TOP 10 Financial services in Middlebury, Vermont

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.

Middlebury Pediatric Medicine, located at 44 Collins Drive in Middlebury, Vermont, is a trusted health care institution providing comprehensive care for individuals up to age 24. Our dedicated team of professionals is committed to offering high-quality medical services and excellent customer service to the community. Patients and their families have access to evidence-based care and self-management support through our Community Health Team. We offer sick visits by appointment and encourage patients to speak with a nurse before scheduling a visit. Our office provides free services such as certified lactation counseling and access to our Community Health Team, which includes a registered dietician, a behavioral health counselor, and a care coordinator. Patients are reminded to bring their insurance card and photo ID, with co-pays expected at the time of service. Financial assistance is available through Porter Medical Center for those in need.

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.

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.

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.

Marble Trail Financial is an investment advisory and accounting firm located in Middlebury, Vermont. We specialize in helping individuals, families, and businesses achieve their financial goals through personalized guidance and support. Our team is dedicated to providing comprehensive services to simplify your financial life, allowing you to focus on what matters most. With a foundation of integrity and exceptional people, we work with you to manage and grow your financial resources, including investments, personal budgets, taxes, and business finances. We believe in building trust with our clients by listening to their unique goals and developing personalized strategies to help them achieve financial success with peace of mind and confidence. Contact us at (802) 388-6300 to learn more about how we can help you make the most of your money and reach your financial goals.

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.

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.

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.

The United States Postal Service located at 658 Exchange Street in Middlebury, Vermont is a vital institution that serves as a post office and also offers various financial services. With a long history of delivering mail and packages to residents and businesses in the area, this branch of the USPS provides reliable and efficient postal services to the community. Whether you need to send mail, purchase stamps, or access financial services such as money orders or postal banking, the United States Postal Service in Middlebury is here to assist you. Visit us today to experience our dedication to serving the needs of our customers.

The United States Postal Service located at 10 Main Street in Middlebury, Vermont is a vital institution that serves as a post office, finance center, and local government office. As a branch of the USPS, it provides essential mail and package delivery services to residents and businesses in the area. Additionally, it offers various financial services such as money orders and postage stamps. The institution also serves as a local government office, assisting with official documentation and services related to postal regulations. With its convenient location and range of services, the United States Postal Service in Middlebury is a valuable resource for the community.

The United States Postal Service is a vital institution located at 1 Case Street in Vermont, United States. As a finance and post office facility, it plays a crucial role in delivering mail and providing essential postal services to the community. With a long-standing history of reliability and efficiency, the United States Postal Service continues to serve as a trusted resource for individuals and businesses alike. Whether sending letters, packages, or handling financial transactions, this institution is dedicated to meeting the needs of its customers with professionalism 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.

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.

Co-operative Insurance Companies is an insurance agency located at 292 Colonial Drive in Middlebury, Vermont, United States. As a co-operative institution, they prioritize the needs and interests of their policyholders above all else. With a focus on providing reliable and affordable insurance coverage, they offer a range of policies to protect individuals, families, and businesses from unexpected events. Their commitment to cooperation and community sets them apart in the insurance industry, making them a trusted choice for those seeking peace of mind and financial security.

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.

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.

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.

The ATM located at 9 Wilson Road in Middlebury, Vermont, United States is a convenient and secure financial institution that allows customers to access their accounts and perform various transactions, such as withdrawing cash, checking balances, and transferring funds. With its 24/7 availability, this ATM provides easy access to financial services for individuals in the area. Whether you need cash on the go or want to manage your finances quickly and efficiently, this ATM is a reliable option for all your banking needs.

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.

ATM (Mac's Market) is a convenient stop for all your financial and shopping needs. Located at Route 116 in Vermont, United States, this institution offers a range of services including ATM access, financial transactions, and a variety of food and grocery items. Whether you need to withdraw cash, stock up on groceries, or grab a quick bite to eat, ATM (Mac's Market) has you covered. Visit us today for all your finance and shopping needs in one convenient location.

Stonewell Properties, LLC is a reputable finance and real estate agency located at 88 Main Street in the charming town of Middlebury, Vermont, United States. With a team of experienced professionals, Stonewell Properties, LLC offers a wide range of services including property management, real estate investment, and financial advice. Whether you are looking to buy, sell, or rent a property, Stonewell Properties, LLC is dedicated to providing exceptional service and helping clients achieve their real estate goals.

SCORE Vermont is an all-volunteer organization located at 87 State Street in Montpelier, Vermont, dedicated to providing free mentoring services to help individuals start or grow their businesses. With branches in Burlington, Montpelier, St. Albans, Middlebury, and Rutland, SCORE Vermont serves the entire state of Vermont. The organization closely monitors federal and state financial assistance programs for businesses affected by recent floods, keeping their list of resources updated regularly. As SCORE Vermont celebrates its volunteers, they encourage individuals to consider giving back by becoming a mentor. The organization believes that anyone can succeed in managing a small business, but acknowledges that some may face additional challenges. They offer personalized support through their SCORE for All program, which aims to provide inclusive resources and mentoring approaches tailored to diverse backgrounds and 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.

Green Mountain Forensic Accounting, Inc. is a reputable institution specializing in forensic accounting services. Located in Middlebury, Vermont, United States, their team of experts at 249 Buttolph Drive is dedicated to providing precise financial analysis and investigative services for legal proceedings. With a focus on uncovering financial discrepancies and fraud, Green Mountain Forensic Accounting, Inc. is committed to delivering accurate and reliable results for their clients in the fields of accounting and finance.

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.