Best Financial Advisors in Shelburne, VT

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List of Firms

Shelburne, VT Fiduciary Financial Advisors

Jeffrey Moulton - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 541 Industrial Ave, Williston, VT 05495, USA
Phone (802) 862-5500
Ameriprise Financial
Location 5399 Williston Rd #204, Williston, VT 05495, USA
Phone (802) 657-3800
Philo Financial Consulting, LLC
Location Shelburne, VT 05482, USA
Phone (802) 373-7139
Sherry C. Dempsey CPA PLLC
Location 1233 Shelburne Rd, South Burlington, VT 05403, USA
Phone (802) 846-7393
Rock Point Advisors
SEC File# 801-62923
CRD# 130825
Location 77 College St, Burlington, VT 05401, USA
Phone (802) 864-2266
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
InTrack Investment Management
SEC File# 801-79488
CRD# 106450
Location Suite D6b, 7753, 1233 Shelburne Rd, South Burlington, VT 05403, USA
Phone (802) 658-0625
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
Angolano & Company

5 out of 5

Location 2834 Shelburne Rd, Shelburne, VT 05482, USA
Phone (802) 985-8992
Hickok & Boardman HR Intelligence & Corporate Retirement Plans
Location 346 Shelburne Rd, Burlington, VT 05401, USA
Phone (802) 863-5534
Shelburne Fiduciary Partners | One Day In July
SEC File# 801-113839
CRD# 284335

5 out of 5

Location 5247 Shelburne Rd #101, Shelburne, VT 05482, USA
Phone (802) 777-9768
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Kyle Pembroke - Associate Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 5399 Williston Rd Ste 204, Williston, VT 05495, USA
Phone (802) 657-3800
Chad Fitzpatrick - TIAA Wealth Management Advisor
Location 166 Sycamore St Suite 170, Williston, VT 05495, USA
Phone (802) 557-6401
Da Vinci Tax

5 out of 5

Location 5138 Shelburne Rd Suite 11, Shelburne, VT 05482, USA
Phone (802) 495-5939
Birch Tree Tax

5 out of 5

Location 145 Pine Haven Shores #1021, Shelburne, VT 05482, USA
Phone (802) 985-1236
Promar
Location 145 Pine Haven Shores, Shelburne, VT 05482, USA
Phone (802) 985-2550
Century Small Business Solutions
Location 145 Pine Haven Shores Suite 1040, Shelburne, VT 05482, USA
Phone (802) 846-1416
Edward Jones
SEC File# 801-3297
CRD# 250
Location 3762 Shelburne Rd Suite 4, Shelburne, VT 05482, USA
Phone (802) 985-9965
Essex Asset Management Group
Location 1233 Shelburne Rd Ste C-2A, South Burlington, VT 05403, USA
Phone (802) 879-1881
NEFCU Financial Group
SEC File# 801-111055
CRD# 158043

4 out of 5

Location 141 Harvest Ln, Williston, VT 05495, USA
Merrill Lynch Wealth Management Advisor Kevin McDermott
Location 60 Lake St, Burlington, VT 05401, USA
Phone (802) 660-1051
Frederick Reiner
SEC File# 801-111055
CRD# 158043
Location 1117 Shelburne Rd, South Burlington, VT 05403, USA
M Kraus & Co
SEC File# 801-52060
CRD# 106749

5 out of 5

Location 4076 Shelburne Rd # 7C, Shelburne, VT 05482, USA
Phone (802) 985-2620
Life Cycle Financial LLC
Location 21 Vale Dr, South Burlington, VT 05403, USA
Phone (802) 861-4333
Vermont Pure Financial
Location 53 Falls Rd, Shelburne, VT 05482, USA
Phone (802) 985-1566
efm
Location 99 Swift St, South Burlington, VT 05403, USA
Phone (802) 864-0949
Catamount Financial Advisors of Raymond James
Location 40 Main St Ste 400, Burlington, VT 05401, USA
Phone (802) 448-6084
Shepherd Financial Services

5 out of 5

Location 45 Swift St, South Burlington, VT 05403, USA
Phone (802) 448-0737
Guided Wealth Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 5399 Williston Rd Ste 204, Williston, VT 05495, USA
Phone (802) 657-3800
Amy M Boland - Associate Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 5399 Williston Rd Ste 204, Williston, VT 05495, USA
Phone (802) 338-7808
UBS Financial Services Inc.

5 out of 5

Location 38 Eastwood Dr Suite 400, South Burlington, VT 05403, USA
Phone (802) 860-5714
Image of Shelburne, VT

About Shelburne, VT

Shelburne, VT is a small town located in the Champlain Valley. The town is home to many farms and businesses, including the Shelburne Museum. Major highways and streets in the area include Route 7 and Shelburne Road. Some of the town's neighborhoods include the Old Village, West Hill, and North Shelburne.

Where Certified Financial Advisors in Shelburne, VT Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

The Shelburne branch of the Merchants Bank is one of the most active in the area. It provides a variety of services to its customers, including: - Checking and savings accounts - Loans for cars, homes, and businesses - Credit cards - Investment advice The bank also offers online banking and bill pay services. This allows customers to manage their finances from anywhere in the world.

Insurance Broker

Shelburne, VT residents can benefit from the help of insurance brokers when it comes to finding the right insurance policy for their needs. Insurance brokers are knowledgeable in all areas of insurance and can help residents find a policy that fits their budget and provides the coverage they need. In addition, insurance brokers can assist with claims and provide support during difficult times.

Retirement Planning

Financial advisors in Shelburne, VT can help residents with all aspects of retirement planning. This includes helping to create a budget, saving for retirement, and investing money wisely. Advisors can also help retirees adjust their finances to account for changing needs. For example, many retirees need to draw down their savings as they enter into retirement, and advisors can help them do this in the most efficient way possible.

Wealth Management

Shelburne, VT residents can benefit from wealth management services in order to make the most of their finances. A good wealth manager will help you save money on taxes, invest your money wisely, and plan for your future. They can also help you manage your estate and pass on your wealth to the next generation in a tax-efficient way. If you're looking for a way to improve your financial situation, talk to a wealth manager today.

Estate Planning Lawyer

Estate planning lawyers in Shelburne, VT can help residents create wills and trusts which will ensure that their property is distributed according to their wishes after they die. They can also help residents set up powers of attorney and healthcare directives, which will allow them to make decisions for themselves if they are unable to do so due to illness or injury. And finally, estate planning lawyers can help residents reduce or eliminate estate taxes, making it easier for their loved ones to inherit what they leave behind.

Mortgage Loan Officer

Mortgage loan officers in Shelburne, VT can help residents secure home loans and mortgages. They can also offer advice on the best type of mortgage for a particular borrower's needs, and work with borrowers to ensure that they are getting the best possible deal on their mortgage. Mortgage loan officers can also help borrowers through the entire process of securing a mortgage, from pre-approval to closing.

Tax Services

Shelburne, VT residents can benefit from the help of a tax accountant to ensure they are taking advantage of all the deductions and credits to which they are entitled. A good tax accountant will also be able to help you plan for the future, ensuring that you are making the most of your current financial situation and setting yourself up for a successful future.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Shelburne, VT