TOP 30 College financial planning in Virginia
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Ken Desmond - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedKen Desmond - Financial Advisor, Ameriprise Financial Services, LLC, located at 3959 Pender Drive in Fairfax, Virginia, United States, offers personalized financial advice to help you achieve your goals. Whether you are saving for college, planning for retirement, or making investments, Ken Desmond takes the time to understand what is important to you. By providing tailored financial advice, you can feel more confident and in control of your financial future. Schedule a complimentary initial consultation to learn more about how Ken Desmond can help you prepare for the expected and unexpected in life. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Investment products involve risks and may result in loss of principal. Consult FINRA's BrokerCheck website for information on Ken Desmond's registration status in your state. Reach out today to start planning for a more secure financial future.
3959 Pender Dr Ste 108, Fairfax, VA 22030, United States -
Edward Jones - Financial Advisor: Morgan B Eye, CFP®
● ClosedEdward Jones - Financial Advisor: Morgan B Eye, CFP® is a trusted financial institution located at 1301 South High Street in Harrisonburg, Virginia, United States. As a Certified Financial Planner®, Morgan B Eye provides expert financial advice and personalized investment strategies to help individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to helping clients navigate the complexities of the financial world and secure their financial futures. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Morgan B Eye, CFP® is dedicated to providing you with the guidance and support you need to make informed financial decisions.
1301 S High St # 200, Harrisonburg, VA 22801, United States -
Edward Jones - Financial Advisor: Ken Surber, CFP®
● OpenEdward Jones - Financial Advisor: Ken Surber, CFP® is a reputable finance institution located at 245 Newman Avenue in Harrisonburg, Virginia, United States. Ken Surber, a Certified Financial Planner, provides expert financial advice and services to help clients achieve their financial goals. With a focus on personalized service and tailored financial solutions, Edward Jones is dedicated to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for college, or investing for the future, Ken Surber and his team are committed to providing top-notch financial guidance and support. Visit Edward Jones today to start planning for a secure financial future.
245 Newman Ave, Harrisonburg, VA 22801, United States -
Edward Jones - Financial Advisor: Sonia V Shifflett
● OpenEdward Jones - Financial Advisor: Sonia V Shifflett is a trusted finance institution located at 1450 Brookhaven Drive in Harrisonburg, Virginia, United States. As a dedicated financial advisor, Sonia V Shifflett provides personalized investment strategies and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Sonia V Shifflett is committed to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, Sonia V Shifflett is here to provide expert advice and support every step of the way.
1450 Brookhaven Dr, Harrisonburg, VA 22801, United States -
Edward Jones - Financial Advisor: Michael A Swinson, AAMS™
● ClosedEdward Jones - Financial Advisor: Michael A Swinson, AAMS™ is a reputable finance institution located at 102 Mactanly Place in Staunton, Virginia, United States. With a focus on providing personalized financial planning and investment services, Michael A Swinson, AAMS™ is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for college, or grow your wealth, Michael A Swinson, AAMS™ is committed to providing expert guidance and support every step of the way. Trust in Edward Jones - Financial Advisor: Michael A Swinson, AAMS™ for all your financial needs.
102 Mactanly Pl, Staunton, VA 24401, United States -
Patrick Boinest - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedPatrick Boinest - Financial Advisor, Ameriprise Financial Services, LLC, located at 1950 Old Gallows Road in Vienna, Virginia, offers personalized financial advice to help clients prepare for their future goals. With a focus on understanding what is truly important to each individual, the institution provides guidance on saving for college, retirement planning, smart investments, and more. Clients can feel confident and in control of their financial life with the support of Patrick Boinest and his team. Background and qualification information for Ameriprise Financial Services, LLC can be found on FINRA's BrokerCheck website. The institution also provides a Client Relationship Summary Disclosure for transparency.
