Top 75 Financial Services Companies in Vermont

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Below is the list of Top 75 Financial Services Companies in Vermont ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Vermont

1. National Life Group

Industry: Financial Services

Location: Vermont

Website: nationallife.com

Company Founded: 1848

Company Size: 1001-5000

Company Address: 1 National Life Drive, Montpelier, Vermont, United States

National Life Group Contact Details

Name Title LinkedIn Phone Email
Dilli Bista Agent
Elaine Zito Life Insurance Guru
Alexander Johnson Talent Acquisition Consultant
Rebecca Dunne Vice President
Mehran Assadi Chairman, Chief Executive Officer And President
Greg Mateja Vice President, Corporate Development And Institutional Markets At National Life Group
Amarendra Singh Senior Investment Analyst, Corporate Bond And Derivatives
Requires/Intent and 417 more Employees
Risk Management & Compliance
Cloud Computing Solutions
Wealth Management
and more

2. New England Federal Credit Union (nefcu)

Industry: Financial Services

Location: Vermont

Website: nefcu.com

Company Founded: 1961

Company Size: 201-500

Company Address: 141 Harvest Lane, Williston, Vermont, United States

New England Federal Credit Union (nefcu) Contact Details

Name Title LinkedIn Phone Email
Kathy Corbin Human Resources Manager
Hilary Salvo Senior Accountant
Megan Turnbaugh Member Service Representative
Katherine Gravelin Mortgage And Business Loan Services Specialist
Abbie Jefferis Secondary Market Analyst At New England Federal Credit Union
Ccuia Allison Cota Internal Auditor
Mark Keefe Recruiter
Requires/Intent and 44 more Employees
Technology Consulting
Credit Rating & Analysis
Marketing Services
HR & Talent Acquisition
and more

3. Vsecu

Industry: Financial Services

Location: Vermont

Website: vsecu.com

Company Founded: 1947

Company Size: 51-200

Company Address: 1 Bailey Avenue, Montpelier, Vermont, United States

Vsecu Contact Details

Name Title LinkedIn Phone Email
Heather Neuwirth Member Of Board Of Directors
Trev Thorpe Vice President Of Information Technology
Heather Lovejoy Member Of Board Of Directors
Bradley Carleton New Business Development And Vsecu Passionate Promoter
Terence Field Senior Vice President Finance, Chief Financial Officer
Elizabeth Laperle Mortgage Originator
Dawn Rinker Director Of Consumer Lending And Asset Recovery
Requires/Intent and 49 more Employees
Financial Forecasting & Modeling
Digital Payment & Subscription Solutions
Blockchain & Cryptocurrency Solutions
Tax Planning & Strategy
Corporate Finance Strategy
and more

4. North Star Leasing Company

Industry: Financial Services

Location: Vermont

Website: northstarleasing.com

Company Founded: 1979

Company Size: 11-50

Company Address: 747 Pine Street, Burlington, Vermont, United States

North Star Leasing Company Contact Details

Name Title LinkedIn Phone Email
Dan Feeney Chief Executive Officer
Kit Antinozzi Business Relationship Manager
Jason Nadeau Sales Manager And Vendor Relations Manager
Billy Louis Underwriter And Analyst
Rebecca Chandler Chief Operating Officer
Justin Ward Business Development Specialist
Colin Rugg Senior Business Development Specialist
Requires/Intent and 10 more Employees
Corporate Finance Strategy
Fraud Detection & Prevention
Omnichannel Customer Support
and more

5. Yankee Farm Credit, Aca

Industry: Financial Services

Location: Vermont

Website: yankeeaca.com

Company Founded: 1916

Company Size: 51-200

Company Address: 289 Hurricane Lane, Williston, Vermont, United States

Yankee Farm Credit, Aca Contact Details

Name Title LinkedIn Phone Email
Dave Lane Senior Vice President
Shantel Thomas Senior Accountant
Nick Guyer Certified General Appraiser
Dan Shepard Assistant Chief Financial Officer
Jim Mills Senior Vice President, Strategy, Risk And Audit
Michael Moloney Assistant Vice President Of Financial Services
Andy Wood Loan Officer
Requires/Intent and 18 more Employees
Compliance & Regulatory Advisory
Insurance & Underwriting Services
and more

6. Copper Leaf Financial

Industry: Financial Services

Location: Vermont

Website: copperleaffinancial.com

Company Founded: 1990

Company Size: 1-10

Company Address: 33 Blair Park Road, Williston, Vermont, United States

Copper Leaf Financial Contact Details

Name Title LinkedIn Phone Email
Michael Thompson Senior Wealth Advisor | Partner
Requires/Intent
Loan Origination & Servicing Platforms
Financial Planning & Retirement Solutions
Cloud Computing Solutions
Branding & Public Relations
Risk Management & Compliance
and more

7. Community Capital Of Vermont

Industry: Financial Services

Location: Vermont

Website: communitycapitalvt.org

Company Founded: 1995

Company Size: 1-10

Company Address: 105 No Main Street, Barre, Vermont, United States

Community Capital Of Vermont Contact Details

Name Title LinkedIn Phone Email
Patricia Sears Board Of Directors, Secretary | Community Capital Of Vermont, Inc
Ela Chapin Board President
Requires/Intent
Financial Planning & Retirement Solutions
Fraud Detection & Prevention
and more

