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Marble Trail Financial

Marble Trail Financial

 
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Finance & Insurance >> Financial Services >> Tax Services

Marble Trail Financial

Marble Trail Financial
P.O. Box 30
Middlebury, VT 05753 | map | directions
(802) 388-6300

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We believe that everyone who needs help with financial planning, investment management, taxes and/or business accounting deserves a service provider they know and can trust. So, we created Marble Trail Financial by bringing together three respected firms: Addison Advisors, Misasi & Company CPAs and Davis Associates. We are experienced professionals, committed to our community, who combine asset management with tax preparation as well as comprehensive financial planning to offer a complete package of financial services for individuals, families, and businesses. Our business takes inspiration from the Marble Trail — the geological corridor of western Vermont whose marble, quarried here since the 1700s, has been crafted into many of America's most treasured public buildings, monuments, and works of art. Just like the Marble Trail, our roots are here in Vermont, our experience is solid, and our connections spread far and wide. As registered investment advisors, certified public accountants, and enrolled agents we are held, and we hold ourselves, to a higher fiduciary standard: to act in the best interest of each client, in every interaction. We're a small firm, which allows us to work closely with every client, and it means we can consistently deliver high-quality, personalized service — the kind that earns trust, and rewards it. We love what we do. Our work can be complex, but our goal is simple: we strive to make long-term, positive differences for everyone who places their trust in Marble Trail Financial.

Member Since: 2020
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 (Date: 3/5/2021)
 

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Copyright 2020 Vermont Chamber of Commerce
Physical Address:
751 Granger Road - Berlin; Barre, VT 05641 
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Mailing Address:
P.O. Box 37; Montpelier, VT 05601 
​Phone: 802.223.3443


​Connect with the Vermont Chamber

  • About Us
    • Board of Directors
    • Vermont Chamber Staff
    • Get Involved
    • The Vermont Futures Project
    • Newsletters
    • Partners
    • Community Events
    • Sitemap
    • Blog
  • Membership
    • Member Payments & Renewals
    • New Membership Join Form
    • Vermont Independent Restaurants
    • Membership Rate Card
    • Download PDF Membership Form
    • List of Membership Benefits
    • Awards >
      • Citizen of the Year & Above and Beyond Awards Dinner
      • Deane C. Davis Outstanding Business of the Year Award
      • Hospitality Awards
      • Vermont's Top 10 Events
    • Networking
    • Marketing Opportunities
    • Advocacy
    • Workforce Training Certification
  • Events
    • Virtual Policy Series
    • Economic Conference
    • Hospitality Industry Webinar Series
    • Recovery Passport
    • Event Flyer
    • Chamber Events >
      • Register for the Lodging Town Hall with Congressman Welch
      • Workforce & Talent Summit
      • Manufacturing Summit A Supply Chain Event for Advanced Manufacturing
      • Citizen of the Year & Above and Beyond Awards Dinner
  • Issue Center
    • COVID-19 >
      • Latest Workplace Guidance
      • Help for Businesses
      • Chamber Working for You
      • Stay Informed
    • Invest In Vermont
    • Legislative Successes
    • Government Affairs Team
    • Issues
    • Statewide Issues Forums
    • Business Agenda
    • Campaign Research Center
  • Marketing
    • Promote To Visitors >
      • Vermont Media Kit
      • Official Vermont Vacation Guide / Stay & Play Directory
      • Vermont Summer Vacation Guide
      • Vermont Winter Vacation Guide
      • Top 10 Events
      • Group Tour Marketing
    • Promote to Businesses >
      • Sponsor a Signature Event
      • Digital Advertising
      • Advertorials in E-Newsletters
  • Directory
  • Member Login