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Christina Ubl

CFP® CDFA™

Financial Planner

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

Commission and Fee Financial Advisor serving 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
CONNECT WITH Christina
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Scott D. Gordon-Macey

CFP®

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

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

441 W River Rd, 2nd Fl N
Brattleboro, VT 05301
(802) 254-7756 Contact Me

Abigail Hurlburt

CFP®

Specialties: Career Change, Investment Management, Getting Divorced, Life Planning, Retirement, Sudden...More

Fee Only Financial Advisor serving Vermont and the surrounding communities.

Summit Wealth Group

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

Lee A. White

CFP®, CPA, PFS

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

Financial Advisor serving Vermont and the surrounding communities.

White & Associates

86 Summer St, Ste 1
Barre, VT 05641-3719
(802) 476-6191 Contact Me

Joseph E. Little

CPA, PFS, CFP®, AIF

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

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

Park Place Financial Advisors, LLC

57 Western Ave
Brattleboro, VT 05301
(802) 257-7766 Contact Me

Frederick K. Baser

CFP®

President

Specialties: Attending College, Charitable & Planned Giving, Estate Planning, Investment Management,...More

Financial Advisor serving Vermont and the surrounding communities.

Bristol Financial Services PC

36 Main St, PO Box 387
Bristol, VT 05443
(802) 453-2378 Contact Me

Bryan W. Belisle

CFP®

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

Fee Only Financial Advisor serving Vermont and the surrounding communities.

B W Belisle Planning & Strategy Co LLC

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

Ronald J. Theissen

CFP®, CPA

Principal

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Vermont and the surrounding communities.

Skygate Financial Group, LLC

211 Main Street
Ludlow, VT 05149
(802) 875-8100 Contact Me

Scott A. Beaudin

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving Vermont and the surrounding communities.

Pathway Financial Advisors, LLC

2 Market Street
South Burlington, VT 05403
(866) 317-9090
(802) 999-2007
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Thomas C. Hartman

CPA, CFP®

Partner

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Life Planning,...More

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

Summit Wealth Group, LLC

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

Heather S. Meeks

CFP®

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

Fee Only Financial Advisor serving Vermont and the surrounding communities.

Summit Wealth Group

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

Josh Patrick

CFP®

Founding Principal

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

Financial Advisor serving Vermont and the surrounding communities.

Stage 2 Planning Partners

1233 Shelburne Rd, Ste E-6
South Burlington, VT 05403
(802) 238-0821 Contact Me

Michael E. Slattery

CFP®, CLU, ChFC, AEP

Wealth Management Advisor

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

Financial Advisor serving Vermont and the surrounding communities.

Northwestern Mutual

160 Benmont Ave, Ste 17A
Bennington, VT 05201
(802) 681-7396 Contact Me

Paul M. Decelles

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Banking, Investment Management,...More

Financial Advisor serving Vermont and the surrounding communities.

Royer Financial Services, Inc

578 E Main St
Newport, VT 05855-5831
(802) 334-2100 Contact Me

Donald B. McKenna

CFP®

President

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement

Financial Advisor serving Vermont and the surrounding communities.

Bennington Financial Planning Group

207 West Main St
Bennington, VT 05201-2108
(802) 447-1530 Contact Me

Timothy W. Carney

CFP® RICP

President

Specialties: Comprehensive Financial Planning, Banking, Investment Management, Retirement, Long-term...More

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

Vermont Wealth & Retirement, LLC

110 Kimball Avenue, Suite 118
South Burlington, VT 05403
(802) 489-5310 Contact Me

Heidi G. Clute

CFP®

Branch Manager

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

Commission and Fee Financial Advisor serving 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
CONNECT WITH Heidi
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Brian McKenna

CFP®

Specialties: Attending College, Comprehensive Financial Planning, Estate Planning, Investment...More

Financial Advisor serving Vermont and the surrounding communities.

D.B. McKenna & Co., Inc.

207 West Main St
Bennington, VT 05201
(802) 447-1538 Contact Me