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Back to: Banks/Financial
| Edward Jones-Eric J. Wilson, Financial Advisor |
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576 Railroad Street, Suite 1
St. Johnsbury, VT 05819
Phone: 802-748-0040
Toll Free: 888-748-0040
E-mail: eric.wilson@edwardjones.com
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| At Edward Jones, we believe our business is personal. We look at your individual needs first so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, you can expect personalized service and long-term investing strategies instead of the latest investment fads. Contact me to develop an investment strategy that makes sense for you. |
| Contact: Eric J. Wilson |
| also: Financial Services, Life Insurance & Retirement Planning |
| Fleischer Jacobs Group |
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620 Hinesburg Road
P.O. Box 2343
South Burlington, VT 05407
Phone: 802-865-5000
Fax: 802-865-4919
Toll Free: 888-878-8878
E-mail: swhitney@fjgfinancial.com
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| Fleischer Jacobs Group has been providing health, retirement and financial solutions for businesses and individuals for over 20 years. Our team of experienced professionals has an average of 25 years of experience in designing employee benefits and retirement plans to meet the needs of our clients. We don't think of ourselves as "just" an insurance agency. We offer our clients the products and services that help them achieve financial security and protect them from hardship and loss. Our highly trained staff share their knowledge, perspective and ideas with every client to help simplify and take the mystery out of planning for their financial and benefit needs. We are knowledgeable in Health Savings Accounts and Consumer Driven Healthcare products. |
| Contact: Suzanne Whitney |
| also: Employment Services, Insurance, Life Insurance & Retirement Planning |
| Milne Financial Planning |
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770 Railroad Street
St. Johnsbury, VT 05819
Phone: 802-476-0602
Toll Free: 800-360-0662
E-mail: jmilne@milnefeeonly.com
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| When choosing an investment advisor it is important to understand the differences between advisors who are paid, in part, through commissions and independent advisors who are paid solely by their clients. For the past 15 years I have been serving Vermont as an independent, Fee-Only, Certified Financial Planner. I am a member of the National Association of Personal Financial Advisors (NAPFA) as a Registered Financial Advisor and offer retirement planning, college planning, and investment services. |
| Contact: Jamie Milne |
| also: Financial Services, Life Insurance & Retirement Planning |
| Railroad Street Branch-Union Bank |
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P.O. Box 219
364 Railroad St.
St. Johnsbury, VT 05819-0219
Phone: 802-748-3131
Fax: 802-748-1189
E-mail: dennisl@unionbankvt.com
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| Since 1891 we have believed Banking and Trust services are best provided by experienced people with years of personal investment within our community. We invite you to see the difference “local’ can make in your life. Learn more by visiting our local offices. Member FDIC/Equal Housing Lender. |
| Contact: Dennis Lamothe |
| also: Financial Services |
| TD Bank Wealth Management |
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301 Railroad Street
St. Johnsbury, VT 05819
Phone: 802-879-2229
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Bancnorth Investment Group, Inc. believes that a targeted plan is the essential first step in achieving long-term financial goals. Whether you need to roll over a 401(k) or discuss investment strategies, I will offer objective advice and create customized solutions. Our services include retirement planning, investment strategies, goal planning, college planning, insurance planning
and more... |
| Contact: Arthur Wright |
| also: Financial Services, Life Insurance & Retirement Planning |
| Wells Fargo Advisors |
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218 Eastern Avenue
St. Johnsbury, VT 05819
Phone: 802-748-3124
Toll Free: 800-457-1002
E-mail: robert.dimick@wellsfargoadvisors.com
jacob.lavely@wellsfargoadvisors.com
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| It takes more than charts and graphs to make a good financial advisor. Attention to detail and understanding our clients' needs are the foundation of our service. We offer a full array of products and services, including stocks, bonds, mutual funds, insurance, IRAs, Certificates of Deposit, retirement planning, educational savings plans and fee-based managed accounts. |
Contact: Robert Dimick, Associate Vice President-Investments, OR
Jacob Lavely, Financial Advisor |
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