Morgan Stanley Wealth Management

Stifel, based in Saint Johnsbury, is a full service brokerage and investment banking firm offering a range of financial services. They cater to individual investors, professional money managers, businesses, and municipalities with services such as securities brokerage, investment banking, trading, and investment advisory. The company is known for providing comprehensive financial solutions to meet the diverse needs of their clients. With a focus on delivering top-notch services, Stifel is a trusted partner in the world of finance. Generated from their website's infomation

Smith Barney is an international, full-service financial firm that provides brokerage, investment banking and asset management services. The company operates more than 750 offices throughout the world and serves over 9 million client accounts. Its clients include individual investors, small- and mid-sized businesses, corporations, nonprofit organizations and family foundations. Smith Barney maintains a team of financial advisors who specialize in a variety of wealth management services. The company provides defined benefit and contribution plans, as well as corporate stock plan services and administration. It also provides education funding, employee stock option, retirement plan distribution, estate planning and retirement analysis services. Smith Barney is a division of Citigroup Global Markets, which has more than 200 million customer accounts and operates in over 100 countries. Citigroup Global Markets provides securities brokerage and consumer, corporate and investment banking services. Smith Barney maintains one of its locations in South Burlington, Vt.

Manchester Capital Management is a true multi-family office based in Burlington, VT, offering comprehensive investment management and family office services. Guided and owned by the partners of the firm and select founding families, they provide tailored solutions that reflect the unique needs of each client, helping to build customized roadmaps that support their purpose and passions. With a collaborative and family-focused approach, Manchester Capital Management sets itself apart by bringing families closer together and securing their legacies for generations to come. Their team of experienced professionals offers knowledge and insights, keeping clients informed about direct real estate viewpoints and providing comprehensive solutions that align with their wealth perspectives.Generated from the website