Best Financial Advisors in Brattleboro, VT

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List of Firms

Brattleboro, VT Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Andrew J George, AAMS™
Location 1222 Putney Rd, Brattleboro, VT 05301, USA
Phone (802) 254-5226
Directions
Edward Jones - Financial Advisor: David McFadden
Location 51 Main St, Brattleboro, VT 05301, USA
Phone (802) 251-0405
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 275 Western Ave, Brattleboro, VT 05301, USA
Phone (802) 257-7585
Directions
Edward Jones - Financial Advisor: Joshua C Roberts
4 out of 5
Location 263 Canal St Unit 1, Brattleboro, VT 05301, USA
Phone (802) 579-1364
Directions
Brattleboro Development Credit
Location 347 John Seitz Dr, Brattleboro, VT 05301, USA
Phone (802) 251-0068
Directions
Edward Jones - Financial Advisor: Nick DuBois, CFP®
5 out of 5
Location 80 Flat St Suite 105, Brattleboro, VT 05301, USA
Phone (802) 257-7585
Directions
Business & Tax Consultant Inc
3 out of 5
Location 87 High St #101, Brattleboro, VT 05301, USA
Phone (802) 257-9226
Directions
Financial Advisors in Brattleboro, VT

Where Certified Financial Advisors in Brattleboro, VT Serve

Brattleboro, Vermont, a small town nestled in the heart of New England, boasts a rich history and a vibrant community. The town is home to several landmarks, including the Brattleboro Museum and Art Center, the Latchis Theater, and the Retreat Farm. These cultural institutions offer residents and visitors alike a chance to explore the town's past and present. Top employers in Brattleboro include Brattleboro Memorial Hospital, the Brattleboro Retreat, and C&S Wholesale Grocers. These companies provide a range of job opportunities for local residents and contribute to the town's economy. Major highways and streets in the area include Interstate 91, Route 9, and Main Street. These thoroughfares connect Brattleboro to other towns and cities in Vermont and neighboring states. The town is divided into several neighborhoods, each with its own unique character and charm. These include the West Brattleboro Village, the Retreat Meadows, and the Brattleboro North End.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Brattleboro, VT can benefit greatly from the services of a financial advisor. One of the most common ways a financial advisor can help is by assisting with retirement planning. With Brattleboro being a small town, many residents may not have access to large companies with robust retirement plans. A financial advisor can help individuals create a personalized plan for saving and investing that takes into account their unique financial situation and goals. Additionally, Brattleboro has a strong arts community, and many residents may have irregular income streams from freelance work or artistic endeavors. A financial advisor can help these individuals create a budget and savings plan that accounts for these fluctuations in income. Overall, a financial advisor can provide valuable guidance and support to residents of Brattleboro as they navigate their financial futures.

Insurance Broker

Residents of Brattleboro, VT can benefit greatly from the services of an insurance broker. With the town being located in a flood-prone area, an insurance broker can help residents secure flood insurance policies that provide adequate coverage for their homes and property. Additionally, an insurance broker can help residents navigate the complex world of health insurance, ensuring that they have access to the best healthcare options available. With the cost of healthcare being a major concern for many residents, an insurance broker can help them find affordable plans that meet their needs. Overall, an insurance broker can provide invaluable assistance to residents of Brattleboro, VT, helping them protect their homes, property, and health.

Retirement Planning

Residents of Brattleboro, VT can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by assisting residents in creating a personalized retirement plan. With Brattleboro being a small town, many residents may not have access to the same resources as those living in larger cities. A retirement planner can provide guidance on how to maximize retirement savings, manage debt, and plan for unexpected expenses. Additionally, with the cost of living in Brattleboro being higher than the national average, a retirement planner can help residents navigate the unique financial challenges of living in this area. Overall, a retirement planner can provide valuable support and expertise to help residents of Brattleboro achieve their retirement goals.

Wealth Management

Residents of Brattleboro, VT could benefit greatly from the services of a wealth manager. Brattleboro is a small town with a population of just over 12,000 people, and many of its residents may not have a lot of experience managing their finances. A wealth manager could provide guidance on how to save for retirement, invest in the stock market, and manage debt. Additionally, Brattleboro is home to a number of small businesses and entrepreneurs, and a wealth manager could help these individuals navigate the challenges of starting and growing a business. Whether it's creating a financial plan for the future or making strategic investments, a wealth manager can help residents of Brattleboro achieve their financial goals.

Mortgage Loan Officer

Residents of Brattleboro, VT could benefit from the services of a mortgage loan officer in several ways. Firstly, a mortgage loan officer can assist residents in finding the best mortgage rates and loan options available to them. This is particularly important in Brattleboro, where the cost of living is higher than the national average. Additionally, a loan officer can help residents navigate the complex process of applying for a mortgage, ensuring that they understand the terms and conditions of the loan. They can also provide guidance on how to improve credit scores or save for a down payment, which can be challenging in a town where the median household income is lower than the state average. Ultimately, a mortgage loan officer can help residents of Brattleboro achieve their dream of homeownership and provide them with the financial stability and security they need to thrive in this beautiful Vermont town.

Tax Services

Residents of Brattleboro, VT could benefit from the guidance of a tax advisor in a number of ways. One of the most common areas of concern for Brattleboro residents is navigating the complex tax laws surrounding Vermont's property tax system. With Brattleboro's high property tax rates, it's important for homeowners and business owners alike to understand how to maximize their deductions and credits in order to minimize their tax burden. A tax advisor can help residents of Brattleboro navigate these laws, as well as provide guidance on other tax-related matters such as income tax, estate planning, and retirement planning. By working with a tax advisor, Brattleboro residents can ensure that they are making informed decisions about their finances and taking advantage of all available tax benefits.

Estate Planning Lawyer

Residents of Brattleboro, VT can benefit greatly from the expertise of an estate planning lawyer. These legal professionals can help individuals create wills, trusts, and other legal documents that ensure their assets are distributed according to their wishes after their passing. This is especially important in Brattleboro, where many residents own property and assets that they want to protect and pass down to their loved ones. An estate planning lawyer can also help residents minimize taxes and avoid probate, which can be a time-consuming and expensive process. With the help of an estate planning lawyer, residents of Brattleboro can have peace of mind knowing that their assets are protected and their wishes will be carried out.

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