Burlington, VT
4 Financial Advisors near you
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Burlington Financial Advisors

Browse these financial services with great ratings from Thumbtack customers in Burlington.

Pro Tax Services, LLC
4.8
from 9 reviews
  • 3 years in business
  • 14 hires on Thumbtack
Mayte G.
Verified review

Working with Tom was a great experience overall! He was very knowledgeable, friendly, approachable, and a pleasure to work with. We had many questions being a first-time business owner filing taxes for the first time and he was very patient with all our questions, taking the time to answer each one. We plan to use him again next year and would recommend him to anyone looking for tax services.

Out Of Debt And In Control
5.0
from 2 reviews
  • 12 years in business
  • New on Thumbtack
Paul S.
Verified review

In 1996 my wife became unable to work but we still had all the credit card debt left from what used to be a comfortable two income family. Times were so tough we basically had to ignore all bills except our utilities and rent. We even went to a local Credit Counselor but he couldn’t even help us. He said we had already “cut to the bone” before we came to him. He had no further suggestions. That’s when Joanne took the reins. She negotiated with the Credit Card Company to freeze our interest so that our debt wouldn’t keep growing. With other cards she negotiated a settlement shaving hundreds of dollars off what we owed them. And she even negotiated with our landowner so that we could split our rent payment in two during the month, which really helped. Two years later my wife still wasn’t working, but with Joanne’s help and our commitment to her good financial practices, we paid off our debts, got our good credit scores back and even purchased a home – something we thought we would never be able to do. By continuing to use the skills learned we raised our credit scores to 821 and 832 respectively and most recently we were able to purchase a $51,000 wheelchair accessible vehicle. Life is good.

  • 21 years in business
  • New on Thumbtack
About

Stage 2 Planning Partners provides wealth management, financial planning, investment management and consulting services. The people we serve are the people getting ready for retirement, people going through divorces, those who have just lost a spouse, significant wealth holders and owners of privately held businesses.

About

Serving Burlington, VT and outlying areas, Douglas Dailey of Champlain Valley Financial Services if offering the following services not limited to: Long Term Care, Annuities, Life Insurance, Retirement and Financial Planning.

About

Serving Burlington, Vt., and outlying areas, Douglas Dailey of Champlain Valley Financial Services is offering services, not limited to the following: * long-term care * annuities * life insurance * retirement * financial planning

  • New on Thumbtack
About

Skygate Financial Group is a financial services advisory firm. We help our clients with comprehensive financial planning, investment planning, full-service tax consulting, risk management, and cash management. We are a CPA and CFP practice that is independent, objective and experienced. Skygate Financial's offices are in Chester, VT, New York, NY and Greenwich, CT, and we serve clients across the country and around the world.

About

Our advisors don't offer cookie-cutter solutions based on questionnaires and computer generated reports. We work first to really get to know and understand you - your current goals, immediate plans and future objectives. We offer a customized approach to fit your needs, accountability to professional standards of conduct, and our unique methodology and proprietary tools developed over 20 years experience. We provide retirement vision for your changing world. Securities and Investment Advisory Services offered through H. Beck, Inc. Member: FINRA/SIPC Vermont Wealth & Retirement, LLC and H. Beck, Inc are unaffiliated entities

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