Financial Services

WestView Investment Advisors

118 Pine Street
Burlington, VT 05401

(802) 489-5342

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Wells Fargo Advisors

180 Battery Street
Burlington , VT 05401

(802) 864-2700

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JP Morgan Chase

1 Church St. Ste. 200
Burlington, VT 005401

(802) 839-9339

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

77 Pine Street
Burlington, VT 05401

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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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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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Hanover Financial Group

615 Bryan Road
Stowe, VT 05672

(802) 253-0160

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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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Morgan Stanley

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

(802) 658-2424

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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.