Local
Financial Planning
Programs that involve counseling from a financial planner to invest your assets and/or plan for the future financially.
Financial Planning
Innovative Insurance Solutions, ltd.
90 Whitewood Rd., Ste. 1, Charlottesville, VA, 22901
Main:
(434) 979-7588
Fax:
(434) 979-7580
Personal Finance and Retirement Planning
JM Lesko Financial
800 East Rochambeau Drive, Suite F-170 , Williamsburg, VA, 23188
Main:
(757) 566-8445
Fax:
(757) 741-2629
Financial Planning
John Fiege, CFP
34 Market Street, Onancock, VA, 23417
Main:
(757) 302-6131
Fax:
(757) 302-6132
Financial Counseling
Joint Base Landley-Eustis
705 Washington Boulevard, Fort Eustis, VA, 23604
Main:
(757) 878-3638
Fax:
(757) 764-6752
Financial Advisor
JSW Financial
1995 South Main Street, Suite 903, Blacksburg, VA, 24060
Main:
(540) 961-6706
Toll Free:
(888) 553-2211
Fax:
(540) 961-6910
Financial Planning Services
Kettering Financial, Ltd.
2121 Electric Road, Roanoke, VA, 24018
Main:
(540) 772-8200
Toll Free:
(800) 491-2215
Fax:
(540) 772-9502
Financial Planning
Lincoln Financial Advisors, Virginia Beach
One Columbus Center, Suite 800, Virginia Beach, VA, 23462
Main:
(757) 777-3149
Financial Advisor
Lincoln Financial Group, Manassas
8219 Leesburg Pike, Suite 200, Vienna, VA, 22182
Main:
(703) 821-1685
Financial & Retirement Planning
M. H. Swanson & Associates
408 East Market Street, Suite 202, Charlottesville, VA, 22902
Main:
(434) 979-4822
Fax:
(434) 963-7859
Financial Advisor
Marotta Wealth Management
Ednam Professional Center, 1000 Ednam Center, Suite 200, Charlottesville, VA, 22903
Main:
(434) 244-1000
Financial Planning
Mass Mutual Greater Richmond
100 Eastshore Drive #300, Glen Allen, VA, 23059
Main:
(804) 346-1011
Toll Free:
(888) 324-1602
Fax:
(804) 747-8547
Accounting & Auditing
McQuade Brennan LLP
1730 Rhode Island Ave NW Suite 800, Washington, DC, 20036
Main:
(202) 296-3306
Fax:
(202) 296-0059
Financial Services
McQuade Brennan LLP
1730 Rhode Island Ave NW Suite 800, Washington, DC, 20036
Main:
(202) 296-3306
Fax:
(202) 296-0059
Financial Planning
Merrill Lynch Wealth Management
300 East Main Street, Charlottesville, VA, 22902
Main:
(434) 327-4023
Toll Free:
(800) 417-0255
Financial Services
Metlife Financial Services
6641 West Broad Street, Suite 404, Richmond, VA, 23230
Main:
(804) 282-7522
Toll Free:
(800) 638-5433
Tax Planning and Money Management, Reston
MillerMusmar
2100 Reston Pkwy Suite 400, Reston, VA, 20191
Main:
(703) 437-8877
Fax:
(703) 437-8937
Financial Advisor Works With Caregivers
Morgan Stanley Smith Barney
401 East Market Street, Suite 100, Charlottesville, VA, 22902
Main:
(434) 244-0123
Toll Free:
(888) 814-0639
Fax:
(434) 244-0017
Financial Services
Old Point Trust & Financial Services, N.A.
11751 Jefferson Avenue, PO Box 6270, Newport News, VA, 23606
Main:
(757) 728-1264
Toll Free:
(800) 952-0051
Fax:
(757) 873-9365
Financial Planning
Opta Financial
3975 Fair Ridge, Suite 315N, Fairfax, VA, 20170
Main:
(703) 218-6710
Fax:
(703) 273-0057
Financial Planning
Partners in Financial Planning
421 S College Avenue, Salem, VA, 24153
Main:
(540) 444-2930
Fax:
(540) 266-3620
Life Planning for the Aging
Pegasus Financial Group
4211 Pleasant Valley Road, Suite 260, Chantilly, VA, 20151
Main:
(703) 956-6662
Fax:
(703) 956-6334
Retirement Planning
Personal Financial Planning, Inc.
3536 Brambleton Ave, Suite 8A, Roanoke, VA, 24018
Main:
(540) 774-8700
Toll Free:
(800) 774-9873
Fax:
(540) 774-8788
Financial Assistance, Tax Preparation
Ravi Bhatia CPA
44110 Ashburn Shopping Plaza, Suite 223, Ashburn, VA, 20147
Main:
(703) 543-9258
Fax:
(703) 649-6116
Financial Adviser in Fairfax
Raymond James & Associates
4035 Ridge Top Road, Suite 550, Fairfax, VA, 22030
Main:
(703) 222-5899
Toll Free:
(800) 982-3035
Fax:
(202) 872-5949
Financial Advisor in Charlottesville
Raymond James & Associates
941 Glenwood Station Lane, Suite 201, Charlottesille, VA, 22901
Main:
(434) 951-9988
Toll Free:
(800) 982-3035
Fax:
(434) 951-9980
Washington DC Office
Raymond James & Associates
1825 I Street NW, Washington, DC, 20006
Main:
(202) 872-5900
Toll Free:
(800) 982-3035
Fax:
(202) 872-5949
Financial Planning
Richmond Financial Group, Office of MetLife
6641 West Broad Street, Suite 404, Richmond, VA, 23230
Main:
(804) 282-7522
Fax:
(804) 282-6370
Financial Advisor
Sapere Wealth Management
675 Peter Jefferson Parkway, Suite 240, Charlottesville, VA, 22911
Main:
(434) 245-8600
Toll Free:
(888) 584-1143
Fax:
(434) 295-1468
Local, Statewide and Nationwide
Financial Planning
Programs that involve counseling from a financial planner to invest your assets and/or plan for the future financially.
Financial Services | Insurance Services
Northwest Financial Advisors
200 Spring Street, Suite 120, Herndon, VA, 20170
Main:
(703) 810-1072
Toll Free:
(800) 269-2156
Fax:
(703) 810-1079
Pension Counseling
Pension Rights Center
1350 Connecticut Ave NW, Suite 206, Washington, DC, 20036
Main:
(202) 296-3776
Toll Free:
(888) 420-6550