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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) 846-1264

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.

Ronald J Theissen, CPA

PO Box 442
Chester, VT 05143
(802) 875-1400
(802) 875-1400

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

Jeffrey S. Allen

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.

Synergy Capital Solutions

7 Starr Farm Bch
Burlington, VT 05408-1318
(888) 363-4546
(239) 595-1065

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

Abigail Hurlburt

CFP®

Partner

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

Commission and Fee 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

Malissa Marshall

CFP®, EA

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Cross-border Planning,...More

Fee Only Financial Advisor serving Vermont and the surrounding communities.

Soaring Wealth LLC

30 Spring St
Bristol, VT 05443
(802) 461-8222
CONNECT WITH Malissa
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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

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

Heather S. Meeks

CFP®

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

Commission and Fee 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

Christina Ubl

CFP® CDFA®

Partner

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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Heidi G. Clute

CFP®

Managing Partner

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
  • facebook link
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