Wealth Management in Bennington, VT

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List of Firms

Bennington, VT Wealth Management Firms

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Edward Jones
SEC File# 801-3297
CRD# 250
Location 111 Elm St, Bennington, VT 05201, USA
Phone (802) 447-3090
Directions
SEC File# 801-122628
CRD# 317091
5 out of 5
Location 6354 Vermont Rte 7a, Sunderland, VT 05250, USA
Phone (802) 768-8075
Directions
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People's United Bank
Location 37 Bennington Square, Bennington, VT 05201, USA
Phone (802) 447-7522
Directions
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Hale Resources, LLC
3 out of 5
Location 111 South St, Bennington, VT 05201, USA
Phone (802) 753-3112
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Northwestern Mutual Life: Phelps Paul
Location 432 Main St, Bennington, VT 05201, USA
Phone (802) 447-1198
Directions
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Merrill Lynch Wealth Management Advisor Rhonda Peters Lathrop
Location 39 Bonnet St, Manchester Center, VT 05255, USA
Phone (802) 362-0985
Directions
SEC File# 801-43586
CRD# 110003
Location 3657 Main St, Manchester, VT 05254, USA
Phone (802) 362-4410
Directions
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Merrill Lynch Wealth Management Advisor Jonathan H Tellstone
Location 26 Century Hill Dr, Latham, NY 12110, USA
Phone (518) 782-4074
Directions
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Northwestern Mutual
SEC File# 801-8095
CRD# 2881
Location 432 Main St, Bennington, VT 05201, USA
Phone (802) 447-1198
Directions
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Simmons Financial Partners, Llc
Location 210 South St, Bennington, VT 05201, USA
Phone (802) 753-7385
Directions
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The Bank of Bennington
3 out of 5
Location 155 North St, Bennington, VT 05201, USA
Phone (802) 442-8121
Directions
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Lynda Walker
Location 401 Main St, Bennington, VT 05201, USA
Phone (802) 442-7612
Directions
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Champlain Wealth Management
Location 2452 US-9, Malta, NY 12020, USA
Phone (518) 583-7526
Directions
SEC File# 801-118678
CRD# 137038
Location 204 Union St, Bennington, VT 05201, USA
Phone (802) 447-9769
Directions
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Veracity Financial Group LLC
Location 160 Benmont Ave #79, Bennington, VT 05201, USA
Phone (877) 797-7948
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Cambridge Wealth Management, LLC
Location 5 Washington St #2, Cambridge, NY 12816, USA
Phone (518) 677-3781
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Commonwealth Financial Group
Location 60 Roberts Dr #214, North Adams, MA 01247, USA
Phone (413) 346-4564
Directions
SEC File# 801-73023
CRD# 159550
Location 270 W Circular St #1, Saratoga Springs, NY 12866, USA
Phone (518) 306-5640
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Merrill Lynch Wealth Management Advisor Jacqueline Michele Sheffer
Location 18 Division St Suite 201, Saratoga Springs, NY 12866, USA
Phone (518) 245-8149
Directions
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Northwestern Mutual Life Insurance
Location 160 Benmont Ave, Bennington, VT 05201, USA
Phone (802) 681-7396
Directions
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Albany, NY Financial Planner - Nicotera Wealth Management, Leo R. Nicotera
Location 313 Ushers Rd, Ballston Lake, NY 12019, USA
Phone (518) 877-6600
Directions
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Center Square Management
5 out of 5
Location 1651 Columbia Turnpike, Castleton-On-Hudson, NY 12033, USA
Phone (518) 477-5468
Directions
Wealth Management in Bennington, VT

Where Wealth Management Advisors in Bennington, VT Serve

Nestled in the heart of Vermont lies the picturesque town of Bennington, a place brimming with history, culture, and natural beauty. From the iconic Bennington Battle Monument to the lush Green Mountain National Forest, this town is a treasure trove of landmarks that will leave you in awe. When it comes to employment, Bennington boasts a diverse economy with top employers such as Southwestern Vermont Health Care, Bennington College, and the Bennington School District. These institutions provide ample opportunities for career growth and development. The town is also well-connected with major highways and streets like Route 7, Route 9, and North Street, which make commuting a breeze. Whether you're driving to work or exploring the town, these roads offer easy access to all the major attractions. As for neighborhoods, Bennington has something for everyone. From the quaint and charming Old Bennington to the bustling downtown area, each neighborhood has its unique character and charm.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Bennington, VT can benefit from a bank in multiple ways. For instance, banks in Bennington can provide financial assistance to small businesses that are the backbone of the local economy. The banks can also offer loans and mortgages to individuals who want to purchase homes in the area. Moreover, banks can help residents in Bennington to manage their finances by providing financial education and counseling services. Additionally, banks can help residents in Bennington to save money by offering savings accounts and other investment opportunities. One specific example of how banks can help residents in Bennington is by providing loans to farmers who need to purchase equipment and supplies for their farms. This is especially important in Bennington, where agriculture is a significant part of the local economy. Overall, banks in Bennington can play a vital role in supporting the community's financial needs and helping residents achieve their financial goals.

