Retirement Planning in Montpelier, VT

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Top Retirement Planners in Montpelier, VT

Central Vt Regional Planning
1 out of 5
Location 29 Main St #4, Montpelier, VT 05602, USA
Phone (802) 229-0389
Vermont Department of Financial Regulation
3 out of 5
Location 89 Main St, Montpelier, VT 05620, USA
Phone (802) 828-3301
The Gary Residence
5 out of 5
Location 149 Main St, Montpelier, VT 05602, USA
Phone (802) 223-3881
Great-West Retirement Services
Location 100 State St # 334, Montpelier, VT 05602, USA
Phone (802) 229-2391
National Life Group
4 out of 5
Location 1 National Life Dr, Montpelier, VT 05604, USA
Phone (802) 229-3333
Compass Point Retirement Planning
Location Burlington, VT 05401, USA
Phone (802) 657-3433
Westview Meadows At Montpelier
Location 171 Westview Meadows Rd #3385, Montpelier, VT 05602, USA
Phone (802) 223-1068
SEC File# 801-120617
CRD# 285378
4 out of 5
Location 33 Blair Park Rd, Williston, VT 05495, USA
Phone (802) 878-2731
Northeast Planning
Location 467 Sanderson Rd, Milton, VT 05468, USA
Phone (802) 893-2836
Milne Financial Planning
Location 770 Railroad St, St Johnsbury, VT 05819, USA
Phone (800) 360-0662
SEC File# 801-110475
CRD# 131406
Location 606 VT-12A, Northfield, VT 05663, USA
Phone (802) 485-6953
Vermont State Treasurer
Location 109 State St, Montpelier, VT 05609, USA
Phone (802) 828-2301
Heaton Woods Residence
3 out of 5
Location 10 Heaton St, Montpelier, VT 05602, USA
Phone (802) 223-1157
John Farrow Office
SEC File# 801-15865
CRD# 110526
Location 33 Sunset Hill Rd, Randolph, VT 05060, USA
Phone (802) 728-4287
Retirement Solutions
4 out of 5
Location 162 N Main St #204, Barre, VT 05641, USA
Phone (802) 479-0092
Hanover Financial Group
SEC File# 801-107439
CRD# 283155
Location 188 S Main St, Stowe, VT 05672, USA
Phone (802) 253-0160
Time Monday: 9:00 AM – 4:30 PM Tuesday: 9:00 AM – 4:30 PM Wednesday: 9:00 AM – 4:30 PM Thursday: 9:00 AM – 4:00 PM Friday: Closed Saturday: Closed Sunday: Closed
Montpelier Planning & Comm Dev
Location 39 Main St, Montpelier, VT 05602, USA
Phone (802) 223-9506
Eddie Rousse
Location 103 S Main St, Barre, VT 05641, USA
Phone (802) 505-6800
Edward Jones
SEC File# 801-3297
CRD# 250
Location 752 Granger Rd Suite 2, Barre, VT 05641, USA
Phone (802) 223-3846
Bristol Financial Services, PC
Location 36 Main St, Bristol, VT 05443, USA
Phone (802) 453-2378
Sara Blondin - Associate Financial 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
Retirement Planning in Montpelier, VT

About Montpelier, VT for Those Planning to Retire

Montpelier, VT is a charming city nestled in the Green Mountains, boasting a rich history and vibrant culture. The city is home to several landmarks, including the Vermont State House, a stunning neoclassical building that houses the state's legislative branch. Other notable landmarks include the Hubbard Park Tower, a scenic overlook offering breathtaking views of the city, and the T.W. Wood Gallery, a renowned art museum showcasing works by local and national artists. The city is also home to several top employers, including National Life Group, Vermont Mutual Insurance Group, and the State of Vermont. These companies provide a diverse range of employment opportunities in industries such as finance, insurance, and government. Montpelier is easily accessible via several major highways, including Interstate 89 and US Route 2. These routes provide convenient access to neighboring cities and towns, as well as popular tourist destinations such as Stowe and Burlington. The city's neighborhoods offer a mix of historic homes, modern apartments, and cozy cottages.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Montpelier, VT can benefit from a bank in several ways. For example, a bank can provide financial assistance to small businesses in the city, which is a crucial aspect of Montpelier's economy. With a population of just over 7,000 people, Montpelier is a small city that relies heavily on local businesses to drive its economy. A bank can provide loans and other financial services to these businesses, helping them grow and create more jobs for residents. Additionally, a bank can offer personal banking services to residents, including checking and savings accounts, loans, and credit cards. These services can help individuals manage their finances more effectively and achieve their financial goals. Finally, a bank can provide financial education and resources to residents, helping them make informed decisions about their money and plan for their future. Overall, a bank can play a critical role in supporting the economic and financial well-being of Montpelier's residents.

