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Financial Services

Financial Services

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
New York Life Insurance Company
New York Life Insurance Company
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105 West View Road, Suite 201
Colchester, VT 05446
Work Phone: (802) 655-8300(802) 655-8300
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Future Planning Associates, Inc.
Future Planning Associates, Inc.
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600 Blair Park Rd., Suite 331
Williston, VT 05495
Erin HelmkenErin Helmken
Work Phone: (802) 878-6601(802) 878-6601
Member Since: 1989
Specializes in the design, installation, and administration of tax-qualified Retirement Plans (401(k), Profit Sharing, Pension, TSA, ESOP) and Cafeteria (Section 125) Plans.
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Hickok & Boardman HR Intelligence & Retirement Solutions
Hickok & Boardman HR Intelligence & Retirement Solutions
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346 Shelburne Road, 5th Floor
Burlington, VT 05401
Work Phone: (802) 863-5534(802) 863-5534
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Hadley Financial Group
Hadley Financial Group
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56 West Twin Oaks Terrace
South Burlington, VT 05403
Work Phone: 802-651-1113802-651-1113
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The Vermont Agency, Your Financial Solutions Partner
The Vermont Agency, Your Financial Solutions Partner
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354 Mountain View Drive, Suite 200
Colchester, VT 05446
Work Phone: (802) 864-6819(802) 864-6819
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JP Morgan Chase
JP Morgan Chase
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1 Church St. Ste. 200
Burlington, VT 005401
Work Phone: (802) 839-9339(802) 839-9339
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Baystate Financial
Baystate Financial
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302 Mountain View Drive
Colchester, VT 05446
Work Phone: (802) 760-7217(802) 760-7217
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TD Bank
TD Bank
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111 Main Street
Burlington, VT 05401
Donald BakerDonald Baker
Work Phone: (802) 658-1010(802) 658-1010
(800) 257-0899(800) 257-0899
Member Since: 1996
TD Bank, America’s Most Convenient Bank, is one of the 10 largest banks in the United States, delivering full-scale solutions to more than 8 million customers from Maine to Florida.
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Hanover Financial Group
Hanover Financial Group
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615 Bryan Road
Stowe, VT 05672
Work Phone: (802) 253-0160(802) 253-0160
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Hanson & Doremus Investment Management
Hanson & Doremus Investment Management
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431 Pine Street
Burlington, VT 05401
Work Phone: (802) 658-2668(802) 658-2668
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Mascoma Wealth Management
Mascoma Wealth Management
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180 Battery Street
Burlington, VT 05401
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Flood Financial Services, Inc.
Flood Financial Services, Inc.
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1233 Shelburne Road
South Burlington, VT 05403
Work Phone: (802) 658-1511(802) 658-1511
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NBT Bank
NBT Bank
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150 Bank Street
Burlington, VT 05402
Work Phone: (802) 318-9150(802) 318-9150
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FreshTracks Capital, LP
FreshTracks Capital, LP
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P.O. Box 849 29 Harbor Road, Suite 200
Shelburne, VT 05482
Work Phone: (802) 923-1500(802) 923-1500
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Morgan Stanley
Morgan Stanley
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105 West View Rd, 5th Floor
Colchester, VT 05446
Work Phone: (802) 658-2424(802) 658-2424
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Wells Fargo Advisors
Wells Fargo Advisors
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180 Battery Street
Burlington , VT 05401
Work Phone: (802) 864-2700(802) 864-2700
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WestView Investment Advisors
WestView Investment Advisors
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118 Pine Street
Burlington, VT 05401
Work Phone: (802) 489-5342(802) 489-5342
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Wilmington Trust N.A. | An M&T Company
Wilmington Trust N.A. | An M&T Company
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77 Pine Street
Burlington, VT 05401
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KeyBank N.A.
KeyBank N.A.
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149 Bank Street
Burlington, VT 05401
Brigitte RitchieBrigitte Ritchie
Work Phone: (802) 660-4170(802) 660-4170
(800) 642-5154x4271(800) 642-5154x4271
Member Since: 1980
KeyBank serves the Lake Champlain region with a broad array of retail, commercial and investment banking products and services for individuals and businesses.
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Backshore™ Wealth Management Group
Backshore™ Wealth Management Group
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92 Zephyr Road
Williston, VT 05495
Work Phone: (802) 662-2760(802) 662-2760
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