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Life Insurance & Retirement Planning

Edward Jones-Eric J. Wilson, Financial Advisor
576 Railroad Street, Suite 1
St. Johnsbury, VT 05819
Phone: 802-748-0040
Toll Free: 888-748-0040
E-mail: eric.wilson@edwardjones.com
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
Edward Jones-Lawrence V. Cipollone, Financial Advisor
481 Summer Street, Suite 102
St. Johnsbury, VT 05819-2740
Phone: 802-748-5377
Fax: 888-775-7698
Toll Free: 888-379-0585
E-mail: larry.cipollone@edwardjones.com
When it comes to your financial future, it is important to work with someone who takes time to understand you and your situation. We take a step-by-step approach to identify your goals and develop specific strategies to help you achieve them. Contact me today and see how personal service can make a difference.
Contact: Lawrence V. Cipollone
also: Financial Services
Fleischer Jacobs Group
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
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, Investment Services
Milne Financial Planning
770 Railroad Street
St. Johnsbury, VT 05819
Phone: 802-476-0602
Toll Free: 800-360-0662
E-mail: jmilne@milnefeeonly.com
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
Orleans Branch-TD Bank
12 Main Street
Orleans, VT 05860
Phone: 802-754-8515
Fax: 802-754-6803
E-mail: mdarling@tdbank.com
TD Banknorth, NA offers every financial product and service you need through all of life’s changes. We have over 650 of the best trained people in the industry. People who provide you with the financial solutions you need and the service you deserve. TD Banknorth locations (with ATMs) in downtown St. Johnsbury, right across from St. Johnsbury Welcome Center, Barton and Orleans. Member FDIC/Equal Housing Lender.
Contact: Mary Ann Darling
also: Financial Services, Mortgage Companies
St. Johnsbury Branch-TD Bank
301 Railroad Street
P.O. Box 128
St. Johnsbury, VT 05819
Phone: 802-748-3185
Fax: 802-748-1822
E-mail: susan.malick@tdbank.com
TD Banknorth, NA offers every financial product and service you need through all of life’s changes. We have over 650 of the best trained people in the industry. People who provide you with the financial solutions you need and the service you deserve. TD Banknorth locations (with ATMs) in downtown St. Johnsbury, right across from St. Johnsbury Welcome Center, Barton and Orleans. Member FDIC/Equal Housing Lender.
Contact: Susan Malick
also: Financial Services, Mortgage Companies
TD Bank Wealth Management
301 Railroad Street
St. Johnsbury, VT 05819
Phone: 802-879-2229
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
Northeast Kingdom Chamber ~ 51 Depot Square, Suite 3 ~ St. Johnsbury, VT 05819
Web: www.nekchamber.com ~ Email: nekinfo@nekchamber.com ~ (802) 748-3678 ~ 1-800-639-6379

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