Best Financial Advisors in Burlington, VT

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List of Firms

Burlington, VT Fiduciary Financial Advisors

True North Financial Planning
Location 86 St Paul St Suite #214, Burlington, VT 05401, USA
Phone (802) 373-2591
Merrill Lynch Wealth Management Advisor William Deemer
Location 60 Lake St, Burlington, VT 05401, USA
Phone (802) 660-1010
Thomas Partners Inc
Location 112 Lake St, Burlington, VT 05401, USA
Phone (802) 863-1800
Clute Wealth Management
Location 1233 Shelburne Rd # 202, South Burlington, VT 05403, USA
Phone (802) 864-5707
Cain Associates Financial Group

5 out of 5

Location 7 Kilburn St # 12, Burlington, VT 05401, USA
Phone (802) 863-5584
Beverly J Knight Financial Services
Location 7 Kilburn St # 3, Burlington, VT 05401, USA
Phone (802) 651-4051
Champlain Investment Partners
SEC File# 801-63424
CRD# 132474
Location 180 Battery St, Burlington, VT 05401, USA
Phone (802) 846-6200
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Peter Trottier - Raymond James
Location 346 Shelburne Rd, Burlington, VT 05401, USA
Phone (802) 863-5534
Jared A Larrow - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 550 Hinesburg Rd Ste 203, South Burlington, VT 05403, USA
Phone (802) 865-2326
Merrill Lynch Wealth Management

4 out of 5

Location 60 Lake St, Burlington, VT 05401, USA
Phone (802) 660-1000
Ameriprise Financial
Location 2 Church St, Burlington, VT 05401, USA
Phone (802) 865-2326
Merrill Lynch Wealth Management Advisor Jonathan A Landry
Location 60 Lake St, Burlington, VT 05401, USA
Phone (802) 660-1038
Nicholas Roop - Financial Planner - CFG

5 out of 5

Location 65 Main St Suite 201, Burlington, VT 05401, USA
Phone (802) 391-0088
Paul Financial Services Inc
Location 171 Crescent Rd, Burlington, VT 05401, USA
Phone (802) 862-1545
Wells Fargo Advisors

3 out of 5

Location 180 Battery St Suite 300, Burlington, VT 05401, USA
Phone (802) 864-8000
Merrill Lynch Wealth Management Advisor Danielle D Gilbert-Richard
Location 60 Lake St, Burlington, VT 05401, USA
Phone (802) 660-1032
David Carris - UBS Financial Services Inc.
Location 38 Eastwood Dr Suite 400, South Burlington, VT 05403, USA
Phone (802) 860-5792
Merrill Lynch Wealth Management Advisor Joshua Gates Parker
Location 60 Lake St, Burlington, VT 05401, USA
Phone (802) 660-1015
Merrill Lynch Wealth Management Advisor Robert M. Mangiacotti
Location 60 Lake St, Burlington, VT 05401, USA
Phone (802) 660-1001
Dakota Brizendine - Financial Planner - CFG

5 out of 5

Location 65 Main St Suite 201, Burlington, VT 05401, USA
Phone (802) 557-6581
One Day In July | Financial Advisors | Investment Management

5 out of 5

Location 77 College St, Burlington, VT 05401, USA
Phone (802) 503-8280
Timothy O'Brien - UBS Financial Services Inc.
Location 38 Eastwood Dr Suite 400, South Burlington, VT 05403, USA
Phone (802) 860-5716
Joe Hameline - Raymond James
Location 40 Main St, Burlington, VT 05401, USA
Phone (802) 448-6084
Sequoia Financial Group
SEC File# 801-61089
CRD# 117756
Location 126 College St # 350, Burlington, VT 05401, USA
Phone (802) 660-8999
Neil Callahan - UBS Financial Services Inc.
Location 38 Eastwood Dr Suite 400, South Burlington, VT 05403, USA
Phone (802) 860-5730
WestView Investment Advisors
SEC File# 801-117557
CRD# 305655

5 out of 5

Location 118 Pine St, Burlington, VT 05401, USA
Phone (802) 489-5342
MENT Financial Group
Location 70 S Winooski Ave, Burlington, VT 05401, USA
Phone (888) 570-8021
Merrill Lynch Wealth Management Advisor George S Simone
Location 60 Lake St, Burlington, VT 05401, USA
Phone (802) 660-1067
Manchester Capital Management
SEC File# 801-43586
CRD# 110003
Location 30 Main St #320, Burlington, VT 05401, USA
Phone (802) 951-2512
Hammond Iles Wealth Advisors
SEC File# 801-64528
CRD# 136372
Location 128 Lakeside Ave Suite 103, Burlington, VT 05401, USA
Phone (800) 416-1655
Merrill Lynch Wealth Management Advisor Matthew E Flotteron
Location 60 Lake St, Burlington, VT 05401, USA
Phone (802) 660-1052
AXA Advisors
Location 95 St Paul St Ste 300, Burlington, VT 05401, USA
Phone (802) 660-8999
Hickok & Boardman Capital Management
Location 346 Shelburne Rd, Burlington, VT 05401, USA
Phone (802) 863-5534
Hanson and Doremus Investment Management
SEC File# 801-55412
CRD# 108045
Location 431 Pine St, Burlington, VT 05401, USA
Phone (802) 658-2668
Scott Carpenter
Location 77 Pine St, Burlington, VT 05401, USA
Phone (802) 660-1428
Hadley Financial Group

