Asset management in Fredericksburg, VA
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Deacon Wealth Management
● OpenDeacon Wealth Management is a leading finance and insurance agency located at 20 Commerce Parkway in Fredericksburg, Virginia, United States. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or protecting your assets with insurance coverage, Deacon Wealth Management is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a secure financial future.
20 Commerce Pkwy #109, Fredericksburg, VA 22406, United States -
The Gold Deposit
● OpenThe Gold Deposit is a prestigious finance and jewelry store located at 137 Spotsylvania Mall Drive in Fredericksburg, Virginia, United States. As a trusted institution, we specialize in buying and selling high-quality gold, silver, and other precious metals. Our knowledgeable staff are experts in appraising and evaluating jewelry, coins, and bullion, ensuring customers receive fair and competitive prices. Whether you're looking to invest in precious metals or sell unwanted items, The Gold Deposit is the go-to destination for all your financial and jewelry needs. Visit us today to experience exceptional service and quality products.
137 Spotsylvania Mall Dr, Fredericksburg, VA 22407, United States -
Carrell Blanton Ferris & Associates, PLC
● OpenCarrell Blanton Ferris & Associates, PLC is a reputable law firm located at 725 Jackson Street in Fredericksburg, Virginia. With a team of experienced lawyers, they specialize in serving clients in Fredericksburg, Spotsylvania, Stafford, Culpeper, and surrounding areas. Whether you need legal assistance with estate planning, business law, real estate transactions, or any other legal matter, the professionals at Carrell Blanton Ferris & Associates, PLC are dedicated to providing top-notch legal services to meet your needs.
725 Jackson St #209, Fredericksburg, VA 22401, United States -
Bankers Insurance LLC
● ClosedBankers Insurance LLC is a reputable insurance agency located at 10304 Spotsylvania Avenue in Fredericksburg, Virginia. With a commitment to providing top-quality insurance products and exceptional customer service, Bankers Insurance LLC is dedicated to helping individuals and businesses protect their valuable assets. Whether you are in need of auto, home, life, or business insurance, their team of experienced professionals is ready to assist you in finding the perfect coverage options tailored to your specific needs. Trust Bankers Insurance LLC to be your trusted partner in securing peace of mind and financial protection.
10304 Spotsylvania Ave #110, Fredericksburg, VA 22408, United States -
ALNA Financial
● OpenALNA Financial, located at 1125 Emancipation Highway in Fredericksburg, Virginia, is a finance institution specializing in retirement planning. Our goal is to help individuals prepare for the challenges that come with transitioning into retirement. Whether you are unsure of where to begin or need assistance in managing your financial situation, our skilled team is here to collaborate with you and create a comprehensive plan that aligns with your goals and priorities. Our process begins with data gathering to understand your current financial situation. From there, we work together to build a plan that helps you achieve both your short and long-term goals. We also focus on minimizing income taxes, managing retirement savings and income, and protecting your wealth against unexpected events. Additionally, we assist in preparing for the smooth transfer of assets to your loved ones in a tax-efficient manner.
1125 Emancipation Hwy Suite 400, Fredericksburg, VA 22401, United States -
Cary Street Partners
● OpenCary Street Partners is a finance institution located at 1000 Winchester Street in Fredericksburg, Virginia. Our experienced financial advisors are dedicated to creating personalized financial plans that align with your short and long-term goals. Our team in Fredericksburg has years of experience in the industry and is committed to providing the best services for our clients. We focus on aligning the interests of our clients, employees, owners, and business partners to create positive change and new opportunities. Our services include comprehensive research, model portfolio creations, personalized financial plans, strategic insight, and guidance for optimizing investment portfolio performance. Cary Street Partners is the trade name used by Cary Street Partners LLC, Member FINRA/SIPC; Cary Street Partners Investment Advisory LLC; and Cary Street Partners Asset Management LLC, registered investment advisers. Products may not be available in all jurisdictions. Visit our website to learn more about our team members and advisors in Fredericksburg.
