Best Financial Advisors in Middlebury, VT

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List of Firms

Middlebury, VT Fiduciary Financial Advisors

Landmark Financial Services
Location 11 Main St b206, Vergennes, VT 05491, USA
Phone (802) 877-2300
Edward Jones
SEC File# 801-3297
CRD# 250
Location 229 Main St Suite 2A, Vergennes, VT 05491, USA
Phone (802) 877-6559
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Trinitas Advisors,LLC
Location 32 Morningside Dr, Middlebury, VT 05753, USA
Phone (802) 349-2828
John F Wilson Investments
Location 902 Huff Pond Rd, Sudbury, VT 05733, USA
Phone (802) 623-6355
Edgewood Holdings

5 out of 5

Location 457 Cider Mill Rd, Cornwall, VT 05753, USA
Phone (802) 462-3583
Mackey Insurance

5 out of 5

Location 173 Court St, Middlebury, VT 05753, USA
Phone (802) 388-6311
Holden Financial Services, Inc

5 out of 5

Location 94 Court St, Middlebury, VT 05753, USA
Phone (802) 388-4992
CJ Charlebois - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 812 Exchange St #6, Middlebury, VT 05753, USA
Phone (802) 657-3800
Community Barn Ventures
Location 3 Mill St, Middlebury, VT 05753, USA
Phone (802) 377-3197
Worth Mountain Consulting
Location 68 Court St, Middlebury, VT 05753, USA
Phone (802) 398-8111
The Richards Group

4 out of 5

Location 94 Court St, Middlebury, VT 05753, USA
Phone (802) 254-6016
Co-operative Insurance Companies

4 out of 5

Location 292 Colonial Dr, Middlebury, VT 05753, USA
Phone (800) 388-6638
Community College of Vermont (CCV) - Middlebury

3 out of 5

Location 10 Merchants Row #223, Middlebury, VT 05753, USA
Phone (802) 388-3032
Language http://ccv.edu/
Leslie Dee - TIAA Wealth Management Advisor
Location 166 Sycamore St Suite 170, Williston, VT 05495, USA
Phone (802) 557-6401
James Combs - Financial Advisor, Ameriprise Financial Services, LLC
Location 905 Roosevelt Hwy STE 220, Colchester, VT 05446, USA
Phone (802) 654-7700
Edward Jones
SEC File# 801-3297
CRD# 250
Location 41 Idx Dr Suite 131, South Burlington, VT 05403, USA
Phone (802) 658-8414
Edward Jones
Location 6 Taft Corners Shopping Center, Williston, VT 05495, USA
Phone (802) 878-1114
NEFCU Financial Group
SEC File# 801-111055
CRD# 158043

4 out of 5

Location 141 Harvest Ln, Williston, VT 05495, USA
John Polanshek, Jr. - UBS Financial Services Inc.
Location 38 Eastwood Dr Suite 400, South Burlington, VT 05403, USA
Phone (802) 860-5767
Maple Capital Management Inc
SEC File# 801-62783
CRD# 130209
Location 535 Stone Cutters Way # 202, Montpelier, VT 05602, USA
Phone (802) 229-2838
Image of Middlebury, VT

About Middlebury, VT

Middlebury, VT is a small town located in the middle of the state. It is known for its many colleges and universities, including Middlebury College. The town also has a number of businesses, the largest being IBM. Major highways and streets include Route 7 and Main Street. The neighborhoods are mostly residential, with a few businesses mixed in.

Where Certified Financial Advisors in Middlebury, VT Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Middlebury, VT residents have a number of options when it comes to banking services. Banks offer a variety of products and services that can be tailored to meet the needs of their customers. Some banks focus on providing personal banking services, while others specialize in business or commercial banking. No matter what your needs are, there is likely a bank that can provide the products and services you need.

Insurance Broker

Middlebury, VT residents can obtain insurance coverage from a broker. The broker will assess the needs of the resident and find a policy that best suits their needs. Brokers are licensed professionals who are trained to help their clients find the best possible rates and coverage. They also have access to multiple insurance companies, which gives residents a variety of options to choose from.

Retirement Planning

Middlebury, VT residents can benefit from working with a financial advisor when it comes to retirement planning. When it comes to making important decisions about our future, we often rely on the advice of those who have dedicated their lives to studying these things. Financial advisors are one such group of professionals whose job it is to help people make smart financial decisions. While there are many different types of financial advisors, all with their own areas of expertise, most will be able to help you with retirement planning. This includes helping you figure out how much money you will need to have saved up by the time you retire, as well as creating a plan for withdrawing that money so you don't run out in your old age. If you're nearing retirement and haven't yet started thinking about these things, it's not too late! But the sooner you start planning, the better off you'll be. Working with a financial advisor is one way to ensure that your retirement is everything you hope it will be.

Wealth Management

Middlebury, VT residents have a unique opportunity to take advantage of wealth management services.Wealth management is the process of organizing and managing your finances in order to achieve your financial goals. This includes creating a budget, investing money, and protecting your assets. Wealth management can help Middlebury, VT residents save money, make money, and plan for the future.Wealth management services are available to everyone, regardless of income or net worth. If you would like to learn more about how wealth management can help you reach your financial goals, please contact us today.

Estate Planning Lawyer

Estate planning lawyers can help Middlebury, VT residents with a wide range of legal services related to estate planning. This includes drafting wills and trusts, handling probate and trust administration, and helping clients plan for incapacity. Estate planning lawyers can also advise clients on tax issues related to estates and help them make arrangements for the transfer of assets after death.

Mortgage Loan Officer

Mortgage loan officers in Middlebury, VT can help residents with their mortgages. They can offer advice on what type of mortgage is best for the individual and help them to understand the terms of the mortgage. They can also assist in the application process and work with the lender to get the mortgage approved.

Tax Services

Middlebury, VT residents can get help from tax accountants to make sure they are getting the best return on their taxes. Tax accountants know all of the deductions and credits that Middlebury, VT residents may be eligible for, and can help them file their taxes correctly. This can save residents a lot of money in the long run.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Middlebury, VT