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TOP 30 Tax strategy consulting in Barre, VT
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Granite Financial Group
Granite Financial Group is a leading finance institution located at 162 North Main Street in Barre, Vermont, United States. With a team of experienced professionals, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. From investment planning to retirement strategies, we offer personalized solutions to meet our clients' unique needs. Trust Granite Financial Group to provide expert guidance and support as you navigate the complexities of the financial world.
Edward Jones - Financial Advisor: Keith LaCroix
Edward Jones - Financial Advisor: Keith LaCroix is a reputable financial institution located at 1 Conti Circle in Barre, Vermont, United States. As a trusted advisor, Keith LaCroix provides personalized financial services to help individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of investment options and financial planning strategies to help clients secure their financial future. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Keith LaCroix and his team are dedicated to providing expert guidance and support every step of the way.
Sara Blondin - Financial Advisor, Ameriprise Financial Services, LLC
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.
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