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TOP 30 Asset management services in Fredericksburg, VA
13 results found
Search for local businesses, places and services near you
Joel D Marks - Financial Advisor, VACU Investment Group, a financial advisory practice of Ameriprise Financial Services, LLC
Joel 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.
The Gold Deposit
The 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.
Carrell Blanton Ferris & Associates, PLC
Carrell 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.
Bankers Insurance LLC
Bankers 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.
Cary Street Partners
Cary 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.
Atlantic Union Financial Consultants - Raymond James
Atlantic 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.
Davenport & Company LLC
Davenport & 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.
Merrill Lynch Financial Advisor Nicole Hawkins-Normand
Merrill 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.
Edward Jones - Financial Advisor: Mary E Long, CFP®|AAMS™
Edward 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.
Solomons Gold & Silver Mine
Solomons 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.
Chris Vomund - State Farm Insurance Agent
Chris 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.
YHB | CPAs & Consultants
YHB | 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.
Yount Hyde & Barbour | CPAs & Consultants
Yount 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.
List of local businesses, places and services in Virginia
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