Top 100 Finance Companies in Vermont

Vermont, known for its scenic beauty, maple syrup, and outdoor recreation, also boasts a robust and thriving financial sector. The Green Mountain State's financial institutions, ranging from local banks to specialized financial service providers, contribute significantly to its economic well-being. This list provides insights into the top 100 finance companies in Vermont, offering a comprehensive view of the state's financial ecosystem. 

The Financial Diversity of Vermont 

Vermont's financial industry mirrors the state's diversity in natural landscapes. It encompasses a wide range of financial institutions, including community banks, credit unions, investment firms, insurance companies, and fintech startups. This diversity not only caters to the needs of Vermonters but also contributes to the state's resilience and financial stability. 

Clodura.AI: Your Key to Vermont's Financial Hub 

Clodura.AI is your indispensable companion on your journey through Vermont's financial sector. Our platform offers access to an extensive database of finance companies and key decision-makers across the state. Whether you're seeking investment opportunities, financial services, or strategic alliances, Clodura.AI streamlines your connections. 

Capitalizing on Vermont's Opportunities with Clodura.AI 

  1. Effortless Prospecting: Clodura.AI leverages advanced AI to help you effortlessly identify promising prospects within Vermont's finance industry, reducing the time and effort required for research. 
  2. Strategic Networking: Connect with influential figures in Vermont's financial landscape, expanding your professional network and staying informed about industry trends. 
  3. Real-time Insights: Access up-to-the-minute insights into the latest market trends, news, and developments in Vermont's finance sector, empowering you to make well-informed decisions. 
  4. Precise Targeting: Reach out to the right individuals in the right organizations, ensuring your outreach is highly targeted and effective. 

Navigating Vermont's Financial Future 

As Vermont continues to balance tradition and innovation, the financial sector remains a critical driver of its economy. With Clodura.AI as your ally, you can confidently navigate Vermont's financial landscape, seizing opportunities and forging connections that drive success. 

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Cordial Compania Financiera S.A(Financial Services)LinkedIn Icon

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1001 - 5000

State: Vermont

Country: United States

Revenue: 501M - 1B

Cordial Compania Financiera S.A. (CCF) nace en agosto de 2011 con la incorporacion de GE Money al Grupo Supervielle. Actualmente ofrecemos soluciones financieras en 20 sucursales propias y en mas de 130 puntos de ventas de nuestros socios estrategicos en todo el pais. Formamos un equipo de mas de 1.200 personas reconocidos por nuestra forma de operar agil, sencilla y cordial

National Life Group(Financial Services)LinkedIn Icon

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1001 - 5000

State: Vermont

Country: United States

Revenue: 501M - 1B

At National Life, our story is simple: for over 170 years weve worked hard to deliver on our promises to millions of people with our vision of providing peace of mind in times of need. Its our cause, stemming from a deep passion to live our values to do good, be good and make good, every day. Learn more at nationallife.com. National Life Group is a trade name of *National Life Insurance Company, Montpelier, VT founded in 1848, Life Insurance Company of the Southwest, Addison, TX chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA (FINRA.org) SIPC (SIPC.org), is a Broker/Dealer and Registered Investment Adviser. All companies referenced are affiliated. https://www.nationallifegroup.com/PublicSite/Views/ContactUs.aspx?id=8589935570 TC81709(0914)p

New England Federal Credit Union (NEFCU)(Financial Services)LinkedIn Icon

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+1 800-400-8790

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201 - 500

State: Vermont

Country: United States

Revenue: 101M - 500M

NEFCU is the largest credit union in Vermont serving members who live, work or attend school in many Vermont counties and some in New Hampshire. The Credit Union has over $1 billion in assets and more than 95,000 members. We constantly strive to provide local and affordable products that are in the best interest of our members. Local, affordable and on your side. Thats NEFCU! Like Us on Facebook: @NEFCUVT Follow us on Instagram: @nefcu Follow Us on Twitter: https://twitter.com/NEFCU Federally insured by NCUA Equal Housing Lender NMLS#446767

LOANS 365(Financial Services)LinkedIn Icon

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+1 888-894-0365

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201 - 500

State: Vermont

Country: United States

Revenue: 101M - 500M

We were founded out of pure frustration with the lending market in Canada. Millions of hardworking Canadians are considered “high risk” by lenders and are often rejected from the funds that they need. We decided to make a difference and provide Canadians with a choice. From this frustration emerged our user friendly and intuitive application process. We’ve made it super easy and fast, so you can find out your eligibility in minutes. Whether you’re looking for an auto loan, personal loan, or refinancing your mortgage, we’ll match you with someone who can help. We are here to help Canadians get access to the financial products that they need. We were created by Canadians for Canadians and we have a refreshingly human approach to lending—we want you to be as excited about your next loan or credit card! We have teamed up with some of Canada’s best providers in order to bring you an array of great options, so whether it’s credit cards, personal loans, car loans, or refinancing your mortgage through our intuitive platform, there’s something for everyone.

