Comprehensive estate planning in Harrisonburg, Virginia

Cox Law Group in Harrisonburg is a reputable finance and law firm located at 100 South Mason Street in Harrisonburg, Virginia, United States. Our team of experienced lawyers specializes in providing comprehensive legal services in various areas including finance, estate planning, business law, and more. With a commitment to excellence and personalized attention to each client, Cox Law Group is dedicated to helping individuals and businesses navigate complex legal issues and achieve their goals. Contact us today for expert legal advice and representation.

Ritchie Law Firm PLC is a reputable legal institution located at 71 Court Square in Harrisonburg, Virginia, United States. Specializing in various areas of law, their team of experienced lawyers provides top-notch legal representation and guidance to clients in need. With a strong commitment to professionalism and client satisfaction, Ritchie Law Firm PLC is dedicated to achieving the best possible outcomes for their clients. Whether you are facing a personal injury case, need assistance with estate planning, or require legal advice in any other matter, you can trust the experts at Ritchie Law Firm PLC to handle your case with skill and expertise.

Evans Oliver PLC is a reputable law firm located at 217 South Liberty Street in Harrisonburg, Virginia, United States. As experienced and dedicated lawyers, they provide a wide range of legal services to their clients, including but not limited to, personal injury, family law, criminal defense, and estate planning. With a commitment to excellence and a focus on achieving the best possible outcomes for their clients, Evans Oliver PLC is a trusted legal partner for individuals and businesses alike. Contact them today for expert legal representation.

BotkinRose: Rose Kevin M is a law firm located at 3210 Peoples Drive in Harrisonburg, Virginia, United States. Specializing in various areas of law, including business, education, real estate, estate planning, agriculture, and municipal finance, BotkinRose serves as a trusted partner to its clients, providing comprehensive legal representation tailored to their specific needs. The Virginia Education Law Group℠, a part of BotkinRose, offers legal support to school boards, colleges, and universities, navigating the complex landscape of education law. With a focus on helping clients increase and preserve wealth, BotkinRose offers services related to wills, trusts, probate, and long-term care planning. The firm also assists with real estate transactions, agricultural law issues, and personal injury cases. Whether inside or outside the courtroom, BotkinRose is dedicated to advocating for its clients' best interests. Please note that the information on this website is for general informational purposes only and does not constitute legal advice or create an attorney-client relationship.

Hess Financial is a reputable finance institution located at 380 East Market Street in Harrisonburg, Virginia, United States. With a strong focus on providing top-notch financial services to individuals and businesses, Hess Financial offers a wide range of financial solutions including investments, retirement planning, insurance, and more. Our team of experienced financial experts is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us at our convenient location to learn more about how we can assist you with your financial needs.

Kelly Burkholder is a Financial Advisor at Ameriprise Financial Services, LLC located at 560 Neff Avenue in Harrisonburg, Virginia, United States. Kelly Burkholder holds various certifications such as the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Kelly Burkholder specializes in providing financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a strong focus on ethical practices and comprehensive knowledge of asset management, investment strategies, estate planning, risk management, and retirement planning, Kelly Burkholder is dedicated to helping clients achieve their financial goals.

Daugharty & Company, P.C. is a reputable accounting and finance institution located at 370 Neff Avenue in Harrisonburg, Virginia, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Contact Daugharty & Company, P.C. for all your financial needs.

Schrock Financial, located at 4145 Quarles Court in Harrisonburg, Virginia, is a finance institution that believes in making finances less stressful and more approachable. With a team that has diverse backgrounds in economics, education, engineering, and banking, we offer a holistic approach to managing your finances. We believe in discussing financial strategies around a table, not behind a desk, to ensure that your financial decisions align with your values and goals. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Contact us at info@schrockfin.com or (540) 437-9929 to schedule a consultation and take the first step towards financial peace of mind.

Graves Light Lenhart is a finance institution located at 100 South Mason Street in Harrisonburg, Virginia, United States. As your financial advisor for managing assets and protecting wealth, Graves Light Lenhart takes a comprehensive approach to financial planning by collaborating with your attorney, accountant, and insurance agent. Our experienced team-based approach ensures that we consider all options for long-term financial well-being. With the ability to create and manage investment portfolios in-house, we eliminate the cost of third-party investment managers. The Principal | Director of Wealth Strategies & Chief Compliance Officer at Graves Light Lenhart leads a highly educated and experienced team that provides peace of mind through comprehensive wealth management services. We customize strategies to protect your wealth and preserve your legacy, always working in your best interest.

