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Map of Shelburne, VT

Investment Advisory Service in Shelburne, VT

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1. Antoine Williams & Associates Wealth Management

Antoine Williams & Associates Wealth Management

2997 Shelburne Rd, Shelburne, VT 05482

From Business: We help a select group of individuals going through transitions, due to death, divorce, inheritance and retirement, make smart decisions with their money that are aligned with…

YP
19 Years
in Business

2. ClientVitals Solutions Corp

ClientVitals Solutions Corp

145 Pine Haven Shores Rd Ste 2165, Shelburne, VT 05482

CLOSED NOW:Closed

From Business: Pre-Qualification Consultants

4. Edward Jones - Financial Advisor: Brady Prentice

Edward Jones - Financial Advisor: Brady Prentice

3762 Shelburne Rd Ste 4, Shelburne, VT 05482

CLOSED NOW:Closed

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
102 Years
in Business

8. Sandalwood Investment Group

Sandalwood Investment Group

21 Sandalwood Dr, South Burlington, VT 05403

OPEN 24 HOURS
YP
13 Years
in Business

9. Quantum Leap Capital

Quantum Leap Capital

3 Baldwin Ave Ste 3, South Burlington, VT 05403

CLOSED NOW:9:00 am - 5:00 pm
YP
11 Years
in Business

14. Clute Wealth Management

Clute Wealth Management

1233 Shelburne Rd Ste 202, South Burlington, VT 05403

CLOSED NOW:9:00 am - 4:00 pm
YP
44 Years
in Business

15. L & M Financial Group

L & M Financial Group

1233 Shelburne Rd Ste E5, South Burlington, VT 05403

CLOSED NOW:9:00 am - 5:00 pm
YP
12 Years
in Business

16. Stage 2 Planning

Stage 2 Planning

1233 Shelburne Rd, South Burlington, VT 05403

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

17. Sopher Investment Management

Sopher Investment Management

1233 Shelburne Rd Ste D6B, South Burlington, VT 05403

CLOSED NOW:8:00 am - 5:00 pm
YP
25 Years
in Business

19. Nefcu

Nefcu

141 Harvest Ln, Williston, VT 05495

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

From Business: NEFCU is a member-owned financial institution serving northern Vermont. We're in the business of empowering our members to make good financial decisions so they can improve…

20. Broadlake Financial Management

Broadlake Financial Management

99 Swift St Ste 305, South Burlington, VT 05403

CLOSED NOW:Closed

From Business: Broadlake Financial Management is an independent advisory firm founded in 1989 and registered with the Securities and Exchange Commission (SEC). We provide comprehensive…

YP
35 Years
in Business

21. Edward Jones - Financial Advisor: Jennifer A Murphy, CFP®

Edward Jones - Financial Advisor: Jennifer A Murphy, CFP®

89 Rye Cir Ste 2, South Burlington, VT 05403

CLOSED NOW:Closed

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…

22. Jared A Larrow - Financial Advisor, Ameriprise Financial Services

Jared A Larrow - Financial Advisor, Ameriprise Financial Services

550 Hinesburg Rd Ste 203, South Burlington, VT 05403

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…

23. Leary, Jacqueline

Leary, Jacqueline

111 Main St, Burlington, VT 05401

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

From Business: Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial…

24. Miller, Josephine, AGT

Miller, Josephine, AGT

77 College St, Burlington, VT 05401

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…

25. Mathon, Michael, AGT

Mathon, Michael, AGT

77 College St, Burlington, VT 05401

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

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…

26. Simone, George

Simone, George

60 Lake St, Burlington, VT 05401

CLOSED NOW:8:30 am - 4:30 pm

From Business: Welcome to Merrill Lynch in Burlington, VT. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

27. Wheel, Kyle

Wheel, Kyle

60 Lake St, Burlington, VT 05401

From Business: Welcome to Merrill Lynch in BURLINGTON, VT. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

28. Flotteron, Matthew

Flotteron, Matthew

60 Lake St, Burlington, VT 05401

CLOSED NOW:8:30 am - 4:30 pm

From Business: Welcome to Merrill Lynch in Burlington, VT. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

29. McDermott, Kevin

McDermott, Kevin

60 Lake St, Burlington, VT 05401

CLOSED NOW:8:30 am - 4:30 pm

From Business: Welcome to Merrill Lynch in Burlington, VT. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

30. Barber, Lawrence

Barber, Lawrence

60 Lake St, Burlington, VT 05401

CLOSED NOW:8:30 am - 4:30 pm

From Business: Welcome to Merrill Lynch in Burlington, VT. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…