8. Heritage Family Fcu

Industry: Financial Services

Location: Vermont

Company Size: 51-200

Heritage Family Fcu Contact Details

Name Title LinkedIn Phone Email
Matthew Britt Digital And Graphic Designer
Steven Morneau Financial Advisor
Carrie Allen Senior Vice President Marketing And Business Development
Sara Cude Senior Vice President Retail
Heidi Sweet Avp, Branch Manager
Shannon Poole Assistant Vice President Marketing Manager
Jeanne Kaufman Assistant Vice President Administration
Requires/Intent and 11 more Employees
Risk Assessment & Mitigation
Marketing Services
and more

9. Paydata Workforce Solutions

Industry: Financial Services

Location: Vermont

Website: paydata.com

Company Founded: 1987

Company Size: 11-50

Company Address: 106 Highpoint Center, Colchester, Vermont, United States

Paydata Workforce Solutions Contact Details

Name Title LinkedIn Phone Email
Chris Sterzinar Regional Sales Manager
Ryan Spain Client Relations Specialist
Shelli Guay Conversion And Training Specialist
Bruce Blokland Sales Manager At Paydata Workforce Solutions
Emily Davis Time And Attendance Product Lead
Paul Trahan President And Chief Customer Officer
Deanna Russell Regional Sales Manager
Requires/Intent and 12 more Employees
Compliance & Regulatory Advisory
Digital Payment & Subscription Solutions
Legal Compliance & Advisory
and more

10. Vcia

Industry: Financial Services

Location: Vermont

Website: vcia.com

Company Founded: 1985

Company Size: 1-10

Company Address: 180 Battery Street, Burlington, Vermont, United States

Vcia Contact Details

Name Title LinkedIn Phone Email
Richard Smith President
Diane Leach Director Of Education And Programs
Elizabeth Halpern Director Of Communications
Peggy Companion Director Of Finance At Vermont Captive Insurance Association
Julie Brown Director, Administrative Services At Vcia
Requires/Intent
Document Management & E-signature Solutions
Customer Relationship Management (CRM)
Wealth Management
and more

11. Equity Services, Inc.

Industry: Financial Services

Location: Vermont

Website: equity-services.com

Company Founded: 1968

Company Size: 51-200

Company Address: 1 National Life Drive, Montpelier, Vermont, United States

Equity Services, Inc. Contact Details

Name Title LinkedIn Phone Email
Dan House Senior Securities Operations, Iii
Lauren Finney Advisor Consultant
Douglas Demay Investment Advisor Representative
Sharlene Mazza Vp, Compliance
Wendy Loehr Registered Representative And Investment Advisor Representative
Marty Olson Investment Advisor Representative
Kristin Northway Field Operations And Supervisory Associate
Requires/Intent and 16 more Employees
Employee Training & Workforce Development
Automation & Workflow Optimization
and more

12. The Vermont Agency

Industry: Financial Services

Location: Vermont

Website: vermontagency.com

Company Size: 51-200

Company Address: 354 Mountain View Drive, Colchester, Vermont, United States

The Vermont Agency Contact Details

Name Title LinkedIn Phone Email
John Holzscheiter Financial Professional
Corey Hevrin Financial Services Professional
Brian Cussimanio Financial Planner
Starr Barnum Financial Advisor
Jonathan Serrano Financial Representative
Tracee Toof Marketing Manager
James Handy Advisor
Requires/Intent and 3 more Employees
Debt Collection & Recovery
Financial Forecasting & Modeling
AI-powered Financial Insights
Accounting Services
Data Analytics & Business Intelligence
and more

13. Pathway Financial Advisors, Llc

Industry: Financial Services

Location: Vermont

Website: pathwayadvisors.com

Company Founded: 2000

Company Size: 1-10

Company Address: 2 Market Street, South Burlington, Vermont, United States

Pathway Financial Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Lori Lustberg Financial Planner
Jim Miller Financial Planner
Krista Harvey-greenstein Client Services
Corrie Parker Client Services
Scott Beaudin Owner
Requires/Intent
Data Analytics & Business Intelligence
Digital Payment & Subscription Solutions
Employee Training & Workforce Development
Financial Auditing & Reporting
Compliance & Regulatory Advisory
and more

14. Heritage Family Credit Union

Industry: Financial Services

Location: Vermont

Website: hfcuvt.com

Company Founded: 1956

Company Size: 51-200

Company Address: 26 Allen Street, Rutland, Vermont, United States

Heritage Family Credit Union Contact Details

Name Title LinkedIn Phone Email
Erik Shappy Vice President Information Systems And Technology
Ron Hance President And Chief Executive Officer
Courtney Jones Teller I
Daniel Pitner Assistant Vice President Mortgage Originator
Brendan Chamberlain Vice President-commercial Lending
Peg Lucci Assistant Vice President - Organizational Development And Training
Tamika Piper Trainer
Requires/Intent and 12 more Employees
Employee Training & Workforce Development
Financial Auditing & Reporting
and more

15. Vermont Community Loan Fund

Industry: Financial Services

Location: Vermont

Website: investinvermont.org

Company Founded: 1987

Company Size: 11-50

Company Address: 15 State Street, Montpelier, Vermont, United States

Vermont Community Loan Fund Contact Details

Name Title LinkedIn Phone Email
Anne Loecher Marketing And Communications Manager
Jake Ide Director Of Investment And Philanthropy
Will Belongia Executive Director
Barbara Petrie Loan Coordinator, Housing, Community Facilities, Early Care And Learning Programs
Katherine Nelson Director Of Finance And Administration
Lynn Gosselin Administrative Manager
Daniel Winslow Loan Officer
Requires/Intent and 2 more Employees
Legal Compliance & Advisory
Accounting Services
and more