NAIFA Vermont(Financial Services)LinkedIn Icon

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+1 802-373-9977

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51 - 200

State: Vermont

Country: United States

Revenue: 11M - 100M

The National Association of Insurance and Financial Advisors of Vermont provides leadership in sustaining and improving the business environment for those engaged in life underwriting and financial services. The mission is advanced through legislative involvement, community involvement, professional development, and organizational assistance to support the growth and development of the local life underwriter associations and its members. Our Priorities Are: Education (professional development/sales ideas) Legislation (government relations and advocacy) Reputation (community involvement and public relations) The grassroots power of our membership is our greatest asset. We will pursue the highest standards of ethics, excellence, and professionalism. We will conduct operations on a financially sound basis and be financially self-sufficient in all that we do. * Our primary focus is to serve agents engaged in insurance-based financial services

The Vermont Agency(Financial Services)LinkedIn Icon

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+86 63242427

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51 - 200

State: Vermont

Country: United States

Revenue: 11M - 100M

We offer a variety of financial services to families, business owners, professionals, individuals and their families. We have offices in Vermont, New Hampshire, Massachusetts, Maine, and upstate New York. We have a full portfolio of high quality products and services, designed to meet your unique needs. We recognize that you have many choices when it comes to selecting the firm and advisors you are comfortable working with. We are committed to providing our clients with a consistent quality financial experience. Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representative of Equity Services, Inc. (ESI), Member FINRA (www.FINRA.org) and SIPC (www.SIPC.org. 354 Mountain View Drive, Suite 200, Colchester, VT 05446, telephone (802) 864-6819. The Vermont Agency is independent of ESI. TC83894(1215)p

Shelter Mortgage Vermont(Financial Services)LinkedIn Icon

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51 - 200

State: Vermont

Country: United States

Revenue: 11M - 100M

Shelter Mortgage is an operating subsidiary of Guaranty Bank - a federally chartered bank that was founded in 1923 and has over 170 branch locations nationwide. As part of a strong and stable bank, Shelter Mortgage offers the promise of longevity and security along with a commitment to service excellence. Shelter Mortgage was created in 1984. We partner with real estate companies, builders community banks and relocation companies to offer mortgage financing as part of their businesses, allowing them to offer a convenient one-stop experience for both home buying and home financing nationwide. Today, we are recognized as the industry leader in mortgage partnerships because we are experts in our business and deliver outstanding service to our customers. Shelter Mortgage offers hundreds of loan choices to our customers, but our strength lies in the knowledge and experience of our loan officers. Many of our loan officers have been in the industry for decades and have successfully handled all types of home buying situations. Our loan officers are responsive, professional and readily available to customers to answer questions, address issues, and move through the mortgage process smoothly

Equity Services, Inc(Financial Services)LinkedIn Icon

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+1 800-344-7437

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51 - 200

State: Vermont

Country: United States

Revenue: 11M - 100M

Since its founding in 1968, Equity Services, Inc. (ESI) has been committed to making investing as successful as possible for clients while also recognizing that todays investing environment is one of constantly increasing complexity. ESIs products and services are designed to form the critical foundation required to implement sophisticated planning and investing strategies which take advantage of todays opportunities while seeking to manage risk. As a member of National Life Group, ESI is part of a diversified family of financial services companies providing investment professionals a comprehensive portfolio of financial products and services. ESI is a Broker-Dealer and Registered Investment Adviser affiliate of National Life Insurance Company a diversified financial services company with roots going back to 1848. Since that time, the affiliates of National Life have adhered to guiding principles of quality and integrity - elements essential to its corporate character today. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA (www.FINRA.org)/SIPC (www.SIPC.org), Broker/Dealer and Registered Investment Adviser, One National Life Drive, Montpelier, Vermont, 05604, 802-229-3900. National Life Group is a trade name representing various affiliates, which offer a variety of financial service products. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. TC66814(0915)

Timber Hill Farm(Financial Services)LinkedIn Icon

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+1 603-520-2696

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51 - 200

State: Vermont

Country: United States

Revenue: 11M - 100M

Timber Hill Farm is a financial services company based out of 2374 Cochran Rd, Richmond, Vermont, United States

Middlebury Women on Wall Street(Financial Services)LinkedIn Icon

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51 - 200

State: Vermont

Country: United States

Revenue: 11M - 100M

Midd WOW is an open, inclusive community of women aiming to support and propel their peers to achieve their ambition and to make a positive impact in the financial industry. Above all, Midd WOW values mentorship, collaboration, and diversity. Our goals include raising awareness about the attractive aspects of pursuing a career in finance, providing a comprehensive overview of the financial services industry and outline all possible career paths (Investment Banking, Sales & Trading, Wealth Management, Private Equity, etc.), exposing members to a strong, tight-knit alumni network and providing advice and guidance on how to navigate the networking and recruiting process

