #214, Burlington, VT 05401, United States -
Edward Jones - Financial Advisor: Jeff Clark
● ClosedEdward Jones - Financial Advisor: Jeff Clark is a reputable financial institution located at 1127 North Avenue in Burlington, Vermont, United States. Specializing in finance, this institution offers expert advice and personalized financial planning services to help individuals and families achieve their financial goals. With Jeff Clark at the helm, clients can expect professional guidance and tailored investment strategies to secure their financial future. Whether you are planning for retirement, saving for a major purchase, or looking to build wealth, Edward Jones - Financial Advisor: Jeff Clark is dedicated to providing top-notch financial solutions to meet your needs.
1127 North Ave Suite 38, Burlington, VT 05408, United States -
Edward Jones - Financial Advisor: Kristin Dearborn, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Kristin Dearborn, CFP®|AAMS™ is a reputable financial institution located at 41 Idx Drive in South Burlington, Vermont, United States. Kristin Dearborn, a Certified Financial Planner and Accredited Asset Management Specialist, provides expert financial advice and services to clients looking to secure their financial future. With a focus on personalized financial planning and investment strategies, Kristin and her team at Edward Jones are dedicated to helping individuals and families achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Kristin Dearborn, CFP®|AAMS™ is committed to providing top-notch financial guidance and support.
41 Idx Dr Suite 131, South Burlington, VT 05403, United States -
Edward Jones - Financial Advisor: Mike Kiessling, CFP®|CRPS™
● ClosedEdward Jones - Financial Advisor: Mike Kiessling, CFP®|CRPS™ is a reputable financial institution located at 2004 Williston Road in South Burlington, Vermont. As a Certified Financial Planner (CFP) and Chartered Retirement Plans Specialist (CRPS), Mike Kiessling offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial planning services to individuals and families in the South Burlington area. Visit their office today to start planning for a secure financial future.
2004 Williston Rd, South Burlington, VT 05403, United States -
Merrill Lynch Financial Advisor Matthew E Flotteron
● ClosedMerrill Lynch Financial Advisor Matthew E Flotteron, located at 60 Lake Street in Burlington, Vermont, is a prestigious finance institution recognized for its exemplary client service. The institution's advisors have received accolades from financial industry publications and Bank of America Corporation, setting the standard for wealth management. With a focus on personalized financial planning centered on your goals, Merrill Personal Wealth Analysis™ helps build a customized plan tailored to your needs. By starting with a conversation to understand your priorities and aspirations, the financial advisors at Merrill Lynch Wealth Management create a comprehensive approach designed to help you achieve your goals. Through the Investment Personality Assessment and ongoing discussions, they ensure your financial plan evolves with your changing life and market conditions. With a commitment to educating clients about investing and providing personalized strategies, Merrill Lynch advisors offer a dedicated one-on-one relationship to address your financial complexities and help you pursue your goals. Whether you're planning for retirement, saving for a home, or passing wealth to future generations, Merrill Lynch Financial Advisor Matthew E Flotteron is here to guide you on your financial journey.
60 Lake St, Burlington, VT 05401, United States -
Merrill Lynch Financial Advisor Danielle D Gilbert-Richard
● ClosedMerrill Lynch Financial Advisor Danielle D Gilbert-Richard is a finance institution located at 60 Lake Street, Burlington, Vermont, United States. The institution prides itself on using the global research and resources of Merrill Lynch Wealth Management while maintaining a Main Street demeanor. They serve a diverse range of clients, including educators, executives, and individuals with a passion for various creative endeavors. The team at Merrill Lynch Financial Advisor Danielle D Gilbert-Richard is upbeat, innovative, and hardworking, similar to their clients. They believe in developing a personalized financial approach that helps clients pursue their goals, whether it's planning for retirement, saving for a home, or funding a child's education. Through a thorough understanding of each client's aspirations and priorities, they work to create a plan that manages, grows, and preserves wealth for the long term.