16. Silverlake Wealth Management

Industry: Financial Services

Location: Vermont

Website: silverlakewealth.com

Company Founded: 2002

Company Size: 1-10

Company Address: 33 Blair Park Road, Williston, Vermont, United States

Silverlake Wealth Management Contact Details

Name Title LinkedIn Phone Email
Nate Cloutier Vice President Business Development, And Registered Investment Advisor
Requires/Intent
Hedge Fund & Private Equity Consulting
Investment Advisory
API Integration For FinTech
Mergers & Acquisitions Advisory
ERP For Financial Institutions
and more

17. Spruce Mortgage

Industry: Financial Services

Location: Vermont

Company Founded: 1995

Company Size: 11-50

Company Address: 430 Shelburne Road, Burlington, Vermont, United States

Spruce Mortgage Contact Details

Name Title LinkedIn Phone Email
Stephen Richards Loan Officer #1165610
Laurie Hill Mortgage Loan Officer
Ingrid Serafini Mortgage Loan Originator Nmls 92064
Requires/Intent
Financial Forecasting & Modeling
Online Advertising & SEO
and more

18. Vermont Housing Finance Agency

Industry: Financial Services

Location: Vermont

Website: vhfa.org

Company Founded: 1974

Company Size: 11-50

Company Address: 164 Saint Paul Street, Burlington, Vermont, United States

Vermont Housing Finance Agency Contact Details

Name Title LinkedIn Phone Email
Bill Schrecker Development Underwriter
Andrea Tieso Multifamily Management Officer
Steve Gronlund Director Of Human Resources And Administration
George Demas General Counsel
Zachary Nelson Business Development Coordinator
Robin Howe Multifamily Operations Analyst
Pat Lafond Loan Servicing Specialist
Requires/Intent and 6 more Employees
Treasury & Cash Flow Management
Asset Management
Mergers & Acquisitions Advisory
Automation & Workflow Optimization
Debt Collection & Recovery
and more

19. Westview Investment Advisors

Industry: Financial Services

Location: Vermont

Website: westviewinvest.com

Company Founded: 1998

Company Size: 1-10

Company Address: 118 Pine Street, Burlington, Vermont, United States

Westview Investment Advisors Contact Details

Name Title LinkedIn Phone Email
Lindsay Antonowicz Vice President
Ben Nostrand Chief Executive Officer
Jennifer Sokolowski Investment Advisor
Requires/Intent
Loan Origination & Servicing Platforms
Tax Planning & Strategy
Legal Compliance & Advisory
and more

20. Secure Financial Services, Inc

Industry: Financial Services

Location: Vermont

Website: tradeanalysis.com

Company Founded: 1993

Company Size: 11-50

Company Address: 97 Blakely Road, Colchester, Vermont, United States

Secure Financial Services, Inc Contact Details

Name Title LinkedIn Phone Email
Chadley Crull President
Luke Baynes Marketing Associate And Investment Analyst
Lauren Wagner Principal
Lisa Sepanski Software Architect
Sean Mcdonough Senior Investment Analyst
Catherine Currier Human Resources Director
Steve Mcdonald Senior Investment Analyst
Requires/Intent and 2 more Employees
Employee Training & Workforce Development
Loan Origination & Servicing Platforms
Corporate Finance Strategy
and more

21. Vermont Transportation Agency

Industry: Financial Services

Location: Vermont

Company Size: 1-10

Company Address: 109 State Street, Montpelier, Vermont, United States

Vermont Transportation Agency Contact Details

Name Title LinkedIn Phone Email
David Accordino Student Meteorologist
Jonathan Kaiser Manager
Aaron Weaver Civil Engineer
Stephen Madden Manager
Kristin Higgins Structures Engineer
Christopher Mercon Traffic Investigator
Clint French Structures Engineer
Requires/Intent and 3 more Employees
Online Advertising & SEO
Technology Consulting
and more

22. Us Aircraft Finance

Industry: Financial Services

Location: Vermont

Website: usaircraftfinance.com

Company Founded: 1998

Company Size: 1-10

Company Address: 65 Millet Street, Richmond, Vermont, United States

Us Aircraft Finance Contact Details

Name Title LinkedIn Phone Email
Alex Savoie Senior Portfolio Manager
David Savoie Chief Executive Officer And Owner
Requires/Intent
Digital Payment & Subscription Solutions
Mobile App Development For Financial Services
Corporate Finance Strategy
Compliance & Regulatory Advisory
and more

23. Williams Financial, Llc

Industry: Financial Services

Location: Vermont

Website: williamsfinancial.net

Company Founded: 2005

Company Size: 1-10

Company Address: 204 Union Street, Bennington, Vermont, United States

Williams Financial, Llc Contact Details

Name Title LinkedIn Phone Email
Tyler Cinelli Associate Financial Planner And Retirement Plan Specialist
Requires/Intent
Risk Assessment & Mitigation
Cloud Computing Solutions
Data Analytics & Business Intelligence
Mergers & Acquisitions Advisory
and more

