Thomas Partners Inc

Trust Company of Vermont is a state-chartered trust and investment management firm located in Burlington, VT. Established in 1999 as Vermont's first independent trust company, it offers tailored investment management and trust administration services for individuals and families. What sets Trust Company of Vermont apart is its commitment to transparency and a competitive, all-inclusive fee structure. With a team of employee-owners, the company prides itself on deep expertise paired with local knowledge, ensuring a comprehensive approach to financial planning. Delivering a range of services including investment management, financial and retirement planning, trust administration, estate planning, and IRAs, Trust Company of Vermont values long-term relationships and dedicated follow-through in executing personalized financial plans. Generated from the website content

Painewebber is a financial services firm based in Burlington, VT, specializing in investment management and advisory services for individual and institutional clients. The company offers a range of financial products and solutions to help clients achieve their investment goals and navigate the complexities of the financial markets. Generated from their business information

Rock Point Advisors is a wealth advisory firm based in Burlington, VT, that specializes in providing practical advice and responsible investing solutions to help clients achieve their financial goals. With a focus on long-term investing and a fiduciary duty to their clients, Rock Point Advisors carefully develops personalized plans and manages portfolios to make sound financial decisions. Since its establishment in 2004, Rock Point Advisors has been dedicated to delivering practical advice and responsible investing, guided by the belief that doing what's right matters. Their team of experts works diligently to navigate the unpredictable nature of the economy and markets, aiming to help clients make informed decisions and take advantage of the benefits of long-term investing.Generated from the website