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TRG Investment Advisors, LLC(Financial Services)LinkedIn Icon

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51 - 200

State: Vermont

Country: United States

Revenue: 11M - 100M

As fiduciaries, our sole responsibility is to act in our clients best interests. Our two areas of focus are retirement plan consulting and individual wealth management. We are fully independent and fee only. TRG Investment Advisors, LLC dba TRG Retirement Plan Consultants is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where TRG Investment Advisors, LLC dba TRG Retirement Plan Consultants and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by TRG Investment Advisors, LLC dba TRG Retirement Plan Consultants unless a client service agreement is in place

Heritage Family Credit Union(Financial Services)LinkedIn Icon

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51 - 200

State: Vermont

Country: United States

Revenue: 11M - 100M

The purpose of the Heritage Family Credit Union is to provide friendly, personable, high-quality services for the entire family. The Credit Union will strive to offer convenient, cost-effective services while maintaining financial stability

VSECU(Financial Services)LinkedIn Icon

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+1 800-585-2265

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51 - 200

State: Vermont

Country: United States

Revenue: 11M - 100M

VSECU is a credit union for everybody in Vermont. If you live or work in Vermont you can join us. A credit union is a not-for-profit financial cooperative that is owned by its members. Profits go back to the member owners in the form of higher saving rates, lower loan rates, and affordable services. Credit unions do not exist to make a profit for the benefit of outside stockholders. At VSECU we exist to help improve the quality of lives for Vermonters. Our membership community is about people helping people. When one member saves, it benefits the member that needs to borrow, and vice versa. This model of mutual support is at the heart of our cooperative spirit. We believe that every hard earned dollar should be treated the same, regardless of how much money you have saved. We believe in supporting the dreams of living a green lifestyle. We believe in rewarding members who shop locally. Visit one of our branches in Burlington, Williston, Waterbury, Montpelier, Berlin, St. Johnsbury, Rutland, Bennington or Brattleboro, or online at www.vsecu.com

Mauldin Economics(Financial Services)LinkedIn Icon

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+60 26263100

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51 - 200

State: Vermont

Country: United States

Revenue: 11M - 100M

When you ask anyone in the industry about John Mauldin, its not unusual for them to quip, Johns got the best Rolodex in the business. Mauldin Economics strives to bring to the attention of subscribers specific investments that John Mauldin and his team uncover to meet todays most pressing investment goals; whether to boost investment income, generate capital gains, or preserve wealth in turbulent markets. Simply put, Johns network of in-the-know economists and big-name money managers may be unparalleled in the industry. While we wont drop names, it is no exaggeration to say that John counts among his close friends and associates many of the biggest names in the world of finance and money management. At Mauldin Economics, we believe in a more straightforward model. Namely, we do the heavy lifting on uncovering and analyzing todays smartest investments; then, when we find ideas that pass our analytical tests, we share the information with our subscribers. In exchange, we charge no commissions but rather a very reasonable annual subscription fee

Yankee Farm Credit, ACA(Financial Services)LinkedIn Icon

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51 - 200

State: Vermont

Country: United States

Revenue: 11M - 100M

Yankee Farm Credit is a leading provider of credit and financial services to the agricultural community in Vermont, western and northern New Hampshire and Clinton and Essex counties in New York

One Day In July LLC(Financial Services)LinkedIn Icon

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11 - 50

State: Vermont

Country: United States

Revenue: 1M - 10M

As financial advisors, our goal is to achieve excellent portfolio performance through diversifying investments, reducing taxes, rebalancing portfolios, and offsetting behavioral error. As fiduciaries on 100% of accounts, we work only for clients. We invest your money using low-fee index funds, and we keep our own fees low. One Day In July Financial Advisors provide investment management services to individuals, institutions, for-profit and non-profit businesses, insurance companies, government entities, pension plans, endowments and foundations. In addition to traditional portfolios we offer environmentally focused portfolios that limit exposure to fossil fuels and carbon emissions. Contact us today for a free consultation. Disclosure: One Day In July LLC is an SEC-registered investment advisor. Registration does not imply a certain level of skill or training. One Day In July LLC does not guarantee actual returns or losses. This content is for educational purposes only and is not investment advice. Individual circumstances may vary

Steeple Market(Financial Services)LinkedIn Icon

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11 - 50

State: Vermont

Country: United States

Revenue: 1M - 10M

Steeple Market is a financial services company based out of 1098 Main St, Fairfax, Vermont, United States

Home Ownership Center(Financial Services)LinkedIn Icon

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11 - 50

State: Vermont

Country: United States

Revenue: 1M - 10M

Home Ownership Center is a financial services company based out of P.O. Box 259, Lyndonville, Vermont, United States

Royal Square(Financial Services)LinkedIn Icon

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11 - 50

State: Vermont

Country: United States

Revenue: 1M - 10M

Royal Square is a financial services company based out of 768 Putney Rd, Brattleboro, Vermont, United States