24. Trust Company Of Vermont

Industry: Financial Services

Location: Vermont

Website: tcvermont.com

Company Size: 11-50

Company Address: 86 Linden Street, Brattleboro, Vermont, United States

Trust Company Of Vermont Contact Details

Name Title LinkedIn Phone Email
David Debellis Principal And Portfolio Manager
Chris Cassidy Investment Officer
Afim Lynette Chase Trust Officer
Jill Ravey Trust Officer
Bonnie Mclellan Vice President And Senior Investment Officer
Deborah Brown Vice President And Trust Officer
Rich Pearce Managing Director
Requires/Intent and 3 more Employees
Omnichannel Customer Support
Financial Forecasting & Modeling
Legal Compliance & Advisory
API Integration For FinTech
and more

25. Milk Money Vermont

Industry: Financial Services

Location: Vermont

Website: milkmoneyvt.com

Company Founded: 2015

Company Size: 1-10

Company Address: P/o Box 81, Charlotte, Vermont, United States

Milk Money Vermont Contact Details

Name Title LinkedIn Phone Email
Louisa Schibli Co-founder
Requires/Intent
Risk Assessment & Mitigation
Employee Training & Workforce Development
Omnichannel Customer Support
Financial Auditing & Reporting
Compliance & Regulatory Advisory
and more

26. Vermont Economic Development Authority (veda)

Industry: Financial Services

Location: Vermont

Website: veda.org

Company Founded: 1974

Company Size: 11-50

Company Address: 58 East State Street, Montpelier, Vermont, United States

Vermont Economic Development Authority (veda) Contact Details

Name Title LinkedIn Phone Email
Shirley Moore Loan Closing Officer
Cameron Blais Commercial Credit Analyst
Peter Fitzgerald Director Of Loan Resolution
Jonathan Harris Commercial Loan Assistant
Requires/Intent
Legal Compliance & Advisory
Cloud Computing Solutions
IoT-enabled Smart Banking Solutions
Credit Rating & Analysis
Financial Forecasting & Modeling
and more

27. Hwc Financial

Industry: Financial Services

Location: Vermont

Website: hwcfinancial.com

Company Size: 1-10

Company Address: 211 Main Street, Ludlow, Vermont, United States

Hwc Financial Contact Details

Name Title LinkedIn Phone Email
Kevin Theissen Principal And Financial Advisor
Eryn Ryan Investment Advisor
Requires/Intent
Marketing Services
Omnichannel Customer Support
Portfolio Management
and more

28. Pastore Financial Group (pfg)

Industry: Financial Services

Location: Vermont

Website: pastorefinancialgroup.com

Company Founded: 1970

Company Size: 1-10

Company Address: 20 Kimball Avenue, South Burlington, Vermont, United States

Pastore Financial Group (pfg) Contact Details

Name Title LinkedIn Phone Email
Tobin Nadeau Financial Advisor
Julia Mullane Client Experience Consultant And Assistant To John Pastore
Requires/Intent
Treasury & Cash Flow Management
Document Management & E-signature Solutions
Portfolio Management
and more

29. C.k. Financial Resources

Industry: Financial Services

Location: Vermont

Website: ckfinancialresources.com

Company Size: 1-10

C.k. Financial Resources Contact Details

Name Title LinkedIn Phone Email
Kirk Shamberger Partner
Requires/Intent
Accounting Services
Business Strategy & Growth Consulting
and more

30. Twombly Wealth Management Group

Industry: Financial Services

Location: Vermont

Website: twomblywealth.com

Company Founded: 1990

Company Size: 1-10

Company Address: 101 Western Avenue, Brattleboro, Vermont, United States

Twombly Wealth Management Group Contact Details

Name Title LinkedIn Phone Email
David Twombly Owner And Financial Advisor
Requires/Intent
Business Strategy & Growth Consulting
Cybersecurity & Data Protection
Digital Payment & Subscription Solutions
Mobile App Development For Financial Services
Fraud Detection & Prevention
and more

31. Ascend Group

Industry: Financial Services

Location: Vermont

Website: ascendvt.com

Company Founded: 2013

Company Size: 1-10

Company Address: 95 Littlefield Drive, Shelburne, Vermont, United States

Ascend Group Contact Details

Name Title LinkedIn Phone Email
Tim George Director And Co-managing Partner
Requires/Intent
Compliance & Regulatory Advisory
Document Management & E-signature Solutions
Customer Relationship Management (CRM)
Corporate Finance Strategy
Wealth Management
and more

32. Eley Financial Management

Industry: Financial Services

Location: Vermont

Website: eleyfinancialmanagement.com

Company Founded: 1989

Company Size: 1-10

Eley Financial Management Contact Details

Name Title LinkedIn Phone Email
Gary Eley President
Joseph Diebold President
Requires/Intent
HR & Talent Acquisition
Financial Forecasting & Modeling
and more

33. Rock Point Advisors

Industry: Financial Services

Location: Vermont

Website: rockpointadvisors.com

Company Size: 11-50

Rock Point Advisors Contact Details

Name Title LinkedIn Phone Email
Timothy Humphrey Partner
Jackson Bargiello Research Analyst
Matthew Kolar Intern
Requires/Intent
Corporate Finance Strategy
Customer Relationship Management (CRM)
Mergers & Acquisitions Advisory
Financial Planning & Retirement Solutions
Tax Planning & Strategy
and more

34. Professional Financial Associates, Llc.

Industry: Financial Services

Location: Vermont

Website: pfavt.com

Company Founded: 2000

Company Size: 1-10

Professional Financial Associates, Llc. Contact Details

Name Title LinkedIn Phone Email
Corey Hill Team Associate
Requires/Intent
Wealth Management
Mortgage & Loan Processing
HR & Talent Acquisition
Business Strategy & Growth Consulting
and more

