Financial Services Member Listings

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Brattleboro Development Credit Corporation

76 Cotton Mill Hill

Brattleboro, VT 05301

802-257-7731 Ext 224

https://brattleborodevelopment.com

The Brattleboro Development Credit Corporation (BDCC), is a private, nonprofit economic development organization that serves as a catalyst for industrial and commercial growth throught southeastern, Vermont, including Windham COunty and the towns of Readsboro, Searsburg, Weston, and Winhall. The primary objective of the BDCC is to creat and retain a flourshing business community that supports vibrant fiscal activity, and improves the quality of life of all of its residents.

 

CHS Wealth Management & CPAs LLC

5111 US Route 5 PO Box 210

Westminster Station, VT 05159

802-722-4500

chswealthmgt.com

Contact: Mark Smith
Email: ch@chswealthmgt.com
          info@chswealthmgt.com

Edward Jones - Walpole

57 Main St

Walpole, NH 03608

603-756-2513

www.edwardjones.com

When it comes to your financial future, it's important to work with someone who takes time to understand you and your situation. We take a step-by-step approach to identify your goals and develop specific strategies to help you achieve them. Contact me today and/to see how personal service can make a difference at Jessica.Fuller@edwardjones.com.

Edward Jones Investments-Bellows Falls

16 The Square

Bellows Falls, VT 05101

802-463-0083

www.edwardjones.com

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 adviser and you.We believe that building long-term relationships with our nearly 7 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.  Email:  bill.stevens@edwardjones.com

H & R Block

33 Rockingham Street

Bellows Falls, VT 05101

802-463-4633

www.hrblock.com/offices/tax-pro-finder.html?officeid=44033&action=catpbyoffice

Primerica

135 Old Homestead HWY

Keene, NH 03431

6032371344

http://www.primerica.com/matthewsnow

For 40 years we’ve had a simple philosophy: just do what’s right. And that starts every time we sit down with a family – like yours – to educate them about how money works and to offer products and services to help them meet their goals.
 
Primerica helps people learn how to make their money work for them using simple financial concepts. The wealthy have used these principles for decades to achieve success, yet these concepts aren’t taught in schools. Primerica bridges that education gap, empowering the families we serve to make better financial choices and to use the products and services we offer to reach their goals.
 
We take great pride in being a company dedicated to bringing common sense solutions to families from all walks of life. We’re a Main Street Company for Main Street North America.
 
Let us show you how we can help your family.
Matthew Snow
Regional Vice President
 
Office:  603-821-4864
Fax:     603-237-1343
Direct:  603-237-1344
 
 

Quail Financial

47 Main St

Walpole, NH 03608

603-904-4088

www.quailfinancialgroup.com

Savings Bank of Walpole

68 Ames Plaza Lane, PO Box 517

Walpole, NH 03608

603-756-4771

www.walpolebank.com

                Our mission is simple. We're here to provide financial products that are in our customers' best interest, not ours. It is and always has been the very foundation of our existence. More importantly, as the only bank headquartered right here in our community, we know that we are in business because of our community and for our community.