Insurance Broker

Residents of Bennington, VT can benefit from the services of an insurance broker in many ways. Firstly, an insurance broker can assist residents in finding the most suitable insurance policy that meets their specific needs and budget. This is particularly important in Bennington, VT, where the weather can be unpredictable and extreme, causing damage to homes and vehicles. Secondly, an insurance broker can help residents navigate the complex insurance claims process, ensuring that they receive fair compensation in the event of an accident or disaster. Furthermore, an insurance broker can provide valuable advice on how to minimize risks and reduce insurance premiums, which is especially important for those living in Bennington, VT, where the cost of living can be high. Overall, an insurance broker can provide peace of mind to residents of Bennington, VT, knowing that they are adequately protected against unforeseen circumstances.

Retirement Planning

Residents of Bennington, VT can benefit from the services of a retirement planner in several ways. One of the most common ways is by helping them navigate the complex world of retirement savings and investment options. This can be particularly important for residents of Bennington, where the median household income is lower than the state average, making it more challenging to save for retirement. A retirement planner can help residents understand the different types of retirement accounts available to them, such as 401(k)s, IRAs, and Roth IRAs, and help them determine which options are best suited to their individual needs and goals. Additionally, a retirement planner can provide guidance on how to maximize social security benefits, which can be a critical source of income for many retirees in Bennington. Overall, a retirement planner can help residents of Bennington achieve greater financial security and peace of mind as they approach retirement age.

Financial Advisor

Residents of Bennington, VT could benefit from the guidance of a financial advisor in various ways. Firstly, given the town's high poverty rate, a financial advisor could assist residents in creating a budget and developing a plan to save money. Additionally, with Bennington being a rural area, a financial advisor could provide insight into investment opportunities that may not be readily available to residents. Furthermore, with the town's aging population, a financial advisor could help seniors plan for retirement and navigate the complexities of Social Security and Medicare. Overall, a financial advisor could provide valuable support to Bennington residents in achieving their financial goals and improving their financial literacy.

Mortgage Loan Officer

Residents of Bennington, VT could benefit from the assistance of a mortgage loan officer in many ways. For example, with the high cost of living in the area, many residents may struggle to make a down payment on a home. A loan officer can help them find programs that offer down payment assistance or suggest alternative loan options that require a lower down payment. Additionally, Bennington is known for its historic homes, which may require renovations or repairs. A loan officer can help residents find loans that include funds for home improvements, allowing them to purchase and restore a historic property. Furthermore, Bennington is located in a rural area, which may make it difficult for some residents to access traditional banking services. A loan officer can provide guidance on alternative lending options, such as USDA loans, that are available to residents in rural areas.

Tax Services

Residents of Bennington, VT could greatly benefit from the expertise of a tax advisor in a number of ways. One specific aspect that is unique to Bennington is the prevalence of small businesses in the area. A tax advisor could help these business owners navigate the complex tax laws and regulations that apply to their specific industry. Additionally, many residents in Bennington work in neighboring states such as Massachusetts or New York, which can further complicate their tax situation. A tax advisor would be able to provide guidance on how to properly file taxes in multiple states and ensure that all deductions and credits are being utilized. Furthermore, with the recent changes to the tax code, a tax advisor could help residents understand how these changes impact their individual tax situation and provide strategies for maximizing their tax benefits. Overall, a tax advisor could greatly alleviate the stress and confusion that often comes with tax season for residents of Bennington, VT.

Estate Planning Lawyer

Residents of Bennington, VT can benefit from the assistance of an estate planning lawyer in a multitude of ways. One of the most common ways is by creating a comprehensive estate plan that takes into account the unique characteristics of the area. For example, Bennington is located in a rural part of Vermont, which may require special considerations when it comes to estate planning. An estate planning lawyer can help residents ensure that their assets are protected and distributed according to their wishes, while also taking into account any potential tax implications. Additionally, an estate planning lawyer can help residents navigate complex legal issues, such as probate and trust administration, and provide guidance on how to best protect their assets from creditors and other potential threats. Ultimately, working with an estate planning lawyer can help residents of Bennington, VT achieve peace of mind, knowing that their affairs are in order and their loved ones are taken care of.

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