Finance

M&T Bank

77 Pine Street, Suite 100
Burlington, VT 05401

Kathleen Schirling

802-660-1405

Member Since: 1980

People’s United Bank is a premier, community-based, regional Northeast bank with more than 5,500 employees offering commercial and retail banking, as well as wealth management services.

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JP Morgan Chase

1 Church St. Ste. 200
Burlington, VT 005401

(802) 839-9339

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Vermont Federal Credit Union

275 Kennedy Dr.
South Burlington, VT 05407

Peter Winch

(802) 658-0225

(888) 252-0202

Member Since: 1994

At Vermont Federal Credit Union we offer a full range of financial products, online banking and bill payment services. Call us today or visit one of our branch locations in Burlington, South Burlington, St. Albans, Vergennes or Middlebury.

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Future Planning Associates, Inc.

600 Blair Park Rd., Suite 331
Williston, VT 05495

Erin Helmken

(802) 878-6601

Member Since: 1989

Specializes in the design, installation, and administration of tax-qualified Retirement Plans (401(k), Profit Sharing, Pension, TSA, ESOP) and Cafeteria (Section 125) Plans.

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NBT Bank

150 Bank Street
Burlington, VT 05402

(802) 318-9150

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FreshTracks Capital, LP

P.O. Box 849 29 Harbor Road, Suite 200
Shelburne, VT 05482

(802) 923-1500

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Northfield Savings Bank

1143 Williston Road
South Burlington, VT 05403

Thomas Leavitt

(800) 672-2274

(802) 485-5871

Member Since: 2002

Founded as a mutual bank in 1867 by a group of committed Vermonters, Northfield Savings Bank offers complete financial services for families and businesses AND donates 10% of its profits to community organizations.

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Spruce Mortgage

430 Shelburne Road
Burlington, VT 05401 4919

(802) 863-8816

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Vermont Bond Bank

100 Bank Street
Burlington, VT 05401

(802) 861-0075

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NorthCountry Federal Credit Union

P.O. Box 64709
Burlington, VT 05406

(802) 657-6847

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Passumpsic Bank, LPO

300 Cornerstone Drive Suite #110
Williston, VT 05495

Evan Taylor

(800) 370-3196

Member Since: 2022

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Hickok & Boardman HR Intelligence & Retirement Solutions

346 Shelburne Road, 5th Floor
Burlington, VT 05401

(802) 863-5534

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Mascoma Wealth Management

180 Battery Street
Burlington, VT 05401

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Citizens Bank

148 College Street
Burlington, VT 05401

(802) 651-4420

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Union Bank

31 Market Street
Williston, VT 05495

(802) 865-1000

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Alison Abry Finance Consultant, PLC

310 Thayer Bay Road
Colchester, VT 05446

(802) 324-4344

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KeyBank N.A.

149 Bank Street
Burlington, VT 05401

Brigitte Ritchie

(802) 660-4170

(800) 642-5154x4271

Member Since: 1980

KeyBank serves the Lake Champlain region with a broad array of retail, commercial and investment banking products and services for individuals and businesses.

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Vermont Housing Finance Agency

164 St. Paul Street
Burlington, VT 05402

(802) 864-5743

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Bank of America

60 Lake Street
Burlington, VT 05401

(802) 923-0932

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New York Life Insurance Company

105 West View Road, Suite 201
Colchester, VT 05446

(802) 655-8300

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The Vermont Agency, Your Financial Solutions Partner

354 Mountain View Drive, Suite 200
Colchester, VT 05446

(802) 864-6819

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Hanover Financial Group

615 Bryan Road
Stowe, VT 05672

(802) 253-0160

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Baystate Financial

302 Mountain View Drive
Colchester, VT 05446

(802) 760-7217

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MSK Consulting, LLC

58 Dorey Road
South Burlington , VT 05403

(802) 343-0837

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Wilmington Trust N.A. | An M&T Company

77 Pine Street
Burlington, VT 05401

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Hanson & Doremus Investment Management

431 Pine Street
Burlington, VT 05401

(802) 658-2668

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Morgan Stanley

105 West View Rd, 5th Floor
Colchester, VT 05446

(802) 658-2424

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EastRise Credit Union

141 Harvest Lane
Williston, VT 05495

John Dwyer

(802) 879-8790

(800) 400-8790

Member Since: 1987

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TD Bank

111 Main Street
Burlington, VT 05401

Donald Baker

(802) 658-1010

(800) 257-0899

Member Since: 1996

TD Bank, America’s Most Convenient Bank, is one of the 10 largest banks in the United States, delivering full-scale solutions to more than 8 million customers from Maine to Florida.