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State DirectoryInvestment Securities in Calais, VT
1. Sentinel Investments
1 National Life Dr, Montpelier, VT 05602
From Business: Founded in 1933, Sentinel Funds has been helping investors maximize their returns through an asset management approach that stresses consistent performance over extended time…
5. 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…
6. Troy Sanborn - Wilmington Advisors @ M&T
112 State Street, Montpelier, VT 05601
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…
7. 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…
8. Pinnacle Advisors
56 Old Farm Rd, Stowe, VT 05672
From Business: Douglas Newman is the Founder and Managing Partner of Pinnacle Advisors, a full service investment management firm based in Stowe, VT. Doug is registered as a General…
9. Lory, Adam, CFP
645 S Main St, Stowe, VT 05672
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…
14. Merson, Caren M, CFP
394 Mountain Rd, Stowe, VT 05672
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…
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