Financial Planners Bennington VT

This page provides relevant content and local businesses that can help with your search for information on Financial Planners. You will find informative articles about Financial Planners, including "Be A Savvy Financial Consumer". Below you will also find local businesses that may provide the products or services you are looking for. Please scroll down to find the local resources in Bennington, VT that can help answer your questions about Financial Planners.

Janice Swenor
Langtree Associates
(802) 442-9311
115 Elm Street
Bennington, VT
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, College/Education Planning, Middle Income Client Needs, Newlyweds & Novice Investors, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA, MS

Mr. Brian D. Mckenna, CFP®
(802) 447-1538
207 Main St
Bennington, VT
Firm
D.B. McKenna & Co., Inc.

Data Provided By:
Mr. Donald B. Mckenna, CFP®
(802) 447-1530
207 Main St
Bennington, VT
Firm
Bennington Finl Plng Group
Areas of Specialization
Estate Planning, Investment Management, Investment Planning, Life Planning, Tax Planning, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000



Data Provided By:
Mrs. Brenna Ann Warren, CFP®
155 North St
Bennington, VT
Firm
The Bank of Bennington, Money Concepts

Data Provided By:
Ms. Doris Hancock Karampatsos, CFP®
(413) 663-2343
795 Main Street
Williamstown, MA
Firm
True North Financial Services

Data Provided By:
Mr. Michael E. Slattery, CFP®
(802) 681-7396
160 Benmont Ave Ste 17A
Bennington, VT
Firm
Northwestern Mutual®
Areas of Specialization
Asset Allocation
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $250,001 - $500,000

Profession: Business Executives

Data Provided By:
Ms. Gail A. Mauricette, CFP®
(802) 442-8174
311 North Street
Bennington, VT
Firm
Crossroads Accounting LLC

Data Provided By:
Ms. Kristin W. Reed, CFP®
(802) 442-9311
204 South St
Bennington, VT
Firm
Langtree Associates

Data Provided By:
Mr. David W. Orton, CFP®
(518) 852-6026
585 Sumner Road
Stamford, VT
Firm
Pyramid Funds Corporation
Areas of Specialization
Asset Allocation, Insurance Planning, Investment Management, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000



Data Provided By:
Mr. Bruce P. Mullen, CFP®
(802) 464-8998
PO Box 400
Wilmington, VT
Firm
Mullen Financial Strategies
Areas of Specialization
Investment Management
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided By:
Data Provided By:

Be A Savvy Financial Consumer

by Cesar Garcia on June 11, 2010

in La Buena Vida

The answer lies in the old saying that goes, “It’s not who you know, it’s what you know.” Yes, I changed the words around. The What in front of the Who. Say what?

Men Shaking Hands For many generations, the business world, which includes Wall Street, has been networking its corporate elite and others in order to drive sales and build a successful business. Networking is synonymous with a successful business. All the businessmen and businesswomen at the corporate level, including business and investment bankers achieve success through networking. Of course, in order to close a deal, they need to have the knowledge, expertise and the right information to complete that business transaction and call it a slam dunk of a deal. Financially Savvy Couple

Put yourself in the shoes of that businessman, businesswoman or banker. Now, call yourself a savvy financial consumer instead. Or, would you rather just call yourself a financial consumer? You decide. What’s the difference? A savvy financial consumer runs the show just like the knowledgeable businessman. Ever here of the saying, “ Oh, he’s a smart businessman.” Being a savvy consumer is about using money wisely, being informed and ultimately making a well-informed financial decision. In this tough economy, most of us are trying to squeeze as much value as possible out of every dollar and no one can afford to loose money. The savvy financial consumer creates a budget and best prepares himself or herself with knowledge and educational resources to tackle life’s financial objective.

Ok, so we figured out that to be a savvy financial consumer, one needs to be budget conscious and informed in order to make an educated decision. If you are still in that businessperson’s shoes, you are probably asking yourself what this all means or where does networking fit?

Girl With Calculator Let’s first talk about the economy. When you look at the state of many of the economies around the world, it’s a mystery why financial education is not required in schools. Yes, it’s not required. It is easy to blame banks, business or governments for our current economic condition but the fact is that the education of individuals is what needs to be addressed. Some argue that a better way to teach children about money is in the home, which may have its qualities but may create something of a cyclone out of control: when parents are themselves, financially challenged. What’s the government’s role in teaching financial education? From my experience in researching financial education and the resources that can help individuals and families better prepare themselves to make that slam dunk of a deal, the government and some private businesses are going to bat for you.

Throughout my financial quest in search of answers to everyday personal finance questions, I came to realize that there is way too much information out there! Information overload! The World Wide Web is amassed with hundreds of sites devoted to help...

Click here to read the rest of this article from Casa Latina