Best Financial Advisors in Montpelier, VT

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Montpelier, VT Fiduciary Financial Advisors

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
Silverlake Wealth Management
SEC File# 801-97340
CRD# 165525
Location 100 State St # 349, Montpelier, VT 05602, USA
Phone (802) 229-6353
Lincoln Financial Distributors
Location 100 State St # 300, Montpelier, VT 05602, USA
Phone (802) 223-5784
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
Equity Services Inc
5 out of 5
Location 1 National Life Dr, Montpelier, VT 05604, USA
Phone (800) 344-7437
Sentinel Investments
Location 1 National Life Dr, Montpelier, VT 05604, USA
Phone (800) 233-4332
Edward Jones - Financial Advisor
SEC File# 801-3297
CRD# 250
Location 3 Pitkin Ct #101, Montpelier, VT 05602, USA
Phone (802) 223-3425
KDP Investment Advisors, Inc.
Location 24 Elm St, Montpelier, VT 05602, USA
Phone (802) 229-0544
The Financial Marketplace, Inc
Location 29 Main St #2, Montpelier, VT 05602, USA
Phone (802) 229-2245
Edward Jones
SEC File# 801-3297
CRD# 250
Location 1 Blanchard Ct Suite 202, Montpelier, VT 05602, USA
Phone (802) 223-7412
Greenvest
Location 148 State St 2nd Floor, Montpelier, VT 05602, USA
Phone (802) 613-3537
The Alchemist Fund
Location 3 Tremont St, Montpelier, VT 05602, USA
Phone (802) 272-3300
Equitable Premium Financing
Location Montpelier, VT 05602, USA
Phone (802) 223-7735
Even Keel Bookkeeping & Consulting
Location PO Box 41, Montpelier, VT 05601, USA
Phone (802) 888-5388
A.O.A Financial Services
SEC File# 801-111055
CRD# 158043
Location 6 Baldwin St, Montpelier, VT 05602, USA
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
Edward Jones
SEC File# 801-3297
CRD# 250
Location 453 Stone Cutters Way Ste 1, Montpelier, VT 05602, USA
Phone (802) 223-2005
KDP Asset Management, Inc.
SEC File# 801-57760
CRD# 110265
Location 24 Elm St, Montpelier, VT 05602, USA
Phone (802) 223-0440
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
Edward Jones
SEC File# 801-3297
CRD# 250
Location 219 N Main St Suite 102, Barre, VT 05641, USA
Phone (802) 476-6200
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
Wells Fargo Advisors Financial Network
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
Sentinel Asset Management Inc
Location 1 National Life Dr, Montpelier, VT 05604, USA
Phone (802) 223-9300
Sullivan Powers & Co
5 out of 5
Location 77 Barre St, Montpelier, VT 05602, USA
Phone (802) 223-2352
Milne Financial Planning
Location 51 Church St, Barre, VT 05641, USA
Phone (802) 476-0602
Flexible Capital Fund
Location 3 Pitkin Ct, Montpelier, VT 05602, USA
Phone (802) 828-0398
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
John D. Wagner
Location 25 Ridge St, Montpelier, VT 05602, USA
Phone (919) 796-9984
Eddie Rousse
Location 103 S Main St, Barre, VT 05641, USA
Phone (802) 505-6800
Northwestern Mutual
SEC File# 801-8095
CRD# 2881
Location 25 Crossroad Ste 2, Waterbury Village Historic District, VT 05676, USA
Phone (802) 585-6244
Edward Jones
SEC File# 801-3297
CRD# 250
Location 47 VT-66, Randolph, VT 05060, USA
Phone (802) 728-4602
Pinnacle Advisors
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
John Farrow Office
Location 33 Sunset Hill Rd, Randolph, VT 05060, USA
Phone (802) 728-4287
Financial Advisors in Montpelier, VT

Where Certified Financial Advisors in Montpelier, VT Serve

Montpelier is the capital of Vermont and is located in Washington County. The city has a population of approximately 7,500 and is the smallest state capital in the United States. Some of the landmarks in Montpelier include the Vermont State House, the capitol building for the state of Vermont, which is located on Main Street. The Hubbard Park is also a popular spot in Montpelier and offers hiking trails, a playground, and a pond. The top employers in Montpelier are the state government, with over 2,000 employees, followed by Barton Hospital, with just over 200 employees. Major highways and streets in Montpelier include Interstate 89 and U.S. Route 2. The neighborhoods in Montpelier include Downtown, North End, East End, and South End.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Montpelier, VT residents have a variety of banking services to choose from. Banks offer products and services to meet the needs of their customers. There are different types of banks, such as commercial banks, thrift institutions, and credit unions. Each bank offers different products and services, so it is important for Montpelier residents to research the different options before choosing a bank.

Insurance Broker

Montpelier, VT residents can rely on insurance brokers to provide them with the best possible rates on car and home insurance. Insurance brokers have access to a variety of insurers, and they know which ones offer the best rates for each individual. They will work with you to find the right policy for your needs and budget.

Retirement Planning

Montpelier, VT residents can benefit greatly from working with a financial advisor when it comes to retirement planning. Financial advisors can help people figure out how much money they need to save in order to retire comfortably, and can provide tips on how to make the most of their retirement savings. They can also help people plan for unexpected expenses that may arise during retirement.

Wealth Management

Montpelier, VT residents can benefit from wealth management in a number of ways. Wealth management can help people protect their assets and make the most of their money. It can also help them plan for the future and achieve their financial goals. Montpelier, VT residents who are looking for help with their finances should consider working with a wealth manager.

Estate Planning Lawyer

Estate planning lawyers can help Montpelier, VT residents with a wide variety of tasks. Some of these include creating and updating wills, trusts, and other estate planning documents; helping to probate estates; and providing guidance on tax issues related to estates. Estate planning lawyers can also advise families on what to do if a loved one becomes incapacitated.

Mortgage Loan Officer

Mortgage loan officers in Montpelier, VT can help residents with a wide variety of services related to home mortgages. Residents can rely on these professionals for guidance through the mortgage application process, as well as for assistance with finding the best mortgage products available to them. In addition, mortgage loan officers can help homeowners understand their mortgage statements and provide advice on how to best manage their monthly payments. Finally, these professionals can also offer support during times of financial difficulty or when facing foreclosure.

Tax Services

Residents of Montpelier, VT can benefit from the help of a tax accountant. A good tax accountant can help you understand how your taxes are calculated and what deductions and credits you may be eligible for. They can also help you file your taxes on time and ensure that you get the best possible return.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Montpelier, VT