Local
Financial Planning
Programs that involve counseling from a financial planner to invest your assets and/or plan for the future financially.
Care Planning and Financial Management
ShareCare4US Solutions
13950 Stanley Park Road, Ashland, VA, 23005
Main:
(804) 874-6844
Financial Planning
Signature Estate & Investment Advisors
1650 Tysons Blvd Suite 1575, Tysons, VA, 22102
Main:
(703) 940-3000
Toll Free:
(844) 344-2991
Fax:
(703) 738-2259
Financial Planning and Wealth Management
SKV Group, LLC
1405 Rolkin Court, Suite 202, Charlottesville, VA, 22911
Main:
(434) 328-8047
Fax:
(434) 234-3789
Financial Planning
Spire Investment Partners
7918 Jones Branch Drive, Suite 800, McLean, VA, 22102
Main:
(703) 748-5800
Toll Free:
(888) 737-8907
Fax:
(703) 748-1372
Financial Planning
SunTrust Bank
510 South Jefferson Street SW, Roanoke, VA, 24011
Main:
(888) 786-8787
Fax:
(540) 982-3001
Investment Club and Financial Planning.
The Center
491 Hillsdale Drive, Charlottesville, VA, 22901
Main:
(434) 974-7756
Fax:
(434) 974-7510
Financial Planning, The Myrias Group
The Myrias Group, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC.
3140 Chaparral Drive SW, Suite 100, Building C, Roanoke, VA, 24018
Main:
(540) 769-0052
Toll Free:
(800) 332-9063
Fax:
(540) 769-0060
Financial Planning and Education
The Women's Center
133 Park Street NE, Vienna, VA, 22180
Main:
(703) 281-2657
Fax:
(703) 242-1454
Financial Planning
Thomas Hancher & Company
1658 State Farm Blvd # A, PO Box 948, Charlottesville, VA, 22911
Main:
(434) 979-8133
Fax:
(434) 979-7283
Individual Development Accounts
Total Action For Progress (TAP)
302 2nd Street Southwest, Roanoke, VA, 24011
Main:
(540) 777-4673
Financial Planning
Trendline Capital Management
4820 Lake Brook Drive Suite 125, Glen Allen, VA, 23060
Main:
(804) 323-9100
Toll Free:
(800) 229-6996
Fax:
(804) 323-9198
Financial Counseling
Union Mortgage Group
7619 Little River Turnpike Suite 400, Annandale, VA, 22003
Main:
(703) 941-0711
Toll Free:
(800) 275-6958
Fax:
(703) 658-8636
Financial Institution
UVA Community Credit Union
3300 Berkmar Drive, Charlottesville, VA, 22901
Main:
(434) 964-2001
Toll Free:
(888) 887-9136 Ext. 3
Financial Planning and Refinancing
UVA Community Credit Union
3300 Berkmar Drive, Charlottesville, VA, 22901
Main:
(434) 964-2001
Toll Free:
(888) 887-9136
Financial Planning
Virginia Asset Management
130 Wylderose Drive, Midlothian, VA, 23113
Main:
(804) 330-0711
Toll Free:
(800) 787-1716
Fax:
(804) 330-0880
Estate Administration
VirginiaEstateLaw.com
2101 Parks Avenue, Suite 700, c/o Edward R. Stolle, Virginia Beach, VA, 23451
Main:
(757) 491-4033
Fax:
(757) 491-4020
Financial Advisor in Winchester, John R. Clawson, MBA, CFP®
Waddell and Reed, Inc.
440 W Jubal Early Drive, Suite 220, Winchester, VA, 22601
Main:
(540) 662-4642
Financial Planning, Virginia Beach
Waddell and Reed, Inc.
2901 South Lynnhaven Rd Ste 100, Virginia Beach, VA, 23452
Main:
(757) 431-2929
Toll Free:
(800) 969-1113
Fax:
(757) 431-8446
Retirement Planning
Waddell Group
1953 Gallows Road, Suite 110, Vienna, VA, 22182
Main:
(703) 881-9173
Toll Free:
(888) 312-9173
Fax:
(703) 881-9174
Financial Planning
West Financial Services, Inc.
2010 Corporate Ridge Road, Suite 530, McLean, VA, 22102
Main:
(703) 847-2500
Toll Free:
(800) 445-1556
Fax:
(703) 847-5050
Financial Counseling Clinics
Western Fairfax Christian Ministries
4511 Daly Drive Suite J, Chantilly, VA, 20151
Main:
(703) 988-9656
Fax:
(703) 378-0550
Financial Advisor
Wrightbridge Company
1227 Cedars Court, Charlottesville, VA, 22903
Main:
(434) 971-6825
Financial Planning - Estate, Taxes & Life Care Planning
XML Financial Group
7600 Leesburg Pike, Suite 120 East, Falls Church, VA, 22043
Main:
(703) 827-2300
Toll Free:
(800) 842-8834
Fax:
(703) 827-2314
Financial Planning; Elissa Buie
Yeske Buie Live Big
301 Maple Avenue West, Suite 600, Vienna, VA, 22180
Main:
(703) 538-2116
Toll Free:
(800) 772-1887
Fax:
(703) 536-4742
Funeral Planning
Programs that provide information about making arrangements to plan and pay for a funeral service and related expenses.
Funeral Home
Akard Funeral Home
1912 W State Street, Bristol, TN, 37620
Main:
(423) 989-4800
Fax:
(423) 989-4815
Funeral Homes and Crematory
Altmeyer Funeral Homes & Crematory
4124 Ironbound Road, Williamsburg, VA, 23188
Main:
(757) 229-3822
Burial Pre-planning
Bennett Funeral Homes
3215 Cutshaw Ave, Richmond, VA, 23230
Main:
(804) 359-4481
Burial and Cremation Services
Bliley's
3801 Augusta Avenue, Richmond, VA, 23230
Main:
(804) 355-3800
Funeral Service
Bolling Grose & Lotts Funeral Service
2160 E Midland Trail, Buena Vista, VA, 24416
Main:
(540) 463-2912
Fax:
(540) 261-5529
Funeral Planning Services
Clore-English Funeral Home
11190 James Monroe Hwy, Culpeper, VA, 22701
Main:
(540) 825-2361