35. Enosburg Falls Country Club

Industry: Financial Services

Location: Vermont

Website: efccvt.com

Company Founded: 1962

Company Size: 1-10

Company Address: 53 Elm Street, Enosburg Falls, Vermont, United States

Enosburg Falls Country Club Contact Details

Name Title LinkedIn Phone Email
Allison Parent Manager
Requires/Intent
Document Management & E-signature Solutions
Cloud Computing Solutions
Omnichannel Customer Support
Marketing Services
and more

36. Transmedia Trading Company

Industry: Financial Services

Location: Vermont

Website: transmediabarter.com

Company Founded: 1993

Company Size: 1-10

Transmedia Trading Company Contact Details

Name Title LinkedIn Phone Email
Len Lamare Sales And Marketing Specialist
Michael Merrigan Managing Director
David Jackson Regional Director Maine
Keegan Patenaude Broker
Ruth Milam Broker
Jenny Amanna Broker
Requires/Intent
Fraud Detection & Prevention
Cloud Computing Solutions
Wealth Management
Financial Forecasting & Modeling
and more

37. Champlin & Associates

Industry: Financial Services

Location: Vermont

Website: champlinandassociates.com

Company Founded: 2014

Company Size: 1-10

Company Address: 6 Pinecrest Drive, Essex Junction, Vermont, United States

Champlin & Associates Contact Details

Name Title LinkedIn Phone Email
David Crawford Pump And Controls Specialist
Requires/Intent
Technology Consulting
Financial Forecasting & Modeling
Asset Management
Data Analytics & Business Intelligence
and more

38. Burlington Bank Card

Industry: Financial Services

Location: Vermont

Website: burlingtonbankcard.com

Company Founded: 2009

Company Size: 1-10

Company Address: 117 Bank Street, Burlington, Vermont, United States

Burlington Bank Card Contact Details

Name Title LinkedIn Phone Email
Dave Thomas Owner
Requires/Intent
Compliance & Regulatory Advisory
Cybersecurity & Data Protection
and more

39. Multistrat Advisors, Inc.

Industry: Financial Services

Location: Vermont

Website: multistrat.bm

Company Founded: 2013

Company Size: 1-10

Company Address: 1043 Sheep Farm Road, Middlebury, Vermont, United States

Multistrat Advisors, Inc. Contact Details

Name Title LinkedIn Phone Email
Meg Howard Operations Manager
Requires/Intent
Insurance & Underwriting Services
Corporate Finance Strategy
and more

40. Transaction Resources, Inc.

Industry: Financial Services

Location: Vermont

Website: transactionresources.com

Company Founded: 1993

Company Size: 11-50

Company Address: P/o Box 667, Richmond, Vermont, United States

Transaction Resources, Inc. Contact Details

Name Title LinkedIn Phone Email
Tom Summers Senior Programmer Analyst
Maria Alexander Supervisor
Sarah Rich Accounting Administration
Pearl Dennis Customer Service And Technical Support
Jesse Snyder Treasurer
Maria Alexander Supervisor
Requires/Intent
Marketing Services
Loan Origination & Servicing Platforms
Hedge Fund & Private Equity Consulting
and more

41. Catamount Innovation Fund

Industry: Financial Services

Location: Vermont

Company Founded: 2016

Company Size: 11-50

Catamount Innovation Fund Contact Details

Name Title LinkedIn Phone Email
Josh Audette Senior Analyst
Requires/Intent
Financial Auditing & Reporting
Mortgage & Loan Processing
Treasury & Cash Flow Management
Banking & Payment Processing
ESG & Sustainable Finance Consulting
and more

42. Stage 2 Planning Partners

Industry: Financial Services

Location: Vermont

Website: stage2planning.com

Company Founded: 1997

Company Size: 1-10

Company Address: 1233 Shelburne Road, South Burlington, Vermont, United States

Stage 2 Planning Partners Contact Details

Name Title LinkedIn Phone Email
Jason Heller Financial Advisor
Requires/Intent
Cybersecurity & Data Protection
Banking & Payment Processing
and more

43. Professional Financial Associates, Llc.

Industry: Financial Services

Location: Vermont

Company Founded: 2000

Company Size: 1-10

Professional Financial Associates, Llc. Contact Details

Name Title LinkedIn Phone Email
John Bourland Founding Partner
John Davis Financial Services
Requires/Intent
Mortgage & Loan Processing
ERP For Financial Institutions
Document Management & E-signature Solutions
and more

44. Merchants Trust Company

Industry: Financial Services

Location: Vermont

Website: mtcvt.com

Company Size: 11-50

Merchants Trust Company Contact Details

Name Title LinkedIn Phone Email
Jim Miller Senior Trust Officer
Diane Kline Personal Investment Officer
Laurie Keefe Trust Operations Officer
Requires/Intent
Corporate Finance Strategy
Mortgage & Loan Processing
Financial Planning & Retirement Solutions
and more

45. Milne Financial Planning

Industry: Financial Services

Location: Vermont

Website: milnefeeonly.com

Company Size: 1-10

Company Address: 770 Railroad Street, St Johnsbury, Vermont, United States

Milne Financial Planning Contact Details

Name Title LinkedIn Phone Email
Cindee Taradash Financial Advisor
Requires/Intent
Cybersecurity & Data Protection
Customer Relationship Management (CRM)
Tax Planning & Strategy
Business Strategy & Growth Consulting
and more

