Financial Services in Shelburne, VT

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1. Edward Jones - Financial Advisor: Brady Prentice

Edward Jones - Financial Advisor: Brady Prentice

3762 Shelburne Rd Ste 4, Shelburne, VT 05482

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

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
103 Years
in Business

2. Northfield Savings Bank

Northfield Savings Bank

1120 Shelburne Rd, South Burlington, VT 05403

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

From Business: Northfield Savings Bank is a local, community bank that provides full-service banking to individuals, families and businesses – from Home Mortgages, Home Equity Loans, Business…

YP
158 Years
in Business

3. 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:8:00 am - 4:00 pm

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…

4. 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…

5. Northfield Savings Bank

Northfield Savings Bank

1143 Williston Rd, South Burlington, VT 05403

CLOSED NOW:8:30 am - 5:00 pm

From Business: Northfield Savings Bank is a local, community bank that provides full-service banking to individuals, families and businesses – from Home Mortgages, Home Equity Loans, Business…

6. Crowe LLP

Crowe LLP

40 Main St Ste 300, Burlington, VT 05401

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

From Business: Crowe established our Burlington office in July 2015 after combining with the accounting and consulting firm Saslow, Lufkin & Buggy LLP. The Crowe office in Burlington provides…

YP
10 Years
in Business

7. Michael J Mathon - Financial Advisor, Ameriprise Financial Services

Michael J Mathon - Financial Advisor, Ameriprise Financial Services

77 College St Ste 2E, Burlington, VT 05401

CLOSED NOW:8:00 am - 4:30 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…

8. Northfield Savings Bank

Northfield Savings Bank

116 Church St, Burlington, VT 05401

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

From Business: Northfield Savings Bank is a local, community bank that provides full-service banking to individuals, families and businesses – from Home Mortgages, Home Equity Loans, Business…

9. Edward Jones - Financial Advisor: Kristin Dearborn, CFP®|AAMS®

Edward Jones - Financial Advisor: Kristin Dearborn, CFP®|AAMS®

2004 Williston Rd, South Burlington, VT 05403

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

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
103 Years
in Business

10. Chase Bank

Chase Bank

1 Church St Ste 200, Burlington, VT 05401

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

From Business: Find out how Chase can help you with checking, savings, mobile banking, and more. Deposit products provided by JPMorgan Chase Bank, N.A. Member FDIC.

11. Northfield Savings Bank

Northfield Savings Bank

60 Wright Ave, Williston, VT 05495

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

From Business: Northfield Savings Bank is a local, community bank that provides full-service banking to individuals, families and businesses – from Home Mortgages, Home Equity Loans, Business…

Amenities:
Wheelchair accessible

12. Northfield Savings Bank

Northfield Savings Bank

71 Pearl St, Essex Junction, VT 05452

CLOSED NOW:8:30 am - 5:00 pm

From Business: Northfield Savings Bank is a local, community bank that provides full-service banking to individuals, families and businesses – from Home Mortgages, Home Equity Loans, Business…

YP
10 Years
in Business
Amenities:
Wheelchair accessible

13. Seth N Blanchard - Private Wealth Advisor, Ameriprise Financial Services

Seth N Blanchard - Private Wealth Advisor, Ameriprise Financial Services

905 Roosevelt Hwy Ste 220, Colchester, VT 05446

CLOSED NOW:8:30 am - 4:30 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…

14. Jason K DuBois - Private Wealth Advisor, Ameriprise Financial Services

Jason K DuBois - Private Wealth Advisor, Ameriprise Financial Services

905 Roosevelt Hwy Ste 220, Colchester, VT 05446

CLOSED NOW:8:30 am - 4:30 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…

15. Benjamin A Russell - Private Wealth Advisor, Ameriprise Financial Services

Benjamin A Russell - Private Wealth Advisor, Ameriprise Financial Services

905 Roosevelt Hwy Ste 220, Colchester, VT 05446

CLOSED NOW:8:30 am - 4:30 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…

16. Northfield Savings Bank

Northfield Savings Bank

23 Pleasant St, Richmond, VT 05477

CLOSED NOW:8:30 am - 5:00 pm

From Business: Northfield Savings Bank is a local, community bank that provides full-service banking to individuals, families and businesses – from Home Mortgages, Home Equity Loans, Business…

