Financial advisors in Montpelier, VT

57 match · page 1 of 2

Andrew Hosse
Financial advisor at Esi Financial Advisors
Esi Financial Advisors · $2.78B AUM
CFP®VerifiedFinancial planning
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Brian Branda
Financial advisor at Esi Financial Advisors
Esi Financial Advisors · $2.78B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel House
Financial advisor at Esi Financial Advisors
Esi Financial Advisors · $2.78B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Towne
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Laura Plourde
Financial advisor at Esi Financial Advisors
Esi Financial Advisors · $2.78B AUM
CFP®VerifiedFinancial planning
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Marc Gwinn
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Branda
Financial advisor at Esi Financial Advisors
Esi Financial Advisors · $2.78B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Rebecca Teese
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Scott Maitland
Financial advisor at Esi Financial Advisors
Esi Financial Advisors · $2.78B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Abram Nunes
Financial advisor at Esi Financial Advisors
Esi Financial Advisors · $2.78B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alex David
Financial advisor at Esi Financial Advisors
Esi Financial Advisors · $2.78B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Benjamin Zarzycki
Financial advisor at Esi Financial Advisors
Esi Financial Advisors · $2.78B AUM
VerifiedFinancial planning
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Brandon Falkquay
Financial advisor at Esi Financial Advisors
Esi Financial Advisors · $2.78B AUM
VerifiedFinancial planning
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Brian Neal
Financial advisor at Esi Financial Advisors
Esi Financial Advisors · $2.78B AUM
VerifiedFinancial planning
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Brody Hoffman
Financial advisor at Maple Capital Management, Inc.
Maple Capital Management, Inc. · $2.58B AUM
VerifiedFinancial planning
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Caitlyn Wilkin
Financial advisor at Maple Capital Management, Inc.
Maple Capital Management, Inc. · $2.58B AUM
VerifiedFinancial planning
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Christopher Arthur
Financial advisor at Maple Capital Management, Inc.
Maple Capital Management, Inc. · $2.58B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Cichoski
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Colby
Financial advisor at Esi Financial Advisors
Esi Financial Advisors · $2.78B AUM
VerifiedFinancial planning
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Connor Herbruck
Financial advisor at Maple Capital Management, Inc.
Maple Capital Management, Inc. · $2.58B AUM
VerifiedFinancial planning
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Daniel Randall
Financial advisor at Esi Financial Advisors
Esi Financial Advisors · $2.78B AUM
VerifiedFinancial planning
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David Bosworth
Financial advisor at Maple Capital Management, Inc.
Maple Capital Management, Inc. · $2.58B AUM
VerifiedFinancial planning
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David Curtin
Financial advisor at Esi Financial Advisors
Esi Financial Advisors · $2.78B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Elizabeth Lewis
Financial advisor at Maple Capital Management, Inc.
Maple Capital Management, Inc. · $2.58B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Fjolla Buza-Sotak
Financial advisor at Maple Capital Management, Inc.
Maple Capital Management, Inc. · $2.58B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Frank Lucia
Financial advisor at Esi Financial Advisors
Esi Financial Advisors · $2.78B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gary Goss
Financial advisor at Esi Financial Advisors
Esi Financial Advisors · $2.78B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gregory Teese
Financial advisor at Esi Financial Advisors
Esi Financial Advisors · $2.78B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Harrison Wustefeld
Financial advisor at Vanderbilt Advisory Services
Vanderbilt Advisory Services · $2.11B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Baumann
Financial advisor at Esi Financial Advisors
Esi Financial Advisors · $2.78B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Montpelier, VT

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Montpelier, VT.

How this list works

Before you hire an advisor in Montpelier, VT