Financial Services in Montpelier, VT

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1. Edward Jones - Financial Advisor: Matt A Calhoun

Edward Jones - Financial Advisor: Matt A Calhoun

47 Court St, Montpelier, VT 05602

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

2. TD Bank

TD Bank

9 School St, Montpelier, VT 05602

CLOSED NOW:9:00 am - 5:00 pm

From Business: TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and…

3. Northfield Savings Bank

Northfield Savings Bank

100 State St Ste 1, Montpelier, VT 05602

CLOSED NOW:8:30 am - 5:00 pm

From Business: Northfield Savings Bank is a local, community bank that provides full-service banking to individuals, families and businesses – from Home Mortgages, Home Equity Loans, Business…

6. Ellie Tobin Stubbs - Financial Advisor, Ameriprise Financial Services

Ellie Tobin Stubbs - Financial Advisor, Ameriprise Financial Services

46 E State St 1st Fl, Montpelier, VT 05602

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

7. EastRise Credit Union

EastRise Credit Union

1 Bailey Ave, Montpelier, VT 05602

OPEN NOW:8:00 am - 5:00 pm

From Business: At EastRise, we believe that banking should be a source of personal strength and peace of mind. Here, it’s about people, relationships, and using finance to empower our…

YP
78 Years
in Business

8. Edward Jones - Financial Advisor: Marc Gwinn, CFP®

Edward Jones - Financial Advisor: Marc Gwinn, CFP®

453 Stone Cutters Way Ste 1, Montpelier, VT 05602

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
103 Years
in Business

9. Troy Sanborn - Wilmington Advisors @ M&T

Troy Sanborn - Wilmington Advisors @ M&T

112 State Street, Montpelier, VT 05601

CLOSED NOW:9:00 am - 5:00 pm

From Business: Troy considers every client relationship to be a partnership. His always takes time to ensure that you understand—and feel comfortable with—every decision and move you make…

10. Equity Services, Inc

Equity Services, Inc

1 National Life Dr, Montpelier, VT 05602

CLOSED NOW:9:00 am - 6:00 pm

From Business: Equity Services, Inc. is a financial services firm that has been serving the Montpelier community. We offer a wide range of financial planning services, including retirement…

YP
57 Years
in Business

12. Northfield Savings Bank

Northfield Savings Bank

1021 Paine Tpke N, Berlin, VT 05602

OPEN NOW:8:00 am - 5:00 pm

From Business: ATTN: Lobby service is not available at this location. Northfield Savings Bank is a local, community bank that provides full-service banking to individuals, families and…

YP
158 Years
in Business

13. EastRise Credit Union

EastRise Credit Union

365 Paine Tpke N, Berlin, VT 05602

OPEN NOW:8:00 am - 5:00 pm

From Business: At EastRise, we believe that banking should be a source of personal strength and peace of mind. Here, it’s about people, relationships, and using finance to empower our…

YP
78 Years
in Business

14. Colonial Group Metals LLC

Colonial Group Metals LLC

Serving the 05602 Area

CLOSED NOW:9:00 am - 8:00 pm

From Business: When your IRA, 401(k), TSP, or other savings accounts only holds cash, stocks, and bonds, your financial future is exposed to inflation, economic uncertainty, and geopolitical…

15. Sencer Appraisal Associates-Equipment Appraisers

Sencer Appraisal Associates-Equipment Appraisers

Serving the 05602 Area

From Business: Since 1955, Sencer Appraisal Associates has been providing professional tangible asset appraisal services to lenders, tax authorities and business leaders across North America…

YP
70 Years
in Business

16. Edward Jones - Financial Advisor: William A Pikul

Edward Jones - Financial Advisor: William A Pikul

752 Granger Rd Ste 2, Barre, VT 05641

OPEN NOW:8:00 am - 4:00 pm

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

17. Amy_Deutl

Amy_Deutl

Serving the 05602 Area

From Business: Municipal accounting, property tax collection, and school treasurer.

YP
17 Years
in Business

18. Non-profit Financial Management Solutions

Non-profit Financial Management Solutions

Serving the 05602 Area

From Business: ?Financial Management for USAID funded projects ? Internal Control Capacity Building ? Program and Operations Budgeting ? Financial and Grants Management Review for grants and…

YP
15 Years
in Business

20. Edward Jones - Financial Advisor: David Gold, CFP®

Edward Jones - Financial Advisor: David Gold, CFP®

322 N Main St Ste 3, Barre, VT 05641

OPEN NOW:8:00 am - 4:00 pm

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
103 Years
in Business

22. Northfield Savings Bank

Northfield Savings Bank

289 N Main St, Barre, VT 05641

CLOSED NOW:8:30 am - 5:00 pm

From Business: Northfield Savings Bank is a local, community bank that provides full-service banking to individuals, families and businesses – from Home Mortgages, Home Equity Loans, Business…

23. Edward Jones - Financial Advisor: Elijah F Pell, AAMS™

Edward Jones - Financial Advisor: Elijah F Pell, AAMS™

219 N Main St Ste 102, Barre, VT 05641

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
103 Years
in Business

25. Kasandra Reid - Associate Financial Advisor, Ameriprise Financial Services

Kasandra Reid - Associate Financial Advisor, Ameriprise Financial Services

14 N Main St Ste 2001, Barre, VT 05641

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

29. Northfield Savings Bank

Northfield Savings Bank

33 S Main St, Northfield, VT 05663

CLOSED NOW:8:30 am - 5:00 pm

"I grew up in Northfield and still have been a customer of the bank since I was 15 and now at 71 continue have an account there. I have financed 3 houses, a boat, several cars…"

YP
158 Years
in Business

30. Northfield Savings Bank

Northfield Savings Bank

29 S Main St, Waterbury, VT 05676

CLOSED NOW:8:30 am - 5:00 pm

From Business: Northfield Savings Bank is a local, community bank that provides full-service banking to individuals, families and businesses – from Home Mortgages, Home Equity Loans, Business…

We found 40 results for Financial Services in or near 05602.They also appear in other related business categories including Investments, Financial Planning Consultants, and Financial Planners. 5 of these businesses have an A/A+ BBB rating. 1 of the rated businesses has 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Downtown Montpelier, Cliffside, and Berlin Street.