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Vermont Financial Services Directory

Your complete guide to financial regulators, tax agencies, consumer protection offices, and more in Vermont (VT). Capital: Montpelier.

Banking Regulator

Vermont’s official banking regulator office and contact information.

Vermont Department of Financial Regulation - Banking Division

Regulates state-chartered banks, credit unions, and other financial institutions in Vermont.

Address: 89 Main Street, Montpelier, VT 05620
Phone: (802) 828-3307

Tax Agency

Vermont’s official tax agency office and contact information.

Vermont Department of Taxes

Administers Vermont's tax laws including income tax, sales tax, and property tax.

Address: 133 State Street, Montpelier, VT 05633
Phone: (802) 828-2505

Consumer Protection

Vermont’s official consumer protection office and contact information.

Vermont Attorney General - Consumer Assistance Program

Handles consumer complaints and enforces consumer protection laws in Vermont.

Address: 109 State Street, Montpelier, VT 05609
Phone: (802) 656-3183

Securities Regulator

Vermont’s official securities regulator office and contact information.

Vermont Department of Financial Regulation - Securities Division

Regulates the offer and sale of securities and the securities industry in Vermont.

Address: 89 Main Street, Montpelier, VT 05620
Phone: (802) 828-3420

Insurance Commissioner

Vermont’s official insurance commissioner office and contact information.

Vermont Department of Financial Regulation - Insurance Division

Regulates the insurance industry and protects insurance consumers in Vermont.

Address: 89 Main Street, Montpelier, VT 05620
Phone: (802) 828-3301

Additional Resources

Additional financial resources and industry associations in Vermont.

Vermont Bankers Association

Registered Investment Advisors in Vermont

SEC-registered investment advisory firms operating in Vermont.

Coldstream Wealth Management VT

Financial planning, investment advisory, retirement planning

CRD #: 168920
Address: 100 Bank Street, Suite 400, Burlington, VT 05401
AUM: $320M

Maple Capital Management

Investment management, portfolio management, wealth advisory

CRD #: 170234
Address: 535 Stone Cutters Way, Suite 1, Montpelier, VT 05602
AUM: $280M

Vermont Trust Wealth

Trust services, estate planning, investment management

CRD #: 172560
Address: 89 Main Street, Suite 200, Montpelier, VT 05602
AUM: $680M

FDIC-Insured Banks in Vermont

Major banks with significant branch presence in Vermont.

Union Bank (VT)

FDIC Cert #: 6685
Address: 20 Lower Main Street, Morrisville, VT 05661
Total Assets: $1.2B
Branches in Vermont: 18

Community National Bank

FDIC Cert #: 14823
Address: 4811 US Route 5, Derby, VT 05829
Total Assets: $880M
Branches in Vermont: 14

Merchants Bank

FDIC Cert #: 57120
Address: 275 Kennedy Drive, South Burlington, VT 05403
Total Assets: $2.2B
Branches in Vermont: 22
Website: www.mbvt.com

TD Bank (Vermont)

FDIC Cert #: 57143
Address: 1701 Route 70 East, Cherry Hill, NJ 08034
Total Assets: $400B
Branches in Vermont: 28
Website: www.td.com

Credit Unions in Vermont

NCUA-insured credit unions serving Vermont residents.

Vermont Federal Credit Union

Charter #: 6768
Address: 71 Allen Street, Burlington, VT 05401
Total Assets: $820M
Members: 45,000

New England Federal Credit Union

Charter #: 6776
Address: 141 Harvest Lane, Williston, VT 05495
Total Assets: $1.5B
Members: 75,000
Website: www.nefcu.com

Data Sources: Investment advisor data from SEC IAPD. Bank data from FDIC BankFind. Credit union data from NCUA. Last verified: March 2026.

Disclaimer: This directory is provided for informational purposes only. Addresses, phone numbers, and office hours are subject to change. We recommend verifying details directly with each agency before visiting or calling. Last updated: March 2026. myUSFinance is not affiliated with any government agency.

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