1950 Old Gallows Rd STE 420, Vienna, VA 22182, United States -
Edward Jones - Financial Advisor: Sean Sinclair, AAMS™
● ClosedEdward Jones - Financial Advisor: Sean Sinclair, AAMS™ is a reputable finance institution located at 243 Church Street Northwest in Vienna, Virginia, United States. As a trusted financial advisor, Sean Sinclair, AAMS™ provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of investment options and strategies tailored to each client's unique needs. Whether you are planning for retirement, saving for college, or investing for the future, Sean Sinclair, AAMS™ is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
243 Church St NW Suite 100D, Vienna, VA 22180, United States -
Bill Cory - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedBill Cory - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 133 Maple Avenue East, Vienna, Virginia, offers personalized financial advice to help clients prepare for their future goals. With a focus on understanding what is truly important to each individual, Bill provides guidance on saving for college, retirement planning, smart investments, and more. By taking the time to assess both expected and unexpected financial needs, clients can feel more confident and in control of their financial future. Background and qualification information for Bill Cory can be found on FINRA's BrokerCheck website. The institution also provides a Client Relationship Summary Disclosure for transparency. Bill Cory is registered to conduct securities business in specific states, as listed on FINRA's website.
133 Maple Ave E STE 306, Vienna, VA 22180, United States -
Michael Massie - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMichael Massie - Financial Advisor at Ameriprise Financial Services, LLC, located at 8045 Leesburg Pike in Vienna, Virginia, is committed to helping clients achieve their financial goals. With a focus on personalized service and tailored financial planning, Michael Massie is dedicated to providing comprehensive wealth management solutions. As a member of Ameriprise Financial, one of the Most Trusted Wealth Managers according to Investor’s Business Daily, Michael Massie offers expert advice and guidance to help clients navigate the complexities of the financial markets. Clients can schedule a complimentary initial consultation to discuss their financial needs and goals. Through this consultation, clients will receive an overview of financial planning concepts and gain valuable insights into their financial future. Michael Massie and his team at Ameriprise Financial Services, LLC, offer a range of investment products and services to help clients build and protect their wealth.
8045 Leesburg Pike Ste 500, Vienna, VA 22182, United States -
Edward Jones - Financial Advisor: Hardy Dawkins, AAMS™
● ClosedEdward Jones - Financial Advisor: Hardy Dawkins, AAMS™ is a reputable finance institution located at 301 North Augusta Street in Staunton, Virginia, United States. With Hardy Dawkins at the helm, clients can expect personalized financial advice and guidance tailored to their individual needs and goals. As an Accredited Asset Management Specialist, Hardy Dawkins is dedicated to helping clients achieve financial success and security. Whether you are planning for retirement, saving for a child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Hardy Dawkins, AAMS™ is committed to providing top-notch financial services and expertise.
301 N Augusta St, Staunton, VA 24401, United States -
Edward Jones - Financial Advisor: Tyler Herring, AAMS™
● ClosedEdward Jones - Financial Advisor: Tyler Herring, AAMS™ is a finance institution located at 101 Duke Street in Culpeper, Virginia, United States. Tyler Herring, a certified Accredited Asset Management Specialist, offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial planning services to individuals, families, and businesses. Whether you are planning for retirement, saving for college, or investing for the future, Tyler Herring and his team are dedicated to helping you navigate the complexities of the financial world and make informed decisions. Visit Edward Jones today to start planning for a secure financial future.
101 Duke St Suite 117, Culpeper, VA 22701, United States -
Edward Jones - Financial Advisor: Marianne L Shepard, AAMS™
● ClosedEdward Jones - Financial Advisor: Marianne L Shepard, AAMS™ is a reputable finance institution located at 5928 Seminole Trail in Barboursville, Virginia, United States. Marianne L Shepard, AAMS™ is a trusted financial advisor who provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Marianne L Shepard, AAMS™ is dedicated to helping clients navigate the complexities of the financial world and make informed decisions about their money. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Marianne L Shepard, AAMS™ is committed to helping you secure a solid financial future.