17. Castle Advisors

Castle Advisors

85 Prim Rd Ste 402b, Colchester, VT 05446

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

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
16 Years
in Business

18. Daniel J. Reagan CLU, ChFC

Daniel J. Reagan CLU, ChFC

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

CLOSED NOW:8:00 am - 7:00 pm

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
16 Years
in Business

19. Bankers Life

Bankers Life

30 Kimball Ave Ste 200, South Burlington, VT 05403

CLOSED NOW:Closed

From Business: With a history dating back to 1879, Bankers Life provides a broad selection of life insurance and health insurance products designed especially for Americans who are near or in…

20. Angolano & Company

Angolano & Company

2834 Shelburne Rd, Shelburne, VT 05482

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

From Business: You'd be hard pressed to come up with a financial service that isn't offered by Angolano & Company. We are your one-stop shop no matter if you're looking to buy a car, put a…

YP
44 Years
in Business

21. TD Bank

TD Bank

5112 Shelburne Rd, Shelburne, VT 05482

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

From Business: TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and…

22. Vermont Consumer Credit Consulting

Vermont Consumer Credit Consulting

145 Pine Haven Shores RD Ste 2212, Shelburne, VT 05482

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

From Business: Pre-Qualification Consultants

23. The Solutionary Collective, LLC

The Solutionary Collective, LLC

150 Dorset Street Suite 245#295, South Burlington, VT 05403

From Business: Consulting in QuickBooks Software, Intuit Trainer and Reseller - Looking for Help using QuickBooks and business processes in the software? We are your go to people!

YP
28 Years
in Business

24. Wells Fargo Advisors

Wells Fargo Advisors

180 Battery St Ste 300, Burlington, VT 05401

From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and…

25. Russell M. Blodgett, CPA

Russell M. Blodgett, CPA

109 Bank St, Burlington, VT 05401

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

From Business: At the offices of Russell M. Blodgett, CPA, we offer personalized service specializing in the needs of individuals, small businesses and start-up companies, including tax…

YP
35 Years
in Business

26. Edward Jones - Financial Advisor: Amy E Wolf

Edward Jones - Financial Advisor: Amy E Wolf

6 Taft Corners Shopping Ctr, Williston, VT 05495

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

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
103 Years
in Business

27. EastRise Credit Union

EastRise Credit Union

1000 Shelburne Rd, South Burlington, VT 05403

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

From Business: At EastRise, we believe that banking should be a source of personal strength and peace of mind. Here, it’s about people, relationships, and using finance to empower our…

YP
64 Years
in Business

28. EastRise Credit Union - Service Center

EastRise Credit Union - Service Center

111 Colchester Ave Uvm Medical Center Main Campus McClure 2 Connector, Burlington, VT 05401

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

From Business: At EastRise, we believe that banking should be a source of personal strength and peace of mind. Here, it’s about people, relationships, and using finance to empower our…

YP
64 Years
in Business

29. EastRise Credit Union

EastRise Credit Union

125 Saint Paul St, Burlington, VT 05401

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

From Business: At EastRise, we believe that banking should be a source of personal strength and peace of mind. Here, it’s about people, relationships, and using finance to empower our…

YP
78 Years
in Business

30. Josephine Miller - Financial Advisor, Ameriprise Financial Services

Josephine Miller - Financial Advisor, Ameriprise Financial Services

77 College St Ste 2E, 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…

We found 113 results for Financial Services in or near Shelburne, VT.They also appear in other related business categories including Financial Planning Consultants, Investments, and Investment Advisory Service. 1 of the rated businesses has 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Williston North, Old North End, and Colchester Village.