IRA And Roth IRA Providers Barre VT

IRA and Roth IRA are both options for retirement planning. A person can invest in an IRA or Roth IRA to help accumulate wealth that will be used for retirement. Below is a list of Financial Service Providers that can assist you in making an informed decision on which Retirement options are best for you.

Jamie Milne
Milne Financial Planning, Inc.
(802) 476-0602
51 Church Street
Barre, VT
Expertises
Retirement Planning & Distribution Rules, Middle Income Client Needs, Ongoing Investment Management, Socially Responsible Investments, Investment Advice without Ongoing Management, Divorce Planning
Certifications
NAPFA Registered Financial Advisor, BS, CDFA, CFP®, MBA

Mr. Lee A. White, CFP®
(802) 476-6191
86 Summer St
Barre, VT
Firm
Lee A White & Associates

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Mr. Michael Scott Pinkans, CFP®
(802) 272-6390
80 Osborne Rd
Barre, VT
Firm
Zenith Marketing Group, Inc.
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Management

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Mr. John A. Farrow, CFP®
(802) 728-4287
283 Boudro Rd
Randolph Center, VT
Firm
Farrow Financial Inc

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TD Bank
(802) 479-3313
Depot Square
Barre, VT
Type
Branch
Drive Up Hours
Mon-Fri 8:00-6:00
Sat 8:00-1:00

Joyce Cole
J. Cole Financial Advisers, Inc.
(802) 225-1314
30 Center Road
Montpelier, VT
Expertises
Ongoing Investment Management, Financial Issues Between Generations, Socially Responsible Investments, Helping Clients Identify & Achieve Goals, Hourly Financial Planning Services, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Mr. William E. Patno Ii, CFP®
162 N Main St Ste 200
Barre, VT
Firm
Granite Financial Group

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Joseph P Preddy, CFP®
(802) 479-0645
316 North Main Street
Barre, VT
Firm
Community Financial Services Group, LLC
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
Mr. Mark C. Giometti, CFP®
(781) 729-2031
147 Sugarbush Woods Rd
Warren, VT
Firm
Black Diamond Financial Planning, LLC

Data Provided By:
TD Bank
(802) 371-1622
School Street and Main Street
Montpelier, VT
Type
Branch
Office Hours
Mon-Fri 8:00-6:00
Sat 8:00-1:00
Drive Up Hours
Mon-Fri 8:00-6:00
Sat 8:00-1:00

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