Management consulting in Vermont
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Merrill Lynch Financial Advisor Danielle D Gilbert-Richard
● ClosedMerrill 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.
60 Lake St, Burlington, VT 05401, United States -
Scott Carpenter
● ClosedScott Carpenter is a reputable finance institution located at 77 Pine Street in Burlington, Vermont, United States. With a strong emphasis on providing personalized financial solutions, Scott Carpenter offers a wide range of services to meet the diverse needs of its clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced team at Scott Carpenter is dedicated to helping you achieve your financial goals. Visit us today to discover how we can help you secure your financial future.
77 Pine St, Burlington, VT 05401, United States -
Merrill Lynch Financial Advisor Lawrence Kimball Barber
● ClosedMerrill 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.
60 Lake St, Burlington, VT 05401, United States -
Morgan Stanley Smith Barney
● OpenMorgan 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.
626 Mountain Rd, Stowe, VT 05672, United States -
Edward Jones - Financial Advisor: Caren M Merson
● ClosedEdward Jones - Financial Advisor: Caren M Merson is a reputable finance institution located at 394 Mountain Road in Stowe, Vermont, United States. Caren M Merson is a dedicated and experienced financial advisor who provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Caren M Merson offers expert guidance and tailored financial solutions to individuals and families. Whether you are planning for retirement, saving for college, or seeking to grow your wealth, Edward Jones - Financial Advisor: Caren M Merson is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
394 Mountain Rd Box #3, Stowe, VT 05672, United States -
Hanover Financial Group
● ClosedHanover Financial Group is a reputable finance institution located at 188 South Main Street in the picturesque town of Stowe, Vermont, United States. With a strong focus on providing top-notch financial services to individuals and businesses, Hanover Financial Group offers a wide range of solutions including investment management, financial planning, and wealth management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, Hanover Financial Group is committed to providing personalized and expert guidance every step of the way.
188 S Main St, Stowe, VT 05672, United States -
Pinnacle Advisors
● ClosedPinnacle Advisors is a leading finance institution located at 56 Old Farm Road in Stowe, Vermont, United States. Our team of experienced financial advisors provides personalized investment strategies and wealth management services to help clients achieve their financial goals. With a focus on integrity, transparency, and client satisfaction, Pinnacle Advisors is dedicated to delivering top-tier financial solutions tailored to each individual's unique needs. Trust Pinnacle Advisors to guide you towards financial success and security.
56 Old Farm Rd, Stowe, VT 05672, United States -
Edward Jones - Financial Advisor: Rebecca L Teese, CFP®|CEPA®|RICP®
● ClosedEdward Jones - Financial Advisor: Rebecca L Teese, CFP®|CEPA®|RICP® is a reputable financial institution located at 3 Pitkin Court in Montpelier, Vermont, United States. Specializing in comprehensive financial planning and wealth management, Rebecca L Teese and her team are dedicated to helping clients achieve their financial goals. With certifications in Certified Financial Planner (CFP®), Certified Exit Planning Advisor (CEPA®), and Retirement Income Certified Professional (RICP®), they provide personalized and tailored financial solutions to individuals and families. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Rebecca L Teese, CFP®|CEPA®|RICP® is committed to providing expert advice and guidance every step of the way.
3 Pitkin Ct Suite 101, Montpelier, VT 05602, United States -
Equity Services Inc
● OpenEquity Services Inc is a leading finance institution located at 1 National Life Drive in Montpelier, Vermont, United States. With a focus on providing top-notch financial services to individuals and businesses, Equity Services Inc offers a wide range of investment and wealth management solutions tailored to meet the unique needs of each client. With a team of experienced financial advisors and a commitment to delivering exceptional customer service, Equity Services Inc is dedicated to helping clients achieve their financial goals and secure their financial future.
1 National Life Dr, Montpelier, VT 05604, United States -
Laurel Brook Business Services
● ClosedLaurel Brook Business Services is a reputable accounting and finance institution located at 2143 Elmore Mountain Road in Elmore, Vermont, United States. Our team of experienced professionals offers a wide range of services to help businesses manage their financial affairs effectively. Whether you need assistance with bookkeeping, tax preparation, payroll services, or financial planning, we are here to provide expert guidance and support. Trust Laurel Brook Business Services for all your accounting and finance needs.
2143 Elmore Mountain Rd, Elmore, VT 05661, United States -
Community Bank, N.A.
