Best Financial Planner in Vermont
Top Financial Planner Listings in Vermont
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Showing 1-32 of 32 Financial Planner listings in Vermont · page 1 of 1
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- Financial Planner
- Burlington, Vermont
- (802) 557-6581
- commonwealth.com
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- Financial Planner
- Burlington, Vermont
- (802) 448-6071
- app.peregrine.io
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- Financial Planner
- South Burlington, Vermont
- (800) 416-1655
- vermontwealth.com
Vermont Wealth & Retirement, LLC is a financial planner in South Burlington, VT. The firm provides financial planning, retirement, and investment strategies designed to help individuals and families create a future they can imagine and feel confident about...
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- Financial Planner
- St. Albans, Vermont
- (802) 527-0629
- edwardjones.com
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- Financial Planner
- Burlington, Vermont
- (802) 660-7086
- byupathway.edu
Pathway Financial Advisors LLC is a financial planner in Burlington, VT. The business is located on Community Dr, a short drive from the South Burlington Community Justice Center and the South Burlington Police Department. The area is also near the public...
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- Financial Planner
- Rutland, Vermont
- (802) 775-4371
- morganstanley.com
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- Financial Planner
- Essex Junction, Vermont
- (802) 764-5881
- edwardjones.com
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- Financial Planner
- St. Albans, Vermont
- (802) 524-5892
- edwardjones.com
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- Financial Planner
- Vergennes, Vermont
- (802) 877-2300
- landmark-financial.com
Landmark Financial Services is a financial planner in Vergennes, VT. The firm provides money saving advice and wealth preservation strategies to residents in Burlington, Middlebury, Shelburne, Charlotte, Monkton, and the Ferrisburg area. Their services...
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- Financial Planner
- Rutland, Vermont
- (802) 779-9001
- wellsfargo.com
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- Financial Planner
- Burlington, Vermont
- (802) 448-6084
- raymondjames.com
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- Financial Planner
- Burlington, Vermont
- (802) 497-3621
- castle.xyz
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- Financial Planner
- Essex Junction, Vermont
- (802) 878-8002
- edwardjones.com
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- Financial Planner
- St. Albans, Vermont
- (802) 393-4670
- edwardjones.com
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- Financial Planner
- Burlington, Vermont
- (802) 864-2266
- rockpointadvisors.com
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- Financial Planner
- Barre, Vermont
- (802) 479-0645
- cfsgtrust.com
Community Financial Services Group of Barre: Community Financial Services Group is a financial planner in Barre, Vermont, serving individuals and families across the region with comprehensive financial planning, investment advice, and management. The firm specializes in trusts, including revocable...
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- Financial Planner
- South Burlington, Vermont
- (802) 651-6928
- clientcenteredfinancial.com
Client Centered Financial of South Burlington: Client Centered Financial is a financial planner in South Burlington, Vermont. The firm provides personalized financial services to individuals, couples, families, retirees, and businesses, with team members specializing in financial life planning, investment...
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- Financial Planner
- Newport, Vermont
- (802) 334-1677
- cfsgtrust.com
Community Financial Services Group of Newport: Community Financial Services Group is a Financial Planner in Newport, VT. The firm provides professional investment management and financial planning services to clients in New Hampshire, Vermont, and across the country. Their services include asset...
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- Financial Planner
- Essex Junction, Vermont
- (802) 404-9330
- edwardjones.com
Edward Jones - Financial Advisor: Chris Cichoski is a Financial Planner in Essex Junction, VT. They offer services such as wealth management and financial planning strategies to help individuals build their financial futures. With more than 20,000 financial...
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- Financial Planner
- Rutland, Vermont
- (802) 829-6954
- onedayinjuly.com
One Day In July | Rutland is a Financial Planner in Rutland, VT, located at 734 US-4 Suite 7. As an independent investment firm, the practice provides personalized investment management and financial advice to individuals, families, and institutions. The firm...
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- Financial Planner
- Burlington, Vermont
- (802) 864-8000
- wellsfargo.com
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- Financial Planner
- Burlington, Vermont
- (802) 660-1000
- merrill.com
Merrill Lynch Wealth Management of Burlington: Log in to your Merrill Lynch account to transfer funds, check on your statements and tax documents, deposit checks, e-sign documents, and more.
Score breakdown
- Financial Planner
- Winooski, Vermont
- (802) 864-6819
- vermontagency.com
The Vermont Agency is a Financial Planner in Winooski, VT, located at 354 Mountain View Dr #200. It holds a rating of 4.10 based on customer reviews. The Vermont Agency is an insurance and investment firm that has been serving the community since 1850. The...
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- Financial Planner
- South Burlington, Vermont
- (802) 658-1511
- floodfinancialservices.com
Flood Financial Services is a Financial Planner in South Burlington, VT, located at 1233 Shelburne Rd # E3. It holds a rating of 5.00 based on 0 reviews. Flood Financial Services Inc. is a locally-owned firm in South Burlington, Vermont, serving clients in 31...
