Best Financial Advisors in Montpelier, VT

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Montpelier, VT Fiduciary Financial Advisors

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A.O.A Financial Services
SEC File# 801-111055
CRD# 158043
Location 6 Baldwin St, Montpelier, VT 05602, USA
Directions
SEC File# 801-57760
CRD# 110265
Location 24 Elm St, Montpelier, VT 05602, USA
Phone (802) 223-0440
Directions
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Sullivan Powers & Co
5 out of 5
Location 77 Barre St, Montpelier, VT 05602, USA
Phone (802) 223-2352
Directions
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Milne Financial Planning
Location 51 Church St, Barre, VT 05641, USA
Phone (802) 476-0602
Directions
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Maple Capital Management Inc
SEC File# 801-62783
CRD# 130209
Location 535 Stone Cutters Way # 202, Montpelier, VT 05602, USA
Phone (802) 229-2838
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
Directions
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Sentinel Investments
Location 1 National Life Dr, Montpelier, VT 05604, USA
Phone (800) 233-4332
Directions
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KDP Investment Advisors, Inc.
Location 24 Elm St, Montpelier, VT 05602, USA
Phone (802) 229-0544
Directions
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Sentinel Asset Management Inc
Location 1 National Life Dr, Montpelier, VT 05604, USA
Phone (802) 223-9300
Directions
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Denise Palmer - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 14 N Main St Ste 2001, Barre, VT 05641, USA
Phone (802) 622-8060
Directions
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Equity Services Inc
5 out of 5
Location 1 National Life Dr, Montpelier, VT 05604, USA
Phone (800) 344-7437
Directions
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Edward Jones - Financial Advisor
SEC File# 801-3297
CRD# 250
Location 3 Pitkin Ct #101, Montpelier, VT 05602, USA
Phone (802) 223-3425
Directions
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The Financial Marketplace, Inc
Location 29 Main St #2, Montpelier, VT 05602, USA
Phone (802) 229-2245
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Equitable Premium Financing
Location Montpelier, VT 05602, USA
Phone (802) 223-7735
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Even Keel Bookkeeping & Consulting
Location PO Box 41, Montpelier, VT 05601, USA
Phone (802) 888-5388
Directions
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Edward Jones - Financial Advisor
SEC File# 801-3297
CRD# 250
Location City Center, 89 Main St Suite 10, Montpelier, VT 05602, USA
Phone (802) 223-1617
Directions
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Edward Jones - Financial Advisor: Rebecca L Teese, CFP®|RICP®
SEC File# 801-3297
CRD# 250
Location 3 Pitkin Ct Suite 101, Montpelier, VT 05602, USA
Phone (802) 223-3425
Directions
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Flexible Capital Fund
Location 3 Pitkin Ct, Montpelier, VT 05602, USA
Phone (802) 828-0398
Directions
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John D. Wagner
Location 25 Ridge St, Montpelier, VT 05602, USA
Phone (919) 796-9984
Directions
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Eddie Rousse
Location 103 S Main St, Barre, VT 05641, USA
Phone (802) 505-6800
Directions
SEC File# 801-8095
CRD# 2881
Location 25 Crossroad Ste 2, Waterbury Village Historic District, VT 05676, USA
Phone (802) 585-6244
Directions
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Silverlake Wealth Management
SEC File# 801-97340
CRD# 165525
Location 100 State St # 349, Montpelier, VT 05602, USA
Phone (802) 229-6353
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Lincoln Financial Distributors
Location 100 State St # 300, Montpelier, VT 05602, USA
Phone (802) 223-5784
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 1 Blanchard Ct Suite 202, Montpelier, VT 05602, USA
Phone (802) 223-7412
Directions
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Greenvest
Location 148 State St 2nd Floor, Montpelier, VT 05602, USA
Phone (802) 613-3537
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The Alchemist Fund
Location 3 Tremont St, Montpelier, VT 05602, USA
Phone (802) 272-3300
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 453 Stone Cutters Way Ste 1, Montpelier, VT 05602, USA
Phone (802) 223-2005
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 219 N Main St Suite 102, Barre, VT 05641, USA
Phone (802) 476-6200
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 322 N Main St Suite 3, Barre, VT 05641, USA
Phone (802) 476-2790
Directions
SEC File# 801-57434
CRD# 11025
5 out of 5
Location 14 N Main St Suite 5002, Barre, VT 05641, USA
Phone (802) 622-0800
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 645 S Main St Suite 6, Stowe, VT 05672, USA
Phone (802) 798-8071
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
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 47 VT-66, Randolph, VT 05060, USA
Phone (802) 728-4602
Directions
SEC File# 801-53493
CRD# 107275
Location 56 Old Farm Rd, Stowe, VT 05672, USA
Phone (802) 253-7987
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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John Farrow Office
Location 33 Sunset Hill Rd, Randolph, VT 05060, USA
Phone (802) 728-4287
Directions
Financial Advisors in Montpelier, VT