5 out of 5

Location 56 W Twin Oaks Terrace #1, South Burlington, VT 05403, USA
Phone (802) 651-1113
Trust Co of Vermont
Location 286 College St, Burlington, VT 05401, USA
Phone (802) 846-9860
Commonwealth Financial Group

5 out of 5

Location 65 Main St Suite 201, Burlington, VT 05401, USA
Phone (802) 557-6581
Mc Cormick Financial Services
Location 131 Church St # 205, Burlington, VT 05401, USA
Phone (802) 864-8002
Pathway Financial Advisors LLC
SEC File# 801-64598
CRD# 124801

3 out of 5

Location 2 Market St, South Burlington, VT 05403, USA
Phone (802) 660-7086
Michael J Mathon - Ameriprise Financial Services, Inc.
Location 110 Main St #300, Burlington, VT 05401, USA
Phone (802) 861-4040
Delessert Financial Services
Location 110 Main St, Burlington, VT 05401, USA
Phone (802) 660-9122
Prentiss Smith & Co Inc
Location 110 Main St #403, Burlington, VT 05401, USA
Phone (802) 651-4045
Josephine Miller - Associate Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 77 College St Ste 2E, Burlington, VT 05401, USA
Phone (802) 861-4040
Checkpoint Financial Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 77 College St Ste 2E, Burlington, VT 05401, USA
Phone (802) 861-4040
Michael J Mathon - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 77 College St Ste 2E, Burlington, VT 05401, USA
Phone (802) 861-4040
Edward Jones
SEC File# 801-3297
CRD# 250
Location 1127 North Ave Suite 38, Burlington, VT 05408, USA
Phone (802) 497-2835
Image of Burlington, VT
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About Burlington, VT

Burlington is the largest city in Vermont, with a population of over 42,000 people. It is located on the eastern shore of Lake Champlain, and is home to many historic landmarks, including the Ethan Allen Homestead and the Unitarian Church. The top employers in Burlington are the University of Vermont Medical Center, IBM, and Fletcher Allen Health Care. Major highways and streets in Burlington include Interstate 89 and Vermont Route 7. The city's neighborhoods include the Hill Section, the Central Business District, and South End.

Where Certified Financial Advisors in Burlington, VT Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Burlington, VT residents have a variety of banking services to choose from. Banks offer checking and savings accounts, mortgages, car loans, and other types of loans. They also offer credit cards, debit cards, and ATM access. Some banks also offer investment products such as mutual funds and stocks.

Insurance Broker

Residents of Burlington, VT can benefit from the services of insurance brokers. These professionals can help residents find the best policies for their needs and budget. In addition, insurance brokers can assist with claims and other issues that may arise with a policy.

Retirement Planning

Burlington, VT residents who are looking for help with their retirement planning can benefit from working with a financial advisor. Financial advisors can provide guidance on how to save for retirement, and they can also offer advice on investment options. Advisors can also help retirees to make sure that their income is sufficient in retirement.

Wealth Management

Burlington, VT residents can benefit from wealth management services in order to make the most of their money. Wealth management can help people save for retirement, invest for the future, and protect their assets. By working with a wealth manager, Burlington residents can get personalized advice and guidance to make smart financial decisions.

Estate Planning Lawyer

Estate planning lawyers in Burlington, VT can help residents create wills and trusts that will protect their assets and ensure their loved ones are taken care of after they die. These lawyers can also help residents establish powers of attorney and healthcare directives, which will give them more control over their lives during their final years.

Mortgage Loan Officer

Mortgage loan officers in Burlington, VT can help residents by providing them with the best mortgage products and services available. By working with a qualified loan officer, residents can get the best rates and terms on their mortgages, which can save them money over the life of the loan. Loan officers can also help residents find the right mortgage product for their needs, and they can provide guidance throughout the application process.

Tax Services

Tax accountants can help Burlington, VT residents by claiming all of the deductions and credits to which they are entitled. This can lower the amount of tax that they owe, and may even result in a refund. Tax accountants can also help residents plan for their future tax liability, so they can budget appropriately.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Burlington, VT