Comprehensive financial planning in Fredericksburg, VA
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ALNA Financial
● ClosedALNA 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 -
Burleson Financial Strategies
● ClosedBurleson Financial Strategies is a reputable finance institution located at 918 Princess Anne Street in Fredericksburg, Virginia, United States. With a team of experienced financial experts, we provide comprehensive financial planning and investment strategies to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, our dedicated team is here to help you every step of the way. Visit us today to learn more about how Burleson Financial Strategies can help you secure a brighter financial future.
918 Princess Anne St, Fredericksburg, VA 22401, United States -
Edward Jones - Financial Advisor: Richard Rios
● OpenEdward Jones - Financial Advisor: Richard Rios is a reputable financial institution located at 1551 Emancipation Highway in Fredericksburg, Virginia. As a trusted financial advisor, Richard Rios provides personalized and comprehensive financial planning services to help individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Richard Rios is dedicated to helping clients make informed decisions about their investments, retirement planning, and wealth management. Contact Richard Rios today to start planning for a secure financial future.
1551 Emancipation Hwy Suite 102, Fredericksburg, VA 22401, United States -
Edward Jones - Financial Advisor: Jacob A Burke, CEPA®
● ClosedEdward Jones - Financial Advisor: Jacob A Burke, CEPA® is a finance institution located at 1551 Emancipation Highway in Fredericksburg, Virginia, United States. Jacob A Burke is a Certified Exit Planning Advisor (CEPA®) 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 transparency, Jacob A Burke assists clients in creating and implementing comprehensive financial strategies tailored to their individual needs. Whether you are planning for retirement, saving for your children's education, or preparing to sell your business, Edward Jones - Financial Advisor: Jacob A Burke, CEPA® is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
1551 Emancipation Hwy Suite 102, Fredericksburg, VA 22401, United States -
Joel D Marks - Financial Advisor, VACU Investment Group, a financial advisory practice of Ameriprise Financial Services, LLC
● ClosedJoel 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 -
Merrill Lynch Financial Advisor Nicole Hawkins-Normand
● ClosedMerrill 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 -
Merrill Lynch Financial Advisor B. Scott Mason
● ClosedMerrill Lynch Financial Advisor B. Scott Mason, located at 910 Princess Anne Street in Fredericksburg, Virginia, offers personalized financial advice and guidance to help individuals and families achieve their financial goals. With a focus on your priorities, risk tolerance, and long-term objectives, we work with you to develop a customized plan that evolves over time to reflect changes in your life and the market. Our team of experienced professionals at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. We provide access to the investment insights of Merrill and banking solutions from Bank of America, creating a comprehensive approach to address your financial needs. Whether you're planning for retirement, saving for a major life event, or managing your wealth for future generations, we are here to help you navigate the complexities of the financial world and achieve your goals. With a commitment to understanding your unique needs and priorities, we strive to provide you with the tools and strategies to live your best financial life. Contact us today to start the conversation and begin your journey towards financial success.
910 Princess Anne St, Fredericksburg, VA 22401, United States -
Merrill Lynch Financial Advisor Jacob Normand
● ClosedMerrill Lynch Financial Advisor Jacob Normand is a finance institution located at 910 Princess Anne Street, Fredericksburg, Virginia, United States. The institution offers insights, observations, and ideas to help clients pursue their financial goals. Supported by the global resources of Merrill, the group is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. Services provided include strategic retirement planning, portfolio research and selection, investment guidance, as well as commercial and residential lending through Bank of America, N.A. The institution believes in creating a financial approach tailored to each client's goals, with a focus on transparency and thoughtful investment guidance. Clients can benefit from the Investment Personality Assessment to customize their financial approach and stay on track towards achieving their goals. The institution also offers the Merrill Personal Wealth Analysis™ to build a personalized plan centered on individual goals. With a commitment to helping clients navigate the complexities of their financial lives, Merrill Lynch Financial Advisor Jacob Normand strives to provide comprehensive financial solutions and personalized investment strategies.
910 Princess Anne St, Fredericksburg, VA 22401, United States -
Encompass Health Rehabilitation Hospital of Fredericksburg
● Openmanagement and financial analysis. He received his bachelor's degree in accounting from Virginia Commonwealth University and is a Certified Public Accountant. Encompass Health Rehabilitation Hospital of Fredericksburg is dedicated to providing high-quality, compassionate care to patients recovering from life-changing illnesses and injuries. Our expert team of clinicians and healthcare professionals work together to create personalized treatment plans to help patients achieve their unique goals. With state-of-the-art technology and advanced therapies, we specialize in rehabilitation for stroke, brain injury, hip fracture, and other complex neurological and orthopedic conditions.