COMMUNITY FINANCIAL SERVICES GROUP, LLC(Financial Services)LinkedIn Icon

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11 - 50

State: Vermont

Country: United States

Revenue: 1M - 10M

COMMUNITY FINANCIAL SERVICES GROUP, LLC is a financial services company based out of PO BOX 120, 100 MAIN STREET, NEWPORT, Vermont, United States

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Secure Financial Services, Inc(Financial Services)LinkedIn Icon

Phone Icon

+1 888-729-1700

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11 - 50

State: Vermont

Country: United States

Revenue: 1M - 10M

Secure Financial Services, Inc. is an investment and banking transaction analysis firm which specializes in providing legal teams with trial-ready analytic reports and general case support services for FINRA arbitration and securities litigation hearings and bank class action defense. Founded in 1993, we currently serve over 600 clients nationwide and have achieved a high level of industry recognition for outstanding work product and industry leading turn around times. Call us today to find out how our reports and consulting services can help your legal team in the mediation/arbitration of FINRA, NYSE or SEC securities claims and/or bank overdraft fee cases. Contact us for work requests, free quotes and general inquiries at customerservice@tradeanalysis.com or call 1-888-729-1700 (toll-free)

Bank Broker Dealer Solutions(Financial Services)LinkedIn Icon

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11 - 50

State: Vermont

Country: United States

Revenue: 1M - 10M

Bank Broker Dealer Solutions is a financial services company based out of 172 Broadlake Rd, Colchester, Vermont, United States

SUMMIT WEALTH GROUP, LLC(Financial Services)LinkedIn Icon

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11 - 50

State: Vermont

Country: United States

Revenue: 1M - 10M

SUMMIT WEALTH GROUP, LLC is a financial services company based out of 205 BILLINGS FARM ROAD, SUITE 2A, WHITE RIVER JUNCTION, Vermont, United States

Mainly Music(Financial Services)LinkedIn Icon

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11 - 50

State: Vermont

Country: United States

Revenue: 1M - 10M

Mainly Music is a financial services company based out of 36 Main St, Brattleboro, Vermont, United States

TRUST COMPANY OF VERMONT(Financial Services)LinkedIn Icon

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11 - 50

State: Vermont

Country: United States

Revenue: 1M - 10M

TRUST COMPANY OF VERMONT is a financial services company based out of 86 LINDEN STREET, BRATTLEBORO, Vermont, United States

MENT Financial Group(Financial Services)LinkedIn Icon

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11 - 50

State: Vermont

Country: United States

Revenue: 1M - 10M

MENT Financial Group is now Edward Jones, Gordon Rhoads - Financial Advisor

Green Mountain Mortgage(Financial Services)LinkedIn Icon

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11 - 50

State: Vermont

Country: United States

Revenue: 1M - 10M

Green Mountain Financial is a financial services company that offers asset based lending. Green Mountain arranges loans for real estate. These loans can be used to acquire, refiance, or construct real estate

Marble Trail Financial(Financial Services)LinkedIn Icon

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11 - 50

State: Vermont

Country: United States

Revenue: 1M - 10M

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

Rock Point Advisors(Financial Services)LinkedIn Icon

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11 - 50

State: Vermont

Country: United States

Revenue: 1M - 10M

Rock Point Advisors is a financial services company based out of 55 Overlake Park, Burlington, Vermont, United States

Richmond Elementry School(Financial Services)LinkedIn Icon

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11 - 50

State: Vermont

Country: United States

Revenue: 1M - 10M

Richmond Elementry School is a financial services company based out of 211 Bridge St, Richmond, VT, United States

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Laliberte Associates(Financial Services)LinkedIn Icon

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11 - 50

State: Vermont

Country: United States

Revenue: 1M - 10M

Laliberte Construction Associates, Inc. specializes in Structural inspections and foundation repairs located on the South Shore, Massachusetts

North Star Leasing Company(Financial Services)LinkedIn Icon

Phone Icon

+84 48053273

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11 - 50

State: Vermont

Country: United States

Revenue: 1M - 10M

Take your business in the right direction with North Star Leasing. Whether youre looking to lease equipment for your business or searching for a financing partner to help your customers secure the equipment they need, youve come to the right placeNorth Star Leasing Company. Since 1979, we make it easy to find the right equipment-leasing solutions to help companies grow and thrive. Moreover, we have always brought a uniquely personalized level of service to the industrywith no automated voicemail or credit scoring systems. When you call North Star Leasing, youre treated as a valued customer and not a number. This upfront approachfrom your initial phone call to final approvalallows us to approve thousands of transactions and millions of dollars annually for a variety of industries, including: Automotive / Construction & Landscaping / General Business / Manufacturing / Medical & Scientific / Plumbing/Heating & Trades / Restaurant / and more

