Wealth Management in Lamoille County, VT

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List of Firms

Lamoille County, VT Wealth Management Firms

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Pinnacle Advisors
SEC File# 801-53493
CRD# 107275
Location 56 Old Farm Rd, Stowe, VT 05672, USA
Phone (802) 253-7987
Language http://www.pinnadvisors.com/
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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Northwestern Mutual
Location 25 Crossroad Ste 2, Waterbury Village Historic District, VT 05676, USA
Phone (802) 585-6244
Language https://www.northwesternmutual.com/financial-professional-locator?address=591%20S%20Main%20St%20Ste%202,05672&distance=1&cmpid=LL-Lo3-Search
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United Way of Lamoille County
Location 20 Morrisville Plaza B, Morristown, VT 05661, USA
Phone (802) 888-3252
Language http://uwlamoille.org/
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You Tree
SEC File# 801-111055
CRD# 158043
5 out of 5
Location 41 Westview Rd #4354, Stowe, VT 05672, USA
Language http://www.youtreecoaching.com/
Time Monday: 9:00 AM – 4:30 PM Tuesday: 9:00 AM – 4:30 PM Wednesday: 9:00 AM – 4:30 PM Thursday: 9:00 AM – 6:30 PM Friday: 9:00 AM – 1:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 21 Munson Ave Suite 3, Morrisville, VT 05661, USA
Phone (802) 888-2440
Language https://www.edwardjones.com/us-en
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Silverlake Wealth Management LLC
SEC File# 801-97340
CRD# 165525
Location 33 Blair Park Rd STE 100, Williston, VT 05495, USA
Phone (802) 857-5083
Language http://www.silverlakewealth.com/
Directions
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Laurel Brook Business Services
Location 2143 Elmore Mountain Rd, Elmore, VT 05661, USA
Phone (802) 888-9123
Directions
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Management Associates Inc.
Location 132 Foot Brook Rd, Johnson, VT 05656, USA
Phone (802) 635-7738
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 31 Lower Main St Suite 2, Morrisville, VT 05661, USA
Phone (802) 888-4207
Language https://www.edwardjones.com/us-en?y_source=1_OTY3MTU4LTcxNS1sb2NhdGlvbi53ZWJzaXRl
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Catamount Financial Advisors of Raymond James
Location 40 Main St Ste 400, Burlington, VT 05401, USA
Phone (802) 448-6084
Language https://www.raymondjames.com/catamountfinancialadvisors
Directions
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Merrill Lynch Wealth Management
4 out of 5
Location 60 Lake St #1G, Burlington, VT 05401, USA
Phone (802) 660-1000
Language https://www.local.ml.com/BURLINGTON_VT
Directions
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Joe Hameline - Raymond James
Location 40 Main St, Burlington, VT 05401, USA
Phone (802) 448-6084
Language http://hamelinewealthmanagement.com/
Directions
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Merrill Lynch Wealth Management Advisor Jonathan A Landry
Location 60 Lake St, Burlington, VT 05401, USA
Phone (802) 660-1038
Language https://fa.ml.com/vermont/burlington/wheel-landry-newman-group
Directions
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Thornton Investment Management PLLC
Location 1037 Hinesburg Rd, South Burlington, VT 05403, USA
Phone (802) 497-0781
Language http://www.thorntoninvesting.com
Directions
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Merrill Lynch Wealth Management Advisor Matthew E Flotteron
Location 60 Lake St, Burlington, VT 05401, USA
Phone (802) 660-1052
Language https://fa.ml.com/vermont/burlington/matthew-flotteron
Directions
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Peregrine Wealth Management of Raymond James
Location 20 Jolina Ct Ste 3, Richmond, VT 05477, USA
Phone (802) 434-5800
Language https://www.raymondjames.com/peregrinewealthmanagement
Directions
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Ridgeline Wealth Management
Location 357 Western Ave, St Johnsbury, VT 05819, USA
Phone (802) 748-3124
Language http://www.fairbanksfinancialmg.com/?utm_campaign=Local_Listings&utm_source=Google&group=FiNet&loc=FN417
Directions
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Antoine Williams & Associates Wealth Management
SEC File# 801-120352
CRD# 312253
Location 2989 Shelburne Rd, Shelburne, VT 05482, USA
Phone (802) 985-8808
Language https://www.antoinewilliamsandassoc.com/
Directions
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EKS Wealth Management of Raymond James
Location 40 Main St Ste 400, Burlington, VT 05401, USA
Phone (802) 448-6084
Language https://www.raymondjames.com/ekswealthmanagement
Directions
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Lamoille Chamber of Commerce
Location 92 Lower Main St, Morristown, VT 05661, USA
Phone (802) 888-7607
Language http://www.lamoillechamber.com/
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Andrews Financial Services
Location 46 Orchard Terrace, Hyde Park, VT 05655, USA
Phone (802) 888-4954
Language http://afsvt.com/
Directions
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Silverlake Wealth Management
SEC File# 801-97340
CRD# 165525
Location 100 State St # 349, Montpelier, VT 05602, USA
Phone (802) 229-6353
Language https://www.silverlakewealth.com/
Directions
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Leslie Dee - TIAA Wealth Management Advisor
Location 166 Sycamore St Suite 170, Williston, VT 05495, USA
Phone (802) 557-6401
Language https://locations.tiaa.org/advisors/leslie-dee
Directions
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Neil Callahan - UBS Financial Services Inc.
Location 38 Eastwood Dr Suite 400, South Burlington, VT 05403, USA
Phone (802) 860-5730
Language https://advisors.ubs.com/neil.callahan/?utm_source=Yext&utm_medium=GMB&utm_campaign=162459&y_source=1_MjA0MTQ3ODEtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
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Vermont Wealth & Retirement, LLC
5 out of 5
Location 110 Kimball Ave, South Burlington, VT 05403, USA
Phone (800) 416-1655
Language http://www.hiwealth.com/
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Wealth Management in Lamoille County, VT

