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Find Retirement Advisors for Retirement Planning in Vermont, Montpelier

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

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Top 3 Retirement Planning firms in Montpelier, Vermont (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

One National Life Drive,
Montpelier, VT, 05604
$35,941,367,795843
Other (AT COST TO AN AFFILIATE)
2

One National Life Drive,
Montpelier, VT, 05604
$2,124,751,34511558450
A percentage of AUM, Hourly charges, Fixed fees, Commission Based
3

535 Stone Cutters Way,
Montpelier, VT, 05602
$1,723,412,484264923
A percentage of AUM, Hourly charges

Information on Top Retirement Planning firms in Montpelier, Vermont

QualificationsFirm CRD# 109396

Assets Under Management $35,941,367,795

No. Of Clients8

Clients Per Financial Advisor0

NLG CAPITAL, INC. is a financial advisory firm situated in Montpelier, Vermont. With a nearly $36B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 43 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Other (AT COST TO AN AFFILIATE)

Financial Planning Services

  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
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QualificationsFirm CRD# 265

Assets Under Management $2,124,751,345

No. Of Clients11558

Clients Per Financial Advisor26

ESI FINANCIAL ADVISORS is a financial advisory firm situated in Montpelier, Vermont. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11558 clients. The team consists of 450 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Commission Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
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QualificationsFirm CRD# 130209

Assets Under Management $1,723,412,484

No. Of Clients2649

Clients Per Financial Advisor115

MAPLE CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Montpelier, Vermont. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2649 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

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