The 30 Best Education funding plans in Virginia
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Edward Jones - Financial Advisor: Leonard I McAdams, AAMS™
Edward Jones - Financial Advisor: Leonard I McAdams, AAMS™ is a reputable financial institution located at 4312 Chester Village Lane in Chester, Virginia, United States. As a finance institution, they offer a wide range of financial services, including investment planning, retirement planning, and wealth management. Leonard I McAdams, AAMS™, the experienced financial advisor at this institution, is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and expert financial advice, Edward Jones - Financial Advisor: Leonard I McAdams, AAMS™ is a trusted partner for individuals and families seeking sound financial guidance.
Joseph Stemmle - Financial Advisor, Ameriprise Financial Services, LLC
Joseph Stemmle is a Financial Advisor at Ameriprise Financial Services, LLC located at 14350 Sommerville Court in Midlothian, Virginia, United States. Joseph Stemmle 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®. These certifications demonstrate Joseph Stemmle's expertise in various areas of finance including asset management, retirement planning, estate planning, investment strategies, and insurance products. Joseph Stemmle is dedicated to providing comprehensive financial planning services to individuals and small business owners, with a focus on ethical practices and continued education in the field of finance.
Edward Jones - Financial Advisor: John M Reid
Edward Jones - Financial Advisor: John M Reid is a trusted financial institution located at 256 East Ellerslie Avenue in Colonial Heights, Virginia. As a dedicated finance professional, John M Reid provides personalized investment advice and financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and delivering exceptional customer service, Edward Jones - Financial Advisor: John M Reid is committed to helping individuals and families navigate the complexities of the financial market with confidence and peace of mind.
Edward Jones - Financial Advisor: Tyler Sorensen, CFP®
Edward Jones - Financial Advisor: Tyler Sorensen, CFP® is a reputable finance institution located at 6740 Forest Hill Avenue in Richmond, Virginia, United States. With a dedicated team led by Certified Financial Planner Tyler Sorensen, this institution offers personalized financial advice and services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to invest, Edward Jones is committed to providing expert guidance and support every step of the way. Visit us today to start planning for a secure financial future.
Leonard Levitch - Private Wealth Advisor, Ameriprise Financial Services, LLC
Leonard Levitch - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 4801 Cox Road, Glen Allen, Virginia, United States, is a finance institution offering a range of specialized services. Leonard Levitch 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 Leonard Levitch's expertise in areas such as asset management, retirement planning, estate planning, investment management, and more. With a commitment to ethical standards and ongoing education, Leonard Levitch is dedicated to providing comprehensive financial planning services to individuals and businesses.
Declan O'Connell - Financial Advisor, Ameriprise Financial Services, LLC
Declan O'Connell - Financial Advisor at Ameriprise Financial Services, LLC, located at 9097 Atlee Station Road in Mechanicsville, Virginia, offers a wide range of financial services to individuals and small business owners. Declan O'Connell 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 Declan O'Connell's expertise in areas such as asset management, retirement planning, estate planning, investment strategies, and more. Whether you are looking to plan for retirement, manage investments, or navigate financial complexities, Declan O'Connell can provide personalized and comprehensive financial guidance to help you achieve your financial goals.
Randolph J Tate - Financial Advisor, Ameriprise Financial Services, LLC
Randolph J Tate - Financial Advisor, Ameriprise Financial Services, LLC, located at 7500 Boulder View Drive in Richmond, Virginia, offers personalized financial planning services. With a focus on your individual goals and risk tolerance, we provide investment recommendations and portfolio management to help you achieve your financial objectives, whether it's retirement, education, or a major purchase. Our team meets regularly with clients to review progress, adjust strategies as needed, and track performance towards your goals. Clients can access their accounts and investments securely from any device. To learn more, schedule a complimentary initial consultation with Randolph J Tate. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring that clients receive trusted financial advice.
Rebecca K Baughman - Financial Advisor, Ameriprise Financial Services, LLC
Rebecca K Baughman is a financial advisor at Ameriprise Financial Services, LLC located at 1021 East Cary Street, Richmond, Virginia, United States. Rebecca holds multiple 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®, CFP®, 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 areas such as asset management, retirement planning, estate planning, investment management, and financial planning for various client needs. Rebecca is dedicated to providing comprehensive financial advice and guidance to individuals, retirees, small business owners, and high net worth clients. With a strong commitment to ethical practices and ongoing education, Rebecca is well-equipped to help clients navigate the complexities of financial planning and investment management. Contact Rebecca K Baughman for personalized financial advice tailored to your unique financial goals and needs.