● ClosedCommunity Bank, N.A. is a full-service financial institution located at 103 Lower Main Street West in Johnson, Vermont, United States. As a bank specializing in finance, we offer a range of services including checking accounts, mobile and online banking, business tools, home equity loans, financial strategies, budget tools, and fraud protection education. Our institution prides itself on providing the highest level of customer service and building trust with our clients. We also offer resources and guidance on topics such as homebuying, payroll management, and estate planning. Additionally, we have a Premier Business Connect platform for easy access to our services.
103 Lower Main St W, Johnson, VT 05656, United States -
Community Bank, N.A.
● ClosedCommunity Bank, N.A. is a full-service financial institution located at 994 Waterbury-Stowe Road in the Waterbury Village Historic District of Vermont, United States. As a trusted bank and finance partner, we offer a wide range of services to help you manage your money, whether it's through mobile and online banking, home equity loans, business tools, or financial strategies for the future. We prioritize customer service and security, offering resources to help you protect yourself against fraud and stay safe in the digital age. With Premier Business Connect and other convenient services, we strive to make banking easier and more accessible for our customers. Whether you're a new or existing customer, we're here to support you every step of the way. Visit us today and see the difference that our passion for customer service can make in your financial journey.
994 Waterbury-Stowe Rd, Waterbury Village Historic District, VT 05676, United States -
Robert Buran - Morgan Stanley
● OpenRobert Buran - Morgan Stanley is a leading financial institution located in Colchester, Vermont, United States. Specializing in finance, they offer a wide range of services including investment management, wealth management, and financial planning. With a team of experienced professionals, Robert Buran - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Robert Buran - Morgan Stanley is committed to providing personalized solutions tailored to your individual needs. Visit their office at 105 West View Road to learn more about how they can help you navigate the complex world of finance.
105 W View Rd 5th Fl, Colchester, VT 05446, United States -
The Alchemist Fund
● ClosedThe Alchemist Fund is a finance institution located at 3 Tremont Street in Montpelier, Vermont, United States. We specialize in providing investment opportunities and financial services to individuals and businesses looking to grow and manage their wealth. Our team of experienced professionals offers personalized guidance and expertise to help our clients achieve their financial goals. Whether you are looking to invest in stocks, bonds, real estate, or other assets, The Alchemist Fund is here to help you navigate the complex world of finance and make informed decisions. Contact us today to learn more about how we can help you secure your financial future.
3 Tremont St, Montpelier, VT 05602, United States -
Sara Blondin - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedSara Blondin, a Financial Advisor at Ameriprise Financial Services, LLC located at 14 North Main Street in Barre, Vermont, offers a wide range of financial services to meet the needs of individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Sara is well-equipped to provide expert advice on asset management, retirement planning, estate planning, and investment strategies. Additionally, Sara is a Behavioral Financial Advisor, Chartered Advisor in Philanthropy® (CAP®), and holds certifications in fixed-rate and variable annuities, senior issues, divorce financial analysis, estate planning, and exit planning. With a strong commitment to ethics and ongoing education, Sara is dedicated to helping clients make informed financial decisions and achieve their goals.
14 N Main St #2001, Barre, VT 05641, United States -
Ellie Tobin Stubbs - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedEllie Tobin Stubbs is a financial advisor at Ameriprise Financial Services, LLC located at 14 North Main Street in Barre, Vermont, United States. Ellie holds various certifications including 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 Ellie's expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment strategies, and insurance products. Ellie is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients.
14 N Main St #2001, Barre, VT 05641, United States -
Marble Trail Financial
● ClosedMarble 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.
5 Court St 2nd Floor, Middlebury, VT 05753, United States -
CJ Charlebois - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenCJ 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.
812 Exchange St #6, Middlebury, VT 05753, United States -
Community Financial Services Group
● ClosedCommunity 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.
30 Main St, Middlebury, VT 05753, United States -
Case Group
● OpenCase Group is a leading finance institution located at 76 Sugarbush Village Drive in Warren, Vermont, United States. With a reputation for excellence in financial services, Case Group offers a wide range of solutions to meet the needs of individuals and businesses alike. Our team of experienced professionals is dedicated to providing personalized service and expert advice to help our clients achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or assistance with managing your assets, Case Group is here to help. Visit us today to learn more about how we can support your financial success.
76 Sugarbush Village Dr, Warren, VT 05674, United States -
Robert Stedman - Morgan Stanley
● OpenRobert Stedman - Morgan Stanley is a finance institution located at 90 Merchants Row in Rutland, Vermont, United States. As a branch of the prestigious Morgan Stanley, Robert Stedman offers a wide range of financial services to individuals, businesses, and institutions. With a team of experienced financial advisors, they provide personalized investment strategies, wealth management, retirement planning, and more. Visit Robert Stedman - Morgan Stanley for expert financial advice and solutions tailored to your specific needs.