B Brian Burkholder is a financial advisor at Ameriprise Financial Services, LLC located at 560 Neff Avenue in Harrisonburg, Virginia, United States. Brian holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Brian's expertise in various areas of finance including asset management, retirement planning, estate planning, investment management, and more. Brian is dedicated to providing comprehensive financial planning services to his clients, including individuals, retirees, small business owners, high net worth clients, and those in need of specialized financial advice such as veterans and individuals with special needs. With a commitment to ethical standards and ongoing education, Brian is well-equipped to help clients achieve their financial goals and navigate complex financial situations.

James Mumaw - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 4030 Quarles Court, Harrisonburg, Virginia, United States. James Mumaw holds various certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. This institution provides comprehensive financial planning services, specializing in wealth management, retirement planning, estate planning, investment strategies, and insurance products. James Mumaw is dedicated to helping individuals and small business owners achieve their financial goals and secure their financial future.

Tatyana Chepelyuk - Mutual of Omaha is an insurance agency located at 370 Neff Avenue in Harrisonburg, Virginia. Tatyana Chepelyuk is a licensed insurance agent with Mutual of Omaha Insurance Company, dedicated to providing clients with the guidance and consistent service necessary for developing, implementing, and maintaining a comprehensive business and individual insurance strategy. With a commitment to excellence, Tatyana works hard to ensure that clients receive the personalized attention and support they need to make informed decisions about their insurance needs.

Ryan Ostrander - State Farm Insurance Agent is a trusted insurance agency located at 255 Lee Highway in Verona, Virginia. As your local State Farm agent, Ryan is dedicated to providing personalized insurance options to meet your needs. With a strong educational background and a deep understanding of the local area, Ryan is well-equipped to assist residents in Augusta and Rockingham counties, including those in Staunton, Waynesboro, and Harrisonburg. In addition to offering a comprehensive range of insurance products, Ryan is committed to exceptional customer service and supporting the community. As a sponsor of the Augusta United Soccer Club Youth Soccer Recreational Program, he is passionate about giving back and contributing to the development of youth through sports.

Edward Jones - Financial Advisor: Kathy L Armentrout, AAMS™ is a reputable finance institution located at 560 Neff Avenue in Harrisonburg, Virginia, United States. Kathy L Armentrout is a knowledgeable and experienced financial advisor who holds the Accredited Asset Management Specialist™ (AAMS™) designation. She is dedicated to helping clients achieve their financial goals through personalized financial planning and investment strategies. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Kathy L Armentrout can provide expert guidance and support. Visit Edward Jones - Financial Advisor: Kathy L Armentrout, AAMS™ today to take the first step towards a secure financial future.

Daniel J. Neher is a reputable lawyer institution located at 235 Newman Avenue in Harrisonburg, Virginia, United States. With years of experience and expertise in various legal matters, Daniel J. Neher provides top-notch legal services to clients in need. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, Daniel J. Neher is dedicated to providing personalized and effective legal solutions. Trust in Daniel J. Neher for all your legal needs.

LD&B Insurance and Financial Services is a comprehensive financial institution located at 205 South Liberty Street in Harrisonburg, Virginia, United States. As a leading finance, health, and insurance agency, LD&B offers a wide range of services to meet the needs of individuals and businesses alike. With a team of experienced professionals, LD&B is dedicated to providing top-notch financial planning, insurance coverage, and health services to help clients achieve their goals and protect their assets. Whether you are looking for retirement planning, health insurance, or property coverage, LD&B Insurance and Financial Services has you covered.

Lawyer's Title/Hburg-Rham Inc. is an insurance agency located at 66 West Water Street in Harrisonburg, Virginia, United States. Specializing in providing title insurance, the institution offers a range of services to protect property owners and lenders from potential risks associated with real estate transactions. With a team of experienced professionals, Lawyer's Title/Hburg-Rham Inc. is dedicated to ensuring a smooth and secure closing process for their clients. Whether you are buying, selling, or refinancing a property, you can trust Lawyer's Title/Hburg-Rham Inc. to provide comprehensive insurance solutions tailored to your specific needs.

Truist is a comprehensive financial institution located at 180 East Market Street in Harrisonburg, Virginia, United States. We offer a range of services including banking products, loans, deposit accounts, trust and investment management, securities, insurance, and mortgage products. Our affiliates, including Truist Bank, Truist Delaware Trust Company, Truist Investment Services, and McGriff Insurance Services, provide expert financial guidance and solutions to meet your individual needs. Our team of professionals at Truist Advisors are here to assist you with personalized financial planning and wealth management services. We strive to provide excellent customer service and support, with resources available for consumers with Limited English Proficiency. Visit us today to see if you're pre-qualified for a Truist credit card or to find the right loan for your financial goals.

