Global financial services in Vermont

Merrill Lynch Financial Advisor Joshua Jarvis is a trusted and knowledgeable institution located at 60 Lake Street in Burlington, Vermont, United States. With over a decade of experience in the financial services industry, Joshua Jarvis is dedicated to building long-term relationships with his clients to help them achieve their financial goals. Using industry-leading research and products from Merrill Lynch Wealth Management, Joshua offers wealth planning, investment management, and estate/trust planning strategies to his clients. Merrill Lynch Wealth Management is a reputable institution, recognized by Institutional Investor magazine as one of the Top Global Research Firms in 2021. BofA Global Research, a subsidiary of Bank of America Corporation, provides valuable insights and resources to help clients make informed investment decisions. Merrill Personal Wealth Analysis™ is a personalized planning tool that focuses on individual goals and priorities, ensuring a tailored approach to financial success.

AML Compliance Services LLC is a leading institution specializing in anti-money laundering compliance services. Located at 1024 Vermont 30 in Cornwall, Vermont, our team of experts is dedicated to helping businesses navigate complex regulatory requirements and mitigate risks associated with money laundering and terrorist financing. With a strong emphasis on integrity and professionalism, we provide tailored solutions to ensure our clients remain compliant with the latest AML laws and regulations. Trust AML Compliance Services LLC to safeguard your business and reputation.

Located at 39 Bonnet Street in Vermont, United States, Merrill Lynch Financial Advisor John Jacobi offers personalized financial services to help clients prioritize and pursue their goals. With a focus on connecting all aspects of clients' financial lives, John Jacobi, who holds a Bachelor's degree in Business Administration/Finance from the University of Vermont and a Masters in Finance from Boston College, has been in the financial services industry since 1993 and joined Merrill in 2018. As a Merrill advisor, John Jacobi provides insights, observations, and ideas to help clients navigate market volatility and address various financial needs. Supported by the global resources of Merrill and the banking convenience of Bank of America, John Jacobi and his team offer personalized service and strive to build strong client relationships based on trust.

Merrill 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.

Merrill Lynch Financial Advisor Lawrence Kimball Barber is a finance institution located at 60 Lake Street in Burlington, Vermont, United States. They offer the investment insights of Merrill and access to the banking convenience and lending solutions of Bank of America. The institution helps clients explore financial possibilities in today's changing markets and leverages a global network of specialists to provide additional support. Every relationship begins with a conversation to identify and prioritize the goals that matter most to the client, whether it's transferring wealth, customizing financial approaches, or providing advice and guidance. The institution believes in achieving financial success by making investment decisions that align with the client's goals and priorities. They offer tools to help clients track changes in their life and goals, ensuring that their financial approach is always up-to-date. The institution also offers Socially Responsible Investing (SRI) and Environmental, Social, and Governance (ESG) solutions for clients interested in investing capital for positive social and environmental impact. The team at Merrill Lynch Wealth Management Advisors is dedicated to building strong client relationships based on trust and personalized service. They offer the Merrill Personal Wealth Analysis™ to build personalized plans centered on the client's goals. The institution believes in staying on track to achieve what's most important to the client, adjusting the financial approach as needed. Through personalized service and tailored investment strategies, Merrill Lynch Financial Advisor Lawrence Kimball Barber aims to help clients achieve their financial goals.

Margo Jones - UBS Financial Services Inc. is a trusted financial institution located at 67 Merchants Row in Rutland, Vermont. As a part of UBS, a global leader in wealth management, we offer a wide range of financial services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized advice and guidance to help clients navigate the complexities of the financial world. Whether you are looking to invest, plan for retirement, or manage your wealth, Margo Jones - UBS Financial Services Inc. is here to help you every step of the way. Contact us today to learn more about how we can assist you in reaching your financial objectives.

Norwich University, located at 158 Harmon Drive in Northfield, Vermont, is a renowned institution that offers a unique blend of challenge, friendship, and adventure. As one of the nation's premier leadership laboratories, Norwich University provides a diverse range of programs for students looking to advance in their field, refocus their career, or expand their knowledge and skills in areas they are passionate about. With a commitment to experiential learning, Norwich University offers a supportive community that believes in the values of bravery, learning from struggles, and going beyond what is thought possible. The institution's online programs cater to working adults, servicemembers, and lifelong learners, providing flexibility and accessibility to education wherever you are.

Downs Rachlin Martin PLLC, located at 132 Main Street in Brattleboro, Vermont, is a leading law firm known for its business sense and legal ingenuity. With roots in New England and a commitment to providing global solutions, the attorneys at DRM offer exceptional service, integrity, and a determined spirit. With over five decades of experience, the DRM team is well-equipped to tackle today's most pressing legal challenges. The firm is dedicated to developing innovative solutions for complex legal issues, ensuring optimal outcomes for clients and the communities they serve. With a team of attorneys and legal professionals across five locations in Vermont and New Hampshire, DRM offers a wealth of knowledge and proficiency across the legal landscape.

Western Union is a well-known financial institution located at 2537 U.S. 7 in Pownal, Vermont, United States. It offers a wide range of financial services, including money transfers, bill payments, and money orders. With a global network of agents and locations, Western Union provides convenient and reliable services to individuals and businesses around the world. Whether you need to send money to a loved one abroad or pay a bill quickly, Western Union is a trusted choice for fast and secure transactions.

Downs Rachlin Martin PLLC is a leading institution located at 90 Prospect Street in Saint Johnsbury, Vermont, United States. Specializing in accounting, finance, and legal services, our team of attorneys at DRM is dedicated to providing innovative solutions and unparalleled value to our clients. With roots in New England and a commitment to global solutions, we offer sound judgment and earned trust, backed by over five decades of experience. Our team is well-versed in the Corporate Transparency Act and stays ahead of today's legal challenges to deliver optimal outcomes for our clients and communities. With offices in Vermont and New Hampshire, we offer a wide range of legal services to help our clients thrive and mentor the next generation of leaders. Our attorneys have curated knowledge and insights across various practice areas and industries, driving conversations in the legal industry and beyond.

Resonance is a leading institution located at 1 Mill Street in Burlington, Vermont, United States. Our integrative, multi-phase approach drives business results and lasting positive social and environmental impact. We work with changemakers in both the public and private sectors to tackle pressing sustainability challenges, strengthen supply chains, and create market opportunities. Our focus is on understanding threats and implementing actions that drive climate adaptation and deliver sustainable business results. What sets us apart from other firms is our global development and private sector work, as well as our impact in the field. We offer on-demand webinars, blogs, Q&As, articles, and impact stories to connect and inspire changemakers striving to advance the global good.

Morgan Stanley Smith Barney is a finance institution located at 626 Mountain Road in the charming town of Stowe, Vermont, United States. As a leading global financial services firm, Morgan Stanley Smith Barney offers a wide range of wealth management services to individuals, businesses, and institutions. With a team of experienced professionals and a commitment to excellence, they provide personalized financial solutions to help clients achieve their financial goals. Whether you're looking for investment advice, retirement planning, or estate planning, Morgan Stanley Smith Barney is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

HUB International is a leading insurance agency located at 377 Center Hill Road in Manchester, Vermont. As- a part of a global network of insurance experts, HUB International offers a wide range of insurance solutions for individuals and businesses. With a commitment to providing personalized service and tailored insurance plans, HUB International strives to protect their clients' assets and mitigate risks. Whether you are looking for auto, home, business, or specialty insurance coverage, HUB International has the expertise and resources to help you navigate the complex world of insurance. Visit their office in Manchester or contact them online to learn more about how HUB International can help you protect what matters most.