300 Park Hill Dr, Fredericksburg, VA 22401, 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 -
Conway Law Group
● ClosedConway Law Group is a reputable finance and law institution located at 1320 Central Park Boulevard in Fredericksburg, Virginia, United States. Specializing in legal matters related to finance, the experienced team at Conway Law Group provides expert advice and representation to clients seeking assistance with financial and legal issues. With a commitment to excellence and a track record of success, Conway Law Group is dedicated to serving the needs of individuals and businesses in the local community and beyond. Contact them today for professional and reliable legal services.
1320 Central Park Blvd 2nd floor, Fredericksburg, VA 22401, United States -
Shawna L Stevens PLLC
● ClosedShawna L. Stevens PLLC is a highly experienced family law attorney firm located in Fredericksburg, Virginia. With over 20 years of experience, our team is dedicated to providing personalized legal services tailored to your individual needs. Led by respected attorney Shawna L. Stevens, we understand the emotional and financial challenges that can arise during family legal disputes and strive to guide you through the process with compassion, professionalism, and diligence. Specializing in a wide range of family law services, we are committed to providing effective legal representation to help you achieve the best possible outcome. Don't face your family law matters alone - trust Shawna L. Stevens PLLC to provide you with the experienced and compassionate support you need. Visit our blog for valuable resources and articles on various family law topics to stay informed and empowered throughout your legal journey.
513 Princess Anne St, 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 -
Lantern Wealth Management - Raymond James
● OpenLantern Wealth Management - Raymond James is a reputable financial institution located at 308 Wolfe Street in Fredericksburg, Virginia, United States. Specializing in wealth management services, they offer personalized financial planning and investment strategies to help clients achieve their financial goals. With a team of experienced professionals, Lantern Wealth Management provides expert advice and guidance to help clients navigate the complexities of the financial markets. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Lantern Wealth Management - Raymond James is dedicated to helping you secure a brighter financial future.
308 Wolfe St Fl 3, Fredericksburg, VA 22401, United States -
Douglas Cooper - Raymond James
● OpenDouglas Cooper - Raymond James is a finance institution located at 1671 Jefferson Davis Highway Service Road in Fredericksburg, Virginia, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. Whether you are saving for retirement, planning for your children's education, or looking to grow your wealth, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.
1671 Jefferson Davis Hwy Service Rd #101, Fredericksburg, VA 22401, United States -
Cary Street Partners
● ClosedCary 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 -
Robey CPA PLLC
● ClosedRobey CPA PLLC is a reputable accounting and finance institution located at 1125 Emancipation Highway in Fredericksburg, Virginia. With a team of experienced and dedicated professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Robey CPA PLLC is committed to helping their clients achieve their financial goals. Whether you need assistance with bookkeeping, audits, or investment strategies, you can trust Robey CPA PLLC to provide reliable and personalized solutions. Contact them today to schedule a consultation and take the first step towards a secure financial future.
Eagle Village Executive Offices, 1125 Emancipation Hwy Suite 400, Fredericksburg, VA 22401, United States -
The Carolina & Rappahannock Wealth Advisors, Inc.
● ClosedThe Carolina & Rappahannock Wealth Advisors, Inc. is a leading finance institution located at 2217 Princess Anne Street in Fredericksburg, Virginia, United States. Our team of experienced advisors provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, we strive to provide comprehensive financial planning and investment solutions tailored to each individual's needs. Contact us today to learn more about how we can help you navigate the complexities of the financial world and secure your financial future.
2217 Princess Anne St #106, Fredericksburg, VA 22401, United States -
Davenport & Company LLC
● ClosedDavenport & 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 -
Liberty Tax
● ClosedLiberty Tax is a finance institution located at 10908 Courthouse Road in Fredericksburg, Virginia, United States. They offer a range of tax services to help individuals and businesses navigate the complexities of filing their taxes accurately and efficiently. With a team of experienced professionals, Liberty Tax is dedicated to providing top-notch financial guidance and support to their clients. Whether you need help with tax preparation, planning, or consulting, Liberty Tax is committed to helping you achieve your financial goals.
10908 Courthouse Rd STE 107, Fredericksburg, VA 22408, United States -
Union Hispana Multiservices, LLC
● ClosedUnion Hispana Multiservices, LLC is a comprehensive institution located at 100 Westwood Office Park in Fredericksburg, Virginia, United States. Specializing in accounting, finance, and travel agency services, we are dedicated to providing top-notch assistance to our clients. Whether you need help with tax preparation, financial planning, or booking your next vacation, our experienced team is here to help. Visit us today to discover how we can meet all your financial and travel needs.
100 Westwood Office Park, Fredericksburg, VA 22401, United States -
Virginia Health Insurance
● ClosedVirginia Health Insurance is a trusted finance and health insurance agency located at 11806 Hoose Court in Fredericksburg, Virginia. Our dedicated team is committed to providing the residents of Virginia with comprehensive health insurance options to meet their individual needs. Whether you are looking for coverage for yourself, your family, or your business, we are here to help you navigate the complex world of health insurance. Our knowledgeable agents will work with you to find the best plan at the most affordable rates. Trust Virginia Health Insurance to protect your health and financial well-being.