46. Bell Wealth Management

Industry: Financial Services

Location: Vermont

Website: bellwealth.com

Company Size: 1-10

Company Address: 110 Kimball Avenue, South Burlington, Vermont, United States

Bell Wealth Management Contact Details

Name Title LinkedIn Phone Email
Fracaro-choate Amy Financial Advisor
Requires/Intent
Customer Relationship Management (CRM)
Tax Planning & Strategy
and more

47. Tortilla Flat

Industry: Financial Services

Location: Vermont

Website: tortillaflataz.com

Company Size: 1-10

Company Address: 317 Riverside Avenue, Burlington, Vermont, United States

Tortilla Flat Contact Details

Name Title LinkedIn Phone Email
Deven Clements Kitchen Manager
Requires/Intent
Cybersecurity & Data Protection
Employee Training & Workforce Development
and more

48. Community Financial Services Group, Llc

Industry: Financial Services

Location: Vermont

Website: cfsgtrust.com

Company Size: 11-50

Company Address: 100 Main Street, Newport, Vermont, United States

Community Financial Services Group, Llc Contact Details

Name Title LinkedIn Phone Email
Thomas Bright Trust Officer And Vice President
Requires/Intent
Loan Origination & Servicing Platforms
Performance Tracking & KPI Analytics
AI-powered Financial Insights
and more

49. Plangen L.l.c.

Industry: Financial Services

Location: Vermont

Website: plangen.com

Company Founded: 2002

Company Size: 1-10

Company Address: 768 South Main Street, Bethel, Vermont, United States

Plangen L.l.c. Contact Details

Name Title LinkedIn Phone Email
Roxana Salem Software Engineer
Requires/Intent
Financial Auditing & Reporting
Compliance & Regulatory Advisory
Performance Tracking & KPI Analytics
Risk Assessment & Mitigation
Quality Control & Assurance
and more

50. Town Of Mendon

Industry: Financial Services

Location: Vermont

Website: townofmendon.org

Company Size: 1-10

Company Address: 34 Route 4 East, Rutland, Vermont, United States

Town Of Mendon Contact Details

Name Title LinkedIn Phone Email
Jesse Bridge Bookkeeper
Requires/Intent
Mergers & Acquisitions Advisory
Fraud Detection & Prevention
Financial Planning & Retirement Solutions
Online Advertising & SEO
and more

51. Marble Trail Financial

Industry: Financial Services

Location: Vermont

Website: marbletrail.com

Company Size: 11-50

Company Address: 5 Court Street, Middlebury, Vermont, United States

Marble Trail Financial Contact Details

Name Title LinkedIn Phone Email
Matt Wootten Principal
Requires/Intent
Technology Consulting
Risk Assessment & Mitigation
Financial Forecasting & Modeling
and more

52. Salaam Clothing

Industry: Financial Services

Location: Vermont

Website: salaamclothing.com

Company Size: 11-50

Salaam Clothing Contact Details

Name Title LinkedIn Phone Email
Fidelma Wyse General Manager And Sales Manager
Requires/Intent
Corporate Finance Strategy
ERP For Financial Institutions
Risk Assessment & Mitigation
Financial Auditing & Reporting
and more

53. Vergennes Area Rescue Squad

Industry: Financial Services

Location: Vermont

Company Size: 1-10

Company Address: P/o Box 11, Vergennes, Vermont, United States

Vergennes Area Rescue Squad Contact Details

Name Title LinkedIn Phone Email
Chuck Welch Operation Coordinator
Requires/Intent
Customer Relationship Management (CRM)
Asset Management
Document Management & E-signature Solutions
Fraud Detection & Prevention
Financial Forecasting & Modeling
and more

54. Barrell Investment Group

Industry: Financial Services

Location: Vermont

Website: barrellinvestmentgroup.com

Company Size: 1-10

Barrell Investment Group Contact Details

Name Title LinkedIn Phone Email
Theresa Jenks Office Manager
Requires/Intent
Corporate Finance Strategy
Mobile App Development For Financial Services
Asset Management
and more

55. Vermont Bankers Association

Industry: Financial Services

Location: Vermont

Website: vtbanker.com

Company Founded: 1909

Company Size: 1-10

Company Address: 89 Main Street, Montpelier, Vermont, United States

Vermont Bankers Association Contact Details

Name Title LinkedIn Phone Email
Amy Dickinson Vice President And Corporate Secretary
Requires/Intent
Cybersecurity & Data Protection
Business Strategy & Growth Consulting
Insurance & Underwriting Services
Securities Trading & Brokerage
Branding & Public Relations
and more

56. Members Advantage Community Credit Union Credi

Industry: Financial Services

Location: Vermont

Company Size: 1-10

Company Address: 614 North Hartland Road, White River Junction, Vermont, United States

Members Advantage Community Credit Union Credi Contact Details

Name Title LinkedIn Phone Email
Linda Clickner Loan Officer
Requires/Intent
Treasury & Cash Flow Management
Omnichannel Customer Support
and more

57. Vermont Appraisal Company

Industry: Financial Services

Location: Vermont

Company Size: 1-10

Company Address: 2351 Brook Road, Plainfield, Vermont, United States

Vermont Appraisal Company Contact Details

Name Title LinkedIn Phone Email
Ted Nelson Co Owner And Appraiser
Requires/Intent
Document Management & E-signature Solutions
Performance Tracking & KPI Analytics
and more

