Insurance Broker in Montpelier, VT

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Top Montpelier, VT Insurance Brokerages

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Poulos Insurance
5 out of 5
Location 752 Granger Rd, Barre, VT 05641, USA
Phone (802) 229-5727
Directions
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Rich Jones - State Farm Insurance Agent
5 out of 5
Location 408 E Montpelier Rd #3, Montpelier, VT 05602, USA
Phone (802) 229-5757
Directions
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Chicago Title Insurance Co
Location 56 Main St, Montpelier, VT 05602, USA
Directions
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AmTrust
Location 58 E View Ln Suite 2, Barre, VT 05641, USA
Phone (877) 528-7878
Directions
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Retirement Solutions
SEC File# 801-80175
CRD# 172353
4 out of 5
Location 162 N Main St #204, Barre, VT 05641, USA
Phone (802) 479-0092
Directions
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Hickok & Boardman Insurance
5 out of 5
Location 2 Pioneer St, Montpelier, VT 05602, USA
Phone (802) 229-0563
Directions
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Vermont Accident Insurance Co Inc
Location 27 Piper Rd, Barre, VT 05641, USA
Phone (802) 229-0355
Directions
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Allstate Insurance Agency
4 out of 5
Location 78 VT-15, Morristown, VT 05661, USA
Phone (802) 888-3143
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Noyle Johnson Group
5 out of 5
Location 119 River St, Montpelier, VT 05602, USA
Phone (802) 223-7735
Directions
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M K Richardson Agency, Inc
4 out of 5
Location 346 VT-110, Chelsea, VT 05038, USA
Phone (802) 685-3885
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Stowe Insurance
4 out of 5
Location 105 Depot St, Stowe, VT 05672, USA
Phone (802) 253-4855
Directions
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Everett Insurance Agency
5 out of 5
Location 50 State St, Montpelier, VT 05602, USA
Phone (802) 223-3209
Directions
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Union Mutual of Vermont Companies
3 out of 5
Location 139 State St, Montpelier, VT 05602, USA
Phone (802) 223-5261
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Dutil Insurance
5 out of 5
Location 18 Cano Dr, Barre, VT 05641, USA
Phone (802) 476-7707
Directions
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NFP
SEC File# 801-66107
CRD# 121254
Location 723 Concord Ave, St Johnsbury, VT 05819, USA
Phone (802) 748-1200
Directions
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Denis Ricker & Brown Inc
2 out of 5
Location 618 S Main St, Stowe, VT 05672, USA
Phone (802) 253-9707
Directions
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Jamieson Insurance
5 out of 5
Location 77 S Main St, Waterbury Village Historic District, VT 05676, USA
Phone (802) 882-8074
Directions
Insurance Brokers in Montpelier, VT

Where Montpelier, VT Auto, Life & Health Insurance Brokers Serve

Montpelier, VT is a charming city that boasts a plethora of unique landmarks and attractions. The State House, a stunning Greek Revival building, is a must-see for anyone visiting the area. Other notable landmarks include Hubbard Park, a sprawling nature reserve with hiking trails and picnic areas, and the Vermont Historical Society Museum, which offers a fascinating glimpse into the state's rich history. In terms of top employers, Montpelier is home to a diverse array of businesses and organizations. Some of the city's largest employers include the State of Vermont, National Life Group, and Vermont Mutual Insurance Group. These companies provide a wide range of job opportunities and contribute to the city's thriving economy. When it comes to major highways and streets, Montpelier is situated at the intersection of several major routes. Interstate 89 runs directly through the city, providing easy access to other parts of Vermont and neighboring states.

Montpelier, VT Insurance Broker Related Services

Banks and Credit Unions

Residents of Montpelier, VT can benefit from a bank in several ways. For instance, a bank can provide them with financial assistance for their daily needs, such as paying bills and managing their expenses. In addition, a bank can also offer loans for various purposes, such as buying a new home or starting a business. Montpelier, VT is a small city with a population of around 8,000 people. Despite its size, it is the capital of Vermont and home to several state government offices. This means that many residents of Montpelier, VT may work for the state government and require financial services that cater to their unique needs, such as retirement planning and investment options. A bank can provide these services and help residents of Montpelier, VT achieve their financial goals.

