We believe that we are large enough to ensure the highest quality services, and small enough to offer you personal attention. Having a diverse group of clients operating in many business fields, we are committed to understanding your business and tailoring the services we offer to meet your needs.
B & F Financial Analytics is comprised of experienced professionals committed to delivering superior service and guidance. Our team uses our combined knowledge, skills and creativity to work together allowing us to better suit all of your financial needs. We look forward to earning your confidence, trust and respect!
If you think Edward Jones is like every other large investment firm, think again. We are a leader in the financial-services industry, but we take a personal approach to business, an approach that starts with a face-to-face meeting between a financial advisor and you. We believe that building long-term relationships with our nearly seven million clients is key to serving their needs. Whether it’s in the United States or Canada, we’re located in the communities where you live and work because that’s the best way to get to know you and to help you reach your financial goals.
Since its founding in 1890, Moors & Cabot and its people have defined the meaning of financial services. The firm has participated in the retail sale of stocks and bonds to individuals and the institutional sale of stocks and bonds to most of Boston’s money management firms. In addition to specializing in wealth management through full service registered representatives, Moors & Cabot offers investors additional investment tools such as cash management accounts, retirement planning, mutual funds, annuities and other insurance products.
Robert N. Schmidt CPA, P.C. has been providing a high level of reliable service in the Rutland area for the past 21 years. We pride ourselves on the long-term relationships we have with our clients and constantly seek opportunities to build new ones. Our goal is to continue to maintain this level of efficient, accurate, and dependable service, which our clients have come to expect.
The Trust Company of Vermont is a state chartered trust and investment management firm for individual investors, corporations and non-profits. Headquartered in Brattleboro,with offices in Burlington, Rutland, Manchester, St. Albans and Stowe, the Trust Company was chartered as of September 16,1999 and became the state’s first independent trust company.