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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.

  • 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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