TOP 10 Financial planning services in Middlebury, Vermont

19 results found

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.

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.

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.

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.

Telling & Associates, CPA PC is a reputable accounting and finance firm located at 5 Park Street in Middlebury, Vermont, United States. With years of experience and expertise in tax preparation, financial planning, and business consulting, our team of certified public accountants is dedicated to providing top-notch services to individuals and businesses alike. Whether you need assistance with tax compliance, bookkeeping, or investment strategies, you can trust Telling & Associates to deliver professional and personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.

The Richards Group, located at 94 Court Street in Middlebury, Vermont, is a full-service insurance and financial services firm dedicated to providing comprehensive risk management, employee benefits, and investment services tailored specifically for each client. With a focus on financial solutions, insurance solutions, and total rewards, we work closely with our clients to develop long-range plans to lower their total cost of risk. Our team prides itself on professionalism, experience, and proactive service to protect the things that matter most to you. As an independent agency, we represent our clients, not insurance carriers, and handle claims in-house with the authority to settle routine claims on the spot. Recognized as one of Vermont's Best Places to Work, The Richards Group offers comprehensive compensation services to help attract and retain top talent while ensuring fairness and transparency. We have also been honored with the 2023 Vermont Worksite Wellness Award for our efforts to support the health and wellbeing of Vermonters. Additionally, we have recently acquired W.H. Shaw Insurance Agency and Lawrence and Wheeler Insurance to expand our client services and resources while keeping decisions and service local.

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.

Misasi & Misasi PC is a reputable accounting and finance institution located at 5 Court Street in Middlebury, Vermont. 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, financial planning, or bookkeeping, Misasi & Misasi PC is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in managing your finances.

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.

T K Ryan Inc is a reputable finance institution located at 7 Seymour Street in Middlebury, Vermont, United States. With years of experience in the industry, T K Ryan Inc offers a wide range of financial services to meet the needs of their clients. Their team of experts is dedicated to providing personalized and professional assistance to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, T K Ryan Inc is here to help. Visit their office today to learn more about how they can help you secure your financial future.

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.

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.

Myhre Cindy S CPA is a reputable accounting and finance institution located at 26 Painter Hills Road in Middlebury, Vermont, United States. With years of experience and expertise in the field, they offer a wide range of services to individuals and businesses, including tax preparation, financial planning, and consulting. Their team of certified public accountants is dedicated to providing top-notch, personalized service to meet the unique needs of each client. Whether you need help with tax filings or financial strategy, Myhre Cindy S CPA is here to help you navigate the complexities of accounting and finance with ease.

MEABS Tax is a reputable accounting and finance institution located at 29 Court Street in Middlebury, Vermont, United States. With a team of experienced professionals, they provide top-notch tax services to individuals and businesses alike. Their expertise in tax planning, preparation, and consulting ensures that clients receive the best possible financial guidance. MEABS Tax is dedicated to helping their clients navigate the complexities of the tax system and achieve their financial goals.

Donald C Ballou Inc is a reputable accounting and finance institution located at 16 Creek Road in Middlebury, Vermont, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Clients can trust Donald C Ballou Inc to provide reliable and efficient solutions to their accounting and financial needs.

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.

Small Town Taxes, LLC is a finance institution located at 1 Wilmar Street in Middlebury, Vermont, United States. We specialize in providing expert tax services to individuals and businesses in the local community. Our team of experienced professionals is dedicated to helping our clients navigate the complexities of tax laws and maximize their financial well-being. Whether you need assistance with tax preparation, planning, or consulting, Small Town Taxes, LLC is here to help. Contact us today to schedule a consultation and see how we can assist you with all of your tax needs.

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.