Where Wealth Management Advisors in Lamoille County, VT Serve

Nestled in the heart of Vermont, Lamoille County boasts an array of landmarks that showcase its natural beauty and rich history. From the stunning Mount Mansfield to the charming town of Stowe, there is no shortage of sights to see. In terms of employment, Lamoille County is home to a diverse mix of top employers, including the Stowe Mountain Resort, Copley Hospital, and the Vermont Foodbank. These companies provide a range of job opportunities for residents and contribute to the county's thriving economy. When it comes to transportation, Lamoille County is well-connected to major highways and streets, including Interstate 89 and Route 100. These thoroughfares make it easy for residents and visitors alike to navigate the county and explore all it has to offer. Finally, Lamoille County is made up of several unique neighborhoods, each with its own distinct character and charm.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Lamoille County, VT can benefit from a bank in numerous ways. For instance, a bank can provide them with access to financial services that can help them manage their money better. This is particularly important in Lamoille County, where the cost of living is relatively high compared to other areas in Vermont. Additionally, a bank can offer residents of Lamoille County access to loans that can help them finance their businesses or homes. This is crucial considering that the county is home to numerous small businesses that rely on financing to grow and expand. Furthermore, a bank can help residents of Lamoille County save money by offering them competitive interest rates on their savings accounts. This can be particularly beneficial for those who are planning for their retirement or saving up for a big purchase. Overall, a bank can help residents of Lamoille County in many ways, from managing their finances to achieving their financial goals.

Insurance Broker

Residents of Lamoille County, VT could benefit from the expertise of an insurance broker in a variety of ways. Given the county's rural nature, many residents may require specialized insurance coverage for their farms or other agricultural businesses. Additionally, Lamoille County experiences harsh winters, which can lead to property damage from snow and ice. An insurance broker can help residents choose policies that provide adequate coverage for these types of weather-related incidents. Furthermore, Lamoille County is home to a significant number of small businesses, which may have unique insurance needs. An insurance broker can assist these businesses in finding the right coverage to protect their assets and employees. In short, an insurance broker can provide valuable assistance to residents of Lamoille County, VT in navigating the complex world of insurance and finding policies that meet their specific needs.

Retirement Planning

Residents of Lamoille County, VT can greatly benefit from the services of a retirement planner. With the county's aging population and high cost of living, planning for retirement can be a daunting task. A retirement planner can assist in creating a personalized plan that takes into account the unique financial challenges faced by residents of Lamoille County. This includes navigating the high property taxes and healthcare costs, as well as ensuring that retirement savings are sufficient to maintain a comfortable lifestyle. Additionally, a retirement planner can provide guidance on estate planning and long-term care options, which are particularly important for those living in a rural area like Lamoille County where access to healthcare services may be limited. Overall, a retirement planner can provide invaluable support and peace of mind to residents of Lamoille County as they prepare for their golden years.