Insurance Broker

Residents of Montpelier, VT can benefit from the expertise of an insurance broker in a variety of ways. For example, an insurance broker can help residents navigate the complexities of healthcare insurance plans, particularly given the unique healthcare landscape in Vermont. With its emphasis on preventative care and alternative medicine, Vermont healthcare insurance plans can be confusing and overwhelming for many residents. An insurance broker can help residents understand their options, compare plans, and select the best coverage for their individual needs. Additionally, an insurance broker can assist Montpelier residents with other types of insurance, such as homeowners insurance, auto insurance, and life insurance. By working with an insurance broker, residents can ensure that they have the right coverage to protect themselves and their families in the event of an unexpected event or emergency.

Wealth Management

Residents of Montpelier, VT can benefit from the expertise of a wealth manager in several ways. One of the most common ways is through investment planning, where a wealth manager can help residents navigate the complex world of investing and create a customized investment portfolio that aligns with their goals and risk tolerance. Additionally, a wealth manager can provide financial planning services, including retirement planning, estate planning, and tax planning. In a city like Montpelier, which is the capital of Vermont and home to many government employees, a wealth manager can help navigate the unique financial challenges faced by those in the public sector. Furthermore, with the city's focus on sustainability and green living, a wealth manager can assist residents in investing in environmentally conscious companies and funds. Overall, a wealth manager can provide invaluable guidance and support to residents of Montpelier, helping them achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Montpelier, VT would benefit from the guidance of a financial advisor in several ways. For instance, a financial advisor can assist them in creating a comprehensive financial plan that is tailored to their unique needs and goals. This plan may include strategies for saving for retirement, paying off debt, and investing in the local economy. Additionally, a financial advisor can help residents navigate the complex tax laws of Vermont, particularly in relation to property taxes, which are notoriously high in Montpelier due to the city's status as the state capital. Furthermore, a financial advisor can provide guidance on estate planning, ensuring that residents have a plan in place to protect their assets and provide for their loved ones in the event of their passing. Ultimately, the expertise of a financial advisor can help residents of Montpelier, VT achieve financial security and peace of mind.

Mortgage Loan Officer

Residents of Montpelier, VT could benefit from the guidance and expertise of a mortgage loan officer in a number of ways. For instance, with the city's median home value hovering around $250,000, many residents may need assistance securing a mortgage that fits their budget and financial goals. A loan officer can help navigate the complexities of the mortgage application process, including assessing credit scores, determining down payment amounts, and finding the best interest rates. Additionally, Montpelier's unique housing market, which includes a mix of historic homes and modern developments, may require specialized knowledge and experience to find the right loan options. With the help of a mortgage loan officer, Montpelier residents can feel confident in their ability to secure a mortgage that meets their needs and helps them achieve their homeownership dreams.

Tax Services

Residents of Montpelier, VT can greatly benefit from the services of a tax advisor in various ways. One of the most common ways is by providing guidance on tax laws and regulations. With Vermont's complex tax system, a tax advisor can help residents navigate the intricacies of state and federal tax codes. Additionally, a tax advisor can help residents identify tax deductions and credits that they may be eligible for, such as the Vermont Homestead Declaration, which provides property tax relief to eligible homeowners. Furthermore, a tax advisor can assist residents in tax planning, especially for those who are self-employed or own small businesses. This can include advice on estimated tax payments, retirement planning, and business expenses. With Montpelier's growing economy and entrepreneurial spirit, having a knowledgeable tax advisor can be invaluable to residents looking to maximize their financial potential.

Estate Planning Lawyer

Residents of Montpelier, VT can benefit greatly from an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a will. In Montpelier, VT, where the median age is 41.3 years, it is important for individuals to plan for the future and ensure their assets are distributed according to their wishes. An estate planning lawyer can also assist with setting up trusts, which can provide tax benefits and protect assets from creditors. Additionally, for those with children, an estate planning lawyer can help establish guardianship and ensure their children are taken care of in the event of their passing. With the complexity of estate planning laws and regulations, it is essential to seek the guidance of an experienced lawyer to ensure one's wishes are carried out and their loved ones are protected.


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