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Map of Shelburne, VT

Retirement Planning Services 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. 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

10. Nowak & Nowak

Nowak & Nowak

33 Blair Park Rd Ste 103, Williston, VT 05495

CLOSED NOW:

"Bob Nowak is a patient, kind, thorough and honest financial advisor. He treats a client the same whether they have a thousand dollars to invest or a million dollars. He looks…"

YP
37 Years
in Business

11. 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…

12. Charles Schwab

Charles Schwab

100 Bank St Ste 540, Burlington, VT 05401

CLOSED NOW:Closed

From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary,…

13. Nefcu

Nefcu

141 Harvest Ln, Williston, VT 05495

CLOSED NOW:9:00 am - 1:00 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…

14. Edward Jones - Financial Advisor: Amy E Wolf

Edward Jones - Financial Advisor: Amy E Wolf

6 Taft Corners Shopping Ctr, Williston, VT 05495

CLOSED NOW:

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…

YP
102 Years
in Business

20. Daniel J. Reagan CLU, ChFC

Daniel J. Reagan CLU, ChFC

85 Prim Road, Suite 402B, Colchester, VT 05446

CLOSED NOW:

From Business: Dan is a financial advisor with over 25 years of experience in insurance and financial services. As a Founding Partner of Castle Advisors, LLP. Dan provides business owners and…

YP
15 Years
in Business

21. Professional Financial Associates

Professional Financial Associates

302 Mountain View Dr, Colchester, VT 05446

CLOSED NOW:

From Business: Professional Financial Associates is a financial service company that provides wealth management, term life insurance, whole life insurance, universal life insurance, variable…

YP
20 Years
in Business

22. Castle Advisors

Castle Advisors

85 Prim Rd Ste 402b, Colchester, VT 05446

CLOSED NOW:

From Business: To be the premier provider of targeted specialized insurance products and related services in Burlington, Vermont and surrounding markets.Our purpose is to enrich the lives of…

YP
15 Years
in Business

23. HUB International

HUB International

302 Mountain View Dr, Colchester, VT 05446

CLOSED NOW:

From Business: HUB Transportation South Burlington offers custom transportation solutions for your business. Learn more about Vermont insurance offerings here.

24. Dubois, Jason K, CHFC

Dubois, Jason K, CHFC

905 Roosevelt Hwy, Colchester, VT 05446

CLOSED NOW:

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…