Wealth Management in White River Junction, VT

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List of Firms

White River Junction, VT Wealth Management Firms

SEC File# 801-107026
CRD# 282205
Location 205 Billings Farm Rd #2A, White River Junction, VT 05001, USA
Phone (802) 295-5300
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: Closed Saturday: Closed Sunday: Closed
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DECA Wealth Management
Location 24 Airport Road The Trade Center, West Lebanon, NH 03784, USA
Phone (603) 790-8230
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People's United Bank
3 out of 5
Location 190 Maple St, White River Junction, VT 05001, USA
Phone (802) 295-5701
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KLG Financial Solutions
Location 367 NH-120, Lebanon, NH 03766, USA
Phone (603) 643-7200
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Edward Jones
SEC File# 801-3297
CRD# 250
3 out of 5
Location 20 Palmer Ct #2, White River Junction, VT 05001, USA
Phone (802) 649-2646
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Mascoma Bank
5 out of 5
Location 243 Sykes Mountain Ave Box 4399, White River Junction, VT 05001, USA
Phone (802) 295-2223
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SEC File# 801-61745
CRD# 113641
Location 24 Airport Rd STE 307, West Lebanon, NH 03784, USA
Phone (603) 298-7370
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Peltzer Capital Management LLC
SEC File# 801-79488
CRD# 106450
Location 326 Main St, Norwich, VT 05055, USA
Phone (802) 649-1666
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Wadsworth & Daulaire Financial Planners
Location 45 Lyme Rd Suite 305A, Hanover, NH 03755, USA
Phone (603) 448-1705
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Ledyard Financial Advisors
5 out of 5
Location 2 Maple St #2023, Hanover, NH 03755, USA
Phone (603) 643-0044
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Investmark Advisory Group
SEC File# 801-76505
CRD# 121060
5 out of 5
Location 29 School St, Lebanon, NH 03766, USA
Phone (603) 865-1077
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Fisher Financial Advisors, LLC
Location 32 Main St, Hanover, NH 03755, USA
Phone (603) 643-4448
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Morgan Stanley Financial Advisors
Location 203 Heater Rd, Lebanon, NH 03766, USA
Phone (603) 442-7900
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TIAA Financial Services
1 out of 5
Location 2 Buck Rd Suite D, Hanover, NH 03755, USA
Phone (866) 904-7801
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Merryfield Investment Management Inc
Location 292 Main St, New London, NH 03257, USA
Phone (603) 526-4400
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John Farrow Office
Location 33 Sunset Hill Rd, Randolph, VT 05060, USA
Phone (802) 728-4287
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Wealth Management in White River Junction, VT

Where Wealth Management Advisors in White River Junction, VT Serve

White River Junction, VT is a charming town in Windsor County, nestled in the heart of the Green Mountains. It boasts a rich history and a vibrant culture, with a plethora of landmarks and attractions that draw visitors from all over the world. From the historic Briggs Opera House to the stunning Quechee Gorge, there is no shortage of things to see and do in this quaint New England town. Top employers in White River Junction include the VA Medical Center, Dartmouth-Hitchcock Medical Center, and the Hartford School District. These institutions provide a wealth of job opportunities for residents and contribute to the town's thriving economy. Major highways and streets in White River Junction include Interstate 91, US Route 5, and VT Route 14. These roads connect the town to other major cities in Vermont and neighboring states, making it easy to travel to and from White River Junction. Neighborhoods in White River Junction are diverse and offer a range of housing options, from historic homes to modern apartments.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of White River Junction, VT would be helped by a bank in numerous ways. For instance, the bank would provide them with a safe place to store their money and would offer them loans to help them achieve their financial goals. Additionally, the bank would provide them with access to financial experts who could advise them on how to manage their money better. Furthermore, the bank would offer them a range of financial products and services, such as credit cards, savings accounts, and investment opportunities, to help them grow their wealth. In a town like White River Junction, where the economy is heavily reliant on tourism and the arts, a bank would be particularly helpful in providing residents with the financial support they need to succeed in their businesses and careers.