11806 Hoose Ct, Fredericksburg, VA 22408, United States -
Bankers Life
● ClosedBankers Life, located at 12225 Amos Lane in Fredericksburg, Virginia, is a comprehensive finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers such as Aetna, Anthem, Cigna, Humana, and UnitedHealthcare®. When it comes to Medicare, our agents can help you compare Medicare Advantage plans to find the right coverage for your needs. As the need for long-term care becomes increasingly important, we are here to help you plan for the future and have important discussions with your loved ones.
12225 Amos Ln Ste 202/204, Fredericksburg, VA 22407, United States -
UpRight Law
● ClosedUpRight Law is a trusted institution located at 1976 William Street in Fredericksburg, Virginia, United States. Specializing in finance and legal services, UpRight Law offers expert advice and guidance to individuals seeking help with debt relief and financial planning. With a team of experienced lawyers and financial experts, UpRight Law is committed to providing personalized solutions to help clients achieve financial stability and peace of mind. Whether you are facing bankruptcy, foreclosure, or other financial challenges, UpRight Law is here to assist you every step of the way.
1976 William St #6, Fredericksburg, VA 22401, United States -
The Andrews Law Group
● OpenThe Andrews Law Group is a reputable finance and law firm located at 1320 Central Park Boulevard in Fredericksburg, Virginia, United States. With a team of experienced lawyers and financial experts, we provide comprehensive legal and financial services to individuals and businesses. Our expertise includes estate planning, business law, real estate transactions, and more. Trust The Andrews Law Group to provide personalized solutions tailored to your specific needs and goals.
1320 Central Park Blvd #200, Fredericksburg, VA 22401, United States -
Bryan Carroll - State Farm Insurance Agent
● ClosedBryan Carroll - State Farm Insurance Agent is a trusted insurance agency located at 7001 Harrison Road in Fredericksburg, Virginia, United States. Our dedicated team of professionals is committed to protecting what you love and the people you love, offering a personalized and caring approach to insurance services. We provide a comprehensive range of insurance and financial services to meet your personal and business needs, including Homeowners insurance, Renters insurance, Life insurance, Commercial insurance, Auto insurance (including Motorcycle insurance), and more. We also offer insurance relocation services to Fredericksburg and the surrounding Virginia areas.
7001 Harrison Rd #100, Fredericksburg, VA 22407, United States -
LINKBANK Salem Church Client Solutions Center
● ClosedLINKBANK Salem Church Client Solutions Center is a leading financial institution located at 4210 Plank Road in Fredericksburg, Virginia, United States. As a full-service bank, we offer a wide range of client solutions including personal and business banking services, investment options, and wealth management solutions. Our experienced team of professionals is dedicated to providing top-notch customer service and helping our clients achieve their financial goals. Visit us today to experience the LINKBANK difference.
4210 Plank Rd, Fredericksburg, VA 22407, United States -
Francois Bondo, Bankers Life Agent
● ClosedFrancois Bondo, Bankers Life Agent is an insurance agency located at 3504 Plank Road in Fredericksburg, Virginia, United States. Our team of dedicated professionals, including Gadsoni Abel, Jayden Ali, and Gerrica Asihene, among others, are committed to providing exceptional insurance services to the community. Whether you are looking for life insurance, financial planning, or retirement solutions, our experienced representatives, such as Cherylanda Gardner and Mikha'el Israel, are here to help. Contact us today to learn more about our comprehensive insurance options and personalized service.
3504 Plank Rd Ste 300, Fredericksburg, VA 22407, United States -
Jacob Pessink, Bankers Life Agent
● ClosedJacob Pessink, Bankers Life Agent is a reputable insurance agency located at 3504 Plank Road in Fredericksburg, Virginia, United States. Specializing in providing comprehensive insurance solutions, Jacob Pessink is dedicated to helping individuals and families protect their financial future. With a focus on personalized service and tailored insurance plans, clients can trust Jacob Pessink to provide expert advice and guidance. Whether you are looking for life insurance, retirement planning, or long-term care coverage, Jacob Pessink, Bankers Life Agent is committed to helping you find the right insurance solutions for your needs.
3504 Plank Rd Ste 300, Fredericksburg, VA 22407, United States -
Leilani Sanchez, Bankers Life Agent
● ClosedLeilani Sanchez, Bankers Life Agent is an insurance agency located at 3504 Plank Road in Fredericksburg, Virginia, United States. Specializing in providing insurance products and services from Bankers Life, Leilani Sanchez offers personalized and comprehensive insurance solutions to meet the individual needs of each client. With a focus on customer service and satisfaction, Leilani Sanchez is committed to helping clients protect their financial futures and achieve peace of mind. Contact Leilani Sanchez, Bankers Life Agent today for expert insurance guidance and support.
3504 Plank Rd Ste 300, Fredericksburg, VA 22407, United States
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