Financial
Manta has 41 businesses under Financial in South Burlington, VT
Featured Company Listings
CLAIMED
Categorized under Investment advice
The South Burlington, VT team of financial advisors are ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate planning, and private client services, through their dedicated advisor. As a fiduciary, Wealth Enhancement always acts in the best interests of their clients and their unique situations, no matter how complex. Every financial plan is crafted with care, tailored with compassion, and built to handle what life brings.
CLAIMED
Categorized under Tax return preparation services
H&R Block tax professionals know taxes and can handle your tax needs and maximize your refund. Set up an appointment in your local tax preparation office or work with your tax consultant from home. Whether you come in to your local South Burlington H&R Block office to work with your tax pro or drop off your documents and go, your well-being is our top priority. By deep cleaning offices, disinfecting high-touch areas after each appointment, and social distancing, we're doing our part to keep our communities safe. If you want to work with your tax pro from home - just call and ask to use our Digital Drop-Off service. You'll get an email from a tax pro with a link to upload your documents.
Categorized under Automated Teller Machines (ATMs)
Crypto and bitcoin purchases and management provided by Coinme at the kiosk. Come prepared with your mobile phone and cash-in-hand. We recommend creating a Coinme account before your visit, as you will have to verify your ID to complete your bitcoin purchase. Grab your printed voucher and keep it safe until redeemed in your cryptocurrency wallet! In 2014, Coinme became the first state-licensed bitcoin ATM company in the United States and now through a partnership with Coinstar operates the largest bitcoin kiosk network in the world. To reach Coinme support, please use their online chat feature or call.
Categorized under Automated Teller Machines (ATMs)
Crypto and bitcoin purchases and management provided by Coinme at the kiosk. Come prepared with your mobile phone and cash-in-hand. We recommend creating a Coinme account before your visit, as you will have to verify your ID to complete your bitcoin purchase. Grab your printed voucher and keep it safe until redeemed in your cryptocurrency wallet! In 2014, Coinme became the first state-licensed bitcoin ATM company in the United States and now through a partnership with Coinstar operates the largest bitcoin kiosk network in the world. To reach Coinme support, please use their online chat feature or call.
Categorized under Investment advice
We provide comprehensive investment management services to individuals, corporations, and non-profits with personalized care and a cost-effective approach. Our knowledge and experience provides our clients the edge they need to achieve their financial goals.
Categorized under Mortgage bankers and loan correspondents
Meet David Hogan, your dedicated loan officer based in South Burlington. Specializing in personalized mortgage solutions for repeat home buyers, first-time buyers, real estate investors, and homeowners looking to refinance, they are your seasoned expert on all things mortgage. Whether you want to explore Conventional loans, FHA loans, VA loans, Jumbo loans, home improvement loans, USDA home loans, or grant and down payment assistance, David Hogan is your go-to guide through the process.
Connect with them today to learn more about our services, view customer testimonials, and start your mortgage prequalification process. Check out our mortgage blog for insights on current mortgage rates and trends, and feel free to use our mortgage calculator to estimate monthly payments. With their expertise, you'll stay ahead with accurate information on today's mortgage rates, helping you achieve your homeownership goals.
Categorized under Mortgage bankers and loan correspondents
Mr. Keefe currently serves as President and CEO and Ms. Lemay is the company’s Sr. Vice President overseeing loan operations. Regency Mortgage started in 1996 as a mortgage brokerage firm; in the early part of the new millennium Regency Mortgage Corp. opted to become a mortgage banking company, securing warehouse lines of credit and bringing the underwriting and closing functions in-house.
Today, Regency Mortgage is a well established regional mortgage banking firm with its headquarters still in Hooksett, NH, but with 14 branch offices as well, located throughout New Hampshire, Maine, Massachusetts and Vermont. Regency Mortgage is a top 2 residential mortgage lender in the State of New Hampshire and is on a similar growth path in the State of Maine. The company is also licensed in Florida and Connecticut.