Vermont Community Loan Fund(Financial Services)LinkedIn Icon

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+41 65350123

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11 - 50

State: Vermont

Country: United States

Revenue: 1M - 10M

The Vermont Community Loan Fund creates opportunities that lead to healthy communities and financial stability for all Vermonters. VCLF is a mission-driven, community-focused alternative lender. We make loans to local businesses, community organizations & nonprofits, child care providers and developers of affordable housing who dont qualify for a loan from a traditional lender. We combine our loans with financial consulting and business development services to make sure our borrowers have access to everything they need to succeed

Square Business(Financial Services)LinkedIn Icon

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11 - 50

State: Vermont

Country: United States

Revenue: 1M - 10M

Square Business is a financial services company based out of Po Box 353, Newfane, Vermont, United States

TD Bank ATM(Financial Services)LinkedIn Icon

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11 - 50

State: Vermont

Country: United States

Revenue: 1M - 10M

TD Bank ATM is a financial services company based out of 80 CHURCH ST, Burlington, Vermont, United States

TAMID Group at Middlebury College(Financial Services)LinkedIn Icon

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11 - 50

State: Vermont

Country: United States

Revenue: 1M - 10M

Middleburys TAMID beta chapter looks to cultivate the next generation of leaders in business through an educational curriculum and at the conclusion of the beta chapter period we will offer pro-bono consulting services to Israeli startups

CONIX, A CV Systems Division(Financial Services)LinkedIn Icon

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+57 4 3550600

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11 - 50

State: Vermont

Country: United States

Revenue: 1M - 10M

Safeguarding Payments For over two decades, CONIX has been a world leader in providing payment software and related services to the financial industry. CONIX and its parent company, CV Systems, share a reputation for driving product innovation. We are committed to helping our customers take advantage of the dynamic and rapid changes in the payments industry. Our solutions enable financial institutions to compete effectively by adapting to payment innovations, such as real-time payments, mobile banking, and RDC. We base our innovations on real world challenges by listening closely to the industry

UVM Finance and Investment Club(Financial Services)LinkedIn Icon

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11 - 50

State: Vermont

Country: United States

Revenue: 1M - 10M

The UVM Finance and Investment Club is a student run club at The University of Vermont Grossman School of Business focused on equity research and networking

Vermont Housing Finance Agency(Financial Services)LinkedIn Icon

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+31 4436529

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11 - 50

State: Vermont

Country: United States

Revenue: 1M - 10M

Voted Vermonts #1 Best Place to Work by Vermont Business Magazine! Vermont Housing Finance Agency (VHFA) was established in 1974 to finance and promote affordable housing opportunities for low- and moderate- income Vermonters. Since its inception, VHFA has assisted approximately 29,000 Vermonters and their families purchase primary residences; and provided financing, development and management support, subsidy administration and tax credits to approximately 8,800 units of multifamily rental housing

Crescent Bay Farm LLC(Financial Services)LinkedIn Icon

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11 - 50

State: Vermont

Country: United States

Revenue: 1M - 10M

Crescent Bay Farm LLC is a financial services company based out of 153 W Shore Rd, South Hero, VT, United States

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Aplicacion De Pago(Financial Services)LinkedIn Icon

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11 - 50

State: Vermont

Country: United States

Revenue: 1M - 10M

Los mexicanos pueden aumentar sus ahorros sin los bancos tradicionales

Hickok & Boardman Capital Management(Financial Services)LinkedIn Icon

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11 - 50

State: Vermont

Country: United States

Revenue: 1M - 10M

COMPREHENSIVE PLANNING FOR EVERY ASPECT OF YOUR FINANCIAL LIFE At Hickok & Boardman Capital Management, our commitment to our clients and our community is unwavering. With roots dating back to 1821 right here in Vermont, our founding principle endures to this day to have a positive and meaningful impact on peoples lives, both inside and outside our office. Our team at Hickok & Boardman Capital Management provides a wide range of financial services including financial planning, comprehensive wealth management, and investment management. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Hickok & Boardman Capital Management is not a registered broker/dealer and is independent of Raymond James Financial Services. Important Disclosure Information: http://raymondjames.com/smicd.htm

Gaingels(Financial Services)LinkedIn Icon

Phone Icon

8026602000

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11 - 50

State: Vermont

Country: United States

Revenue: 1M - 10M

Gaingels is a leading venture investment syndicate in support of and representing the LGBTQIA+ community and allies in the venture capital space. Gaingels also supports its companies with a diverse talent and capital pipeline and provides an internal diverse board member recruitment advisory to help bring more diversity and representation within private boards. Gaingels invests in companies with diverse/LGBTQIA+ founders and C-suite leaders at all stages of growth, as well as in other high-growth companies resolved on building more inclusive teams. Gaingels is an ardent supporter the Diversity Term Sheet Rider Initiative to increase access to venture funding events for non-traditional check writers, and regularly co-invests with select VC leads across a variety of sectors, from technology, to B2B, healthcare and consumer, in competitive and over-subscribed rounds from Seed to Growth/pre-IPO. For more information visit www.gaingels.com

