Personalized Accounting and Insurance Solutions to Safeguard Your Financial Future With Confidence

SFP Tax & Insurance provides professional insurance and accounting services tailored for individuals and businesses in Southwestern Vermont, New England, and New York.

Small-town credit union with big-bank capabilities.

At EastRise, we believe that banking should be a source of personal strength and peace of mind. Here, it’s about people, relationships, and using finance to empower our members. Because everyone deserves a stronger and more sustainable financial future.

Founded in 1982, D.B. McKenna, & Co. is an independent investment broker/dealer serving the needs of individuals, corporations and non-profit organizations primarily located in Vermont, northwestern Massachusetts and northeastern New York. Our clearing arrangement with Raymond James and Associates, Inc., allows us to offer clients the face-to-face contact they desire, as well as the research and account services of a major national investment firm.

At NeighborWorks of Western Vermont, we are all things home. We support individuals, neighborhoods, and communities through five lines of business and through community building and engagement efforts. We work to help Vermonters become educated about finances and homeownership, find homes to purchase, get the loans they need to buy homes, and renovate their existing homes to make them healthy, safe, efficient, and affordable.