5928 Seminole Trail Suite 106, Barboursville, VA 22923, United States -
Edward Jones - Financial Advisor: Yvette E Ruiz, CRPC™
● ClosedEdward Jones - Financial Advisor: Yvette E Ruiz, CRPC™ is a trusted financial institution located at 4207 D Germanna Highway, Locust Grove, Virginia, United States. As a Certified Retirement Planning Counselor, Yvette E Ruiz provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can feel confident in their financial decisions. Whether planning for retirement, saving for college, or investing for the future, Yvette E Ruiz is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.
4207 D Germanna Hwy, Locust Grove, VA 22508, United States -
Edward Jones - Financial Advisor: Chris Abbott, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Chris Abbott, CFP®|AAMS™ is a reputable financial institution located at 2020 Bond Street in Charlottesville, Virginia, United States. As a Certified Financial Planner (CFP) and Accredited Asset Management Specialist (AAMS), Chris Abbott provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or managing your wealth, Chris Abbott and his team at Edward Jones are dedicated to providing top-notch financial services tailored to your specific needs. Visit their office today to start planning for a secure financial future.
2020 Bond St Suite 140, Charlottesville, VA 22901, United States -
LPL Financial
● ClosedLPL Financial is a finance institution located at 1410 Incarnation Drive in Charlottesville, Virginia, United States. They offer securities and advisory services through LPL Financial, a Registered Investment Advisor. Their goal is to simplify financial decisions and empower individuals to pursue their financial goals. The institution can only discuss securities business with residents of certain states. The Accredited Asset Management Specialist℠ and AAMS® are registered service marks of the College for Financial Planning®. In addition to their financial services, the institution's founder, Richard Keffert, shares his personal experience of commuting to work by bicycle as a way to exercise and reduce his carbon footprint. He shares how he overcame obstacles and made his business carbon neutral by purchasing carbon credits to support the Ethiopia Clean Water Project. This project not only reduces carbon emissions but also provides safe drinking water and reduces deforestation in the Sidama region of Ethiopia.
1410 Incarnation Dr STE 203, Charlottesville, VA 22901, United States -
Edward Jones - Financial Advisor: Janasha Bradford
● OpenEdward Jones - Financial Advisor: Janasha Bradford is a trusted financial institution located at 1010 Ednam Center in Charlottesville, Virginia, United States. Specializing in personalized financial planning and investment strategies, Janasha Bradford offers expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Janasha Bradford is committed to helping individuals and families secure their financial future. Contact Janasha Bradford today to schedule a consultation and take the first step towards financial success.
1010 Ednam Center Suite 102, Charlottesville, VA 22903, United States -
Edward Jones - Financial Advisor: James S Clark, AAMS™
● ClosedEdward Jones - Financial Advisor: James S Clark, AAMS™ is a trusted financial institution located at 1430 Rolkin Court in Charlottesville, Virginia, United States. Specializing in finance, this institution offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships, James S Clark, AAMS™ provides expert advice and guidance to help clients make informed decisions about their investments and financial future. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: James S Clark, AAMS™ is dedicated to helping you achieve financial success.
1430 Rolkin Ct Suite 5-102, Charlottesville, VA 22911, United States -
Edward Jones - Financial Advisor: Richard S Carroll
● ClosedEdward Jones - Financial Advisor: Richard S Carroll is a trusted finance institution located at 1430 Rolkin Court in Charlottesville, Virginia, United States. Richard S Carroll is a knowledgeable and experienced financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to invest, Richard S Carroll can provide personalized financial advice and guidance. With a focus on building long-term relationships and providing excellent customer service, Edward Jones - Financial Advisor: Richard S Carroll is committed to helping clients secure their financial future.
1430 Rolkin Ct Suite 5-102, Charlottesville, VA 22911, United States -
Edward Jones - Financial Advisor: Josh Werle, AAMS™
● ClosedLooking for expert financial advice in Fincastle, Virginia? Look no further than Edward Jones - Financial Advisor: Josh Werle, AAMS™. Located at 5 West Back Street, Josh Werle is a knowledgeable and experienced advisor who can help you navigate the complex world of finance. Whether you're planning for retirement, saving for college, or investing for the future, Josh can provide personalized guidance to help you reach your financial goals. Trust in Edward Jones and Josh Werle to help secure your financial future.