Regency Mortgage proudly offers nearly every mortgage product available, including conventional loans, jumbo loans, FHA , VA and RD (Rural Development) financing, rehabilitation loans, construction loans and even portfolio loans. Regency strives to provide among the most competitive loan rates and pricing in its markets. Recently, Regency Mortgage started a pipeline hedging strategy allowing it to sell all of its fixed rate loans into the marketplace on a mandatory flow basis, further increasing its ability to keep its loan pricing/rates competitive.
In 2005 Quentin Keefe was named the Small Business Person of the Year by the Greater Manchester, NH Chamber of Commerce, and in 2010 was further honored by receiving a Business Excellence Award from the New Hampshire Business Review. Most recently, in 2012, Regency Mortgage was recognized by the Business NH Magazine as one of the Top 100 NH Private Companies coming in at #9.
Quentin Keefe has served as a Trustee of the historic Palace Theatre in Manchester, NH since 2005 and currently serves as its Chair.
Categorized under Mortgage bankers and loan correspondents
110 Kimball Ave. Suite 118
South Burlington, VT
(802) 489-5310
Categorized under Certified Financial Planners
20 Kimball Avenue, Suite 201
South Burlington, VT
(802) 846-1264
Categorized under Certified Financial Planners
Stage 2 Planning Partners provides wealth management, financial planning, investment management and consulting services.The people we serve are people getting ready for retirement, people going through divorces, those who have just lost a spouse, significant wealth holders and owners of privately held businesses.
All Company Listings
CLAIMED
Categorized under Investment advice
The South Burlington, VT team of financial advisors are ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate planning, and private client services, through their dedicated advisor. As a fiduciary, Wealth Enhancement always acts in the best interests of their clients and their unique situations, no matter how complex. Every financial plan is crafted with care, tailored with compassion, and built to handle what life brings.
CLAIMED
Categorized under Tax return preparation services
H&R Block tax professionals know taxes and can handle your tax needs and maximize your refund. Set up an appointment in your local tax preparation office or work with your tax consultant from home. Whether you come in to your local South Burlington H&R Block office to work with your tax pro or drop off your documents and go, your well-being is our top priority. By deep cleaning offices, disinfecting high-touch areas after each appointment, and social distancing, we're doing our part to keep our communities safe. If you want to work with your tax pro from home - just call and ask to use our Digital Drop-Off service. You'll get an email from a tax pro with a link to upload your documents.
38 Eastwood Drive # 400
South Burlington, VT
(802) 863-8430
Categorized under Security Brokers
Categorized under Non-Bank Holding Companies
Categorized under Investment Holding Companies, Except Banks
Categorized under Financial Advisory Services
Categorized under Automated Teller Machines (ATMs)
Crypto and bitcoin purchases and management provided by Coinme at the kiosk. Come prepared with your mobile phone and cash-in-hand. We recommend creating a Coinme account before your visit, as you will have to verify your ID to complete your bitcoin purchase. Grab your printed voucher and keep it safe until redeemed in your cryptocurrency wallet! In 2014, Coinme became the first state-licensed bitcoin ATM company in the United States and now through a partnership with Coinstar operates the largest bitcoin kiosk network in the world. To reach Coinme support, please use their online chat feature or call.
Categorized under Non-Bank Holding Companies
Categorized under Financial Advisory Services
Categorized under Financial Advisory Services
Categorized under Tax Return Preparation and Filing
Categorized under Non-Bank Holding Companies
Categorized under Credit Unions
Categorized under Investment advice
We provide comprehensive investment management services to individuals, corporations, and non-profits with personalized care and a cost-effective approach. Our knowledge and experience provides our clients the edge they need to achieve their financial goals.
Categorized under Mortgage bankers and loan correspondents
Meet David Hogan, your dedicated loan officer based in South Burlington. Specializing in personalized mortgage solutions for repeat home buyers, first-time buyers, real estate investors, and homeowners looking to refinance, they are your seasoned expert on all things mortgage. Whether you want to explore Conventional loans, FHA loans, VA loans, Jumbo loans, home improvement loans, USDA home loans, or grant and down payment assistance, David Hogan is your go-to guide through the process.
Connect with them today to learn more about our services, view customer testimonials, and start your mortgage prequalification process. Check out our mortgage blog for insights on current mortgage rates and trends, and feel free to use our mortgage calculator to estimate monthly payments. With their expertise, you'll stay ahead with accurate information on today's mortgage rates, helping you achieve your homeownership goals.
Categorized under State Trust Companies Accepting Deposits, Commercial
Categorized under Patent Buying, Licensing, Leasing
Categorized under Financial Advisory Services
Categorized under Tax Return Preparation and Filing
Categorized under Stock Brokers and Dealers
Categorized under Mortgage bankers and loan correspondents
Mr. Keefe currently serves as President and CEO and Ms. Lemay is the company’s Sr. Vice President overseeing loan operations. Regency Mortgage started in 1996 as a mortgage brokerage firm; in the early part of the new millennium Regency Mortgage Corp. opted to become a mortgage banking company, securing warehouse lines of credit and bringing the underwriting and closing functions in-house.
Today, Regency Mortgage is a well established regional mortgage banking firm with its headquarters still in Hooksett, NH, but with 14 branch offices as well, located throughout New Hampshire, Maine, Massachusetts and Vermont. Regency Mortgage is a top 2 residential mortgage lender in the State of New Hampshire and is on a similar growth path in the State of Maine. The company is also licensed in Florida and Connecticut.
Regency Mortgage proudly offers nearly every mortgage product available, including conventional loans, jumbo loans, FHA , VA and RD (Rural Development) financing, rehabilitation loans, construction loans and even portfolio loans. Regency strives to provide among the most competitive loan rates and pricing in its markets. Recently, Regency Mortgage started a pipeline hedging strategy allowing it to sell all of its fixed rate loans into the marketplace on a mandatory flow basis, further increasing its ability to keep its loan pricing/rates competitive.
In 2005 Quentin Keefe was named the Small Business Person of the Year by the Greater Manchester, NH Chamber of Commerce, and in 2010 was further honored by receiving a Business Excellence Award from the New Hampshire Business Review. Most recently, in 2012, Regency Mortgage was recognized by the Business NH Magazine as one of the Top 100 NH Private Companies coming in at #9.
Quentin Keefe has served as a Trustee of the historic Palace Theatre in Manchester, NH since 2005 and currently serves as its Chair.
Categorized under Mortgage bankers and loan correspondents
Categorized under Mortgages
Categorized under Trusts: Educational, Religious, Etc.
Categorized under Mortgages, Buying and Selling
69 Swift Street # 100
South Burlington, VT
(802) 657-6847
Categorized under Federally Chartered Credit Unions
275 Kennedy Drive # 100
South Burlington, VT
(802) 865-1635
Categorized under Nondeposit Trust Facilities
110 Kimball Ave. Suite 118
South Burlington, VT
(802) 489-5310
Categorized under Certified Financial Planners
20 Kimball Avenue, Suite 201
South Burlington, VT
(802) 846-1264
Categorized under Certified Financial Planners
Stage 2 Planning Partners provides wealth management, financial planning, investment management and consulting services.The people we serve are people getting ready for retirement, people going through divorces, those who have just lost a spouse, significant wealth holders and owners of privately held businesses.
Categorized under State Credit Unions
Categorized under Security Brokers
30 Kimball Avenue # 300
South Burlington, VT
(802) 865-0410
Categorized under Educational Trust Management
1233 Shelburne Road
South Burlington, VT
(802) 658-0625
Categorized under Financial Planning Consultants
Categorized under Federally Chartered Credit Unions
Categorized under Financial Advisory Services
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