Top Financial Services Firms in Vermont
31 Companies
List of the Top Vermont Financial Services Companies
Sponsored
-
Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Serves VermontServices provided
20% Search Engine Optimization15% Pay Per Click15% Web Design +5 services10% Advertising10% Branding10% Content Marketing10% Digital Strategy10% Social Media MarketingSee all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
Industry Experience
CSTMR has demonstrated significant expertise in the financial services and other industries, with a strong emphasis on branding, content marketing, and digital strategy. Clients in financial services praised their ability to enhance brand awareness and drive measurable traffic increases, while those in other sectors noted their responsive project management and creative solutions. Overall sentiment reflects a high level of satisfaction, particularly regarding CSTMR's understanding of complex market needs and their commitment to client goals, making them an excellent partner in financial services.
Read All ReviewsSelect Industry to see insights
Other Industry Other industries Financial servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally find CSTMR's pricing to be reasonable relative to the high-quality results delivered. For instance, one client noted a $210,000 investment led to a tripling of demo requests and website traffic. Another client, spending $80,000, reported significant improvements in brand awareness and engagement. Overall, feedback reflects strong satisfaction with the value for money, emphasizing CSTMR's commitment to delivering impactful marketing strategies tailored to client needs.Was this helpful?
More responsive than most other service providers
Get in TouchCSTMR is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
View projects from:
Was this helpful?
$25,000+Undisclosed250 - 999Serves VermontServices provided
35% Accounting35% Finance & Accounting Outsourcing (FAO)30% AI AgentsSee all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
1 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 months$200,000 – $999,999 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Recruitment & Mgmt Support for Technology & Accounting Firm
5.0 — Talent Formula provides recruitment and management support for a technology and accounting firm. They find qualified candidates with different levels of seniority to support the client's growing Read moreWas this helpful?
Industry Experience
Talent Formula has received positive feedback primarily within the Hospitality & Leisure industry, notably praised for their recruitment expertise and cultural alignment with clients like Quantaco. Their ability to adapt to changing requirements and deliver qualified candidates efficiently has been highlighted as a key strength. Overall, their impact is significant in enhancing team growth and performance, making them a strong fit for companies seeking tailored talent solutions in the hospitality sector.
Read All ReviewsSelect Industry to see insights
Hospitality & leisureWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed strong satisfaction with Talent Formula's overall cost and value for money. One client noted that the company’s unique talent retention model and efficient recruitment process significantly contributed to their business growth, stating they doubled their growth year on year. The partnership has been long-standing since 2014, highlighting the perceived value in their investment. Overall, clients appreciate the alignment of Talent Formula's services with their specific needs, indicating a favorable cost-to-value relationship.Was this helpful?
-
UndisclosedUndisclosed50 - 249Colchester, VT
Services provided
20% Accounting20% Mobile & App Marketing20% Pay Per Click +2 services20% Search Engine Optimization20% Social Media MarketingSee all 1 projectsCPA Site Solutions provides website creation and maintenance services, specifically tailored for CPA firms to enhance networking and client communication capabilities. Reviews highlight their positive ratings and cultural compatibility. The feedback emphasizes successful client acquisition through the website, with a recommendation for keeping up with industry trends.
-
UndisclosedUndisclosed10 - 49Burlington, VT
Services provided
75% Accounting15% Business Consulting10% Financial ConsultingLocated in Burlington, Vermont and Charlotte, North Carolina, Reconciled is an Accounting company. They offer Accounting and Business Consulting and were launched in 2015.
Read more -
UndisclosedUndisclosed10 - 49South Burlington, VT
Services provided
60% Accounting20% Business Consulting20% HR ConsultingMcSoley McCoy & Co. Is a small Accounting company. Founded in 1990, the team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49South Burlington, VT
Services provided
80% Accounting20% Business ConsultingGrippin Donlan Pinkham is a small South Burlington, Vermont-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249South Burlington, VT
Services provided
100% AccountingGallagher, Flynn & Company, LLP is an Accounting company. The South Burlington, Vermont-based firm was launched in 1970. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49Colchester, VT
Services provided
50% Accounting50% HR ConsultingAccounting and HR Consulting company PayData Workforce Solutions is in Colchester, Vermont. The team offers Accounting and HR Consulting.