MoneyGram is a finance institution located at 31-33 South Main Street in Rutland, Vermont, United States. They specialize in providing money transfer services to individuals and businesses, allowing for quick and secure transactions both domestically and internationally. With a global network of locations, MoneyGram offers convenient and reliable financial solutions for those in need of sending or receiving funds. Their experienced staff is dedicated to ensuring a smooth and efficient process for all customers.

Merrill 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.

Downs Rachlin Martin PLLC is a leading law firm located at 199 Main Street in Burlington, Vermont, United States. Our team of attorneys is known for their business sense and legal ingenuity, providing innovative and value-driven legal services. With deep roots in New England and a global perspective, we offer exceptional service, integrity, and a determined spirit in addressing our clients' legal needs. At DRM, we pride ourselves on sound judgment and earned trust, drawing on over five decades of experience to tackle today's most complex legal challenges. Our team of legal professionals is dedicated to developing creative solutions that yield optimal outcomes for our clients and the communities we serve.

Canal Street School is a renowned educational institution located in Brattleboro, Vermont, United States. As a school, it prides itself on providing a nurturing and stimulating environment for students to excel academically and personally. With a strong emphasis on academic excellence and character development, Canal Street School is committed to fostering a love for learning and preparing students for success in their future endeavors. The dedicated faculty and staff work tirelessly to create a supportive and inclusive community where every student can thrive. Whether it's through innovative teaching methods, extracurricular activities, or community service projects, Canal Street School is dedicated to helping students reach their full potential and become responsible global citizens.

Western Union is a renowned financial institution located at 4993 Main Street in Manchester, Vermont, United States. As a global leader in money transfers and financial services, Western Union offers a secure and reliable way to send and receive money to over 200 countries and territories worldwide. With a wide network of agents and branches, Western Union provides convenient and efficient services to individuals and businesses alike. Whether you need to send money to a loved one or make a payment, Western Union is the trusted choice for fast and secure transactions.

Downs Rachlin Martin PLLC, located at 52 State Street in Montpelier, Vermont, is a leading institution in the fields of accounting, finance, and law. With a focus on providing innovative legal services that deliver unparalleled value, the attorneys at DRM are known for their New England roots and global solutions. With over five decades of experience, the team at DRM is dedicated to providing sound judgment and earning the trust of their clients. The attorneys at DRM are well-versed in the Corporate Transparency Act and are able to develop innovative solutions to complex legal challenges. With a team of legal professionals across Vermont and New Hampshire, DRM offers exceptional legal services to help clients thrive, better communities, and mentor the next generation of leaders.

C T Corporation System, located in Cambridge, Vermont, United States, is a trusted institution under the global provider Wolters Kluwer. Specializing in providing professional information, software solutions, and services for various sectors including healthcare, finance, legal, and regulatory compliance. Their clinical technology and evidence-based solutions drive effective decision-making and outcomes in healthcare, while their financial and regulatory tools help companies meet their obligations and manage risks efficiently. They also offer services to legal professionals to streamline research, analysis, and workflows, ensuring transparent and safe societies.

Vermont International Academy is a prestigious secondary school located at 60 Main Street in Burlington, Vermont, United States. Our institution offers a rigorous and comprehensive academic program that prepares students for success in college and beyond. With a focus on global perspectives, cultural diversity, and innovative learning methods, Vermont International Academy provides a unique educational experience for students seeking a challenging and enriching academic environment. Our dedicated faculty and staff are committed to fostering a supportive and inclusive community where students can thrive and reach their full potential. Join us at Vermont International Academy and embark on a journey towards academic excellence and personal growth.

The Bonadio Group is a top 50 CPA firm located at 135 North Main Street in Rutland, Vermont. Specializing in accounting and finance, we offer a full spectrum of services to help clients overcome their financial and business challenges. Our team of problem solvers and industry experts work closely with each client to find the best solution tailored to their individual needs. As trusted partners, we have a deep knowledge of our client's businesses and priorities, ensuring their success is our top priority. Additionally, as an independent member firm of the Moore North America, Inc. (MNA) Association, we have access to a global network of resources to better serve our clients. Contact us today to learn more about how we can help your business thrive in Buffalo, Rochester, Syracuse, and beyond.