58. Oil N Go

Industry: Financial Services

Location: Vermont

Website: oilngo.com

Company Size: 11-50

Company Address: 2 David Drive, Essex Junction, Vermont, United States

Oil N Go Contact Details

Name Title LinkedIn Phone Email
Lauren Ruff Office Manager
Requires/Intent
Debt Collection & Recovery
Performance Tracking & KPI Analytics
and more

59. Wealth & Wisdom, Llc

Industry: Financial Services

Location: Vermont

Website: wealthandwisdomvt.com

Company Founded: 2017

Company Size: 1-10

Company Address: 3 Main Street, Burlington, Vermont, United States

Wealth & Wisdom, Llc Contact Details

Name Title LinkedIn Phone Email
Peter Walcott Financial Educator And Coach
Requires/Intent
Risk Management & Compliance
Cloud Computing Solutions
AI-powered Financial Insights
Credit Rating & Analysis
and more

60. Inn At Buck Hollow Farm

Industry: Financial Services

Location: Vermont

Website: buckhollow.com

Company Size: 1-10

Company Address: 2150 Buck Hollow Road, Fairfax, Vermont, United States

Inn At Buck Hollow Farm Contact Details

Name Title LinkedIn Phone Email
Bradley Schwartz Owner
Requires/Intent
HR & Talent Acquisition
AI-powered Financial Insights
Securities Trading & Brokerage
and more

61. Steeple Market

Industry: Financial Services

Location: Vermont

Website: steeplemarket.com

Company Size: 11-50

Company Address: 1098 Main Street, Fairfax, Vermont, United States

Steeple Market Contact Details

Name Title LinkedIn Phone Email
Alex Russell Butcher
Amanda Bittner Deli Associate
Requires/Intent
Treasury & Cash Flow Management
Cybersecurity & Data Protection
Automation & Workflow Optimization
and more

62. Covered Bridge Credit Union

Industry: Financial Services

Location: Vermont

Website: coveredbridgecu.com

Company Size: 1-10

Company Address: 12 Depot Avenue, Windsor, Vermont, United States

Covered Bridge Credit Union Contact Details

Name Title LinkedIn Phone Email
Joyce Hasbrouck Chief Executive Officer
Requires/Intent
Financial Forecasting & Modeling
Blockchain & Cryptocurrency Solutions
Business Strategy & Growth Consulting
Financial Auditing & Reporting
and more

63. Margaret Atkins Munro, E.a.

Industry: Financial Services

Location: Vermont

Website: taxpanacea.com

Company Founded: 1999

Company Size: 1-10

Company Address: P/o Box 68, Essex Junction, Vermont, United States

Margaret Atkins Munro, E.a. Contact Details

Name Title LinkedIn Phone Email
Melinda Haskins Office Assistant
Requires/Intent
API Integration For FinTech
Wealth Management
Accounting Services
Document Management & E-signature Solutions
and more

64. Town Of Fairlee

Industry: Financial Services

Location: Vermont

Website: fairleevt.org

Company Size: 1-10

Company Address: 75 Town Common Road, Fairlee, Vermont, United States

Town Of Fairlee Contact Details

Name Title LinkedIn Phone Email
Laurent Veilleux Town Administrator
Requires/Intent
Mortgage & Loan Processing
Mobile App Development For Financial Services
and more

65. Computer Innovations (vermont)

Industry: Financial Services

Location: Vermont

Company Founded: 1989

Company Size: 1-10

Computer Innovations (vermont) Contact Details

Name Title LinkedIn Phone Email
Jane Tortora Medical Biller
Requires/Intent
Quality Control & Assurance
Branding & Public Relations
Corporate Finance Strategy
Insurance & Underwriting Services
Mergers & Acquisitions Advisory
and more

66. Park Row Cafe

Industry: Financial Services

Location: Vermont

Company Size: 1-10

Company Address: 7 Park Row, Waterbury, Vermont, United States

Park Row Cafe Contact Details

Name Title LinkedIn Phone Email
Steven Royce Cook
Requires/Intent
Tax Planning & Strategy
Insurance & Underwriting Services
and more

67. Dowell Financial

Industry: Financial Services

Location: Vermont

Website: dowellfinancial.com

Company Founded: 1999

Company Size: 1-10

Dowell Financial Contact Details

Name Title LinkedIn Phone Email
Kathleen Dowell Owner
Requires/Intent
Mergers & Acquisitions Advisory
ESG & Sustainable Finance Consulting
and more

