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Josh Patrick

CFP®

Founding Principal 37.06 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Financial Advisor serving Barre, Vermont and the surrounding communities.

Stage 2 Planning Partners

1233 Shelburne Rd, Ste E-6
South Burlington, VT 05403
(802) 846-1264

Timothy F. Fisher

CFP®, MPAS

President 35.83 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Barre, Vermont and the surrounding communities.

Fisher Financial Advisors, LLC

32 South Main Street
Hanover, NH 03755

Fisher Financial Advisors, LLC

58 North Main Street
Wolfeboro, NH 03894
(603) 643-4448

Abigail Hurlburt

CFP®

Partner 36.51 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Commission and Fee Financial Advisor serving Barre, Vermont and the surrounding communities.

Summit Wealth Group

205 Billings Farm Rd, Ste 2A
White River Junction, VT 05001
(802) 295-5300

Bryan W. Belisle

CFP®

37.81 Miles

Specialties: Budget & Debt Management, Attending College, Comprehensive Financial Planning, 401(k)/403...More

Fee Only Financial Advisor serving Barre, Vermont and the surrounding communities.

B W Belisle Planning & Strategy Co LLC

1680 Spear St
South Burlington, VT 05403
(802) 578-2377

Heather S. Meeks

CFP®

36.51 Miles

Specialties: Comprehensive Financial Planning, Investment Management, Life Planning, Retirement, Sudden...More

Commission and Fee Financial Advisor serving Barre, Vermont and the surrounding communities.

Summit Wealth Group

205 Billings Farm Rd, Ste 2A
White River Junction, VT 05001
(802) 295-5300

Christina Ubl

CFP® CDFA®

Partner 38.84 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning,...More

Commission and Fee Financial Advisor serving Barre, Vermont and the surrounding communities.

Clute Wealth Management LLC

1233 Shelburne Rd, Ste 202
South Burlington, VT 05403

Clute Wealth Management LLC

152 Tom Miller Rd
Plattsburgh, NY 12901
(877) 561-5707
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Heidi G. Clute

CFP®

Founder 38.84 Miles

Specialties: Asset Allocation, Estate Planning, Investment Management, Insurance, Life Planning,...More

Commission and Fee Financial Advisor serving Barre, Vermont and the surrounding communities.

Clute Wealth Management LLC

1233 Shelburne Rd, Ste 202
South Burlington, VT 05403

Clute Wealth Management LLC

152 Tom Miller Rd
Plattsburgh, NY 12901
(877) 561-5707
518 5698242
CONNECT WITH Heidi
  • facebook link
  • twitter link
  • linkedin link