Financial Services
Financial Services
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Morgan Stanley
_
105 West View Rd, 5th Floor
Colchester
,
VT
05446
(802) 658-2424
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KeyBank N.A.
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149 Bank Street
Burlington
,
VT
05401
Brigitte Ritchie
(802) 660-4170
(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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Hanson & Doremus Investment Management
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431 Pine Street
Burlington
,
VT
05401
(802) 658-2668
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Wilmington Trust N.A. | An M&T Company
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77 Pine Street
Burlington
,
VT
05401
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TD Bank
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111 Main Street
Burlington
,
VT
05401
Donald Baker
(802) 658-1010
(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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Baystate Financial
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302 Mountain View Drive
Colchester
,
VT
05446
(802) 760-7217
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Backshore™ Wealth Management Group
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92 Zephyr Road
Williston
,
VT
05495
(802) 662-2760
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Hickok & Boardman HR Intelligence & Retirement Solutions
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346 Shelburne Road, 5th Floor
Burlington
,
VT
05401
(802) 863-5534
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New York Life Insurance Company
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105 West View Road, Suite 201
Colchester
,
VT
05446
(802) 655-8300
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The Vermont Agency, Your Financial Solutions Partner
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354 Mountain View Drive, Suite 200
Colchester
,
VT
05446
(802) 864-6819
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Hadley Financial Group
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56 West Twin Oaks Terrace
South Burlington
,
VT
05403
802-651-1113
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FreshTracks Capital, LP
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P.O. Box 849 29 Harbor Road, Suite 200
Shelburne
,
VT
05482
(802) 923-1500
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Hanover Financial Group
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615 Bryan Road
Stowe
,
VT
05672
(802) 253-0160
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WestView Investment Advisors
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118 Pine Street
Burlington
,
VT
05401
(802) 489-5342
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NBT Bank
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150 Bank Street
Burlington
,
VT
05402
(802) 318-9150
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Future Planning Associates, Inc.
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600 Blair Park Rd., Suite 331
Williston
,
VT
05495
Erin Helmken
(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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Wells Fargo Advisors
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180 Battery Street
Burlington
,
VT
05401
(802) 864-2700
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JP Morgan Chase
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1 Church St. Ste. 200
Burlington
,
VT
005401
(802) 839-9339
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Mascoma Wealth Management
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180 Battery Street
Burlington
,
VT
05401
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Flood Financial Services, Inc.
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1233 Shelburne Road
South Burlington
,
VT
05403
(802) 658-1511
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60 Main Street, Suite 100, Burlington, VT 05401
Phone: (802) 863-3489 | Fax: (802) 863-1538 |
vermont@vermont.org