Where Certified Financial Advisors in Montpelier, VT Serve

Montpelier, the capital of Vermont, is a charming city nestled in the heart of the Green Mountains. Its downtown area is home to a number of historic landmarks, including the Vermont State House, the Hubbard Park Tower, and the T.W. Wood Gallery. The city's top employers include the State of Vermont, National Life Group, and Vermont Mutual Insurance Group. Major highways in the area include Interstate 89 and US Route 2, while main streets include State Street, Main Street, and Elm Street. Montpelier is divided into several distinctive neighborhoods, each with its own unique character and charm. From the historic homes of College Hill to the bustling commercial district of Barre Street, there is something for everyone in this vibrant community.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Montpelier, VT could benefit greatly from the services of a financial advisor. With a population of just over 7,500 people, Montpelier is a small city with a tight-knit community. Many residents may not be aware of all the financial resources available to them, or may not have the time or expertise to manage their finances effectively. A financial advisor can help residents create a personalized financial plan, manage their investments, and navigate complex financial situations such as retirement planning, tax preparation, and estate planning. With the guidance of a financial advisor, residents of Montpelier can feel more confident and secure in their financial future.

Insurance Broker

Residents of Montpelier, VT can benefit greatly from the services of an insurance broker. With the harsh winters in the area, having proper insurance coverage for home and auto is crucial. An insurance broker can help residents navigate the complex world of insurance policies and find the right coverage for their specific needs. Additionally, with Montpelier being the capital city of Vermont, many residents work in government or other professional fields and may require specialized insurance coverage such as professional liability or cyber liability insurance. An insurance broker can help these individuals find the right policies to protect their businesses and careers. Overall, an insurance broker can provide invaluable assistance to residents of Montpelier, VT in protecting their assets and livelihoods.

Retirement Planning

Residents of Montpelier, VT can greatly benefit from the services of a retirement planner. One of the most common ways a retirement planner can assist Montpelier residents is by helping them navigate the complex world of retirement savings and investment options. Montpelier is a small city with a population of just over 7,000, and many of its residents may not have access to the same financial resources or investment opportunities as those in larger cities. A retirement planner can provide personalized guidance and advice on how to maximize retirement savings, minimize taxes, and plan for a secure financial future. Additionally, with Vermont being a state with a high cost of living, a retirement planner can help Montpelier residents plan for the expenses that come with aging, such as healthcare and long-term care costs.

Wealth Management

Residents of Montpelier, VT can benefit greatly from the services of a wealth manager. With its small-town charm and picturesque surroundings, Montpelier is a tight-knit community where residents value financial stability and security. A wealth manager can help residents achieve their financial goals by creating personalized investment strategies, managing their portfolios, and providing advice on tax planning and estate planning. In a town where many residents work in government or education, a wealth manager can also provide guidance on retirement planning and help individuals make the most of their retirement savings. With the help of a knowledgeable and experienced wealth manager, residents of Montpelier can feel confident in their financial future and enjoy all that their community has to offer.

Mortgage Loan Officer

Residents of Montpelier, VT may seek the assistance of a mortgage loan officer for a variety of reasons. One of the most common reasons is to purchase a home in the city, which is known for its charming downtown area and beautiful natural surroundings. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, including finding the best interest rates and loan terms. In addition, the loan officer can provide guidance on the various types of mortgages available, such as fixed-rate and adjustable-rate mortgages, and help residents determine which option is best suited to their financial situation. With the help of a mortgage loan officer, residents of Montpelier can achieve their dreams of homeownership and enjoy all that this vibrant city has to offer.

Tax Services

Residents of Montpelier, Vermont can benefit greatly from the assistance of a tax advisor. With the unique tax laws and regulations of the state, residents often find themselves in need of expert advice to navigate the complexities of the tax system. A tax advisor can provide valuable insights into deductions and credits that may be available to Montpelier residents, as well as help them stay up-to-date on changes to tax laws that may affect their finances. Additionally, a tax advisor can assist with tax planning, helping residents to optimize their tax situation and minimize their tax liability. Whether it's for personal or business taxes, a tax advisor can provide valuable guidance and support to residents of Montpelier, ensuring that they are able to make informed decisions and maximize their financial well-being.

Estate Planning Lawyer

Residents of Montpelier, VT can benefit from the services of an estate planning lawyer in numerous ways. One of the most common ways is by helping them create a will or trust that outlines how their assets will be distributed after their passing. This is especially important for Montpelier residents, as the city is the capital of Vermont and home to many government employees and retirees who may have complex financial situations. Additionally, an estate planning lawyer can assist with setting up powers of attorney and healthcare directives, which can ensure that a person's wishes are respected in the event that they become incapacitated. Overall, working with an estate planning lawyer in Montpelier can provide peace of mind and ensure that a person's assets and well-being are protected.

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FAQs About Personal Financial Advisors in Montpelier, VT