Blue Edge Capital
Blue Edge Capital is a reputable finance institution located at 5706 Grove Avenue in Richmond, Virginia, United States. With a focus on providing top-notch financial services to its clients, Blue Edge Capital offers a wide range of investment options and wealth management solutions. The team of experienced professionals at Blue Edge Capital is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Blue Edge Capital is here to provide expert guidance and support.
Cameron Parker - Financial Advisor, Ameriprise Financial Services, LLC
Cameron Parker - Financial Advisor at Ameriprise Financial Services, LLC, located at 418 Libbie Avenue in Richmond, Virginia, offers personalized financial planning services tailored to your individual goals and risk tolerance. Whether you are planning for retirement, education, or a major purchase, Cameron provides investment recommendations and portfolio management to help you achieve your financial objectives. Regular meetings and progress reviews ensure that your financial strategy remains aligned with your evolving needs. With secure online access to your accounts and investments, tracking your progress towards your goals is convenient and transparent. Ameriprise Financial is recognized as one of the Most Trusted Wealth Management Companies, prioritizing client relationships and financial well-being. Schedule a complimentary initial consultation to learn more about how Cameron Parker can help you secure a confident financial future. Please note that investment products involve risks and are not guaranteed by any financial institution. Securities offered through Ameriprise Financial Services, LLC, member FINRA and SIPC. Cameron Parker is registered to conduct securities business in certain states - refer to FINRA's BrokerCheck website for details. Let's meet to discuss your financial priorities and start planning for a successful future.
Robert Butterworth - Financial Advisor, Ameriprise Financial Services, LLC
Robert Butterworth, a financial advisor at Ameriprise Financial Services, LLC, located at 1021 East Cary Street in Richmond, Virginia, is dedicated to helping clients achieve their financial goals. With a focus on individual needs and risk tolerance, Robert provides investment recommendations and portfolio strategies tailored to each client's unique situation. Regular meetings and progress reviews ensure that strategies are adjusted as life changes occur. Clients have access to their accounts and investments at any time, from any device, securely and conveniently. Background and qualifications of Robert Butterworth can be verified on FINRA's BrokerCheck website. The Ameriprise Financial Services, LLC Client Relationship Summary Disclosure provides additional information on the services offered. Whether planning for retirement, education, or a major purchase, Robert is committed to helping clients navigate the financial landscape with confidence.
Jason King - Private Wealth Advisor, Ameriprise Financial Services, LLC
Jason King is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1021 East Cary Street in Richmond, Virginia, United States. Specializing in finance, Jason King holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, 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 Jason King's expertise in asset management, retirement planning, estate planning, investment strategies, and more. As a Certified Military Financial Advisor® (CFMA®), Jason King is trained to serve veterans, active duty, Reserve, National Guard, and their families. With a commitment to ethical practices and ongoing education, Jason King provides comprehensive financial planning services to individuals and small business owners, helping them make informed decisions to achieve their financial goals.
King, Baughman & Associates - Ameriprise Financial Services, LLC
King, Baughman & Associates - Ameriprise Financial Services, LLC is a respected finance institution located at 1021 East Cary Street in Richmond, Virginia, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams for 2023, we offer personalized financial planning services tailored to your individual goals and risk tolerance. Our team of experienced advisors will work with you to create an investment strategy that aligns with your objectives, whether it be saving for retirement, education, or a major purchase. Through regular meetings and progress reviews, we will help you track your financial goals and adjust your approach as needed. With secure online access, you can monitor your investments and accounts from any device at any time. Our initial consultation provides an overview of financial planning concepts, and we are committed to helping you achieve your financial goals.
Merrill Lynch Financial Advisor Brandon L Miller
Merrill Lynch Financial Advisor Brandon L. Miller is a finance institution located at 901 East Byrd Street, Richmond, Virginia, United States. We offer personalized financial strategies tailored to help you pursue your long-term goals. Our team of experienced professionals will work with you one-on-one to understand your priorities and develop a customized approach to meet your needs. Whether you're planning for retirement, saving for a home, or funding your child's education, we are here to provide advice and guidance every step of the way. With access to the resources of Merrill and Bank of America, we can help you manage, grow, and preserve your wealth while addressing your financial needs. Our mission is to understand what matters most to you and help you achieve your goals. Contact us today to start planning for your financial future.
Edward Jones - Financial Advisor: Randy Teerlink
Edward Jones - Financial Advisor: Randy Teerlink is a reputable finance institution located at 7421 Lee-Davis Road in Mechanicsville, Virginia, United States. Randy Teerlink, a skilled and experienced financial advisor, provides 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, Edward Jones - Financial Advisor: Randy Teerlink is dedicated to helping individuals and families secure their financial future.
