Financial Planning Advisors and Investment and Asset Management Planners in Burlington, Vermont.


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Financial Planning Advisors in Burlington, Vermont

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Financial Planning Advisors in Burlington, Vermont.

Many people underestimate how much money they will need to retire.



Your Solution When Financing Equipment

We live in an increasingly impersonal world. When was the last time you called a business about your account and spoke with someone who actually remembered you? At
North Star Leasing, we take pride in remembering our customers. More than that, we know our customers—their needs and goals.

That understanding starts with our employees averaging more than 15 years experience with us here at North Star Leasing. It continues with exceptional customer service.
When you call, expect the phone to be picked up by the second ring. And expect a helpful, professional, and knowledgeable person at the other end. Whether you are
requesting an additional equipment lease, working out payment terms, or asking the benefits of leasing over purchasing, we will provide the answers you seek.


Other advantages

* Experience: With decades of experience, we’re more than a leasing and financing company; we’re your business partner.
* Competitive Rates: We offer some of the most competitive rates in the industry.
* Fast and Liberal Credit Decisions: We do not use off-the-shelf scoring systems that frequently eliminate potentially good applicants because of length of time in
business, nature of business or even unproven credit background. All customers are judged on their merit. We respond to the applicant the same business day.
* Simple Documents: We’ve made it easy for you to complete a lease application. Our simple online short form contract is generally all that is required.
* No complicated terminology, no lengthy application forms.
* Never a pre-payment penalty.

How To Contact Us

North Star Leasing Company
P.O. Box 4505
Burlington VT 05406-4505
(800) 874-4747
(802) 862-6084
Fax: (802) 658-9724
info@northstarleasing.com

 



Fortunately, there are some sound financial strategies you can use to help improve your chances of funding a comfortable retirement.

Business Services

Vermont Federal understands that every business requires its own unique blend of products and services in order to succeed. We take the time to help you combine the
right products and services to meet your individual business needs so that you succeed in all of your business ventures.

With Vermont Federal, you are offered great rates and low fees while knowing that your business finances are handled locally.

Whatever your commercial account needs, Trish Porter, our Director of Business Services, is the person to call. She has over 20 years of commercial lending
experience with companies of all sizes and in many different industries. Trish specializes in helping businesses in Vermont grow. It’s personally rewarding for
her to see a business succeed, prosper and contribute to our local community.

FinanceWorks™
------------------------------
Vermont Federal offers FinanceWorks™, a free enhancement to your online banking that allows you to:

*
Manage Your Finances All in One Place - View your complete financial picture across over 5,000 financial institutions and creditors. With just one login you can view all
your checking accounts, savings accounts, loans and credit cards.
*
Ensure Bills are Paid On Time - Avoid late fees on late bill payments. Track all your bills in one place, no matter how you pay them.
*
Manage Your Cash Flow - Look at a clear bottom line so you can easily see if you're living within your means. After, view where you are spending your money so you
can identify ways to save and track your budget.
*
Know How Much Money You Really Have to Spend - Stop waiting for transactions to clear. You can see your RealBalance™, an account total that includes not just
cleared transactions, but upcoming transactions as well.

With FinanceWorks™, spend less time managing your finances and more time doing what you want to do. Sign up or log on to e-Branch24 (online banking) now to view
your customized financial picture.


Contact Information

Vermont Federal Credit Union
84 Pine Street (100 Financial Plaza)
Post Office Box 407
Burlington, VT 05402-0407
Phone: (802) 658-0225
Toll-Free: (888) 252-0202
Fax: (802) 864-6938
E-Mail: memberservices@vermontfederal.org



Herrick, Ltd. was incorporated on 1980-02-05 by Stephanie Herrick, who initially was the sole CPA along with some part-time paraprofessional help. Claude R. Schwesig
became associated with the firm in 1983, and John D. Limanek in 1985. On 1987-11-01, Claude and John became the co-owners of the firm, and continued to gradually
expand the client base and personnel.

Herrick, Ltd. has always been a Burlington-based firm and, since 1985, has been located in a downtown historical building now owned by John and Claude. During the
1980's we began to computerize, and today we are fully networked using a wide range of sophisticated software. Because Claude is a Canadian citizen and fluent in French,
we are in a unique position to offer services to Canada.

As CPAs, Herrick, Ltd. offers extensive financial and estate planning services to individuals and trusts, as well as comprehensive business and tax planning for closely held
commercial entities. Much of our expertise touches international matters, with a focus on Canada/U.S. tax issues. Our insistence on in-depth research, open and personal
communications with clients, and quality control enables us to deliver premium results, especially involving complicated situations. Click on "Our Firm" for more
administrative information.

Thank you for considering Herrick, Ltd. as your financial advisors. We would like to share with you some of our firm's operating procedures so that we will be better able to
respond to your needs. If, at any time, you have questions or comments, please feel free to contact us.

Our principals are Claude R. Schwesig and John D. Limanek. Both are licensed certified public accountants. Click here for more information about all of our professionals.

We help with:

Planning

* Personal financial and tax planning
* Small business planning
* Retirement planning
* Charitable giving and planning
* Estate and Trust planning




Physical and mailing address:
72 Main Street
Burlington, Vermont
05401-8419
USA

Telephone (regular): 802-864-4514
Telephone (facsimile): 802-860-2210ia.

Vermont : Financial Advisor in Bennington : Financial Advisor in Brattleboro : Financial Advisor in Burlington : Financial Advisor in Montpelier

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    Investment and Asset Management Planners in Burlington, Vermont.