TOP 10 Insurance and financial services in Burlington, Vermont

Chris Kasper- State Farm Insurance Agent is a finance and insurance agency located at 159 Pearl Street, Essex Junction, Vermont, United States. Situated in Complex 159, in the same building as Subway, the office suites are located in the back of the building. Welcome from your local State Farm Agent Chris Kasper! With over 30 years of combined insurance experience, Chris and his dedicated team are here to help with all your insurance needs. Whether you are looking for coverage for your car, home, business, or life, they have got you covered.

Kaitlyn Raymond - State Farm Insurance Agent is a reputable insurance agency located at 29 Upper Main Street in Essex, Vermont. Led by Kaitlyn Raymond, the agency has been serving customers since January 2014 with a dedicated team that prioritizes customer care and satisfaction. Kaitlyn, a native of a small town on the border of Vermont, holds a bachelor's degree in Education and is committed to using her skills to help clients with their insurance needs. The agency offers a wide range of insurance services, including auto, homeowner's, renters, commercial auto, motorcycle, ATV, boat, small business, pet, and life insurance. They are also experienced in helping families relocate to Vermont, serving areas such as Essex, Jericho, Underhill, Williston, Burlington, and more. The agency is dog-friendly and welcomes pets in their office, offering a policy specifically for them.

Burlington Insurance Agency is a trusted insurance provider located at 3 Baldwin Avenue in South Burlington, Vermont. With a focus on personalized service and tailored insurance solutions, our agency is committed to helping clients protect what matters most to them. Whether you are in need of auto, home, life, or business insurance, our team of experienced agents is here to assist you every step of the way. Contact us today to discuss your insurance needs and discover the peace of mind that comes with comprehensive coverage from Burlington Insurance Agency.

People's United Insurance Agency is a trusted financial institution located at 2 Burlington Square in Burlington, Vermont. As an insurance agency, they offer a wide range of insurance products to meet the needs of individuals and businesses. Whether you are looking for auto, home, life, or business insurance, their experienced agents are dedicated to providing personalized service and finding the best coverage options for you. In addition to insurance services, People's United Insurance Agency also offers financial services such as ATM access for convenient banking transactions. Visit them today to discuss your insurance needs and secure your financial future.

Hadley Financial Group, located at 56 West Twin Oaks Terrace in South Burlington, Vermont, is a finance institution dedicated to providing affordable voluntary benefits programs for businesses. They specialize in helping individuals secure life insurance to leave a legacy of love and financial security. The team at Hadley Financial Group offers custom financial guidance to help clients enjoy today and have peace for tomorrow. Their personalized approach ensures that each client receives tailored recommendations to suit their individual needs and objectives. The team, consisting of Scott Hadley, Cody Greene, Steve Somers, and Mary Capparuccini, are licensed to sell insurance through New York Life Insurance Company and may offer services through various other independent insurance companies in multiple states.

Ameriprise Financial, located at 2 Church Street in Burlington, Vermont, offers personalized financial advice to help clients reach their financial goals. As the overall winner in the wealth manager category in 2023 according to the Kiplinger Readers' Choice Awards, Ameriprise stands out from other financial firms with their comprehensive approach that instills confidence in their clients. With an initial complimentary consultation, clients can see how Ameriprise advisors can help them work towards their dreams and goals. The institution prioritizes online security and provides multiple safeguards to protect personal information. Clients can request an appointment online to speak with an advisor who will tailor financial advice based on individual goals. Background and qualification information is available on FINRA's BrokerCheck website. With a focus on personalized advice and goal-based planning, Ameriprise Financial strives to help clients achieve financial success.

Flood Financial Services is a reputable finance institution located at 1233 Shelburne Road in South Burlington, Vermont, United States. With a team of experienced financial experts, we provide a wide range of services including investment management, retirement planning, insurance solutions, and more. Our mission is to help our clients achieve their financial goals and secure their financial future. Visit us today and let us help you navigate the complex world of finance.

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.

Professional 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.

Cain Associates Financial Group is a reputable finance institution located at 7 Kilburn Street in Burlington, Vermont, United States. Our team of experienced financial advisors offers a wide range of services including investment management, retirement planning, and wealth management. We are dedicated to providing personalized solutions to help our clients achieve their financial goals. Contact us today to schedule a consultation and see how we can help you secure your financial future.

Shepherd Financial Services is a reputable finance institution located at 45 Swift Street in South Burlington, Vermont, United States. With a team of experienced financial advisors, Shepherd Financial Services offers a wide range of financial services including investment planning, retirement planning, tax planning, and wealth management. Whether you are looking to grow your wealth or secure your financial future, Shepherd Financial Services is dedicated to providing personalized and comprehensive financial solutions tailored to meet your specific needs. Trust Shepherd Financial Services to guide you towards a brighter financial future.

OneDigital Health and Benefits is an insurance agency located at 1795 Williston Road in South Burlington, Vermont. Specializing in health and benefits coverage, they provide personalized solutions for individuals and businesses looking to protect their health and financial well-being. With a team of experienced professionals, OneDigital Health and Benefits is dedicated to helping clients navigate the complexities of the insurance industry and find the best coverage options to meet their needs. Whether you are seeking health insurance, life insurance, or other benefits, OneDigital Health and Benefits is committed to providing top-notch service and support.

UVM Medical Center Billing and Patient Financial Services is a comprehensive financial institution located in Burlington, Vermont, United States. As a trusted health care provider, this institution offers a range of services related to billing and patient financial support. Whether you need assistance with insurance claims, payment plans, or financial counseling, the dedicated team at UVM Medical Center is here to help. With a strong focus on patient care and financial transparency, this institution is committed to providing top-notch services to ensure that all patients receive the care they need without the added stress of financial burdens.