1000 Winchester St #300, Fredericksburg, VA 22401, United States -
Atlantic Union Financial Consultants - Raymond James
● OpenAtlantic Union Financial Consultants - Raymond James is a reputable financial institution located at 1000 Winchester Street in Fredericksburg, Virginia, United States. Specializing in finance, they offer a wide range of financial services and solutions to help individuals and businesses achieve their financial goals. With a team of experienced financial consultants, they provide personalized advice and guidance to help clients make informed decisions about their investments, retirement planning, and wealth management. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Atlantic Union Financial Consultants - Raymond James is dedicated to helping you achieve financial success.
1000 Winchester St #200, Fredericksburg, VA 22401, United States -
Joel D Marks - Financial Advisor, VACU Investment Group, a financial advisory practice of Ameriprise Financial Services, LLC
● OpenJoel D Marks - Financial Advisor, VACU Investment Group, a financial advisory practice of Ameriprise Financial Services, LLC, is located at 4531 Spotsylvania County Parkway, Fredericksburg, Virginia, United States. This institution offers a range of financial services and expertise to help individuals with their asset management needs. The advisors at this institution hold various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing their commitment to ethical practices and continuous education in the field of finance. Whether you are looking for retirement planning, estate planning, investment strategies, or insurance products, the experienced team at Joel D Marks - Financial Advisor is equipped to provide personalized solutions to meet your financial goals. With a focus on client assessment, risk management, and investment performance, the advisors at this institution strive to help retirees, small business owners, and high net worth clients make informed decisions about their financial future. Additionally, the institution offers specialized certifications such as Certified Divorce Financial Analyst, Chartered Financial Analyst®, and Certified Kingdom Advisor® to cater to specific financial planning needs. Whether you are planning for retirement, managing investments, or navigating the complexities of estate planning, Joel D Marks - Financial Advisor is dedicated to providing comprehensive and tailored financial solutions to help you achieve your financial objectives.
4531 Spotsylvania County Pkwy, Fredericksburg, VA 22408, United States -
Davenport & Company LLC
● OpenDavenport & Company LLC is a finance institution located at 904 Princess Anne Street in Fredericksburg, Virginia. As a trusted financial services firm, Davenport & Company LLC offers a wide range of investment and wealth management services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Davenport & Company LLC is dedicated to providing personalized and comprehensive financial solutions to their clients. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Davenport & Company LLC is committed to helping you navigate the complex world of finance with confidence.
904 Princess Anne St Suite 102, Fredericksburg, VA 22401, United States -
Edward Jones - Financial Advisor: Ben Maxwell, ChFC®|AAMS™
● OpenEdward Jones - Financial Advisor: Ben Maxwell, ChFC®|AAMS™ is a trusted financial institution located at 1551 Emancipation Highway in Fredericksburg, Virginia, United States. With a focus on personalized financial planning and investment strategies, Ben Maxwell, a Certified Financial Planner and Accredited Asset Management Specialist, provides expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or building wealth for the future, Edward Jones is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact Ben Maxwell today to schedule a consultation and take the first step towards a secure financial future.
1551 Emancipation Hwy Suite 102, Fredericksburg, VA 22401, United States -
Merrill Lynch Financial Advisor Nicole Hawkins-Normand
● OpenMerrill Lynch Financial Advisor Nicole Hawkins-Normand is a finance institution located at 910 Princess Anne Street in Fredericksburg, Virginia, United States. The institution is supported by the global resources of Merrill and is dedicated to building strong client relationships based on trust and personalized service. The team, known as The Normand Group, provides financial advice and management strategies tailored to each client's risk tolerance, time horizon, and investment goals. Services offered include retirement planning, portfolio research and selection, investment guidance, estate reviews, and insurance coordination. The team believes in creating a financial approach that helps clients pursue their goals, with a focus on managing, growing, and preserving wealth for the future. By utilizing the investment insights of Merrill and banking solutions from Bank of America, the team works with clients to develop personalized financial strategies. Clients can expect transparency, thoughtful investment guidance, and a commitment to helping them achieve their financial goals. The team also offers the Merrill Personal Wealth Analysis™ to build and document personalized plans centered on individual goals. With a focus on understanding clients' needs and priorities, the team aims to help clients stay on track to achieve what matters most to them. The institution emphasizes the importance of personalized investment strategies and comprehensive financial solutions to address clients' needs and pursue their goals.