Retirement Planning

Residents of Montpelier, VT stand to gain a lot from working with a retirement planner. With its small-town charm, Montpelier is a great place to retire. However, the cost of living can be high, which makes it all the more important to have a solid financial plan in place. A retirement planner can help residents create a budget that works for them, taking into account the unique expenses that come with living in Montpelier, such as heating costs during the long winter months. Additionally, a retirement planner can help residents navigate the complex world of retirement savings plans, such as 401(k)s and IRAs, ensuring that they are making the most of their investments. With the help of a retirement planner, residents of Montpelier can rest easy knowing that they have a plan in place to help them achieve their retirement goals.

Wealth Management

Residents of Montpelier, VT could benefit from the assistance of a wealth manager in a variety of ways. One specific way that a wealth manager could be particularly helpful in Montpelier is by offering guidance on investments that align with the unique values and priorities of the community. Montpelier is known for its strong commitment to sustainability and environmentalism, and a wealth manager could help residents invest in companies that share these values. Additionally, a wealth manager could provide advice on retirement planning, tax strategies, and estate planning, all of which can be complex and overwhelming for individuals to navigate on their own. By working with a wealth manager, residents of Montpelier can feel confident in their financial decisions and ensure that their money is working towards their long-term goals.

Financial Advisor

Residents of Montpelier, VT can benefit from the guidance of a financial advisor in several ways. One of the most common ways is through retirement planning. Montpelier is known for its aging population, and a financial advisor can help residents plan for their retirement and ensure that they have enough savings to cover their expenses. Additionally, a financial advisor can help residents with tax planning, given the state's high income tax rates. They can also provide advice on investments, given that Montpelier is home to several small businesses and entrepreneurs who may be looking to grow their wealth. Furthermore, a financial advisor can help residents navigate the unique challenges of living in a rural area, such as accessing financial services and managing the costs of healthcare. Overall, a financial advisor can provide valuable support to residents of Montpelier as they work towards achieving their financial goals.

Mortgage Loan Officer

Residents of Montpelier, VT might seek out the assistance of a mortgage loan officer to help them navigate the complex process of securing a mortgage for a new home or refinancing an existing one. With its small-town charm and picturesque setting nestled in the heart of the Green Mountains, Montpelier is a popular destination for those looking to escape the hustle and bustle of city life. However, the town's unique geography and rural character can present challenges for those seeking financing for their dream home. A knowledgeable mortgage loan officer can help residents understand the various loan options available to them, as well as provide guidance on navigating the local real estate market and securing the best possible terms for their mortgage. Whether they are first-time homebuyers or seasoned homeowners looking to refinance, residents of Montpelier can benefit greatly from the expertise and support of a trusted mortgage loan officer.

Tax Services

Residents of Montpelier, VT can benefit from the services of a tax advisor in a multitude of ways. One specific issue that Montpelier residents face is the high cost of living in the city. A tax advisor can help residents navigate the complexities of tax laws and identify deductions and credits that can help reduce their tax burden and increase their disposable income. Additionally, a tax advisor can assist Montpelier residents in planning for retirement, managing investments, and minimizing estate taxes. With their knowledge and expertise, a tax advisor can provide invaluable guidance to Montpelier residents, helping them make informed decisions about their finances and achieve their financial goals.

Estate Planning Lawyer

Residents of Montpelier, VT can greatly benefit from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can assist residents of Montpelier, VT is by helping them create a comprehensive estate plan that addresses all their unique needs and concerns. This can include drafting wills, trusts, and other legal documents that ensure their assets are distributed according to their wishes. Additionally, an estate planning lawyer can help Montpelier residents navigate complex tax laws and minimize their tax liabilities, which is especially important given Vermont's high state income tax rates. With the help of an experienced estate planning lawyer, residents of Montpelier can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of after they're gone.

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