Lan 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.

Willis Insurance-North America is a leading insurance agency located at 40 Main Street in Burlington, Vermont. We provide a wide range of insurance products and services to individuals and businesses across North America. Our team of experienced professionals is dedicated to helping clients find the right coverage to protect their assets and investments. With a focus on customer service and personalized solutions, Willis Insurance-North America is committed to ensuring peace of mind and financial security for our clients. Contact us today to learn more about our insurance options and how we can help you protect what matters most.

Sandi Sumner, Bankers Life Agent and Bankers Life Securities Financial Representative, located at 30 Kimball Avenue in South Burlington, Vermont, offers a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a financial advisor, Sandi Sumner specializes in helping clients navigate the complexities of Medicare Advantage plans, providing personalized guidance to find the right coverage for each individual. In addition, the institution offers products and services tailored to address the growing need for long-term care planning, emphasizing the importance of being prepared for the future. Whether you are looking to explore Medicare options or plan for long-term care, Sandi Sumner is dedicated to helping you make informed decisions and take proactive steps towards financial security.

Northeast Planning Associates, located at 467 Sanderson Road in Burlington, Vermont, is a finance institution with over 75 financial advisors in 45 offices throughout New England. They offer a wide range of financial planning services, investment advice, insurance strategies, and brokerage services. Committed to acting in the best interests of their clients, they collaborate with integrated service partners such as CPAs, attorneys, and financial institutions. As an independent Registered Investment Advisory firm, they provide personalized advice tailored to each client's needs and objectives. Their experienced advisors prioritize quality service and strive to build long-lasting relationships with their clients. If you are interested in partnering with Northeast Planning Associates, you can contact them at 877-471-0900 or [email protected]. Advisory services may be offered through NPA or LPL Financial, and securities are offered through LPL Financial. Please note that their services are only available to residents of certain states.

Vista Life & Casualty Reinsurance Company is a leading insurance agency located at 76 Saint Paul Street in Burlington, Vermont, United States. Specializing in life and casualty reinsurance, the company offers a wide range of insurance products and services to meet the unique needs of individuals and businesses. With a strong commitment to customer satisfaction and financial stability, Vista Life & Casualty Reinsurance Company is dedicated to providing reliable coverage and peace of mind to its clients.

Bankers 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.

Dilon Cross, Bankers Life Agent is an insurance agency located at 30 Kimball Avenue in South Burlington, Vermont, United States. As a dedicated Bankers Life agent, Dilon Cross offers a range of insurance products and services to help clients protect their financial future. With a focus on personalized service and expertise in the insurance industry, Dilon Cross is committed to helping individuals and families find the right insurance solutions to meet their needs. Contact Dilon Cross, Bankers Life Agent today to learn more about how they can help you secure your financial well-being.

Patricia 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.

The Richards Group is a full-service insurance and financial services firm located at 159 Bank Street in Burlington, Vermont, United States. As an independent agency, we provide comprehensive risk management, employee benefits, and investment services tailored to your specific needs. With over a century of experience, our team works closely with clients to develop long-range plans to lower their total cost of risk. We pride ourselves on professionalism, expertise, and proactive service to protect the things you value most. Our independence allows us to represent you, not insurance carriers, and we handle claims in-house for efficient resolution. Named one of the Best Places to Work in Vermont, we are dedicated to providing exceptional value and comprehensive coverage to our clients. Join us as a trusted advisor and let us help you build a fair, competitive, and motivating Total Rewards program for your organization.

Michelle 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.

Robert 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.

Juan Lussier-Alicea, Bankers Life Agent is an insurance agency located at 30 Kimball Avenue in South Burlington, Vermont. Specializing in providing comprehensive insurance solutions, Juan Lussier-Alicea offers a range of products and services to meet the individual needs of clients. With a focus on customer service and personalized attention, this agency strives to help clients protect their financial future and achieve peace of mind. Whether you are looking for life insurance, retirement planning, or long-term care coverage, Juan Lussier-Alicea is dedicated to helping you find the right insurance solutions for your unique situation. Contact them today to learn more about how they can help you plan for the unexpected and secure your financial well-being.

Daniel 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.

Kara Cooley, Bankers Life Agent is a reputable insurance agency located at 30 Kimball Avenue in South Burlington, Vermont, United States. Specializing in providing personalized insurance solutions, Kara Cooley and her team are dedicated to helping clients protect their assets and secure their financial future. With a commitment to excellent customer service and a wide range of insurance products available, Kara Cooley, Bankers Life Agent is a trusted choice for individuals and families looking for comprehensive insurance coverage. Contact them today to learn more about their services and how they can help you with your insurance needs.

Schnell Williams is a reputable insurance agency located at 30 Kimball Avenue in South Burlington, Vermont. As Bankers Life agents, they specialize in helping clients navigate the complexities of insurance to find the best coverage for their needs. With a commitment to excellent customer service and a wealth of industry knowledge, Schnell Williams is dedicated to providing peace of mind and financial security for their clients. Whether you are looking for life insurance, retirement planning, or long-term care coverage, the experienced team at Schnell Williams is here to help.

Stephen Van Houten, Bankers Life Agent is an insurance agency located at 30 Kimball Avenue in South Burlington, Vermont. As a trusted Bankers Life Agent, Stephen Van Houten provides personalized insurance solutions to meet the needs of individuals and families. With a focus on customer service and expertise in insurance products, clients can feel confident in their coverage and financial security. Contact Stephen Van Houten today to discuss your insurance needs and find the right policy for you.

Mark 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.