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- Financial Planner
- Burlington, Vermont
- (802) 660-8999
- sequoia.com
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- Financial Planner
- Barre, Vermont
- (802) 622-0800
- wellsfargoadvisors.com
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- Financial Planner
- Burlington, Vermont
- (802) 391-0088
- nicholasfoc.com
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- Financial Planner
- Essex Junction, Vermont
- (802) 878-8805
- dwvadvisors.com
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- Financial Planner
- Burlington, Vermont
- (802) 658-8414
- onlineaccess.edwardjones.com
- Financial Planner
- South Burlington, Vermont
- (802) 863-4463
- broadlakefinancial.com
- Financial Planner
- Montpelier, Vermont
- (802) 229-2245
- financialmarketplaceinc.com
- Financial Planner
- Burlington, Vermont
- (802) 489-5342
- westviewia.com
Recently Updated Financial Planner in Vermont
Business profiles with freshly refreshed About sections.
Score breakdown
- Financial Planner
- South Burlington, Vermont
- (800) 416-1655
- vermontwealth.com
Vermont Wealth & Retirement, LLC is a financial planner in South Burlington, VT. The firm provides financial planning, retirement, and investment strategies designed to help individuals and families create a future they can imagine and feel confident about...
Score breakdown
- Financial Planner
- Burlington, Vermont
- (802) 660-7086
- byupathway.edu
Pathway Financial Advisors LLC is a financial planner in Burlington, VT. The business is located on Community Dr, a short drive from the South Burlington Community Justice Center and the South Burlington Police Department. The area is also near the public...
Score breakdown
- Financial Planner
- Vergennes, Vermont
- (802) 877-2300
- landmark-financial.com
Landmark Financial Services is a financial planner in Vergennes, VT. The firm provides money saving advice and wealth preservation strategies to residents in Burlington, Middlebury, Shelburne, Charlotte, Monkton, and the Ferrisburg area. Their services...
Score breakdown
- Financial Planner
- Barre, Vermont
- (802) 479-0645
- cfsgtrust.com
Community Financial Services Group of Barre: Community Financial Services Group is a financial planner in Barre, Vermont, serving individuals and families across the region with comprehensive financial planning, investment advice, and management. The firm specializes in trusts, including revocable...
Score breakdown
- Financial Planner
- South Burlington, Vermont
- (802) 651-6928
- clientcenteredfinancial.com
Client Centered Financial of South Burlington: Client Centered Financial is a financial planner in South Burlington, Vermont. The firm provides personalized financial services to individuals, couples, families, retirees, and businesses, with team members specializing in financial life planning, investment...
Score breakdown
- Financial Planner
- Rutland, Vermont
- (802) 829-6954
- onedayinjuly.com
One Day In July | Rutland is a Financial Planner in Rutland, VT, located at 734 US-4 Suite 7. As an independent investment firm, the practice provides personalized investment management and financial advice to individuals, families, and institutions. The firm...
Score breakdown
- Financial Planner
- Winooski, Vermont
- (802) 864-6819
- vermontagency.com
The Vermont Agency is a Financial Planner in Winooski, VT, located at 354 Mountain View Dr #200. It holds a rating of 4.10 based on customer reviews. The Vermont Agency is an insurance and investment firm that has been serving the community since 1850. The...
Score breakdown
- Financial Planner
- South Burlington, Vermont
- (802) 658-1511
- floodfinancialservices.com
Flood Financial Services is a Financial Planner in South Burlington, VT, located at 1233 Shelburne Rd # E3. It holds a rating of 5.00 based on 0 reviews. Flood Financial Services Inc. is a locally-owned firm in South Burlington, Vermont, serving clients in 31...
What the Data Shows for Financial Planners in Vermont
14% of the 29 financial planners we measured in Vermont reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 38, compared with an average SEO score of 69.
The average Google rating across 19 rated financial planners is 4.7, and the median listing has 3 reviews.
None of the 32 financial planners has been claimed by its owner yet.
Figures from BizScoreAI's stored scans, latest score update Oct 26, 2026. What each score measures: How We Score.
Looking for the best financial planner in Vermont? BizScoreAI scores 32 Financial Planner listings across Vermont on online visibility, AI-search presence, reviews and profile completeness so you can compare at a glance. Open any profile for its full BizScore breakdown - and if it is your business, claim your free listing.
Frequently Asked Questions
How are Vermont Financial Planner listings ordered on BizScoreAI?
Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a composite of AI-search visibility, traditional SEO, citation presence and profile completeness.
How do I claim my financial planner listing in Vermont?
Open its profile and select claim - it is free, and lets you correct details and improve your search and AI visibility.
Is being listed free?
Yes. Every financial planner listing in Vermont is listed and scored for free, and claiming is free too.