910 Princess Anne St, Fredericksburg, VA 22401, United States -
Edward Jones - Financial Advisor: Mary E Long, CFP®|AAMS™
● OpenEdward Jones - Financial Advisor: Mary E Long, CFP®|AAMS™ is a trusted financial institution located at 10333 Southpoint Landing Boulevard in Fredericksburg, Virginia, United States. Mary E Long is a Certified Financial Planner and Accredited Asset Management Specialist, dedicated to helping clients achieve their financial goals. With personalized financial planning services and expert advice, Mary E Long and the team at Edward Jones are committed to providing top-notch financial guidance and support to individuals and families in the Fredericksburg area. Whether you are looking to plan for retirement, save for your child's education, or invest for the future, Edward Jones is here to help you every step of the way.
10333 Southpoint Landing Blvd Suite #203, Fredericksburg, VA 22407, United States -
Solomons Gold & Silver Mine
● OpenSolomons Gold & Silver Mine is a prestigious institution located at 5835 Box Oak Court in Fredericksburg, Virginia. This unique establishment combines the worlds of finance and jewelry, offering a wide range of services and products for those looking to invest in precious metals or add stunning pieces to their collection. Whether you are in the market for gold and silver coins, bars, or jewelry, Solomons Gold & Silver Mine has you covered. With a reputation for excellence and a commitment to customer satisfaction, this store is a must-visit destination for anyone with a passion for precious metals and fine jewelry.
5835 Box Oak Ct, Fredericksburg, VA 22403, United States -
Chris Vomund - State Farm Insurance Agent
● OpenChris Vomund - State Farm Insurance Agent is an insurance agency located at 117 Junction Drive in Ashland, Virginia, United States. Chris Vomund, the owner, is a third generation insurance professional with a unique background in retail management and leadership. He and his team are dedicated to providing excellent customer service and helping clients achieve their insurance goals. Chris Vomund grew up in Missouri and earned his Bachelor of Arts degree from the University of Missouri – Columbia. He has a passion for Virginia, where he first fell in love during a cross-country cycling trip. After building a successful career in retail management, Chris returned to Virginia in 2018 to open his first State Farm Agency in Fredericksburg, and later expanded to Ashland in 2023.
117 Junction Dr, Ashland, VA 23005, United States -
YHB | CPAs & Consultants
● OpenYHB | CPAs & Consultants is a well-established accounting and finance institution located at 50 South Cameron Street in Winchester, Virginia, United States. With over seventy years of experience, we specialize in serving local organizations in healthcare, nonprofit sector, government contractors, veterinary offices, construction companies, and individuals and businesses. Our team of experts is dedicated to helping you manage your assets, grow your personal wealth, and plan for your legacy. No matter the size of your business or organization, we offer accurate bookkeeping and other essential services to meet your financial needs. Our Cameron St. office provides a secure drop box for receiving files 24/7, ensuring the safety and confidentiality of your information.
50 S Cameron St, Winchester, VA 22601, United States -
Yount Hyde & Barbour | CPAs & Consultants
● OpenYount Hyde & Barbour | CPAs & Consultants is a full-service accounting firm located at 9954 Mayland Drive in Richmond, Virginia. With a commitment to client success, our team of experts offers a wide range of financial and tax services for families and businesses in the Richmond area. Whether you need assistance with selecting a 401(k) plan, audit services, or mastering accounting software, our CPAs are here to help year-round. With over seven decades of experience and active involvement in various industries, our team at YHB is equipped to handle your financial needs. From community banking to construction and non-profit organizations, we provide expert guidance on audits, taxes, compliance, and more. Additionally, our personal financial services can help you plan for the future with services such as estate planning and asset protection.
9954 Mayland Dr #2300, Richmond, VA 23233, United States
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