60 Lake St, Burlington, VT 05401, United States -
Berger Financial Group South Burlington
● ClosedBerger Financial Group in South Burlington is a trusted institution specializing in accounting and finance services. Located at 110 Kimball Avenue in Vermont, United States, our team is dedicated to helping our clients achieve a lifetime of financial success and confidence in their prosperity. We understand that your definition of financial success is unique, and we measure our own success by helping you reach your goals. Whether you have worked hard to build your wealth or are just starting to plan for the future, we are here to ensure that your efforts pay off for you and your family. Our experienced team puts you first, creating a personalized portfolio tailored to your aspirations and long-term financial objectives. With a focus on tax planning and a commitment to your dreams, we are eager to hear about your financial goals and help you achieve them. Partner with Berger Financial Group for a brighter financial future.
110 Kimball Ave # 240, South Burlington, VT 05403, United States -
Lan Phan, Bankers Life Agent and Bankers Life Securities Financial Representative
● OpenLan Phan is a trusted Bankers Life Agent and Bankers Life Securities Financial Representative located at 30 Kimball Avenue in South Burlington, Vermont. As an insurance agency, Lan Phan offers a wide range of insurance products and financial services to help individuals and families protect their assets and plan for the future. With personalized attention and expert guidance, Lan Phan is dedicated to helping clients achieve their financial goals and secure their financial well-being.
30 Kimball Ave Ste 200, South Burlington, VT 05403, United States -
Admissions Visitor Center
● ClosedThe Admissions Visitor Center is a travel agency located at 590 Main Street in Burlington, Vermont, United States. Our center is dedicated to helping prospective students and their families navigate the admissions process for colleges and universities. Our knowledgeable staff are here to provide information on campus tours, application deadlines, and financial aid options. Visit us today to start planning your educational journey!
590 Main St, Burlington, VT 05405, United States -
Cadwell Leslie A
● OpenCadwell Leslie A is a prominent law firm located at 76 Saint Paul Street in Burlington, Vermont. Specializing in real estate projects, our team of experienced attorneys handles acquisitions, financing, development, and disposition of properties throughout the state. We are known for our expertise in commercial and residential property transactions, assisting businesses, financial institutions, and entrepreneurs in various commercial ventures. Additionally, our litigators are well-equipped to handle legal battles, while our estate planning services cover family partnerships, trust arrangements, and charitable planning. We also help clients protect their intellectual property rights, including trademarks, copyrights, and trade secrets.
76 St Paul St # 700, Burlington, VT 05401, United States -
Hammond Iles Wealth Advisors
● ClosedHammond Iles Wealth Advisors is a leading finance institution located at 128 Lakeside Avenue in Burlington, Vermont, United States. With a team of experienced financial advisors, they provide personalized wealth management services to help clients achieve their financial goals. From retirement planning to investment strategies, Hammond Iles Wealth Advisors offers comprehensive financial solutions tailored to each client's unique needs. Trustworthy, knowledgeable, and dedicated, they are committed to helping individuals and families secure their financial future. Contact them today to start planning for a brighter tomorrow.
128 Lakeside Ave #103, Burlington, VT 05401, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 60 Lake Street in Burlington, Vermont, offers a comprehensive range of financial services for individuals, families, business owners, executives, and institutions. With a team of experienced financial advisors, the institution provides personalized wealth management advice and guidance, including retirement income planning, concentrated stock positions, traditional investments, and estate planning services. The advisors at Merrill Lynch Wealth Management are dedicated to understanding each client's unique financial situation and working collaboratively to create tailored financial strategies that align with their long-term objectives. Additionally, the institution is committed to giving back to the community through volunteerism and charitable outreach activities.
60 Lake St, Burlington, VT 05401, United States -
Professional Tax Services, LLC
● ClosedProfessional 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.
1 Steele St Ste 117, Burlington, VT 05401, United States -
Parker Kvasnak Wealth Partners
● OpenParker 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.
180 Battery St Suite 120, Burlington, VT 05401, United States -
Neil Kvasnak
● OpenNeil Kvasnak is a finance institution located at 180 Battery Street in Burlington, Vermont, United States. Our team is dedicated to providing thoughtful and personalized financial planning services to meet the dynamic needs of each client. We offer bespoke investment strategies aligned with your financial objectives, access to a wide range of traditional and alternative investments, and comprehensive solutions for holistic financial planning. Our services cater to individuals and institutions, offering fiduciary oversight, account management, and assistance with distributions and bill-pay services. We believe in empowering your decision-making with expert guidance and ensuring stability for today and your family's future. Through our curated Rockefeller Lifestyle Advisory partners, we provide exclusive experiences and concierge services to help you focus on what matters most to you. Led by your private advisor, our dedicated team can assist with managing day-to-day finances and creating a financial plan designed to grow with you on every step of your wealth journey. At Neil Kvasnak, we are committed to being stewards of our clients' and their family's future, delivering the highest standards of care and financial outcomes.
