Wealth Management in Burlington, VT

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List of Firms

Burlington, VT Wealth Management Firms

John Polanshek, Jr. - UBS Financial Services Inc.
Location 38 Eastwood Dr Suite 400, South Burlington, VT 05403, USA
Phone (802) 860-5767
Catamount Financial Advisors of Raymond James
Location 40 Main St Ste 400, Burlington, VT 05401, USA
Phone (802) 448-6084
Dempsey Investment Management
Location 1233 Shelburne Rd Suite 410, South Burlington, VT 05403, USA
Phone (802) 497-1931
One Day In July | Financial Advisors | Investment Management
5 out of 5
Location 77 College St, Burlington, VT 05401, USA
Phone (802) 503-8280
Merrill Lynch Wealth Management Advisor Kevin McDermott
Location 60 Lake St, Burlington, VT 05401, USA
Phone (802) 660-1051
Wealth Management in Burlington, VT

Where Wealth Management Advisors in Burlington, VT Serve

Burlington, VT, nestled along the eastern shore of Lake Champlain, is a vibrant city that boasts a plethora of landmarks and attractions. From the historic Church Street Marketplace, a pedestrian-only shopping and dining district, to the stunning views from the top of Mount Philo State Park, there is no shortage of things to see and do in this bustling city. Top employers in the area include the University of Vermont Medical Center, GlobalFoundries, and Dealer.com, all of which offer a wide range of job opportunities in fields such as healthcare, technology, and marketing. Major highways in the area include I-89 and US-2, which provide easy access to neighboring cities and towns. Meanwhile, streets like Pearl Street, Pine Street, and North Avenue offer a variety of shops, restaurants, and other amenities for residents and visitors alike. Burlington is home to several unique neighborhoods, each with its own distinct character and charm.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Burlington, VT could benefit from a bank in numerous ways. One of the most common ways that a bank could help people in Burlington is by providing them with affordable loans to purchase homes or start businesses. Burlington is a growing city with a high cost of living, and many residents struggle to afford housing. A bank could offer mortgages with low interest rates and flexible repayment terms to help people buy homes and stabilize their finances. Additionally, small business owners in Burlington could benefit from loans to expand their operations and create jobs in the community. A bank could offer customized lending solutions to help businesses grow and thrive in the competitive Burlington market. Overall, a bank could provide much-needed financial support to residents of Burlington, helping them achieve their goals and improve their quality of life.

Insurance Broker

Residents of Burlington, VT would greatly benefit from the services of an insurance broker. With the city's bustling economy and diverse population, an insurance broker can provide tailored solutions to meet the unique needs of each individual. For example, with the city's location near Lake Champlain, residents may require additional coverage for flood insurance. Additionally, with the city's high number of small businesses, an insurance broker can assist with finding the right coverage for their specific industry. Furthermore, with the city's commitment to sustainability, an insurance broker can offer options for eco-friendly insurance policies. Overall, an insurance broker can provide invaluable assistance to Burlington residents in navigating the complex world of insurance and finding the best coverage for their needs.

Retirement Planning

Residents of Burlington, VT can benefit greatly from the expertise of a retirement planner. With the city's high cost of living and aging population, it's important for individuals to have a comprehensive plan in place to ensure their financial security in retirement. A retirement planner can assist with creating a budget, identifying potential sources of income, and developing a savings plan. Additionally, Burlington's unique climate and outdoor culture may require additional considerations when planning for retirement. For example, a retirement planner can help individuals factor in the cost of outdoor recreation and winter sports equipment when creating a budget. With the help of a retirement planner, residents of Burlington can feel confident in their financial future and enjoy all that the city has to offer.

Financial Advisor

Residents of Burlington, VT could greatly benefit from the services of a financial advisor. With the city's high cost of living and limited job opportunities, many individuals may struggle to make ends meet. A financial advisor could assist with creating a budget and developing a savings plan to help residents reach their financial goals. Additionally, Burlington is known for its environmentally conscious community, and a financial advisor could offer guidance on socially responsible investing options. With the city's proximity to Lake Champlain, residents may also be interested in investing in local businesses that support the preservation of the lake's ecosystem. Overall, a financial advisor could provide valuable assistance to Burlington residents in navigating the unique financial challenges and opportunities of their community.

Mortgage Loan Officer

Residents of Burlington, VT could benefit from the expertise of a mortgage loan officer in a variety of ways. For example, a loan officer could assist with navigating the unique housing market in Burlington, which is known for its high demand and limited supply of affordable homes. Additionally, a loan officer could help residents secure financing for a home in one of Burlington's historic neighborhoods, which often require special considerations due to their age and architectural significance. Furthermore, a loan officer could provide guidance on the various mortgage programs available to Burlington residents, including those designed for first-time homebuyers or those with lower credit scores. With the help of a knowledgeable loan officer, residents of Burlington can feel confident in their ability to achieve their homeownership goals.

Tax Services

Residents of Burlington, VT could greatly benefit from the expertise of a tax advisor in a variety of ways. For instance, Burlington is a city known for its vibrant arts and culture scene, with many residents working in creative industries. A tax advisor could help these individuals navigate the complexities of self-employment taxes, deductions for home office expenses, and other tax considerations specific to creative professionals. Additionally, Burlington is home to many small businesses, and a tax advisor could assist these entrepreneurs with tax planning, bookkeeping, and compliance with state and federal tax laws. With Vermont's unique tax laws and regulations, a tax advisor could help residents understand the nuances of state taxes, such as the homestead property tax and the Vermont tax credit for income sensitivity. Overall, a tax advisor could provide invaluable guidance to Burlington residents, helping them to maximize their tax savings and minimize their tax liabilities.

Estate Planning Lawyer

Residents of Burlington, VT could greatly benefit from the expertise of an estate planning lawyer. Specifically, with Vermont being one of the few states that still imposes an estate tax, an estate planning lawyer can help residents navigate the tax laws and minimize the amount of taxes owed upon their passing. Additionally, with Burlington being a popular tourist destination and home to many seasonal residents, an estate planning lawyer can assist in creating a plan for managing property and assets across state lines. Furthermore, with the increasing cost of long-term care in Vermont, an estate planning lawyer can help residents plan for potential future medical expenses and ensure that their assets are protected. Overall, an estate planning lawyer can provide invaluable guidance and support to Burlington residents in planning for their future and protecting their legacy.

Burlington, VT Financial Resources

Burlington, VT Chamber of Commerce


Burlington, VT City Hall


Burlington, VT Public Library



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