Financial Advisor

Residents of Lamoille County, VT could greatly benefit from the expertise of a financial advisor. With a population of just over 25,000, this rural county is largely dependent on agriculture and tourism as its main sources of income. However, with the COVID-19 pandemic causing a significant impact on the tourism industry, many residents have been left struggling financially. A financial advisor could help residents navigate through these uncertain times by providing guidance on budgeting, debt management, and investment strategies. Additionally, with the high cost of living in Vermont, a financial advisor could assist residents in creating a long-term financial plan that takes into account the unique challenges of living in a rural area. By working with a financial advisor, residents of Lamoille County can gain peace of mind knowing that they have a plan in place to achieve their financial goals, both now and in the future.

Mortgage Loan Officer

Residents of Lamoille County, VT can benefit from the expertise of a mortgage loan officer in numerous ways. These professionals can help individuals secure the funds necessary to purchase a home or refinance an existing mortgage. Given the rural nature of Lamoille County, it can be challenging for residents to find affordable housing options. A mortgage loan officer can assist in identifying suitable properties and securing financing that meets the unique needs of each customer. Additionally, these professionals can provide guidance on navigating the complex mortgage application process, ensuring that residents of Lamoille County are able to secure the best possible terms and rates for their home loans. With the help of a knowledgeable mortgage loan officer, residents of Lamoille County can achieve their dream of homeownership and create a stable foundation for their families.

Tax Services

Residents of Lamoille County, VT could benefit from the expertise of a tax advisor in a multitude of ways. One of the most common ways is by receiving guidance on how to navigate the complex tax laws that are specific to Vermont. For example, residents of Lamoille County may be eligible for certain tax credits and deductions that are unique to the state, such as the Vermont Property Tax Credit or the Vermont Earned Income Tax Credit. Additionally, a tax advisor can help residents of Lamoille County understand how to properly report income from sources such as rental properties or businesses in the area, which can be particularly challenging given the rural nature of the county. With the help of a tax advisor, residents of Lamoille County can ensure that they are taking advantage of all available tax benefits and avoiding any potential pitfalls that could result in costly penalties or audits.

Estate Planning Lawyer

Residents of Lamoille County, VT could benefit from the services of an estate planning lawyer in a multitude of ways. Firstly, an estate planning lawyer can help individuals create a comprehensive plan for the distribution of their assets upon their passing. This is especially important in Lamoille County, as it is home to many small businesses and farms that may require unique considerations in their estate planning. Additionally, an estate planning lawyer can assist with the creation of trusts to protect assets and minimize taxes, as well as establish healthcare directives and powers of attorney to ensure that an individual's wishes are carried out in the event of incapacitation. With the help of an estate planning lawyer, residents of Lamoille County, VT can have peace of mind knowing that their legacy and assets will be protected and distributed according to their wishes.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth managers in Lamoille County, VT offer a range of services, from investment management to estate planning. They provide tailored financial advice to high net worth individuals, families, and businesses in the area. One specific aspect of Lamoille County that wealth managers must consider is its unique geography. The county is home to several ski resorts, which attract wealthy tourists and second-home owners. Wealth managers must navigate the complexities of managing wealth for clients who have seasonal income streams and investments in the tourism industry. Additionally, Lamoille County has a strong agricultural sector, which presents opportunities for investment in local farms and agribusinesses. Wealth managers must stay up-to-date on the latest trends and regulations in both the tourism and agriculture industries to provide the best advice to their clients. Overall, wealth managers in Lamoille County, VT must have a deep understanding of the local economy and the unique financial needs of their clients to provide effective wealth management services.

Lamoille County, VT is the ideal location to find a wealth manager due to its close-knit community and unique economic landscape. The county's economy is predominantly driven by tourism and agriculture, which requires a specialized approach to wealth management. A skilled wealth manager in Lamoille County must have a deep understanding of the local economy and be able to navigate the complexities of managing assets for clients in this region. Additionally, the community in Lamoille County is tight-knit, and a wealth manager who is well-connected and trusted within the community can provide clients with invaluable insights and opportunities. Overall, Lamoille County's unique economic landscape and close-knit community make it the perfect place to find a wealth manager who can provide tailored and effective financial advice.