TOP 10 Tax advisors near me in Vermont

Edward Jones - Financial Advisor is a trusted financial institution located at 89 Main Street in Montpelier, Vermont. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized investment strategies and comprehensive financial planning. Whether you are saving for retirement, planning for your children's education, or looking to build wealth for the future, our advisors are here to provide expert guidance and support every step of the way. Visit us at our office or contact us to schedule a consultation and start planning for a secure financial future today.

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.

Myers Tax & Accounting Services is a reputable accounting and finance institution located at 1 Market Place in Essex Junction, Vermont, United States. With a team of experienced professionals, we provide a wide range of services including tax preparation, bookkeeping, payroll services, and financial planning. Our goal is to help individuals and businesses navigate the complexities of the financial world and achieve their goals. Trust Myers Tax & Accounting Services for all your accounting and financial needs.

Birch Tree Tax is an accounting and finance institution located at 145 Pine Haven Shores in Shelburne, Vermont, United States. Established in 2014, we specialize in personal tax returns and small business tax returns for LLCs, Sole Proprietors, S-Corps, Partnerships, and C Corporations. Our services include tax preparation, planning, and financial consulting for individuals and businesses. With a focus on clear communication and timely service, we offer tailored tax preparation based on the complexity of your tax situation. Our team of experts maintains a high level of tax knowledge to handle simple to complex returns efficiently. We provide a no-charge initial consultation to assess your needs and offer transparent pricing.

Da Vinci Tax is a reputable institution located at 5138 Shelburne Road in Shelburne, Vermont, specializing in tax preparation and advisory services. Our team of experts is dedicated to providing outstanding support and efficiently handling all of your tax and accounting needs. Whether you are an individual with a simple W2 form or a business owner with complex financial situations, we are here to help. With years of experience in financial and accounting roles for large public companies, our founder Kyle Anderson is well-equipped to assist you in navigating the complexities of tax season. Trust Da Vinci Tax to provide you with reliable and professional services, so you can worry less and live more. Contact us today to set up an appointment and secure your financial future.

Morgan Stanley Financial Advisors is a leading financial institution located at 90 Merchants Row in Rutland, Vermont, United States. As a respected finance firm, they provide expert advice and personalized financial planning services to help individuals and businesses achieve their financial goals. With a team of experienced advisors, Morgan Stanley is dedicated to helping clients navigate the complexities of the financial world and make informed decisions about their investments and wealth management. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, Morgan Stanley Financial Advisors is here to help you every step of the way.

Edward Jones - Financial Advisor: Lon A Smith is a trusted financial institution located at 82 Woodstock Avenue in Rutland, Vermont. As a finance institution, they provide personalized financial advice and services to help individuals and businesses achieve their financial goals. Lon A Smith, a knowledgeable and experienced financial advisor, is dedicated to helping clients make informed decisions about their investments, retirement planning, and wealth management. Whether you are looking to grow your wealth or plan for your future, Edward Jones - Financial Advisor: Lon A Smith is committed to providing you with the guidance and support you need to secure a strong financial future.

GateHouse Financial Advisors, LLC is a respected finance institution located at 208 Bonnet Street in Vermont, United States. As a leading financial advisory firm, GateHouse specializes in providing personalized investment strategies and wealth management services to clients. With a team of experienced professionals, they offer expert guidance and tailored solutions to help individuals and businesses achieve their financial goals. Whether you are planning for retirement, managing your assets, or seeking financial advice, GateHouse Financial Advisors, LLC is committed to delivering exceptional service and helping you navigate the complexities of the financial world.

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.

Wells Fargo Advisors is a leading financial institution located at 180 Battery Street in Burlington, Vermont, United States. As a premier provider of financial services, Wells Fargo Advisors offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. With a team of experienced advisors and a commitment to personalized service, Wells Fargo Advisors is dedicated to helping individuals and businesses navigate the complexities of the financial world with confidence and success.

Guided Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 5399 Williston Road, Williston, Vermont, United States. They offer personalized investment and portfolio recommendations based on individual goals and risk tolerance. Regular progress reviews and updates are provided as life changes occur. Clients can access their investments and accounts securely from any device. The institution has been named to the 2023 Forbes Best-in-State Wealth Management Teams list. Initial consultations provide an overview of financial planning concepts. Ameriprise Financial advisors are registered to do business only in certain U.S. states. Users of the site agree to abide by the terms of the Ameriprise Financial Website Rules and Regulations. The institution is a member of FINRA and SIPC, providing a secure and regulated environment for financial services.

One Day In July | Fiduciary Financial Advisors is a reputable financial institution located at 77 College Street in Burlington, Vermont, United States. As fiduciary financial advisors, we are committed to providing personalized and unbiased financial advice to our clients. Our team of experienced professionals works closely with individuals and businesses to help them achieve their financial goals and secure their future. Whether you are planning for retirement, investing for the future, or seeking financial guidance, our team is here to help you every step of the way. Trust One Day In July | Fiduciary Financial Advisors for all your financial needs.

Edward Jones - Financial Advisor: Nathanael S Vincent is a reputable finance institution located at 30 Congress Street in Saint Albans City, Vermont, United States. With a focus on providing personalized financial planning and investment services, Nathanael S Vincent is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or grow your wealth, Edward Jones - Financial Advisor: Nathanael S Vincent is here to provide expert guidance and support every step of the way. Visit us today to start building a strong financial future.

