Wealth Management in Middlebury, VT

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List of Firms

Middlebury, VT Wealth Management Firms

Hoogenboom Wealth Management
5 out of 5
Location 302 Mountain View Dr STE 201, Colchester, VT 05446, USA
Phone (802) 264-6646
Chad Fitzpatrick - TIAA Wealth Management Advisor
Location 166 Sycamore St Suite 170, Williston, VT 05495, USA
Phone (802) 557-6401
Community Investment Counselors
Location 1603, 63 Maple St #25, Middlebury, VT 05753, USA
Phone (802) 388-1357
Marble Trail Financial
5 out of 5
Location 5 Court St 2nd Floor, Middlebury, VT 05753, USA
Phone (802) 388-6300
Wealth Management in Middlebury, VT

Where Wealth Management Advisors in Middlebury, VT Serve

Middlebury, VT is a small town in the south-central region of Vermont. The town is home to Middlebury College, one of the most prestigious colleges in the country. Other major employers in the area include the local hospital and a major IBM facility. The town is located on Route 7, which connects it to larger cities in the region such as Burlington and Rutland. The neighborhoods in Middlebury are mostly residential, with a few small businesses mixed in.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Middlebury banks provide a variety of services to their customers. These services include, but are not limited to: checking and savings accounts, loans, mortgages, and credit cards. In addition to the traditional banking services, many banks also offer online banking and bill pay options. This allows customers to conduct all of their banking business from the comfort of their own home.

Retirement Planning

Middlebury, VT is a great place to retire. You can find many different types of retirement planning services in the area. The people here are friendly and welcoming, and there is always something to do. Whether you're looking for a quiet place to relax or an active community with plenty of events, Middlebury has it all.

Tax Services

A tax accountant in Middlebury, VT is responsible for preparing and filing taxes for individuals and businesses. They must be knowledgeable in a variety of tax codes and regulations, as well as accounting principles. Tax accountants may also provide consulting services to their clients, advising them on how to reduce their taxable income.

Financial Advisor

A financial advisor in Middlebury, VT helps people save and invest their money. They offer advice on what investments to make and help people plan for their future. They work with people from all backgrounds and can help them reach their financial goals.

Insurance Broker

An insurance broker is a professional who helps clients choose insurance policies from a variety of providers. Insurance brokers in Middlebury, VT can help business owners and individuals find the best rates and coverage for their needs. Many brokers are licensed to sell multiple types of insurance, including property and casualty, health, and life policies.

Mortgage Loan Officer

A mortgage loan officer in Middlebury, VT helps people buy homes by providing them with loans. They work with home buyers to find the best loan for them, and they also work with banks and other lenders to make sure that the loans process smoothly. Mortgage loan officers are important members of the team that helps people buy homes, and they play a vital role in the home buying process.

Estate Planning Lawyer

An estate planning lawyer in Middlebury, VT helps you create a will and other legal documents to ensure that your assets are distributed according to your wishes after you die. They can also help you set up trusts and other mechanisms to protect your heirs from probate and taxes. If you have young children, an estate planning lawyer can also help you designate a guardian for them in the event that something happens to both parents.


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