Chittenden County, VT Financial Advisors and Resources



Financial Advisor Firms in Chittenden County, VT


GSAM STABLE VALUE, LLC

Website

(212) 902-1000

100 Bank Street
Suite 800
Burlington, VT 5401

SEC#: 801-45304
Years in Business: 27 years

WESTVIEW INVESTMENT ADVISORS

Website

(802) 489-5342

118 Pine St.

Burlington, VT 5401

SEC#: 801-117557
Years in Business: 1 years

ONE DAY IN JULY LLC

Website

(802) 881-9020

77 College St. #3A

Burlington, VT 5401

SEC#: 801-113839
Years in Business: 3 years

ROCK POINT ADVISORS, LLC

Website

(802) 864-2266

77 College Street, 4th Floor

Burlington, VT 5401

SEC#: 801-62923
Years in Business: 17 years

HANSON & DOREMUS INVESTMENT MANAGEMENT

Website

(802) 658-2668

431 Pine Street
Suite 302
Burlington, VT 5401

SEC#: 801-55412
Years in Business: 23 years

CHAMPLAIN INVESTMENT PARTNERS, LLC

Website

(802) 846-6200

180 Battery Street
Suite 400
Burlington, VT 5401

SEC#: 801-63424
Years in Business: 17 years

BIRCHVIEW CAPITAL, LP

Website

(802) 923-3080

688 Pine Street
Suite 2D
Burlington, VT 5401

SEC#: 801-79710
Years in Business: 7 years

TD PRIVATE CLIENT WEALTH LLC

Website

(802) 860-5421

111 Main Street

Burlington, VT 5401

SEC#: 801-77771
Years in Business: 8 years

TD PRIVATE CLIENT WEALTH LLC

Website

(802) 860-5421

111 Main Street

Burlington, VT 5401

SEC#: 801-77771
Years in Business: 8 years


How Retirement-Friendly is Chittenden County, VT?

  • Population: 162,646
  • % of Population 62 Years and Over: 18.2%
  • Average Home Value: $299,300
  • Average Monthly Housing Cost: $1,420
  • Average Household Income: $94,925
  • Vermont Total Tax Burden: 10.75% (3rd Highest in U.S.)
  • Vermont Property Tax: 5.04% (2nd Highest in U.S.)
  • Vermont Individual Income Tax: 2.41% (22nd Highest in U.S.)
  • Vermont Sales and Excise Tax: 3.30% (25th Lowest in U.S.)


Chittenden County, VT Financial Advisor FAQs

Financial advisors provide advice on how best to manage your money.
Yes. The best advisors make the time to get to know your needs, work with you to set goals, embed themselves in your plan for success, and provide updates when necessary.
Approach your purchase of a financial advisor in the same way you would the purchase of any other important product or service. Ask experts for whom they would recommend if their life depended on it and ask case studies (with references and links where possible) to support their statement. Get referrals from these people and work with someone different than what everybody else does. Third, find one that understands your needs without needing every detail upfront.
Ask friends and family, consult with a financial advisor, or peruse the internet.