180 Battery St Suite 120, Burlington, VT 05401, United States -
Joshua Parker
● OpenJoshua Parker is a finance institution located at 180 Battery Street in Burlington, Vermont, United States. Our team is dedicated to meeting the dynamic needs of each client, providing tailored solutions to unique challenges at every stage of wealth. We offer expert guidance to empower your decision-making, seamless financial management for your family's future, and a full suite of financial solutions through our extensive network. Our bespoke investment strategies are aligned with your financial objectives, giving you 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 advice. Led by your private advisor, our dedicated team can assist with everything from day-to-day finances to creating a financial plan that grows with you.
180 Battery St Suite 120, Burlington, VT 05401, United States -
Burnett William
● OpenBurnett William is a reputable accounting and finance institution located at 2002 Williston Road in South Burlington, Vermont, United States. 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, Burnett William is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for all financial needs.
2002 Williston Rd, South Burlington, VT 05403, United States -
Bankers Life
● ClosedBankers Life is a finance, health, and insurance agency located at 30 Kimball Avenue in South Burlington, Vermont, United States. With a focus on providing comprehensive insurance solutions for individuals and families, Bankers Life offers a range of products and services to help clients protect their financial future and well-being. From life and health insurance to retirement planning and long-term care coverage, Bankers Life is committed to helping customers achieve their financial goals and secure peace of mind. Visit their office today to learn more about their offerings and how they can help you plan for a secure future.
30 Kimball Ave Ste 200, South Burlington, VT 05403, United States -
Patricia Flowers, Bankers Life Agent
● ClosedPatricia Flowers, Bankers Life Agent is a reputable insurance agency located at 30 Kimball Avenue in South Burlington, Vermont, United States. With a focus on providing quality insurance products and services, Patricia Flowers is dedicated to helping individuals and families protect their financial future. Whether you are looking for life insurance, retirement planning, or long-term care coverage, Patricia Flowers and her team are committed to finding the right solutions to meet your needs. Contact them today to learn more about their services and how they can help you secure your financial well-being.
30 Kimball Ave Ste 200, South Burlington, VT 05403, United States -
Michelle Parmelee, Bankers Life Agent
● OpenMichelle Parmelee, Bankers Life Agent is an insurance agency located at 30 Kimball Avenue in South Burlington, Vermont, United States. Michelle Parmelee is a dedicated agent who specializes in providing insurance solutions through Bankers Life. With a focus on helping clients protect their financial futures, Michelle offers a range of insurance products including life insurance, long-term care insurance, annuities, and more. Whether you are planning for retirement, protecting your family, or ensuring your long-term care needs are met, Michelle Parmelee, Bankers Life Agent is committed to providing personalized service and tailored insurance solutions to meet your individual needs.
30 Kimball Ave Ste 102, South Burlington, VT 05403, United States -
Robert Hewes, Bankers Life Agent
● OpenRobert Hewes, Bankers Life Agent is a reputable insurance agency located at 30 Kimball Avenue in South Burlington, Vermont. As a trusted representative of Bankers Life, Robert Hewes provides expert advice and personalized insurance solutions to meet the needs of individuals and families. With a commitment to exceptional customer service and a wide range of insurance products, clients can feel confident that their financial future is in good hands. Whether you are looking for life insurance, long-term care insurance, or retirement planning, Robert Hewes is dedicated to helping you secure a stable and secure future. Contact Robert Hewes, Bankers Life Agent today to learn more about how they can assist you in protecting what matters most.
30 Kimball Ave Ste 200, South Burlington, VT 05403, United States -
Daniel Zakrzewski, Bankers Life Agent
● ClosedDaniel Zakrzewski, Bankers Life Agent is an insurance agency located at 30 Kimball Avenue in South Burlington, Vermont. As a trusted Bankers Life Agent, Daniel Zakrzewski offers a range of insurance products and services to help individuals and families protect their financial future. With a commitment to personalized service and expert guidance, clients can rely on Daniel Zakrzewski to provide tailored insurance solutions to meet their specific needs. Whether you are looking for life insurance, long-term care insurance, or retirement planning, Daniel Zakrzewski is dedicated to helping you secure a stable and secure future. Visit the office today to learn more about the insurance options available.