68. G Stone Motors Inc

Industry: Financial Services

Location: Vermont

Website: gstonemotors.com

Company Size: 1-10

Company Address: 36 Boardman Street, Middlebury, Vermont, United States

G Stone Motors Inc Contact Details

Name Title LinkedIn Phone Email
Mike Whitney Detailer
Requires/Intent
Data Analytics & Business Intelligence
AI-powered Financial Insights
Omnichannel Customer Support
Digital Payment & Subscription Solutions
and more
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Vermont Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Dilli Bista National Life Group Agent
2 Elaine Zito National Life Group Life Insurance Guru
3 Alexander Johnson National Life Group Talent Acquisition Consultant
4 Rebecca Dunne National Life Group Vice President
5 Mehran Assadi National Life Group Chairman, Chief Executive Officer And President
6 Greg Mateja National Life Group Vice President, Corporate Development And Institutional Markets At National Life Group
7 Amarendra Singh National Life Group Senior Investment Analyst, Corporate Bond And Derivatives
8 Kathy Corbin New England Federal Credit Union (nefcu) Human Resources Manager
9 Hilary Salvo New England Federal Credit Union (nefcu) Senior Accountant
10 Megan Turnbaugh New England Federal Credit Union (nefcu) Member Service Representative
11 Katherine Gravelin New England Federal Credit Union (nefcu) Mortgage And Business Loan Services Specialist
12 Abbie Jefferis New England Federal Credit Union (nefcu) Secondary Market Analyst At New England Federal Credit Union
13 Ccuia Allison Cota New England Federal Credit Union (nefcu) Internal Auditor
14 Mark Keefe New England Federal Credit Union (nefcu) Recruiter
15 Heather Neuwirth Vsecu Member Of Board Of Directors
16 Trev Thorpe Vsecu Vice President Of Information Technology
17 Heather Lovejoy Vsecu Member Of Board Of Directors
18 Bradley Carleton Vsecu New Business Development And Vsecu Passionate Promoter
19 Terence Field Vsecu Senior Vice President Finance, Chief Financial Officer
20 Elizabeth Laperle Vsecu Mortgage Originator
21 Dawn Rinker Vsecu Director Of Consumer Lending And Asset Recovery
22 Dan Feeney North Star Leasing Company Chief Executive Officer
23 Kit Antinozzi North Star Leasing Company Business Relationship Manager
24 Jason Nadeau North Star Leasing Company Sales Manager And Vendor Relations Manager
25 Billy Louis North Star Leasing Company Underwriter And Analyst
26 Rebecca Chandler North Star Leasing Company Chief Operating Officer
27 Justin Ward North Star Leasing Company Business Development Specialist
28 Colin Rugg North Star Leasing Company Senior Business Development Specialist
29 Dave Lane Yankee Farm Credit, Aca Senior Vice President
30 Shantel Thomas Yankee Farm Credit, Aca Senior Accountant
31 Nick Guyer Yankee Farm Credit, Aca Certified General Appraiser
32 Dan Shepard Yankee Farm Credit, Aca Assistant Chief Financial Officer
33 Jim Mills Yankee Farm Credit, Aca Senior Vice President, Strategy, Risk And Audit
34 Michael Moloney Yankee Farm Credit, Aca Assistant Vice President Of Financial Services
35 Andy Wood Yankee Farm Credit, Aca Loan Officer
36 Michael Thompson Copper Leaf Financial Senior Wealth Advisor | Partner
37 Patricia Sears Community Capital Of Vermont Board Of Directors, Secretary | Community Capital Of Vermont, Inc
38 Ela Chapin Community Capital Of Vermont Board President
39 Matthew Britt Heritage Family Fcu Digital And Graphic Designer
40 Steven Morneau Heritage Family Fcu Financial Advisor

Financial Services companies in different states of USA

No. Industry Number of Contacts Download
1 Financial services Companies in Alabama 2004
2 Financial services Companies in Alaska 457
3 Financial services Companies in Arizona 4858
4 Financial services Companies in Arkansas 529
5 Financial services Companies in California 62258
6 Financial services Companies in Colorado 5704
7 Financial services Companies in Connecticut 9599
8 Financial services Companies in Delaware 2083
9 Financial services Companies in Florida 5273
10 Financial services Companies in Georgia 13506
11 Financial services Companies in Hawaii 103
12 Financial services Companies in Idaho 869
13 Financial services Companies in Illinois 16797
14 Financial services Companies in Indiana 5687
15 Financial services Companies in Iowa 8813
16 Financial services Companies in Kansas 5318
17 Financial services Companies in Kentucky 2363
18 Financial services Companies in Louisiana 2169
19 Financial services Companies in Maine 2149
20 Financial services Companies in Maryland 6935
21 Financial services Companies in Massachusetts 16587
22 Financial services Companies in Michigan 5559
23 Financial services Companies in Minnesota 14603
24 Financial services Companies in Mississippi 2290
25 Financial services Companies in Missouri 19297
26 Financial services Companies in Montana 898
27 Financial services Companies in Nebraska 6544
28 Financial services Companies in Nevada 1792
29 Financial services Companies in New Hampshire 1010
30 Financial services Companies in New Jersey 9176
31 Financial services Companies in New Mexico 1008
32 Financial services Companies in New York 113150
33 Financial services Companies in North Carolina 7960
34 Financial services Companies in North Dakota 642
35 Financial services Companies in Ohio 8615
36 Financial services Companies in Oklahoma 2910
37 Financial services Companies in Oregon 3218
38 Financial services Companies in Pennsylvania 21443
39 Financial services Companies in Rhode Island 658
40 Financial services Companies in South Carolina 4269
41 Financial services Companies in South Dakota 947
42 Financial services Companies in Tennessee 8071
43 Financial services Companies in Texas 12289
44 Financial services Companies in Utah 8759
45 Financial services Companies in Virginia 26128
46 Financial services Companies in Washington 2203
47 Financial services Companies in West Virginia 107
48 Financial services Companies in Wisconsin 21503
49 Financial services Companies in Wyoming 325
50 Financial services Companies in District Of Columbia 7241

Financial Services companies in different cities of Vermont

No. Cities Number of Contacts Download
1 Financial services Companies in Burlington 4640
2 Financial services Companies in Montpelier 3248
3 Financial services Companies in South Burlington 1856