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Financial Advisors in South Burlington, Vermont

Our hand-picked list of 7 financial advisors serving South Burlington, Vermont. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in South Burlington

Financial professionals in South Burlington should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Vermont securities regulator before sharing any financial information.

Licensing & verification: Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In Vermont, verify with the FINRA / SEC / state before hiring.

Top Financial Advisors in South Burlington

BROADLAKE FINANCIAL MANAGEMENT

99 SWIFT STREET, SOUTH BURLINGTON, VT 05403

📞 (802) 863-••••

FARROW FINANCIAL INC

1 KENNEDY DRIVE SUITE U8, SOUTH BURLINGTON, VT 05403

📞 (802) 728-••••

INTRACK INVESTMENT MANAGEMENT, INC.

1233 SHELBURNE ROAD, SOUTH BURLINGTON, VT 05403

📞 (802) 658-••••

PATHWAY FINANCIAL ADVISORS, LLC

725 COMMUNITY DRIVE, SOUTH BURLINGTON, VT 05403

📞 (802) 660-••••

POULOS ADVISORS, INC.

1233 SHELBURNE ROAD, SOUTH BURLINGTON, VT 05403

📞 (802) 862-••••

BULLROCK MANAGEMENT LLC

228 AVIATION AVENUE

📞 802 985 ••••

QUANTUM LEAP CAPITAL, LLC

3 BALDWIN AVE

📞 (802) 448-••••

Frequently Asked Questions

Where can I find financial advisors in South Burlington, Vermont?

South Burlington, Vermont has 7 financial advisors listed in our directory. BROADLAKE FINANCIAL MANAGEMENT is one option in the area. Use the list above to compare providers and request a free quote.

Are financial advisors licensed in Vermont?

Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In Vermont, verify with the FINRA / SEC / state before hiring. Ask any provider for their current license number and verify it with the FINRA / SEC / state before you hire.

How do I choose the right financial advisor in South Burlington?

Financial professionals in South Burlington should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Vermont securities regulator before sharing any financial information.

Can I get a free quote from a financial advisor in South Burlington?

Yes. Use our free quote form below — describe your project, and we'll match you with verified South Burlington-area financial advisors who can provide written estimates. There's no obligation, and most providers respond within 24 hours.

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