Finance

Finance

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
M&T Bank
M&T Bank
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77 Pine Street, Suite 100
Burlington, VT 05401
Kathleen SchirlingKathleen Schirling
Work Phone: 802-660-1405802-660-1405
Member Since: 1980
People’s United Bank is a premier, community-based, regional Northeast bank with more than 5,500 employees offering commercial and retail banking, as well as wealth management services.
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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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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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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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Vermont Bond Bank
Vermont Bond Bank
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100 Bank Street
Burlington, VT 05401
Work Phone: (802) 861-0075(802) 861-0075
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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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Vermont Economic Development Authority
Vermont Economic Development Authority
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58 East State Street, Ste. 5
Montpelier, VT 05602
Work Phone: (802) 828-5627(802) 828-5627
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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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Spruce Mortgage
Spruce Mortgage
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430 Shelburne Road
Burlington, VT 05401 4919
Work Phone: (802) 863-8816(802) 863-8816
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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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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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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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EastRise Credit Union
EastRise Credit Union
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141 Harvest Lane
Williston, VT 05495
John DwyerJohn Dwyer
Work Phone: (802) 879-8790(802) 879-8790
(800) 400-8790(800) 400-8790
Member Since: 1987
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Passumpsic Bank, LPO
Passumpsic Bank, LPO
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300 Cornerstone Drive Suite #110
Williston, VT 05495
Evan TaylorEvan Taylor
Work Phone: (800) 370-3196(800) 370-3196
Member Since: 2022
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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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MSK Consulting, LLC
MSK Consulting, LLC
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58 Dorey Road
South Burlington , VT 05403
Work Phone: (802) 343-0837(802) 343-0837
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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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Union Bank
Union Bank
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31 Market Street
Williston, VT 05495
Work Phone: (802) 865-1000(802) 865-1000
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Mascoma Bank
Mascoma Bank
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100 Battery Street
Burlington, VT 05401
Work Phone: 802-658-8500802-658-8500
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Citizens Bank
Citizens Bank
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148 College Street
Burlington, VT 05401
Work Phone: (802) 651-4420(802) 651-4420
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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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Farm Credit East
Farm Credit East
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130 Upper Welden Street
St. Albans, VT 05478
Work Phone: 802-524-7805802-524-7805
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Community Bank
Community Bank
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PO Box 1009
Burlington, VT 05402
Work Phone: (802) 658-3400(802) 658-3400
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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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NorthCountry Federal Credit Union
NorthCountry Federal Credit Union
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3 North Main Street
Alburgh, VT 05440
Work Phone: (802) 657-6847(802) 657-6847
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Alison Abry Finance Consultant, PLC
Alison Abry Finance Consultant, PLC
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310 Thayer Bay Road
Colchester, VT 05446
Work Phone: (802) 324-4344(802) 324-4344
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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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Community Bank - South Hero
Community Bank - South Hero
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301 Rte 2
South Hero, VT 05486
Work Phone: (802) 372-4222(802) 372-4222
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SeaComm Federal Credit Union
SeaComm Federal Credit Union
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1680 Shelburne Road
South Burlington, VT 05403
Work Phone: 315-764-0566315-764-0566
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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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Bank of America
Bank of America
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60 Lake Street
Burlington, VT 05401
Work Phone: (802) 923-0932(802) 923-0932
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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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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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NorthCountry Federal Credit Union
NorthCountry Federal Credit Union
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P.O. Box 64709
Burlington, VT 05406
Work Phone: (802) 657-6847(802) 657-6847
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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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Northfield Savings Bank
Northfield Savings Bank
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1143 Williston Road
South Burlington, VT 05403
Thomas LeavittThomas Leavitt
Work Phone: (800) 672-2274(800) 672-2274
(802) 485-5871(802) 485-5871
Member Since: 2002
Founded as a mutual bank in 1867 by a group of committed Vermonters, Northfield Savings Bank offers complete financial services for families and businesses AND donates 10% of its profits to community organizations.
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Mascoma Wealth Management
Mascoma Wealth Management
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180 Battery Street
Burlington, VT 05401
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Opportunities Credit Union
Opportunities Credit Union
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25 Winooski Falls Way
Winooski, VT 05404
Work Phone: (802) 865-3404(802) 865-3404
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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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Vermont Federal Credit Union
Vermont Federal Credit Union
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275 Kennedy Dr.
South Burlington, VT 05407
Peter WinchPeter Winch
Work Phone: (802) 658-0225(802) 658-0225
(888) 252-0202(888) 252-0202
Member Since: 1994
At Vermont Federal Credit Union we offer a full range of financial products, online banking and bill payment services. Call us today or visit one of our branch locations in Burlington, South Burlington, St. Albans, Vergennes or Middlebury.
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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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Mansfield Mortgage Professionals
Mansfield Mortgage Professionals
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118 Lily Lane
Colchester, VT 05446
Work Phone: (802) 879-4200(802) 879-4200
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Vermont Housing Finance Agency
Vermont Housing Finance Agency
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164 St. Paul Street
Burlington, VT 05402
Work Phone: (802) 864-5743(802) 864-5743
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60 Main Street, Suite 100, Burlington, VT 05401
Phone: (802) 863-3489 | Fax: (802) 863-1538 | vermont@vermont.org