Bristol Financial Service

Addison Advisors is a financial advisory and accounting firm based in Middlebury, VT and Yarmouth, ME, offering comprehensive services to individuals, families, and businesses. With a focus on integrity and exceptional service, they provide personalized guidance and support to help clients achieve their financial goals, including investment management, tax planning, and business planning. Marble Trail Financial, a division of Addison Advisors, takes a holistic approach to financial management, delivering independent and objective services with integrity. Their team of experts listens to clients' unique goals and develops personalized strategies to help them make the most of their money, providing peace of mind and confidence along their financial journey.Generated from the website

Post Investment Management, based in Charlotte, VT, was founded in 1996 by Peter, who has been dedicated to helping individuals achieve their financial goals. The firm prides itself on developing close personal relationships with clients and offering fee-only services to ensure unbiased investment decisions. Specializing in financial planning, investment management, and retirement accounts, Post Investment Management assists clients with a range of needs, from college education funding to estate and charitable giving concerns. With a focus on transparency and personalized service, the firm aims to provide tailored solutions to help clients secure their financial future.Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy