Retirement Planning in Brattleboro, VT

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Top Retirement Planners in Brattleboro, VT

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Wells Fargo Advisors
Location 1063 Western Ave, Brattleboro, VT 05301, USA
Phone (802) 251-0100
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Brattleboro Savings & Loan
4 out of 5
Location 221 Main St, Brattleboro, VT 05301, USA
Phone (802) 254-5333
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Edward Jones - Financial Advisor: Ana M Saavedra
SEC File# 801-3297
CRD# 250
Location 225 Main St Suite 1, Brattleboro, VT 05301, USA
Phone (802) 257-4144
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Edward Jones
SEC File# 801-3297
CRD# 250
Location Brattleboro, VT 05301, USA
Phone (802) 257-4144
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 275 Western Ave, Brattleboro, VT 05301, USA
Phone (802) 257-7585
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Edward Jones - Financial Advisor: Nick DuBois, CFP®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 80 Flat St Suite 105, Brattleboro, VT 05301, USA
Phone (802) 257-7585
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SEC File# 801-79411
CRD# 116817
Location 974 Western Ave, Brattleboro, VT 05301, USA
Phone (800) 356-7066
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Steward Partners
SEC File# 801-67179
CRD# 1254
5 out of 5
Location 34 West St, Keene, NH 03431, USA
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Financial Solutions Group
SEC File# 801-80223
CRD# 172725
Location 99 Main St, Keene, NH 03431, USA
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
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Poodiack Wealth Management
Location 34 West St, Keene, NH 03431, USA
Phone (603) 827-4068
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Brattleboro Development Credit
4 out of 5
Location 76 Cotton Mill Hill, Brattleboro, VT 05301, USA
Phone (802) 257-7731
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Edward Jones - Financial Advisor: Andrew J George, AAMS®
SEC File# 801-3297
CRD# 250
Location 1222 Putney Rd, Brattleboro, VT 05301, USA
Phone (802) 254-5226
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Twombly Wealth Management Group Inc
Location 101 Western Ave, Brattleboro, VT 05301, USA
Phone (802) 254-8064
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Crossman Financial Services
Location 235 Greenfield Rd, South Deerfield, MA 01373, USA
Phone (413) 665-7552
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Jonathan D. Secrest
4 out of 5
Location 45 Linden St, Brattleboro, VT 05301, USA
Phone (802) 257-5292
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Allen Daniel S
Location 205 Main St # 14, Brattleboro, VT 05301, USA
Phone (802) 254-7756
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Black Mountain Estates
5 out of 5
Location 78 Buttonwood Dr, Brattleboro, VT 05301, USA
Phone (855) 692-6346
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Edward Jones - Financial Advisor: David McFadden
Location 51 Main St, Brattleboro, VT 05301, USA
Phone (802) 251-0405
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AJM Service
Location 28 Vernon St # 318, Brattleboro, VT 05301, USA
Phone (802) 251-7227
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Travis Shine - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 114 Main St Fl 2, Brattleboro, VT 05301, USA
Phone (802) 257-5500
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Northwestern Mutual Financial
Location 134 Rockingham Rd, Bellows Falls, VT 05101, USA
Phone (802) 681-1070
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Scott Gordon-Macey
Location 2nd Floor North, 441 W River Rd, Brattleboro, VT 05301, USA
Phone (802) 254-7756
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Edward Jones - Financial Advisor: Philip A George, AAMS®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1222 Putney Rd, Brattleboro, VT 05304, USA
Phone (802) 254-5226
Directions
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SBW Wealth Management
Location 84 Marlboro St, Keene, NH 03431, USA
Phone (603) 355-1667
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Ascutney Financial Group
5 out of 5
Location 125 Coon Club Rd, West Windsor, VT 05089, USA
Phone (802) 230-6159
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The Richards Group
4 out of 5
Location 48 Harris Pl, Brattleboro, VT 05301, USA
Phone (802) 254-6016
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Retirement Planning in Brattleboro, VT

About Brattleboro, VT for Those Planning to Retire

Nestled in the heart of southern Vermont, Brattleboro is a quaint town that boasts a rich history and vibrant culture. From the iconic Brattleboro Retreat to the picturesque Mount Wantastiquet, there's no shortage of landmarks to explore. As for top employers, Brattleboro Memorial Hospital and Brattleboro Food Co-op are just a couple of the many businesses that call this charming town home. When it comes to getting around, major highways like I-91 and Route 9 make it easy to navigate the area, while streets like Main Street and Canal Street offer plenty of shopping and dining options. As for neighborhoods, each one has its own unique charm, from the historic homes of the West Brattleboro Village to the bustling downtown district. Whether you're a resident or just passing through, Brattleboro is a must-see destination that's sure to leave a lasting impression.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Brattleboro, VT can benefit from a bank in a plethora of ways. For instance, a bank can offer savings and checking accounts that help residents manage their finances more efficiently. Additionally, residents can access loans and credit facilities that can help them start businesses or invest in their education. With Brattleboro being a small town, the bank can provide a sense of community and support to its residents. Furthermore, the bank can offer financial literacy programs to educate residents on how to manage their finances better. With the town being located near the Green Mountains, a bank can also provide investment opportunities in renewable energy projects, which can benefit the environment and create job opportunities for the residents. Overall, a bank can play a crucial role in the financial wellbeing of residents in Brattleboro, VT.