Read more -
UndisclosedUndisclosed10 - 49Burlington, VT
Services provided
80% Accounting20% Finance & Accounting Outsourcing (FAO)Established in 2016, Herrick Global is an Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed50 - 249Colchester, VT
Services provided
75% Accounting25% Finance & Accounting Outsourcing (FAO)A. M. Peisch & Company is a Colchester, Vermont-based Accounting company. Launched in 1920, the team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed10 - 49Essex, VT
Services provided
50% Accounting25% Business Consulting25% HR ConsultingBilodeau, Wells & Company, P.C. Is a small Accounting company established in 1984. Their team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Colchester, VT
Services provided
100% AccountingJMM & Associates is an Accounting company. Based in Colchester, Vermont, their team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Bennington, VT
Services provided
100% AccountingLove Cody & Company CPA's is an Accounting company. The team is in Bennington, Vermont, and their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Williston, VT
Services provided
100% AccountingDavis & Hodgdon Associates CPAs, a small Accounting company, is in Williston, Vermont and Rutland, Vermont. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Manchester, VT
Services provided
100% AccountingLaunched in 1999, Spivey Lemonik Swenor is an Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Essex, VT
Services provided
75% Accounting25% Business ConsultingIn Essex, Vermont and Eau Claire, Wisconsin, Linda K Alger CPA is an Accounting company. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49South Burlington, VT
Services provided
100% AccountingEstablished in 2005, DANAHER ATTIG & PLANTE PLC is an Accounting company. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Shelburne, VT
Services provided
100% AccountingAngolano & Company is a small Accounting company based in Shelburne, Vermont. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Rutland, VT
Services provided
75% Accounting25% Business Consulting4 Seasons Accounting, LLC is an Accounting company. Based in Rutland, Vermont, the team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Rutland, VT
Services provided
100% AccountingValente & Seward CPAs, an Accounting company, was launched in 1963. The company offers Accounting, and is small.
Read more -
UndisclosedUndisclosed2 - 9Montpelier, VT
Services provided
100% AccountingVermont Society of Cpa's is a small Accounting company in Montpelier, Vermont. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Essex, VT
Services provided
100% AccountingSmall Accounting company Belisle Viens Associates PC, is located in Essex, Vermont. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Burlington, VT
Services provided
100% AccountingBased in Burlington, Vermont, Montgomery & Granai PC is a small Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Essex, VT
Services provided
100% AccountingWisehart, Wimette & Associates PLC is a small Accounting company located in Essex, Vermont. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Waitsfield, VT
Services provided
100% AccountingHeadquartered in Waitsfield, Vermont, Eid, Michele, CPA Hall & Holden is a small Accounting company. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9South Burlington, VT
Services provided
100% AccountingSherry C. Dempsey CPA PLLC is a small Accounting company in South Burlington, Vermont. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9South Burlington, VT
Services provided
100% AccountingBlodgett Russell M CPA is an Accounting company. Their small team is in South Burlington, Vermont. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9South Burlington, VT
Services provided
100% AccountingSmall Jeffery CPA is a small Accounting company in South Burlington, Vermont. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9South Burlington, VT
Services provided
100% AccountingAssociates in Accounting PLC, a small Accounting company, is headquartered in South Burlington, Vermont. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Barre, VT
Services provided
100% AccountingSmall Accounting company White & Associates, is based in Barre, Vermont. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Saint Johnsbury, VT
Services provided
100% AccountingLaunched in 1986, Bruce A Corrette & Associates is an Accounting company. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Wells, VT
Services provided
50% Commercial Financing50% Financial Advising & PlanningGreenvest is a small Wells, Vermont-based Commercial Financing and Financial Advising & Planning company. The team offers Commercial Financing and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Montpelier, VT
Services provided
40% Financial Advising & Planning30% Commercial Financing30% Funding & InvestmentMaple Capital Partners is a Montpelier, Vermont-based Financial Advising & Planning company. They focus on Financial Advising & Planning and Commercial Financing and were founded in 2004.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My MatchesTell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
Rollover to see company insights or click a company below for more details.
A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.
By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More
Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
- Work experience and previous projects
- Market presence and reputation in the industry
List of the Top 1 Vermont Financial Services Companies
-
UndisclosedUndisclosed50 - 249Colchester, VT
Ability to deliver
11.9/40.00/20 Reviews5.1/10 Clients & Experience6.8/10 Market PresenceService focus
20% Accounting80% Other -
UndisclosedUndisclosed10 - 49Burlington, VT
Ability to deliver
10.4/40.00/20 Reviews3.6/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed10 - 49South Burlington, VT
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
60% Accounting40% Other -
UndisclosedUndisclosed10 - 49South Burlington, VT
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249South Burlington, VT
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49Colchester, VT
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed10 - 49Burlington, VT
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Colchester, VT
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed10 - 49Essex, VT
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed10 - 49Colchester, VT
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed2 - 9Bennington, VT
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49Williston, VT
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed2 - 9Manchester, VT
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49Essex, VT
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed10 - 49South Burlington, VT
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed2 - 9Shelburne, VT
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting
Get personalized agency matches based on your project goals.