Financial Services

TD Bank, America's Most Convenient Bank

111 Main Street
Burlington, VT 05402

802-860-5562

800-257-0899

TD Bank, America's Most Convenient Bank®, is one of the 10 largest banks in the United States, delivering full-scale solutions to nearly 8 million customers from Maine to Florida. TD Bank offers customers an array of retail, small business and...

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People's United Bank - Burlington

2 Burlington Square
Burlington, VT 05401

802-658-4000

800-772-1090

People's United Bank is a subsidiary of People's United Financial, Inc., a diversified financial services company with $30 billion in assets. People's United Bank, founded in 1842, is a premier, community-based, regional bank in the Northeast...

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VSECU

1 Bailey Ave.
Montpelier, VT 05602

802-371-5162

800-371-5162

VSECU is a credit union for everybody who lives or works in Vermont. You can join online at vsecu.com.

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National Life Group

1 National Life Dr.
Montpelier, VT 05604 0001

802-229-3333

Founded in Montpelier in 1850 - grown to a $20 billion financial institution licensed in all 50 states offering life insurance, annuities, mutual funds, retirement planning & other financial services to a wide spectrum of individuals & businesses....

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Marble Trail Financial

P.O. Box 30
Middlebury, VT 05753

(802) 388-6300

Member Since: 2020

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Community Bank, N.A.

275 Kennedy Dr.
South Burlington, VT 05403

802-865-1900

Community Bank, N.A. is a full-service financial institution with more than 230 locations across Upstate New York, Northeastern Pennsylvania, Vermont, and Western Massachusetts. We offer personal loans, mortgages, checking and savings accounts...

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Vermont Economic Development Authority-VEDA

58 E. State St., Ste. 5
Montpelier, VT 05602

802-828-5627

VEDA provides financing programs for Vermont businesses and farmers....

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Union Bank - Morrisville (Lower Main Street)

20 Lower Main Street
Morrisville, VT 05661

802-888-6600

Serving northern Vermont and northern New Hampshire with complete banking and trust services. Your local bank since 1891....

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Northfield Savings Bank

1021 Paine Turnpike No.
Berlin, VT 05602

802-672-2274

800-NSB-CASH

Northfield Savings Bank offers a full range of banking services for individuals and businesses, and gives 10% of its profits to community organizations....

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Community National Bank

4811 US Rte. 5
Derby, VT 05829

802-334-7915

At Community National Bank, we channel our passions for people and community into the delivery of financial services. We are Vermont’s Community Bank™ and have been providing financial services to consumers, businesses and organization since 1851...

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Mascoma Bank

67 No. Park St.
Lebanon, NH 03766

603-443-8643

Mascoma Savings Bank is mutually owned and not for sale. With no shareholders to please, we are committed to remaining independent and investing our profits in our community. A full service bank with branches along the Connecticut River Valley...

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Gallagher, Flynn & Company, LLP

725 Community Dr., Ste. 401
South Burlington, VT 05403

802-863-1331

As one of the largest independent CPA and business advisory firms in Northern New England, Gallagher, Flynn & Company, LLP, (“GFC”) prides itself in offering trusted industry expertise rendered with a highly personal touch from our offices in South Burli

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NBT Bank

150 Bank St.
Burlington, VT 05401

802-318-9150

NBT Bank provides personal banking, asset management and business services. The independent community bank recently expanded into VT and has 84 offices in New York....

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NorthCountry Federal Credit Union

69 Swift St., Ste. 100
South Burlington, VT 05403

800-660-3258

NorthCountry provides top-rate financial services, favorable rates, and local service for citizens of northern Vermont....

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Sullivan, Powers & Co.

77 Barre St.
Montpelier, VT 05602

802-223-2352

Business and personal tax planning and preparation. Audits, reviews and compilations....

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KPMG LLP

463 Mountain View Dr., Ste. 400
Colchester, VT 05446

802-651-5613

Big four CPA firm serving clients locally and globally....

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Duncan Hermanson Corp.

28 West St.
Bristol, VT 05443

802-363-3341

Real estate investment and economic advisory services....

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Bar Harbor Bank & Trust

21 Main Street
Randolph, VT 05060

888-853-7100

Looking to finance your business, purchase your dream home, or find a better checking relationship? Bar Harbor Bank & Trust is here to help you achieve your financial goals. Member FDIC, Equal Housing Lender...

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Davis & Hodgdon Associates CPAs, PLC

33 Blair Park Rd., Ste. 201
Williston, VT 05495

802-878-1963

802-775-7132

At Davis & Hodgdon Associates CPAs, we are proud to serve Vermont's residents and entrepreneurs. Our proactive approach is just one of the things that makes us more than just an accounting firm, we counsel our clients on a wide range of financial...

