Top financial advisors in Bennington, VT
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're managing your finances in Bennington, VT, you might face unique challenges like planning for healthcare access in a rural area or preparing for retirement in an aging community. Without advisors familiar with these local factors, you could miss important opportunities to align your financial plan with your lifestyle needs.
- Healthcare access planning. Confirm how the advisor integrates local healthcare availability into your long-term financial strategy.
- Retirement timing. Ask how they adjust plans considering the area's demographic trends and potential service limitations.
- Local cost considerations. Ensure they account for rural living expenses and how these impact your budget and savings goals.
- Experience with community resources. Check if they leverage local programs or benefits that can support your financial and healthcare needs.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Shawn L
Series 63, Series 65
Bennington, VT
Commonwealth Financial Network
Shawn Leonard's 23 years of experience and expertise in retirement income strategy and wealth management make him well-suited to address the financial challenges faced by residents in Bennington, VT, including retirement timing and local cost considerations. His affiliation with Commonwealth Financial Network offers access to discretionary model portfolios and a large-firm support system, while his flat-fee consulting options provide flexible pricing compared to other advisors.
Experience: 23 years
Avg account: $568,323
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Ryley G
Series 66
Bennington, VT
Edward Jones
Ryley Gaudreau's 18 years of experience and Series 66 designation equip him to address retirement income strategies and wealth management needs in Bennington, VT, where local healthcare and demographic factors are crucial. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive approach with an annual program fee up to 1.35%, serving diverse clients including executives and business owners.
Experience: 18 years
Avg account: $246,728
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Jason J
Series 63, Series 65
Bennington, VT
Equity Services, inc.
Jason Jeffers offers expertise in retirement plans for business owners and long-term care insurance, which are crucial for managing healthcare access and retirement timing in Bennington, VT. With 27 years of experience at a large firm and a flat-fee structure for financial planning, he provides seasoned guidance that balances local cost considerations and diverse client needs.
Experience: 27 years
Avg account: $221,971
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Daryl S
CFP®, Series 66
North Bennington, VT
Williams Financial, LLC
Daryl Spirka's 20 years of experience and CFP® certification equip him to address retirement planning challenges in Bennington, VT, including local healthcare and demographic considerations. His firm offers flat-fee financial planning and integrates diverse investment strategies, serving individuals and business entities, which may provide a broader approach compared to advisors focusing solely on traditional portfolio management.
Experience: 20 years
Avg account: $781,846
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Brian M
CFP®, Series 63, Series 66
Bennington, VT
Bennington Financial Planning Group
Brian McKenna's 19 years of experience and CFP® certification equip him to address financial planning needs in Bennington, VT, including local healthcare and retirement considerations. His firm offers diverse services like portfolio management and tax preparation, using a mix of fundamental and technical analysis, which may appeal to clients seeking both strategic investment approaches and community-focused expertise.
Experience: 19 years
Avg account: $698,982
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