TSW LLC
TSW LLC is a leading finance institution located at 6641 West Broad Street in Richmond, Virginia, United States. With a strong reputation for providing top-notch financial services, TSW LLC offers a wide range of investment and wealth management solutions tailored to meet the unique needs of each client. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through strategic planning and sound financial advice. Whether you are looking to grow your wealth, plan for retirement, or invest in the market, TSW LLC is committed to helping you navigate the complex world of finance with confidence and peace of mind.
Merrill Lynch Financial Advisor Randall S Tootle
Merrill Lynch Financial Advisor Randall S Tootle, located at 901 East Byrd Street, Richmond, Virginia, United States, is a finance institution dedicated to providing personalized financial strategies tailored to your individual needs. With a team of experienced professionals supported by the global resources of Merrill, we focus on building strong client relationships based on trust and personalized service. Our advisors understand that your financial goals, priorities, and circumstances may change over time. By starting with a conversation to identify and prioritize your goals, we can help you develop a customized plan to pursue what matters most to you, whether it's planning for retirement, funding a child's education, or passing wealth to future generations.
Merrill Lynch Financial Advisor Christopher S Abbott
Merrill Lynch Financial Advisor Christopher S Abbott is a finance institution located at 901 East Byrd Street, Richmond, Virginia, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The experienced individuals at Merrill Lynch focus on your family, goals, and priorities, adapting to your changing needs over time. They offer customized wealth management planning to address your unique concerns and goals, such as retirement income planning, education funding, and wealth transfer. By following a disciplined planning process and utilizing a global network of research and specialists, they can help you optimize your short- and long-term financial goals. Understanding that no two people are alike, Merrill Lynch Financial Advisor Christopher S Abbott offers a personalized approach to wealth management tailored to your individual needs and preferences. By getting to know you and your financial priorities, the team can help you navigate financial challenges and opportunities. With tools like the Investment Personality Assessment and Merrill Personal Wealth Analysis™, they can build a personalized plan centered on your goals and help you stay on track to achieve what matters most to you.
Merrill Lynch Financial Advisor Alex Nuttycombe
Merrill Lynch Financial Advisor Alex Nuttycombe, located at 11820 Fountain Way in Newport News, Virginia, is a finance institution dedicated to providing personalized financial advice and guidance. The Nuttycombe Wealth Management Group believes in building strong relationships with clients through teamwork and involvement, utilizing the global investment capabilities of Merrill and the banking convenience of Bank of America. Their team of advisors and wealth management client associates work together to help clients achieve their personal financial goals, whether it's planning for education, retirement, or health care costs. By getting to know each client individually, they create customized financial plans to help them pursue their goals with transparency and simplicity. The team at Nuttycombe Wealth Management Group offers a range of solutions and tools to help clients stay on track and adapt to changes in their lives and the financial markets. With a focus on personalized service and trust, clients can expect a dedicated one-on-one relationship with their Merrill Lynch Wealth Management Advisor. Whether it's discussing investment strategies, financial goals, or market changes, the team at Merrill Lynch is there to listen, guide, and help clients live their best financial life.
Merrill Lynch Financial Advisor Susan Berry Hassan
Merrill Lynch Financial Advisor Susan Berry Hassan, located at 266 McLaws Circle, Williamsburg, Virginia, United States, is a finance institution dedicated to understanding your financial goals and helping you achieve them. With a personalized approach, they design and implement plans to manage investment risk and pursue your aspirations. Their team, supported by the global resources of Merrill, is committed to building strong client relationships based on trust and personalized service. Whether you're planning for retirement, saving for a home, or funding a child's education, they are there to help you make informed financial decisions. With over two decades of experience, Sue, a Vice President and Wealth Management Advisor, works closely with clients to establish comprehensive wealth strategies tailored to their specific needs. Their goal is to help you achieve what's most important to you by staying on track with your financial goals and adapting to changes in your life and the market. Let Merrill Lynch Wealth Management Advisors help you build a customized investment approach to address your needs and pursue your goals.
Carr Investment Group
Carr Investment Group, located at 400 North Main Street in Suffolk, Virginia, is a finance institution offering securities-related services to residents of select states in the United States. Services may not be available to individuals residing outside of the listed states. Investment products and services are provided through Wells Fargo Advisors, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Insurance products are offered through nonbank insurance agency affiliates. Please note that opinions expressed on social media are those of third parties and do not necessarily reflect the views of Carr Investment Group. Residents of the U.S. are encouraged to review terms and conditions before accessing third-party websites.
Edward Jones - Financial Advisor: John S Crain
Edward Jones - Financial Advisor: John S Crain is a reputable financial institution located at 3005 Corporate Lane in Suffolk, Virginia, United States. As a trusted advisor, John S Crain 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 - Financial Advisor: John S Crain is committed to helping individuals and families navigate the complexities of investing and financial management. Whether you are planning for retirement, saving for education, or looking to grow your wealth, John S Crain and his team are dedicated to providing expert guidance and support every step of the way.