5 W Back St Suite 102, Fincastle, VA 24090, United States -
Edward Jones - Financial Advisor: Michael W Wade, CFP®
● ClosedEdward Jones - Financial Advisor: Michael W Wade, CFP® is a reputable finance institution located at 1591 Roanoke Road in Daleville, Virginia, United States. As a Certified Financial Planner, Michael W Wade offers expert financial advice and personalized investment solutions to help clients achieve their financial goals. With a commitment to integrity and professionalism, Edward Jones provides top-notch financial services to individuals and families in the Daleville area. Whether you are planning for retirement, saving for college, or investing for the future, Michael W Wade and his team are dedicated to helping you secure your financial future.
1591 Roanoke Rd Suite A, Daleville, VA 24083, United States -
Merrill Lynch Financial Advisor Glenn C Bannan
● Closedith your goals in mind, we work together to create a personalized financial plan that aligns with your unique needs and aspirations. Our team at Merrill Lynch Financial Advisor Glenn C Bannan, located at 650 Peter Jefferson Parkway in Charlottesville, Virginia, is committed to providing unparalleled financial education and service to our clients. Glenn Bannan, a seasoned financial advisor with over 25 years of experience, takes a comprehensive approach to financial planning. He begins by conducting a thorough discovery process to understand each client's individual circumstances across various areas such as healthcare, insurance, investments, retirement savings, college savings, estate planning, and tax planning. With a focus on building long-term relationships, Glenn is dedicated to helping clients achieve their financial goals and priorities.
650 Peter Jefferson Pkwy STE 350, Charlottesville, VA 22911, United States -
Edward Jones - Financial Advisor: Joe Curran, AAMS™
● ClosedEdward Jones - Financial Advisor: Joe Curran, AAMS™ is a trusted financial institution located at 11 East Main Street in Salem, Virginia, United States. Specializing in comprehensive financial planning and investment services, Joe Curran and his team are dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored solutions, they provide expert guidance on retirement planning, wealth management, college savings, and more. As an Accredited Asset Management Specialist, Joe Curran brings a high level of expertise and professionalism to every client relationship. Whether you are planning for the future or looking to optimize your current financial situation, Edward Jones - Financial Advisor: Joe Curran, AAMS™ is committed to providing top-notch financial advice and support.
11 E Main St, Salem, VA 24153, United States -
Edward Jones - Financial Advisor: Vanessa G Brunner
● ClosedEdward Jones - Financial Advisor: Vanessa G Brunner is a reputable finance institution located on Grandin Road Southwest in Roanoke, Virginia, United States. Vanessa G Brunner is a dedicated and experienced financial advisor who is committed to helping her clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or invest for the future, Vanessa G Brunner can provide personalized financial advice and guidance. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Vanessa G Brunner is the go-to institution for all your financial planning needs.
1329 A, Grandin Rd SW, Roanoke, VA 24015, United States -
Drew Arney, Financial Advisor
● ClosedDrew Arney, Financial Advisor is a trusted financial institution located at 111 Franklin Road Southeast in Roanoke, Virginia. With years of experience and expertise in financial planning and investment management, Drew Arney provides personalized services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or save for your children's education, Drew Arney is dedicated to guiding you every step of the way. Contact us today to schedule a consultation and take control of your financial future.
111 Franklin Rd SE, Roanoke, VA 24011, United States -
Edward Jones - Financial Advisor: Tommy Bryant, AAMS™
● ClosedEdward Jones - Financial Advisor: Tommy Bryant, AAMS™ is a reputable finance institution located on Electric Road in Roanoke, Virginia, United States. As a certified Accredited Asset Management Specialist, Tommy Bryant offers expert financial advice and guidance to clients looking to secure their financial future. With a focus on personalized service and tailored investment strategies, Edward Jones is dedicated to helping individuals achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Tommy Bryant and his team at Edward Jones are here to provide you with the knowledge and resources you need to make informed decisions. Trust in Edward Jones for all your financial planning needs.