Ryan P. Waid is a reputable institution located at 3190 Peoples Drive in Harrisonburg, Virginia, United States. Specializing in accounting, finance, and legal services, Ryan P. Waid offers comprehensive support to businesses and individuals in need of expert guidance. As a partner to their clients, Ryan P. Waid, under the BotkinRose law firm, provides top-notch legal representation with a focused, solutions-oriented approach. The Virginia Education Law Group℠, a part of BotkinRose, caters to school boards, colleges, universities, and other educational institutions, offering legal support in today's complex educational landscape.

Park View Financial Advisors is a reputable finance institution located at 1675 Virginia Avenue in Harrisonburg, Virginia. Our team of experienced financial advisors is dedicated to providing personalized and comprehensive financial planning services to help our clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your assets, our experts are here to guide you every step of the way. Trust Park View Financial Advisors to provide you with expert advice and reliable solutions for all your financial needs.

Good Wealth Management is a trusted financial advisory institution located at 544 South Main Street in Harrisonburg, Virginia. Our team of experienced advisors are dedicated to helping clients achieve their financial goals and secure their financial future. We offer personalized wealth management services, investment advice, retirement planning, and estate planning. At Good Wealth Management, we prioritize our clients' financial well-being and provide expert guidance to help them make informed decisions. Contact us today to schedule a consultation and take the first step towards financial success.

Margot Allman-Smith - Raymond James is a leading finance institution located at 440 South Main Street in Harrisonburg, Virginia, United States. As a trusted financial advisor, they provide personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Margot Allman-Smith - Raymond James is dedicated to helping individuals and families secure their financial future. Contact them today to learn more about their comprehensive financial services.

MassMutual Commonwealth is a finance institution located at 57 South Main Street in Harrisonburg, Virginia, United States. As a trusted financial partner, MassMutual Commonwealth offers a wide range of financial services and products to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized solutions tailored to each client's unique needs. Whether you are looking for retirement planning, investment management, or insurance services, MassMutual Commonwealth is committed to helping you secure a stable financial future.

Mandy Leeth, a financial advisor at Ameriprise Financial Services, LLC, located at 560 Neff Avenue in Harrisonburg, Virginia, is dedicated to helping clients achieve their financial goals. With a focus on individual goals and risk tolerance, Mandy provides investment recommendations and portfolio analysis to help clients track their progress towards retirement, education, or other major purchases. Regular meetings and updates ensure that strategies are adjusted as life changes. Clients can easily access their accounts and investments from any device, securely sharing information with Mandy. Those interested in a more confident financial future can schedule a complimentary initial consultation to learn more about Mandy's services. As a member of FINRA and SIPC, Ameriprise Financial Services, LLC offers investment products and services to help clients reach their financial goals. By referring friends and family to Mandy, clients can help others achieve financial success as well.

D.A. Davidson & Co. is a finance institution located at 1925 Stone Spring Road in Harrisonburg, Virginia, United States. With a strong reputation for providing comprehensive financial services, D.A. Davidson & Co. offers a wide range of investment options, wealth management services, and financial planning solutions to help clients achieve their financial goals. The institution is dedicated to providing personalized and professional service to individuals, families, and businesses in the Harrisonburg area and beyond.

Stephen Krech is a Financial Advisor at Ameriprise Financial Services, LLC located at 373 Neff Avenue in Harrisonburg, Virginia, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, investment strategies, and retirement planning. Stephen is dedicated to providing comprehensive financial advice and guidance to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continued education, Stephen Krech is committed to helping clients make informed decisions to achieve their financial goals. Contact him today for personalized financial planning services.

Luke Camper is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 373 Neff Avenue, Harrisonburg, Virginia, United States. Luke Camper holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Luke Camper's expertise in asset management, investment strategies, retirement planning, estate planning, insurance products, and various other financial planning areas. Luke Camper is committed to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a strong focus on ethical practices and continuing education, Luke Camper aims to help clients achieve their financial goals and secure their financial future.

Christopher Goehner is a Financial Advisor at Ameriprise Financial Services, LLC located at 4030 Quarles Court in Harrisonburg, Virginia, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Christopher provides comprehensive financial planning services to individuals and small business owners, focusing on asset management, estate planning, retirement planning, and investment strategies. With a commitment to ethics and expertise in various financial areas, Christopher is dedicated to helping his clients achieve their financial goals.

Katherine Mumaw is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 4030 Quarles Court, Harrisonburg, Virginia, United States. She holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate her expertise in asset management, retirement planning, estate planning, investment strategies, and financial planning for individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and comprehensive knowledge, Katherine Mumaw is dedicated to providing top-notch financial advice and services to her clients.

Joshua Kyger is a Financial Advisor at Ameriprise Financial Services, LLC located at 4030 Quarles Court in Harrisonburg, Virginia, United States. With a focus on finance, Joshua Kyger holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Joshua Kyger has expertise in asset management, investment strategies, estate planning, retirement planning, and financial and medical end-of-life needs for domestic partners. The institution offers comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients.