TOP 10 Insurance and financial services in Middlebury, Vermont

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.

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.

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.

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.

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.

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.