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TOP 30 Investment banking in Burlington, VT
14 results found
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Bank of Burlington
Bank of Burlington is a reputable financial institution located at 30 Kimball Avenue in South Burlington, Vermont. With a strong presence in the community, this bank offers a wide range of financial services to meet the needs of individuals and businesses alike. Whether you are looking for personal banking solutions, investment opportunities, or commercial lending options, Bank of Burlington has you covered. Their experienced team of professionals is dedicated to providing top-notch customer service and helping you achieve your financial goals. Visit Bank of Burlington today to experience the difference in banking.
Mascoma Bank
Mascoma Bank is a trusted financial institution located at 1185 Shelburne Road in South Burlington, Vermont, United States. As a full-service bank, Mascoma offers a wide range of banking and financial services to individuals, businesses, and communities in the area. With a commitment to personalized service and community involvement, Mascoma Bank strives to help customers achieve their financial goals and build strong, lasting relationships. Whether you're looking for a checking account, mortgage loan, or investment options, Mascoma Bank has the expertise and resources to meet your needs. Visit us today to experience the difference of banking with Mascoma.
NEFCU
NEFCU, also known as New England Federal Credit Union, is a financial institution located at 1000 Shelburne Road in South Burlington, Vermont. As a credit union, NEFCU offers a range of financial services to its members, including savings accounts, loans, mortgages, and investment options. With a focus on providing personalized and community-oriented banking solutions, NEFCU strives to help its members achieve their financial goals. With a strong presence in Vermont, NEFCU is dedicated to serving the local community and helping individuals and families build a secure financial future.
TD Ameritrade
TD Ameritrade is a leading finance institution located at 100 Bank Street in Burlington, Vermont, United States. With a focus on investment and trading services, TD Ameritrade offers a wide range of financial products and tools to help individuals and businesses achieve their financial goals. Whether you are looking to invest in stocks, bonds, mutual funds, or other assets, TD Ameritrade provides expert guidance and resources to help you make informed decisions. With a commitment to customer service and innovation, TD Ameritrade is a trusted partner for those seeking to grow their wealth and secure their financial future.
Charles Schwab
Charles Schwab is a renowned financial institution located at 100 Bank Street in Burlington, Vermont, United States. Specializing in finance, they offer a wide range of services including investment advice, brokerage services, and retirement planning. With a strong reputation for providing top-notch financial solutions, Charles Schwab is dedicated to helping individuals and businesses achieve their financial goals. Visit their office in Burlington today to learn more about their services and how they can help you secure your financial future.
UBS Financial Services Inc.
UBS Financial Services Inc. is a reputable finance institution located at 38 Eastwood Drive in South Burlington, Vermont, United States. With a strong presence in the financial industry, UBS provides a wide range of financial services to its clients, including wealth management, investment banking, asset management, and more. The institution is known for its expertise and commitment to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, UBS Financial Services Inc. can provide the guidance and support you need. Visit their office in South Burlington to learn more about how they can help you secure your financial future.
Merrill Lynch Financial Advisor TIMOTHY S CANDON
Merrill Lynch Financial Advisor TIMOTHY S CANDON is a reputable institution located at 60 Lake Street in Burlington, Vermont, United States. Timothy Candon, a Financial Advisor with over 23 years of industry experience, leads the team. He is a CERTIFIED FINANCIAL PLANNER™ and is dedicated to acting in the best interest of his clients, providing sound investment advice and financial planning services. Timothy utilizes Merrill's vast resources to create customized wealth management solutions for his clients, utilizing the investment insights of Merrill and the banking convenience of Bank of America. His commitment to delivering excellent service and helping clients achieve their goals sets him apart. Timothy Candon and his team understand that life and financial goals change over time, which is why they offer personalized financial planning services that evolve with you. By getting to know you personally and understanding what matters most to you, they can create a financial approach that reflects your unique needs and priorities. With access to the investment insights of Merrill and banking solutions from Bank of America, Timothy works with clients to develop strategies designed to grow, preserve, and distribute wealth.
Merrill Lynch Financial Advisor Robert M. Mangiacotti
Merrill Lynch Financial Advisor Robert M. Mangiacotti is a seasoned financial advisor located at 60 Lake Street, Burlington, Vermont, United States. With over 30 years of experience, Bob offers clients a personalized and disciplined investment process that focuses on managing risk to help create, build, and preserve wealth. As a CERTIFIED FINANCIAL PLANNER™, Bob works with affluent families and small-to-midsize businesses to develop customized wealth management strategies that align with each client's goals and risk tolerance. He is also a qualified Portfolio Manager, offering personalized investment strategies tailored to individual client needs. Bob Mangiacotti and his team at Merrill Lynch Wealth Management provide clients with the intimacy and personal touch of a small boutique firm, while also leveraging the vast resources of a large financial institution. With a focus on building strong client relationships based on trust and personalized service, Bob ensures that every client's financial goals and priorities are met, even as they evolve over time.
Community Financial Services Group, LLC
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.
Merrill Lynch Financial Advisor Joshua Jarvis
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.
Merrill Lynch Financial Advisor Matthew E Flotteron
Merrill Lynch Financial Advisor Matthew E Flotteron, located at 60 Lake Street in Burlington, Vermont, is a prestigious finance institution recognized for its exemplary client service. The institution's advisors have received accolades from financial industry publications and Bank of America Corporation, setting the standard for wealth management. With a focus on personalized financial planning centered on your goals, Merrill Personal Wealth Analysis™ helps build a customized plan tailored to your needs. By starting with a conversation to understand your priorities and aspirations, the financial advisors at Merrill Lynch Wealth Management create a comprehensive approach designed to help you achieve your goals. Through the Investment Personality Assessment and ongoing discussions, they ensure your financial plan evolves with your changing life and market conditions. With a commitment to educating clients about investing and providing personalized strategies, Merrill Lynch advisors offer a dedicated one-on-one relationship to address your financial complexities and help you pursue your goals. Whether you're planning for retirement, saving for a home, or passing wealth to future generations, Merrill Lynch Financial Advisor Matthew E Flotteron is here to guide you on your financial journey.
Merrill Lynch Financial Advisor Danielle D Gilbert-Richard
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
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.
The Richards Group
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.
List of local businesses, places and services in Vermont
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