The Medina Cale Group - Morgan Stanley
The Medina Cale Group at Morgan Stanley is a leading financial institution located at 701 Town Center Drive in Newport News, Virginia, United States. Specializing in wealth management and investment services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to provide the highest level of expertise and guidance to our clients. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, The Medina Cale Group is here to help you navigate the complexities of the financial world and secure your financial future.
Merrill Lynch Financial Advisor Mark S Fendrick
Merrill Lynch Financial Advisor Mark S Fendrick, located at 11820 Fountain Way in Newport News, Virginia, offers personalized financial services supported by the global resources of Merrill. Their team of experienced professionals is dedicated to building strong client relationships based on trust and personalized service. Whether you are planning for retirement, saving for a home, or funding a child's education, their advisors will work with you to develop a customized financial approach tailored to your goals and priorities. With access to investment insights and banking solutions, they aim to help you manage, grow, and preserve your wealth for the future. By getting to know you personally, they can offer a personalized plan to help you achieve your financial goals. Contact Merrill Lynch Financial Advisor Mark S Fendrick to learn more about how they can help you navigate the complexities of your financial life and reach your goals.
Edward Jones - Financial Advisor: Shandre M Harasty, CFP®|AAMS™
Edward Jones - Financial Advisor: Shandre M Harasty, CFP®|AAMS™ is a reputable finance institution located at 1500 Breezeport Way in Suffolk, Virginia, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, Shandre M Harasty provides expert financial advice and services to help clients achieve their financial goals. With a focus on personalized financial planning and investment strategies, clients can trust Edward Jones to provide tailored solutions to meet their individual needs. Whether you are planning for retirement, saving for education, or building wealth, Shandre M Harasty and the team at Edward Jones are dedicated to helping you secure a strong financial future.
Edward Jones - Financial Advisor: Johanna Wiggins
Edward Jones - Financial Advisor: Johanna Wiggins is a reputable finance institution located at 1807 South Church Street in Smithfield, Virginia, United States. Johanna Wiggins is a highly experienced and dedicated financial advisor who provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Johanna Wiggins is committed to providing top-notch financial advice and guidance to clients in the Smithfield area.
Jessie Denny
Jessie Denny is a reputable finance institution located at 5806 Harbour View Boulevard in Suffolk, Virginia, United States. With a strong focus on providing personalized financial solutions, Jessie Denny offers a wide range of services to meet the needs of individuals and businesses alike. Whether you are looking for assistance with investments, loans, or financial planning, the experienced team at Jessie Denny is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.
Community Advisors
Community Advisors is a finance institution located at 3 Langhorne Road in Newport News, Virginia, United States. Our team of experienced advisors is dedicated to providing personalized financial guidance and support to individuals and businesses in the community. Whether you need help with budgeting, investing, or planning for the future, our advisors are here to help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards financial security and success.
Merrill Lynch Financial Advisor Elizabeth Feagans
Merrill Lynch Financial Advisor Elizabeth Feagans is located at 11820 Fountain Way, Newport News, Virginia, United States. Nuttycombe Wealth Management Group, part of Merrill Lynch, believes in building strong relationships through teamwork and involvement. Their team of advisors and wealth management client associates provide access to global investment capabilities and banking convenience through Bank of America. They aim to be your primary source of financial advice and guidance, offering dedication and diligence at every step of the financial planning process. The team at Nuttycombe Wealth Management Group shares a common goal of helping clients achieve their personal financial goals, such as funding education, ensuring income in retirement, and planning for healthcare costs. They understand that every individual is unique, so they tailor their wealth management approach to each client's specific needs, priorities, and goals. By using their experience and resources, they aim to simplify the complexities of investing and help clients pursue and reach their financial goals.
Merrill Lynch Financial Advisor Robert Turner
Merrill Lynch Financial Advisor Robert Turner is located at 266 McLaws Circle in Williamsburg, Virginia, United States. This finance institution is supported by the global resources of Merrill and consists of a team of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting to changes over time. They strive to understand your unique financial situation and what matters most to you, providing guidance and advice during important moments in your life. Life is constantly evolving, and your financial needs are interconnected with the rest of your life. The institution believes in creating a customized investment approach tailored to your specific situation, helping you make informed decisions at every stage of life. By starting with a conversation to identify your goals, Merrill Lynch aims to provide you with insights and resources to help you achieve what matters most to you. The Investment Personality Assessment is one tool used to gain a deeper understanding of your investing preferences and customize your financial approach accordingly.
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