Nicholas Fukuda, CFP® - Morgan Stanley is a finance institution located at 105 West View Road in Colchester, Vermont, United States. As a Certified Financial Planner, Nicholas Fukuda provides expert financial advice and services to help clients achieve their financial goals. With the backing of Morgan Stanley, a leading global financial services firm, clients can trust in the expertise and resources available to them. Whether it's retirement planning, investment management, or estate planning, Nicholas Fukuda is dedicated to providing personalized and comprehensive financial solutions to meet the unique needs of each client.

Mason Graddock - Morgan Stanley is a finance institution located at 105 West View Road in Colchester, Vermont, United States. As a branch of the renowned financial services firm Morgan Stanley, we provide a wide range of investment and wealth management services to our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your portfolio, plan for retirement, or navigate the complexities of the financial markets, Mason Graddock - Morgan Stanley is here to support you every step of the way.

Jim Canavan - Morgan Stanley is a financial institution located at 105 West View Road in Colchester, Vermont. As a branch of Morgan Stanley, a leading global financial services firm, Jim Canavan offers a wide range of financial services to individuals, businesses, and institutions. With a team of experienced professionals, they provide personalized investment advice, wealth management, retirement planning, and more. Whether you are looking to grow your assets, plan for the future, or navigate complex financial markets, Jim Canavan - Morgan Stanley is dedicated to helping you achieve your financial goals.

KPMG is a global institution located at 463 Mountain View Drive, Colchester, Vermont, United States, specializing in accounting and finance. They are dedicated to creating a caring, inclusive, Purpose-led, and Values-driven culture. KPMG works with asset management firms, banks, fintech companies, energy sector organizations, public sector entities, biotechnology and pharmaceutical corporations, insurers, and entrepreneurs to help them navigate regulatory changes, technological advancements, and operational challenges. They provide objective assurance over data for investors and help organizations transform their functions for greater impact and lasting value. KPMG offers personalized content, viewpoints from leaders and experts, and support for businesses at every stage of growth. Please note that KPMG International Limited is a separate legal entity from the member firms of the KPMG network, which are affiliated with KPMG International but do not provide client services on its behalf. Visit https://kpmg.com/governance for more information on the organization's structure.

Western Union is a renowned financial institution located at 265 Vermont 15 in Jericho, Vermont, United States. Specializing in money transfer services, Western Union offers a convenient and secure way to send and receive funds globally. With a strong reputation for reliability and efficiency, Western Union is a trusted choice for individuals and businesses looking to handle their financial transactions with ease. Whether you need to send money to a loved one abroad or make a payment, Western Union provides a seamless and reliable solution for all your financial needs.

Western Union is a renowned financial institution located at 53 East Main Street in Troy, Vermont, United States. Known for its reliable and efficient money transfer services, Western Union has been a trusted name in the finance industry for years. Customers can easily send and receive money both domestically and internationally, making it a convenient choice for those in need of fast and secure financial transactions. With a strong presence in numerous countries around the world, Western Union continues to be a top choice for individuals and businesses looking for a reliable money transfer service.

Western Union is a well-known financial institution located at 4503 U.S. 5 in Newport, Vermont, United States. As a global leader in money transfer services, Western Union provides a reliable and convenient way for individuals to send and receive money across borders. With a wide network of agent locations worldwide, customers can easily access their services to send money to family and friends or make payments for various purposes. Western Union is committed to providing secure and efficient financial solutions to meet the needs of their customers.

Western Union is a renowned financial institution located at Vermont 22A in Shoreham, Vermont, United States. With a long history of providing reliable money transfer services, Western Union is a trusted name in the finance industry. Customers can easily send and receive money domestically and internationally through their extensive network of agents and online platform. Whether you need to pay bills, send money to family members, or make a business transaction, Western Union offers a convenient and secure way to handle your financial needs.