90 Merchants Row, Rutland, VT 05702, United States -
Lion & Panther Financial Group
● OpenLion & Panther Financial Group is a reputable finance institution located at 8 Madison Street in Rutland, Vermont, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you navigate the complexities of the financial world.
8 Madison St, Rutland, VT 05701, United States -
UBS Financial Services Inc.
● OpenUBS Financial Services Inc. is a leading finance institution located at 67 Merchants Row in Rutland, Vermont, United States. With a strong reputation for providing top-notch financial services, UBS is dedicated to helping clients achieve their financial goals. Whether it's wealth management, investment advice, or financial planning, UBS offers a wide range of services tailored to meet the unique needs of each client. Trustworthy, reliable, and experienced, UBS Financial Services Inc. is committed to helping individuals and businesses navigate the complex world of finance with confidence.
67 Merchants Row Suite 102, Rutland, VT 05701, United States -
Wells Fargo Advisors
● OpenWells Fargo Advisors is a leading financial institution located at 271 North Main Street in Rutland, Vermont, United States. As a trusted name in the finance industry, Wells Fargo Advisors provides a wide range of services including investment planning, wealth management, retirement planning, and more. With a team of experienced financial advisors, they are dedicated to helping clients achieve their financial goals and secure their financial future. Visit Wells Fargo Advisors today to learn more about their services and how they can help you reach your financial goals.
271 N Main St #208, Rutland, VT 05701, United States -
The Hamilton - McEwan Group - UBS Financial Services Inc.
● OpenThe Hamilton - McEwan Group - UBS Financial Services Inc. is a reputable finance institution located at 67 Merchants Row in Rutland, Vermont, United States. With a focus on providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or wealth management solutions, our experienced professionals are here to assist you every step of the way. Trust in The Hamilton - McEwan Group - UBS Financial Services Inc. for all your financial needs.
67 Merchants Row Suite 102, Rutland, VT 05701, United States -
Trust Co of Vermont
● OpenTrust Co of Vermont is a finance institution located at 23 Court Street in Rutland, Vermont, United States. Established in 1999 as Vermont's first independent trust company, we specialize in tailored investment management and trust administration services. Our team of employee-owners offers deep expertise with local knowledge, providing a unique approach to maintaining long-term relationships with our clients. We value transparency and offer a competitive, all-inclusive fee structure. Whether you are an individual or a family looking to secure your financial future, Trust Co of Vermont is ready to help. Contact us at any of our locations in Brattleboro, Manchester Center, or Burlington to take the next step towards your financial goals. Trust Co of Vermont - where independence, expertise, and employee ownership come together to serve you.
23 Court St, Rutland, VT 05701, United States -
Edward Jones - Financial Advisor: Zerihune Finn
● ClosedEdward Jones - Financial Advisor: Zerihune Finn is a reputable finance institution located at 170 South Main Street in Rutland, Vermont, United States. As a dedicated financial advisor, Zerihune Finn provides personalized financial services to help clients achieve their financial goals. With a focus on building long-term relationships, Zerihune Finn offers expert advice and guidance on investments, retirement planning, insurance, and more. Trust Edward Jones - Financial Advisor: Zerihune Finn to provide you with the financial solutions you need to secure your future.
170 S Main St, Rutland, VT 05701, United States -
Margo Jones - UBS Financial Services Inc.
● OpenMargo 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.
67 Merchants Row Suite 102, Rutland, VT 05701, United States -
Samuel Groom - UBS Financial Services Inc.
● OpenSamuel Groom - UBS Financial Services Inc. is a reputable finance institution located at 67 Merchants Row in Rutland, Vermont, United States. With a strong commitment to providing top-notch financial services, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, wealth management, or retirement planning, we have the expertise and resources to assist you every step of the way. Trust Samuel Groom - UBS Financial Services Inc. to provide you with personalized solutions tailored to your specific needs.
67 Merchants Row Suite 102, Rutland, VT 05701, United States -
George Smith - Morgan Stanley
● OpenGeorge Smith - Morgan Stanley is a reputable finance institution located at 90 Merchants Row in Rutland, Vermont, United States. With a strong focus on providing top-notch financial services to individuals and businesses, George Smith - Morgan Stanley is committed to helping clients achieve their financial goals. The institution is known for its experienced team of professionals who offer personalized financial advice and investment solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, George Smith - Morgan Stanley is dedicated to providing expert guidance and support every step of the way.
90 Merchants Row, Rutland, VT 05702, United States
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