Insurance Broker

Residents of White River Junction, VT can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help residents navigate the complex world of insurance policies and find the best coverage for their unique needs. This is particularly important in White River Junction, where the harsh winter weather can lead to increased risks for property damage and accidents. Additionally, an insurance broker can help residents save money by finding them the most affordable policies and discounts. With the cost of living in White River Junction being higher than the national average, every penny saved can make a big difference. Lastly, an insurance broker can provide peace of mind by ensuring that residents are adequately covered in case of an unexpected event. In a town where outdoor activities like hiking and skiing are popular, accidents can happen, and having proper insurance coverage can make all the difference.

Retirement Planning

Residents of White River Junction, VT could benefit from the expertise of a retirement planner in a variety of ways. Firstly, with the town's median age being 42.7, many residents are likely approaching retirement age or have already retired. A retirement planner could help these individuals navigate the complex world of retirement savings and investments, ensuring they have enough money to live comfortably in their golden years. Additionally, White River Junction is home to many small businesses and self-employed individuals who may not have access to traditional retirement plans offered by larger corporations. A retirement planner could assist these individuals in setting up their own retirement plans, such as individual retirement accounts (IRAs) or Simplified Employee Pension (SEP) plans. Finally, White River Junction is located in Vermont, a state with a high cost of living. A retirement planner could help residents navigate the financial challenges of living in a high-cost area, such as managing debt, reducing expenses, and maximizing retirement savings.

Financial Advisor

Residents of White River Junction, VT could benefit from the expertise of a financial advisor in several ways. Firstly, given that the town has a median household income of $48,264, which is lower than the national average, a financial advisor could assist residents in creating a budget and managing their finances to ensure they are maximizing their income. Additionally, White River Junction has a high cost of living index, which means that residents may struggle to save for retirement or other long-term goals. A financial advisor could help residents develop a savings plan and investment strategy to ensure they are on track to meet their financial goals. Furthermore, given the town's proximity to the White Mountains and other outdoor recreational areas, many residents may have unique financial needs related to recreational activities. A financial advisor could assist with managing expenses related to outdoor pursuits, such as purchasing equipment or planning trips, while still maintaining a sound financial plan.

Mortgage Loan Officer

Residents of White River Junction, VT would greatly benefit from the assistance of a mortgage loan officer. With the town's population steadily increasing, the demand for affordable housing has become a pressing issue. A mortgage loan officer can provide guidance on the various loan options available to residents, including those specific to the state of Vermont. Additionally, with the town's proximity to the Connecticut River and the stunning White Mountains, many residents may be interested in purchasing a second home or investment property. A mortgage loan officer can assist with navigating the complexities of purchasing a second property, including understanding the tax implications and financing options. Overall, a mortgage loan officer can provide invaluable support to residents of White River Junction, VT looking to achieve their homeownership goals.

Tax Services

Residents of White River Junction, VT can benefit from the expertise of a tax advisor in various ways. For instance, tax advisors can help residents navigate the complex tax laws and regulations that apply in Vermont. This is particularly important for residents of White River Junction, VT, where the tax code can be quite complicated due to the town's unique economic and social characteristics. Tax advisors can also help residents to identify and claim all available tax deductions and credits, which can significantly reduce their tax liability. Additionally, tax advisors can provide guidance on tax planning and investment strategies, helping residents to maximize their after-tax income and build wealth over time. Overall, the services of a tax advisor can be invaluable to residents of White River Junction, VT, helping them to stay compliant with tax laws, minimize their tax burden, and achieve their financial goals.

Estate Planning Lawyer

Residents of White River Junction, VT could greatly benefit from the services of an estate planning lawyer. Specifically, in a town where the median age is 42 years old, many individuals may be starting to think about their future and what they want to happen to their assets after they pass away. An estate planning lawyer can help residents create wills, trusts, and other legal documents that ensure their wishes are carried out and their loved ones are taken care of. Additionally, with White River Junction being located in Vermont, which has unique estate tax laws, an estate planning lawyer can provide guidance on minimizing tax liabilities and maximizing the value of an individual's estate. The complexity of estate planning can be overwhelming for many, but with the help of a knowledgeable lawyer, residents of White River Junction can feel confident in their plans for the future.

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