Community Financial Services Group(Financial Services)LinkedIn Icon

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11 - 50

State: Vermont

Country: United States

Revenue: 1M - 10M

Community Financial Services Group (CFSG) is a Vermont-based trust company that provides local, personal service to clients in Vermont, New Hampshire and beyond. Community Financial has been providing trust and investment management services for clients since 1926. Our seasoned staff specializes in providing unbiased, comprehensive financial advice, managing over $800 million in assets. We listen and take the time to get to know you so we can completely understand your financial situation and goals. We believe in offering unbiased, comprehensive advice to our clients. Our mission is to improve the well-being of our clients financial and emotional lives by providing complete financial and investment guidance as their trusted advisors

North Star Leasing, a Division of Peoples Bank(Financial Services)LinkedIn Icon

CompanySize Icon

11 - 50

State: Vermont

Country: United States

Revenue: 1M - 10M

Take your business in the right direction with North Star Leasing. Whether youre looking to lease equipment for your business or searching for a financing partner to help your customers secure the equipment they need, youve come to the right placeNorth Star Leasing. Since 1979, we make it easy to find the right equipment-leasing solutions to help companies grow and thrive. Moreover, we have always brought a uniquely personalized level of service to the industrywith no automated voicemail or credit scoring systems. When you call North Star Leasing, youre treated as a valued customer and not a number. This upfront approachfrom your initial phone call to final approvalallows us to approve thousands of transactions and millions of dollars annually for a variety of industries, including: Automotive / Construction & Landscaping / General Business / Manufacturing / Medical & Scientific / Plumbing/Heating & Trades / Restaurant / and more

Essential Retirement Services, Inc(Financial Services)LinkedIn Icon

Phone Icon

8025484114

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11 - 50

State: Vermont

Country: United States

Revenue: 1M - 10M

There are no limits to what can be achieved in your career with Essential Retirement Services, Inc. and American Senior Benefits! Contact me to find out about the opportunity to join our growing team here in Vermont. Our mission is to become the most trusted, respected, and successful team when it comes to serving the 55 and over market in New England! Our dedicated, professional agents are committed to marketing products that meet the needs of the 55 and older marketplace. We believe that we offer the most exciting and rewarding career opportunity in the insurance industry which will attract the best agents. We offer our agents ongoing training, support, leads, and access to a huge platform of carriers focused on helping them serve the unique needs and concerns of the senior market. Here are just a few of our carriers: MetLife - Transamerica - Allianz - John Hancock - Mutual of Omaha - United Healthcare - Athene -Royal Neighbors - Equitrust - Sentinel - Forethought - Genworth - Lincoln Financial - Americo - Gerber Life - American Equity - Foresters - Protective Life - plus too many more to list!

Oil N Go(Financial Services)LinkedIn Icon

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+1 802-878-8473

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11 - 50

State: Vermont

Country: United States

Revenue: 1M - 10M

OILnGO - Vermonts Premier Car Care Specialist. Your place for oil changes, tire rotation, brake service, vt inspections, and much more!

Cavalieri Insurance(Financial Services)LinkedIn Icon

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+1 802-773-9999

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11 - 50

State: Vermont

Country: United States

Revenue: 1M - 10M

Cavalieri Insurance is a financial services company based out of 56 1/2 Merchants Row # 206, Rutland, Vermont, United States

Transaction Resources, Inc(Financial Services)LinkedIn Icon

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11 - 50

State: Vermont

Country: United States

Revenue: 1M - 10M

Transaction Resources, Inc. (TRI) offers innovative payment processing solutions by combining the latest technologies, a passion for customer service and competitive rates. Since 1993 TRI has grown into one of the leading providers of payment processing solutions. TRI recognizes a companys most important asset is its employees. Our staff brings years of experience from hardware/software providers, network processors, banks and merchants in retail, restaurant, lodging and e-commerce. From the outset, TRI worked with and represented a number of gift card processing companies, however the vendors generic solutions did not offer the flexibility and features that TRI wanted to provide to its customers. In 2009 when TRI made the strategic decision to develop its own cloud-based card processing platform for gift cards and other in-house card programs, CardDog was born. Since that time, both the product and customer base has grown tremendously. With the more recent advent of EMV, the CardDog platform has been further enhanced with Argos to offer end-to-end encryption and tokenization of credit and debit card transactions along with in-house card programs. Our customer service team, located outside of Burlington, VT, is a dedicated group of experts who answer questions, guide clients through the initial set-up of their payment processing system, and provide outstanding on-going support. www.transactionresources.com www.carddog.com