Insurance Broker

Residents of Brattleboro, VT can greatly benefit from the services of an insurance broker. With the town's location in the southeastern corner of Vermont, it is prone to natural disasters such as flooding, which can cause significant damage to homes and businesses. An insurance broker can assist residents in finding the right coverage for their property and ensure that they are adequately protected in the event of a disaster. Additionally, Brattleboro is home to many small businesses, which may require specialized insurance coverage. An insurance broker can help these businesses navigate the complex insurance market and find policies that meet their unique needs. Finally, with the rising cost of healthcare, an insurance broker can assist residents in finding affordable health insurance options that provide the coverage they need. Overall, an insurance broker can provide valuable assistance to residents of Brattleboro, VT in protecting their property, businesses, and health.

Wealth Management

Residents of Brattleboro, VT could benefit greatly from the services of a wealth manager in a multitude of ways. With its picturesque setting and vibrant community, Brattleboro is a hub for tourism, arts, and culture. A wealth manager can help residents navigate the complexities of managing their finances while also taking into account the unique economic landscape of the town. This includes understanding the impact of seasonal fluctuations on businesses and individuals alike, as well as the potential for investment opportunities in the growing local tech and healthcare industries. Additionally, a wealth manager can help residents plan for the future by creating personalized investment strategies that align with their long-term financial goals and aspirations. Overall, a wealth manager can provide valuable guidance and support to residents of Brattleboro, helping them make informed decisions that will secure their financial well-being and enhance their quality of life.

Financial Advisor

Residents of Brattleboro, VT can benefit from the guidance of a financial advisor in many ways. Firstly, the advisor can help them plan for retirement, which is especially important in Brattleboro, where the median age is 44.3 years, higher than the national average. The advisor can assist in creating a personalized retirement plan that takes into account factors such as social security, pensions, and investments. Secondly, the advisor can help residents navigate the local economy, which is largely driven by small businesses and tourism. The advisor can provide advice on how to manage finances during slow seasons and how to invest in local businesses. Lastly, the advisor can help residents manage their debt, which is a common issue in Brattleboro due to the high cost of living. The advisor can offer strategies for paying off debt and creating a sustainable budget. Overall, a financial advisor can provide valuable assistance to residents of Brattleboro in navigating their finances and planning for a secure future.

Mortgage Loan Officer

Residents of Brattleboro, VT can benefit from the expertise of a mortgage loan officer in several ways. Firstly, the loan officer can help them navigate the complexities of the local real estate market, which can be particularly challenging due to the town's unique blend of historic and modern architecture. Additionally, the loan officer can assist residents in finding the best mortgage rates and terms that fit their financial situation and long-term goals. This is especially important in Brattleboro, where the cost of living is higher than the national average and many residents struggle with high housing costs. Finally, the loan officer can provide guidance on the various government programs and incentives available to Brattleboro residents, such as the Vermont Housing Finance Agency's down payment assistance program, which can help make home ownership more accessible to low- and moderate-income families.

Tax Services

Residents of Brattleboro, VT could greatly benefit from the expertise of a tax advisor. With the town's diverse population, which includes artists, farmers, and small business owners, navigating the complex tax laws can be overwhelming. A tax advisor can provide guidance on deductions and credits specific to Vermont, such as the Homestead Declaration and Property Tax Adjustment, which can help homeowners save money on their property taxes. Additionally, with Brattleboro's growing arts scene and numerous non-profit organizations, a tax advisor can assist with navigating the unique tax laws that apply to these entities. Furthermore, with Vermont's recent legalization of recreational marijuana, a tax advisor can provide guidance on the tax implications for those involved in the industry. Overall, a tax advisor can provide invaluable assistance to residents of Brattleboro, ensuring they are maximizing their tax savings and complying with all applicable laws.

Estate Planning Lawyer

Residents of Brattleboro, VT can benefit from the expertise of an estate planning lawyer in a multitude of ways. One specific consideration for residents of this town is the prevalence of small businesses and farms. An estate planning lawyer can assist with succession planning, ensuring that these businesses and farms can continue to operate smoothly and remain in the family for generations to come. Additionally, an estate planning lawyer can help residents navigate the complexities of Medicaid planning, ensuring that they are able to receive the care they need without losing their assets. With their knowledge of tax laws and financial planning, an estate planning lawyer can also help residents maximize their wealth and minimize tax liabilities. Overall, residents of Brattleboro can greatly benefit from the guidance of an estate planning lawyer in securing their financial futures and protecting their legacies.

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