2754 B, Electric Rd, Roanoke, VA 24018, United States -
Edward Jones - Financial Advisor: Matt Trent, AAMS™
● ClosedEdward Jones - Financial Advisor: Matt Trent, AAMS™ is a reputable finance institution located at 6711 Peters Creek Road in Roanoke, Virginia, United States. As a certified Accredited Asset Management Specialist (AAMS™), Matt Trent offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides a wide range of financial services to individuals, families, and businesses. Whether you are planning for retirement, saving for college education, or looking to grow your wealth, Matt Trent and his team are dedicated to helping you navigate the complexities of the financial world and make informed decisions for a secure financial future.
6711 Peters Creek Rd Suite 203B, Roanoke, VA 24019, United States -
Edward Jones - Financial Advisor: John W Curran
● OpenEdward Jones - Financial Advisor: John W Curran is a trusted finance institution located at 23 West Calhoun Street in Salem, Virginia, United States. With a focus on personalized financial planning and investment strategies, John W Curran provides expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: John W Curran is dedicated to helping you make informed decisions and secure your financial future. Contact them today to schedule a consultation and take the first step towards financial success.
23 W Calhoun St, Salem, VA 24153, United States -
Stefan Vulevic - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedStefan Vulevic, a financial advisor at Ameriprise Financial Services, LLC, located at 3130 Chaparral Drive, Roanoke, Virginia, offers personalized financial advice to help clients prepare for their financial goals. The institution, part of The Myrias Group, was recognized as one of Forbes Best-in-State Wealth Management Teams for 2024. By understanding each client's unique needs, Stefan Vulevic helps them feel more confident and in control of their financial future. Clients can expect comprehensive financial advice to help them achieve their goals, whether it's saving for college, retirement planning, or making smart investments. Investment products and services are offered through Ameriprise Financial Services, LLC, and securities are offered by Member FINRA and SIPC. Stefan Vulevic is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. To start planning for a more confident financial future, clients can schedule a complimentary initial consultation. Please note that investment products involve risks, and Ameriprise Financial cannot guarantee future financial results. The institution's website provides important disclosures, privacy and security information, and rules and regulations for users. Feel free to refer friends or family members to Stefan Vulevic for assistance in achieving their financial goals.
3130 Chaparral Dr Ste 204, Roanoke, VA 24018, United States -
Edward Jones - Financial Advisor: Ben Abraham, CFP®|CRPC™
● ClosedEdward Jones - Financial Advisor: Ben Abraham, CFP®|CRPC™ is a reputable financial institution located at 104-A Tradewynd Drive in Lynchburg, Virginia, United States. With a focus on providing personalized financial planning services, Ben Abraham, a Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC™), offers expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or investing for the future, Edward Jones - Financial Advisor: Ben Abraham, CFP®|CRPC™ is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
104-A Tradewynd Dr, Lynchburg, VA 24502, United States -
Merrill Lynch Financial Advisor Branden Brooks
● ClosedMerrill Lynch Financial Advisor Branden Brooks, located at 1705 Enterprise Drive in Lynchburg, Virginia, United States, is part of The Brooks Marcum Group with over two decades of experience in finance. The institution is dedicated to helping clients identify and pursue their financial goals, providing personalized strategies aligned with their objectives. The team at Merrill works closely with clients to design custom plans of action and recommend a range of strategies to help achieve their goals. With the support of Merrill's wealth management platform, the institution offers tailored financial strategies to navigate challenges and pursue clients' dreams. The team serves extended families and multiple generations in various states, focusing on passing along wealth in meaningful ways. Merrill Lynch Wealth Management Advisors prioritize building strong client relationships based on trust and personalized service. The team offers personalized investment strategies and comprehensive financial solutions to help clients stay on track and achieve their goals, regardless of market fluctuations. The institution also provides the latest investment insights, tips, and strategies to help clients live their best financial life. Certified by the CFP Board and The American College of Financial Services, the team at Merrill is committed to helping clients reach their financial goals through personalized financial approaches designed around their life priorities.
1705 Enterprise Dr, Lynchburg, VA 24502, United States
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