30 Kimball Ave Ste 200, South Burlington, VT 05403, United States -
Mark Messier, Bankers Life Agent
● OpenMark Messier, Bankers Life Agent is an insurance agency located at 30 Kimball Avenue in South Burlington, Vermont, United States. Specializing in providing insurance products from Bankers Life, Mark Messier is dedicated to helping individuals and families protect their financial futures. With a commitment to personalized service and a wide range of insurance options, Mark Messier, Bankers Life Agent is a trusted partner in helping clients navigate the complexities of insurance coverage. Contact them today to discuss your insurance needs and find the right plan for you.
30 Kimball Ave Ste 200, South Burlington, VT 05403, United States -
Jeffrey Yates, Bankers Life Agent
● OpenJeffrey Yates, Bankers Life Agent is an insurance agency located at 30 Kimball Avenue in South Burlington, Vermont, United States. Specializing in providing a range of insurance products and services, Jeffrey Yates is dedicated to helping individuals and families protect their financial future. With a focus on personalized service and tailored solutions, clients can trust Jeffrey Yates to provide expert guidance and support in navigating the complexities of insurance. Whether you are looking for life insurance, health insurance, or retirement planning, Jeffrey Yates, Bankers Life Agent is committed to helping you find the right coverage for your needs.
30 Kimball Ave Ste 200, South Burlington, VT 05403, United States -
Keith Williams, Bankers Life Agent
● ClosedKeith Williams, Bankers Life Agent is an insurance agency located at 30 Kimball Avenue in South Burlington, Vermont, United States. As a Bankers Life Agent, Keith Williams specializes in providing insurance products and services to help individuals and families protect their financial future. With a focus on personalized service and tailored solutions, Keith Williams is dedicated to helping clients navigate the complexities of insurance and achieve peace of mind. Whether you are looking for life insurance, long-term care insurance, or retirement planning, Keith Williams is committed to helping you find the right coverage to meet your needs. Contact Keith Williams, Bankers Life Agent today to learn more about their insurance offerings and how they can help you plan for the future.
30 Kimball Ave Ste 200, South Burlington, VT 05403, United States -
Alexander Kiritsy, Bankers Life Agent
● OpenAlexander Kiritsy, Bankers Life Agent is an insurance agency located at 30 Kimball Avenue in South Burlington, Vermont. As a trusted representative of Bankers Life, Alexander Kiritsy offers a range of insurance products and financial services to help individuals and families protect their assets and plan for the future. With a commitment to personalized service and professional expertise, clients can rely on Alexander Kiritsy to provide tailored insurance solutions that meet their unique needs. Whether you are looking for life insurance, retirement planning, or long-term care coverage, Alexander Kiritsy is dedicated to helping you secure your financial future.
30 Kimball Ave Ste 200, South Burlington, VT 05403, United States -
Thomas Brazier, Bankers Life Agent
● OpenThomas Brazier, Bankers Life Agent is a reputable insurance agency located at 30 Kimball Avenue in South Burlington, Vermont, United States. As a Bankers Life Agent, we specialize in providing insurance products and financial services to individuals and families. Our team of experienced professionals is dedicated to helping our clients plan for their future and protect what matters most to them. Whether you are looking for life insurance, retirement planning, or long-term care coverage, we are here to help you navigate your options and find the best solutions for your needs. Contact us today to schedule a consultation and start securing your financial future.
30 Kimball Ave Ste 102, South Burlington, VT 05403, United States -
Jason Decoteau, Bankers Life Agent
● OpenJason Decoteau, Bankers Life Agent is an insurance agency located at 30 Kimball Avenue in South Burlington, Vermont. As a trusted representative of Bankers Life, Jason Decoteau provides personalized insurance solutions to meet the diverse needs of individuals and families. With a focus on financial security and peace of mind, Jason Decoteau offers a range of insurance products including life, health, and retirement planning. Whether you are looking to protect your loved ones, plan for the future, or secure your assets, Jason Decoteau is committed to providing exceptional service and guidance every step of the way. Visit us today to learn more about how we can help you protect what matters most.
30 Kimball Ave Ste 200, South Burlington, VT 05403, United States
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