Financial Planners Rutland 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 Rutland, VT that can help answer your questions about Financial Planners.

Mr. Peter G. Valente, CFP®
(802) 775-2341
92 Grove St
Rutland, VT
Firm
Rosen Valente & Willhaus

Data Provided By:
Mr. William C. Root, CFP®
(802) 773-9607
128 Merchants Row
Rutland, VT
Firm
Edward Jones

Data Provided By:
Mrs. Margaret Jones, CFP®
(802) 772-3251
67 Merchants Row Ste 102
Rutland, VT
Firm
UBS
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning, Insurance Planning, Intergenerational Planning

Data Provided By:
Mr. Thomas G. Boswell, CFP®
(802) 747-9010
80 West St Ste 101
Rutland, VT
Firm
B & F Financial Analytics, Inc. Rutland VT 05701
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable



Data Provided By:
Ms. Marilyn Wilson Edgerton, CFP®
(802) 234-5106
PO Box 134
Gaysville, VT
Firm
Financial Advisory Services

Data Provided By:
Ms. Jessica L. Anderson, CFP®
(802) 775-3200
PO Box 600
Rutland, VT
Firm
UBS Financial Services
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Employee and Employer Plan Benefits, Investment Management

Data Provided By:
Mr. David L. Frenette, CFP®
(800) 628-2132
PO Box 40
Rutland, VT
Firm
Morgan Stanley Smith Barney

Data Provided By:
Mr. Ronald N. Lazzaro, CFP®
(802) 773-4115
86 N Main St
Rutland, VT
Firm
Ronald N. Lazzaro PC
Areas of Specialization
Comprehensive Financial Planning

Data Provided By:
Mr. John P. Crowley Sr., CFP®
(802) 747-8002
PO Box 518
Rutland, VT
Firm
Kulig & Sullivan, P.C.
Areas of Specialization
Estate Planning

Data Provided By:
Citizens Bank - Rutland Drive Thru
(802) 775-0025
47 Merchants Row
Rutland, VT
Type
Branch
Office Hours
Mon: na
Tue: na
Wed: na
Thu: na
Fri: na
Sat: na
Sun: na
Drive Up Hours
Mon: 8:30AM-5PM
Tue: 8:30AM-5PM
Wed: 8:30AM-5PM
Thu: 8:30AM-5PM
Fri: 8:30AM-5PM
Sat: na

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