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UBS Financial Services, Inc.

38 Eastwood Dr., Ste. 400
South Burlington, VT 05403 5770

802-860-5770

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Hickok & Boardman HR Intelligence

346 Shelburne Rd., 5th Floor
Burlington, VT 05402

802-863-5534

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Association of Vermont Credit Unions

401 Watertower Circle, Ste. 301
Colchester, VT 05446 6960

802-863-7848

The Association of Vermont Credit Unions is a non-profit corporation that provides financial cooperatives throughout the state with a variety of trade association services. In Vermont and nationwide, we promote the cooperative credit union movemen...

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SeaComm Federal Credit Union

1680 Shelburne Rd.
So. Burlington, VT 05401

315-764-0566

In 1963, ten visionary employees of Chevrolet Aluminum Foundry of GM Corporation in Massena invested $5 each to obtain a share in a newly formed organization that we know today as SeaComm Federal Credit Union. Initially working from a toolbox, the...

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People's United Bank - Montpelier

112 State St., Ste. 1
Montpelier, VT 05602

802-223-3466

People's United Bank, a diversified financial services company with approximately $22 billion in assets, provides consumer and commercial banking services across New England....

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Cost Segregation Services, Inc.

9 Elm St.
Randolph, VT 05060

802-728-2044

What would you do with extra cash flow? Cost segregation is the method of re-classifying components and improvements of your commercial building from real property to personal property. This process allows the assets to be depreciated on a 5, 7 or...

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KeyBank

149 Bank St.
Burlington, VT 05401

802-660-4273

800-642-5154

KeyBank provides investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout Vermont....

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Antoine Williams & Associates Financial Services

2997 Shelburne Rd.
Shelburne, VT 05482

802-985-8808

We help a select group of individuals going through transitions due to death, divorce, inheritance, and retirement, make smart decisions with their money that are aligned with their values and goals. We do this by using a consultative process to...

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People's United Bank - Middlebury

1 Court St.
Middlebury, VT 05753

802-388-6316

People's United Bank, a diversified financial services company with approximately $22 billion in assets, provides consumer and commercial banking services across New England....

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Economic & Policy Resources, Inc.

PO Box 1660
Williston, VT 05495

802-878-0346

800-765-1377

EPR specializes in public policy analysis and policy development. We also prepare economic damage and business analyses and evaluations for litigation support....

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Vermont Housing Finance Agency (VHFA)

164 St. Paul St.
Burlington, VT 05401 0408

802-864-5743

800-339-5866

VHFA's mission is to finance and promote affordable, safe and decent housing opportunities for low and moderate income Vermonters. We provide access to low-cost, flexible, innovative programs for individuals in need of affordable mortgage...

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JHW & Associates, CPAs, PLLC

5399 Williston Rd., Ste. 205
Williston, VT 05495

802-865-2777

Accounting firm specializing in Estate and Trust planning and tax preparation, as well as tax and financial matters affecting beneficiaries...

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Northeast Legacy LLC

(857) 272-7694

Northeast Legacy is an entrepreneur-led company with a mission to acquire, operate, and grow a single business in New England. We also offer investment and consulting services for businesses looking to solve their toughest problems.

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Batchelder Associates P.C.

1 Conti Circle #1
Barre, VT 05641

802-476-9490

800-339-7883

Batchelder Associates, P.C.'s mission is to provide our clients with superior personalized tax, accounting, finance and consulting services by implementing practical solutions to fit their needs. The growth of our company depends on providing...

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Union Bank - St. Johnsbury (Railroad Street)

364 Railroad St.
St. Johnsbury, VT 05819

802-748-3131

Serving northern Vermont and northern New Hampshire with complete banking and trust services. Your local bank since 1891....

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Country Business, Inc.

PO Box 940
Brattleboro, VT 05301

802-254-4504

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Fothergill Segale & Valley, CPA's

143 Barre St.
Montpelier, VT 05602

802-223-6261

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TD Wealth Division

111 Main St.
Burlington, VT 05401

802-860-5535

800-889-1153

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Maple Capital Management

535 Stone Cutters Way
Montpelier, VT 05602

802-229-2838

Providing customized solutions to investment management needs. Founded in 2004, Maple Capital Management has worked with the core belief that every portfolio should be structured to meet the individual needs and objectives of each client. We have...

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Vermont Bankers Association, Inc.

City Ctr., 89 Main St., 3rd Floor
Montpelier, VT 05602

802-229-0341

We were organized 101 years ago "to promote the general welfare and usefulness" of our Vermont banking institutions. The Association remains committed to that mission today....

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Chittenden Business Services