Wealth Management Firms in White River Junction, VT

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Wealth Management Firms in White River Junction, VT

Summit Wealth Group LLC

SEC File# 801-107026

CRD# 282205

205 Billings Farm Rd #2A, White River Junction, VT 05001, USA

(802) 295-5300

https://summitwg.com/

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

Directions

Peltzer Capital Management LLC

SEC File# 801-79488

CRD# 106450

326 Main St, Norwich, VT 05055, USA

(802) 649-1666

Directions

DECA Wealth Management

24 Airport Road The Trade Center, West Lebanon, NH 03784, USA

(603) 790-8230

http://www.deca.wfadv.com/?utm_campaign=Local_Listings&utm_source=Google&group=FiNet&loc=BRKG00029848052915931

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People's United Bank

3 out of 5

190 Maple St, White River Junction, VT 05001, USA

(802) 295-5701

https://branches.peoples.com/vt/white-river-junction/190-maple-street.html

Directions

Wadsworth & Daulaire Financial Planners

45 Lyme Rd Suite 305A, Hanover, NH 03755, USA

(603) 448-1705

Directions

Edward Jones

SEC File# 801-3297

CRD# 250

3 out of 5

20 Palmer Ct #2, White River Junction, VT 05001, USA

(802) 649-2646

https://www.edwardjones.com/us-en?y_source=1_OTYzMTA0LTcxNS1sb2NhdGlvbi53ZWJzaXRl

Directions

Mascoma Bank

5 out of 5

243 Sykes Mountain Ave Box 4399, White River Junction, VT 05001, USA

(802) 295-2223

http://www.mascomabank.com/

Directions

Ledyard Financial Advisors

5 out of 5

2 Maple St #2023, Hanover, NH 03755, USA

(603) 643-0044

http://www.ledyardbank.com/

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KLG Financial Solutions

367 NH-120, Lebanon, NH 03766, USA

(603) 643-7200

http://klgfinancialsolutions.com/

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Loudon Investment Management, LLC

SEC File# 801-61745

CRD# 113641

24 Airport Rd STE 307, West Lebanon, NH 03784, USA

(603) 298-7370

http://www.loudoninv.com/

Directions

Investmark Advisory Group

SEC File# 801-76505

CRD# 121060

5 out of 5

29 School St, Lebanon, NH 03766, USA

(603) 865-1077

http://www.investmark.net/dek

Directions

TIAA Financial Services

1 out of 5

2 Buck Rd Suite D, Hanover, NH 03755, USA

(866) 904-7801

https://locations.tiaa.org/nh/hanover/2-buck-road?tc_mcid=bn_yextglocal_0618

Directions

Merryfield Investment Management Inc

292 Main St, New London, NH 03257, USA

(603) 526-4400

https://www.merryfieldinvesting.com/

Directions

Fisher Financial Advisors, LLC

SEC File# 801-111086

CRD# 289411

32 Main St, Hanover, NH 03755, USA

(603) 643-4448

http://www.fisherfinancialadvisors.com/

Directions

John Farrow Office

SEC File# 801-15865

CRD# 110526

33 Sunset Hill Rd, Randolph, VT 05060, USA

(802) 728-4287

http://www.farrowfinancial.com/

Directions

Morgan Stanley Financial Advisors

203 Heater Rd, Lebanon, NH 03766, USA

(603) 442-7900

https://advisor.morganstanley.com/lebanon-branch?y_source=1_MjM2MjE1OS03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D

Directions

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About White River Junction, VT

White River Junction, VT is a small town located in the Upper Valley of Vermont. The town is home to a variety of businesses and industries, including manufacturing, healthcare, and education. Some of the town's most notable landmarks include the historic train station and the junction of the White and Connecticut rivers. Major highways and streets in White River Junction include Interstates 89 and 91 and Vermont Routes 4 and 12. The town's neighborhoods include the Central Business District, Depot Square, Northside, Southside, and Westside.

Nearby Locations

Lebanon, NH Norwich, VT Hanover, NH Keene, NH Hinsdale, NH

Related Services

Banks and Credit Unions

Banks in White River Junction, VT provide a variety of services to their customers. These services include checking and savings accounts, loans, mortgages, and other financial products. They also offer online banking and bill pay services, as well as 24/7 customer service.

Retirement Planning

Retirement planning in White River Junction, VT is a critical process that everyone should undertake. There are many factors to consider when planning for retirement, and it can be helpful to speak with a retirement planner to create the best plan for your unique situation. Some of the things you'll need to think about include how much money you'll need to live comfortably in retirement, whether you'll continue to work during retirement, what kind of health insurance you will have, and how you will access your savings and investments.

Tax Services

Tax accountants in White River Junction, VT perform a variety of services for their clients. They help businesses and individuals file their tax returns, they provide advice on how to reduce taxes, and they represent clients during audits. In addition, many tax accountants also offer bookkeeping and financial consulting services. Speak to a local tax accountant today to learn more about the services available to you.

Financial Advisor

A financial advisor in White River Junction, VT helps people save and invest money. They work with individuals and businesses to create financial plans that will help them reach their goals. Advisors can help people with a variety of financial needs, including retirement planning, investment advice, and insurance. They can also help people who are dealing with debt or other financial problems.

Insurance Broker

An insurance broker in White River Junction, VT is a professional who helps individuals and businesses find the best insurance policies to meet their specific needs. They work with a variety of insurance providers to find coverage that is both affordable and comprehensive. Additionally, they can help clients file claims and navigate the complex world of insurance.

Mortgage Loan Officer

A mortgage loan officer in White River Junction, VT helps people get mortgages. They work with banks and other lenders to find the best mortgage products for their clients, and help them through the application process. They also help clients understand the terms of their mortgages, and work with them to avoid foreclosure if they run into financial trouble.

Estate Planning Lawyer

An estate planning lawyer in White River Junction, VT helps you create a will and other legal documents that dictate how your property is to be distributed after you die. They can also help you set up trusts and guardianships for your children, and make arrangements for tax payments and other financial matters.