Retirement Planning South Burlington VT

Welcome to the HomeBusinessMag.com Local Pages. Here you can find local information about Retirement Planning in South Burlington, VT. We have compiled a list of businesses and services around around South Burlington, including Retirement Planning that should help you with your search. In order to better help you find what you are looking for, the rest of the information on this page has also been targeted to Retirement Planning. We hope this page helps satisfy your local needs.

Jamie Milne
Milne Financial Planning, Inc.
(802) 476-0602
76 Ethan Allen Drive, Suite 4
South Burlington, VT
Expertises
Retirement Planning & Distribution Rules, Middle Income Client Needs, Ongoing Investment Management, Socially Responsible Investments, Investment Advice without Ongoing Management, Divorce Planning
Certifications
NAPFA Registered Financial Advisor, BS, CDFA, CFP®, MBA

Donald Dempsey
Dempsey Investment Management, LLC
(802) 764-5815
PO Box 1591
Williston, VT
Expertises
Ongoing Investment Management, Hourly Financial Planning Services, High Net Worth Client Needs, Helping Clients Identify & Achieve Goals, Investment Advice without Ongoing Management, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Gregory A. Mclenithan, CFP®
(802) 860-9990
1233 Shelburne Rd
South Burlington, VT
Firm
McLenithan Financial
Areas of Specialization
General Financial Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Mr. Glenn A. Jarrett, CFP®
(802) 864-5951
1795 Williston Rd
South Burlington, VT
Firm
Jarrett Law Office, PLC
Areas of Specialization
Elder Care, Estate Planning, Special Needs Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Philip S. Spillane, CFP®
(802) 658-4040
110 Kimball Ave Ste 240
South Burlington, VT
Firm
Bell Wealth Management
Areas of Specialization
Investment Management, Investment Planning, Retirement Income Management, Wealth Management

Data Provided by:
Scott Beaudin
Pathway Financial Advisors, LLC
(802) 660-7086
110 Main Street, Suite 401
Burlington, VT
Expertises
Hourly Financial Planning Services, High Net Worth Client Needs, Ongoing Investment Management, Planning Issues for Business Owners, Estate & Generational Planning Issues, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS, MBA

Mr. Marc V. Fragola, CFP®
(802) 865-5000
620 Hinesburg Rd
South Burlington, VT
Firm
Fleischer Jacobs Group
Areas of Specialization
Comprehensive Financial Planning

Data Provided by:
Mrs. Debra A. Behm, CFP®
(802) 363-4381
11 Yandow Dr
South Burlington, VT
Firm
Debra Behm, CPA, PLC
Areas of Specialization
Tax Planning

Data Provided by:
Mr. Mark Aridgides, CFP®
(802) 657-4730
620 Hinesburg Rd
South Burlington, VT
Firm
Fleischer Jacobs Group
Areas of Specialization
Asset Allocation, Education Planning, Estate Planning, General Financial Planning, Investment Management, Retirement Planning, Wealth Management

Data Provided by:
Mr. Jason J Frank, CFP®
(802) 652-6048
69 Swift St.
South Burlington, VT
Firm
Morgan Stanley
Areas of Specialization
Banking, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, General Financial Planning, Investment Management

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