Vermont Economic Development Authority (VEDA)(Financial Services)LinkedIn Icon

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11 - 50

State: Vermont

Country: United States

Revenue: 1M - 10M

Since its inception in 1974, VEDA has provided $2.5 billion in financing assistance to thousands of eligible Vermont entrepreneurs, manufacturers, small businesses, and agricultural enterprises, helping them to realize their business growth goals, create jobs, and enhance the vitality of Vermonts economy. Working in partnership with Vermont banks to help meet the financing needs of Vermont businesses, VEDAs low-interest programs help Vermonts economy grow and prosper. VEDA contributes to Vermonts economic vitality by providing a broad array of financing programs to eligible businesses that create jobs and help advance Vermonts public policy goals

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PayData Workforce Solutions(Financial Services)LinkedIn Icon

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+39 0773447933810

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11 - 50

State: Vermont

Country: United States

Revenue: 1M - 10M

For over 30-years, clients in Vermont and beyond have counted on PayData to help them succeed. Weve saved our customers worry, time and money by introducing customizable payroll, HR, and timekeeping solutions that streamline the way they work. Our full team of professionals are located in Colchester, Vermont. We get to know what works for you, because we get to know you

Municipal Leasing Consultant(Financial Services)LinkedIn Icon

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11 - 50

State: Vermont

Country: United States

Revenue: 1M - 10M

MLC - Municipal Leasing Consultants. Discover the Power of Lease Financing. For over 20 years, MLC has helped cities and towns across America continue to grow and thrive. With todays increasing budgetary challenges, cost-effective financing options are more important than ever. MLC tax-exempt lease financing can help meet the needs of your community

Pathway Financial Advisors, LLC(Financial Services)LinkedIn Icon

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8003337680

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11 - 50

State: Vermont

Country: United States

Revenue: 1M - 10M

Pathway Financial Advisors is an independent, fee-only financial planning firm serving individuals and families from our offices in Burlington, Vermont, and Atlanta, Georgia. Our integrated financial planning and investment management approach ties together aspects of a clients financial situation into a cohesive strategy focused on the evolving needs of each client

Balanced Bookkeeping Solutions(Financial Services)LinkedIn Icon

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+48 42220409

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11 - 50

State: Vermont

Country: United States

Revenue: 1M - 10M

Balanced Bookkeeping Solutions is a financial services company based out of 260 S Main St, Rutland, Vermont, United States

Spruce Mortgage - NMLS 49592(Financial Services)LinkedIn Icon

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+1 800-580-4985

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11 - 50

State: Vermont

Country: United States

Revenue: 1M - 10M

We are a locally-owned brokerage and have been providing financing services for two decades. We have worked with thousands of clients, providing mortgage counseling in VT and helping them purchase their homes, their investment properties or to refinance their existing mortgages. Annually, Spruce has completed the most volume of business in Vermont as a broker for the past several years. NMLS 49592

Northeast Insurance(Financial Services)LinkedIn Icon

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2 - 10

State: Vermont

Country: United States

Revenue: < 1M

Northeast Insurance is a financial services company based out of 28 South Ave, Newport, Vermont, United States

Tarbox Family Office, Inc.(Financial Services)LinkedIn Icon

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+94 97212330

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2 - 10

State: Vermont

Country: United States

Revenue: < 1M

Tarbox Family Office, Inc. is a fee-only wealth management firm providing comprehensive financial planning and investment management services. Tarbox Family Office, Inc. is a registered investment advisor based in Newport Beach, CA. Founded in 1985, we work with a select group of wealthy families and individuals across the United States. We are active advocates for our clients -We work for you not for a brokerage firm, trust company, investment bank, or public shareholders. -We do not sell any products or benefit economically from any investment or other recommendations. -We are experts in building and implementing tailored, comprehensive financial solutions for each family. -We provide disciplined and customized institutional-grade investment management. -You work directly with our experienced, multi-disciplinary team to accomplish your objectives. -We actively advocate for your best interests in all matters.

Hudson Wealth and Trust Planning Group Inc.(Financial Services)LinkedIn Icon

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8888876545

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2 - 10

State: Vermont

Country: United States

Revenue: < 1M

Our primary focus is to preserve and protect wealth while seeking safe and solid growth to outpace the rising costs of living. Our clients consist of business owners and other high-net-worth professionals, as well as those who have received a sudden increase in assets such as an insurance settlement, large inheritance, or lottery winnings. We are trusted because our financial plans are always unbiased with no hidden fees. Transparency and honesty are at the core of our values. Call us toll free at 1-888-887-6545

Cody Chevrolet Inc(Financial Services)LinkedIn Icon

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8027780064

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2 - 10

State: Vermont

Country: United States

Cody Chevrolet Inc is a financial services company based out of P.O. Box 608, Montpelier, Vermont, United States

Phelps Enterprises(Financial Services)LinkedIn Icon

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2 - 10

State: Vermont

Country: United States

Phelps Enterprises is a financial services company based out of 378 Railroad St # 4, St Johnsbury, Vermont, United States