Edward Jones - Financial Advisor: Heidi L Brosseau is a reputable financial institution located at 8 Essex Way in Essex Junction, Vermont. As a trusted advisor, Heidi L Brosseau provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships, Edward Jones offers a wide range of investment options and strategies tailored to each individual's needs. Whether you are planning for retirement, saving for education, or investing for the future, Heidi L Brosseau and Edward Jones are dedicated to helping you secure your financial future. Visit their office today to start planning for a brighter tomorrow.

Leslie Dee - TIAA Wealth Management Advisor is a finance institution located at 166 Sycamore Street in Williston, Vermont, United States. As a trusted wealth management advisor, Leslie Dee provides personalized financial planning services to help clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Leslie Dee offers expert guidance on investments, retirement planning, insurance, and estate planning. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Leslie Dee - TIAA Wealth Management Advisor is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

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.

Edward Jones - Financial Advisor: Jeff Barney is a reputable financial institution located at 30 Congress Street in Saint Albans City, Vermont, United States. As a dedicated finance advisor, Jeff Barney provides personalized financial planning services to help clients achieve their financial goals. With a strong focus on building long-term relationships and providing top-notch customer service, Edward Jones is committed to helping individuals and families make informed decisions about their finances. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Jeff Barney and the team at Edward Jones are here to help you every step of the way.

Small Business Tax and Accounting LLC is a professional accounting and finance institution located in Essex Junction, Vermont, United States. Our team of experienced professionals specializes in providing tax preparation, bookkeeping, payroll services, and financial consulting for small businesses. With a focus on personalized service and attention to detail, we are dedicated to helping our clients navigate the complex world of taxes and finances. Whether you are a startup looking for guidance on setting up your accounting systems or an established business in need of tax planning strategies, Small Business Tax and Accounting LLC is here to support you every step of the way.

Chet Dylan Schwartz - Wilmington Advisors @ M&T is a finance institution located at 77 Pine Street in Burlington, Vermont, United States. Specializing in financial advising and wealth management, the team at Chet Dylan Schwartz - Wilmington Advisors @ M&T provides expert guidance and personalized solutions to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, this institution is dedicated to helping individuals and businesses navigate the complexities of the financial world with confidence and peace of mind.

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.

Edward Jones - Financial Advisor: Adam Lory is a reputable finance institution located at 645 South Main Street in Stowe, Vermont, United States. As a trusted financial advisor, Adam Lory offers personalized investment strategies and financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing tailored advice, Edward Jones - Financial Advisor: Adam Lory is dedicated to helping individuals and families navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones - Financial Advisor: Rich Jacobs is a reputable finance institution located at 31 Lower Main Street in Morristown, Vermont, United States. Rich Jacobs is a skilled and experienced financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or save for a major purchase, Rich Jacobs can provide personalized advice and guidance to help you make informed decisions. With a commitment to excellence and a focus on building long-term relationships, Edward Jones - Financial Advisor: Rich Jacobs is a trusted partner in helping individuals navigate the complexities of the financial world. Contact them today to schedule a consultation and start planning for a secure financial future.

Sara 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.

Edward Jones - Financial Advisor: Daniel Pellerin is a reputable financial institution located at 189 East Main Street in Newport, Vermont, United States. Specializing in finance, this institution offers personalized financial planning services to help clients achieve their financial goals. With years of experience and expertise in the field, Daniel Pellerin is dedicated to providing top-notch financial advice and guidance to individuals looking to secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Daniel Pellerin is committed to helping you make informed decisions and achieve financial success.

Edward Jones - Financial Advisor Shawn R Hadwen is a trusted financial institution located at 63 Main Street in Fair Haven, Vermont, United States. As a dedicated finance professional, Shawn R Hadwen provides personalized financial advice and services to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Shawn R Hadwen is committed to helping you navigate the complexities of the financial world. With a focus on building long-term relationships and delivering exceptional customer service, Edward Jones - Financial Advisor Shawn R Hadwen is your partner in financial success.

Edward Jones - Financial Advisor: Reed L Wilcox is a trusted financial institution located at 128 Merchants Row in Rutland, Vermont, United States. Specializing in finance, they offer personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships, Reed L Wilcox and his team provide expert guidance and support to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Reed L Wilcox is dedicated to helping you make informed decisions and navigate the complexities of the financial world.

Edward 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.

Michael J Mathon is a Financial Advisor at Ameriprise Financial Services, LLC located at 5429 Main Street, Manchester, Vermont, United States. He 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 his expertise in asset management, estate planning, retirement planning, investment strategies, and more. Michael J Mathon is dedicated to providing comprehensive financial advice and assistance to individuals, retirees, small business owners, and high net worth clients.

Checkpoint Financial Advisors - Ameriprise Financial Services, LLC is a finance institution located at 5429 Main Street in Vermont, United States. Our team of Ameriprise financial advisors are individually registered to do business in specific U.S. states. During the initial consultation, we provide an overview of financial planning concepts to discuss what is most important to you. Please note that you will not receive written analysis or recommendations at this stage. While we cannot guarantee future financial results, we are committed to helping you achieve your financial goals. Users of our site agree to adhere to the Ameriprise Financial Website Rules and Regulations. As a Member of FINRA and SIPC, we prioritize privacy and security for our clients. We appreciate referrals and look forward to helping your friends or family members with their financial needs. Feel free to inform them that we will be in touch soon. Thank you for considering Checkpoint Financial Advisors - Ameriprise Financial Services, LLC for your financial planning needs.

Merrill Lynch Financial Advisor Carl Cascella is a trusted financial institution located at 39 Bonnet Street in Vermont, United States. With a focus on providing personalized financial advice and services, Carl Cascella and his team strive to help clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Carl Cascella offers expert guidance and tailored solutions to meet your individual needs. Contact them today to schedule a consultation and take the first step towards financial success.