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TransMedia Barter(Financial Services)LinkedIn Icon

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2 - 10

State: Vermont

Country: United States

TransMedia Barter is a marketing company providing services in North America, Europe, Asia, South & Central America and Africa, and expanding globally through innovative thought leaders to effectively serve consumers and corporations through use of gift cards/vouchers, inventory and capacity to aid in the purchase of needed media and services. Empowering by leveraging assets for the purchase of needed services, travel, media, and inventory. Our extended network utilizing and accepting barter dollars/euros expands capabilities of our clients to reduce capital costs. 19 years of experience in innovative solutions for companies. Creating partnerships for profitability worldwide. Contact us today to arrange an overview of how we can increase your profitability this year. Visit our website, and join the ranks of businesses using a managed barter account: http://www.TransMediaBarter.com North America +1(212)776-1010 Italy +39(33)4785.4551 Nigeria (Lagos & Port Harcourt) +234(081)9054-3977 South Africa (Durban) +27(0)87 727 8631

Vergennes Partnership Inc(Financial Services)LinkedIn Icon

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2 - 10

State: Vermont

Country: United States

Vergennes Partnership Inc is a financial services company based out of 229 Main St # 2c, Vergennes, Vermont, United States

Women Safe(Financial Services)LinkedIn Icon

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2 - 10

State: Vermont

Country: United States

Women Safe is a financial services company based out of 12 Seymour St, Middlebury, Vermont, United States

Copper Leaf Financial(Financial Services)LinkedIn Icon

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8028782731

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2 - 10

State: Vermont

Country: United States

Financial planners in the Burlington and Rutland, Vermont marketplace proudly serving clients throughout Vermont. True Wealth Management - We take the time to deliver true wealth management, not just investment advice. We spend our days addressing your most significant financial concerns and planning for the future, helping you make smart decisions with your money, minimize the impact of income and estate tax, plan for transferring assets to the next generation, manage risks from third parties, and coordinate plans to make significant charitable gifts.

PlanGen L.L.C(Financial Services)LinkedIn Icon

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2 - 10

State: Vermont

Country: United States

PlanGen creates high-performance, compliant web illustration and presentation applications for advanced market benefit and pension plans relied upon by leading U.S. insurance and annuity companies. Founded in 2002, PlanGen has created systems selected by carriers such as Travelers/MetLife, New York Life, TransAmerica, MONY / AXA, Security Mutual of New York and others as their exclusive in-house and field-force applications for illustrating defined benefit and defined contribution retirement plans

Bell Wealth Management(Financial Services)LinkedIn Icon

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8026584040

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2 - 10

State: Vermont

Country: United States

Every persons financial journey is different our goal is to put you on the right path to reach your version of financial success. At Bell Wealth Management, our first meeting with you is dedicated to understanding your personal and financial goals and identify potential risks and challenges. Your trust is paramount, so any questions about our process, philosophy, or ethics will be answered honestly. Before you leave our first meeting, the value and expectations of our professional financial relationship will be clear

B&F FINANCIAL ANALYTICS, INC(Financial Services)LinkedIn Icon

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2 - 10

State: Vermont

Country: United States

B&F FINANCIAL ANALYTICS, INC. is a financial services company based out of 60 NORTH MAIN STREET, RUTLAND, Vermont, United States

Flexible Capital Fund(Financial Services)LinkedIn Icon

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2 - 10

State: Vermont

Country: United States

The Flexible Capital Fund, L3C (Flex Fund) provides creative financing in the form of near equity capital (subordinated debt and royalty financing) to Vermonts growth-stage companies in sustainable agriculture and food systems, forest products, and clean technology sectors. As the only licensed lender in Vermont to provide royalty financing, the Flex Fund invests in Vermont companies that strengthen or fill a gap in their supply chain. The Flex Fund is a Community Development Financial Institution (CDFI) lender, which provides advisory and development resources to help portfolio companies grow

Sns Contracting(Financial Services)LinkedIn Icon

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3142497736

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2 - 10

State: Vermont

Country: United States

Sns Contracting is a financial services company based out of 26 Longmeadow E, Grand Isle, Vermont, United States

US Aircraft Finance(Financial Services)LinkedIn Icon

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2 - 10

State: Vermont

Country: United States

US Aircraft Finance is an independent full service, national direct aircraft finance company dedicated to providing great rates and terms combined with excellent customer service. We provide aircraft financing and aviation insurance for both new and used General Aviation aircraft throughout the Continental US

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The Sustainable Business(Financial Services)LinkedIn Icon

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+1 273964239

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2 - 10

State: Vermont

Country: United States

We help successful blue-collar businesses become economically sustainable. This means we help private business owners understand the four areas of profit and how their businesses can become economically sustainable. Our definition of sustainable is the business will last past the owner and someone else would want to own the business

Vermont Mortgage Bankers Inc(Financial Services)LinkedIn Icon

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8028798790