TOP 30 Estate planning service in Roanoke, Virginia
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Gentry Locke Attorneys - Roanoke
● ClosedGentry Locke Attorneys in Roanoke, Virginia is a reputable law firm located at 10 Franklin Road Southeast. Our team of experienced attorneys is dedicated to providing top-notch legal services to our clients. We specialize in a wide range of practice areas, including business law, litigation, personal injury, and more. With a commitment to excellence and a track record of success, Gentry Locke Attorneys is a trusted choice for legal representation in the Roanoke area. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
10 Franklin Rd SE Ste 900, Roanoke, VA 24011, United States -
Mountain Empire Legal Services
● ClosedMountain Empire Legal Services is a trusted law firm located at 121 North Church Street in Marion, Virginia, United States. Our experienced team of lawyers is dedicated to providing high-quality legal services to clients in the Mountain Empire region. Whether you are in need of representation for a personal injury case, family law matter, or estate planning, we are here to help. With a commitment to excellence and personalized attention, Mountain Empire Legal Services is the go-to destination for all your legal needs. Contact us today to schedule a consultation.
121 N Church St, Marion, VA 24354, United States -
Just Financial Planning Inc
● OpenJust Financial Planning Inc is a leading accounting and finance institution located at 1630 Roanoke Boulevard in Salem, Virginia, United States. Our team of experienced professionals is dedicated to providing personalized financial planning services to help individuals and businesses achieve their financial goals. Whether you need assistance with tax planning, retirement planning, investment management, or estate planning, our experts are here to help you navigate the complex world of finance. Trust Just Financial Planning Inc to provide you with the guidance and support you need to secure your financial future.
1630 Roanoke Blvd, Salem, VA 24153, United States -
Ayers Financial Services
● ClosedAyers Financial Services is a finance and insurance agency located at 5185 Peters Creek Road in Roanoke, Virginia, United States. Our focus is on helping individuals and families plan for their ideal retirement through a customized strategy for retirement income. Our founder, Patrick Ayers, is dedicated to guiding clients towards their retirement dreams with integrity and transparency. With over 25 years of experience, we believe in investing in our clients and developing personalized plans based on their goals and aspirations. Our comprehensive financial review will assess your current financial situation and help you determine your retirement needs. We offer a tax guide to help you understand how taxes could impact your retirement income. As an independent firm, we prioritize our clients' interests and act as fiduciaries, choosing products and services that align with their goals. Contact us today to schedule a meeting and start planning for a successful retirement.
5185 Peters Creek Rd, Roanoke, VA 24019, United States -
Integrity Financial Planning, Inc.
● ClosedIntegrity Financial Planning, Inc. is a finance institution located at 1315 2nd Street Southwest in Roanoke, Virginia, United States. We serve as financial coaches, assisting our clients in building retirement strategies that align with their values and goals. As an independent registered investment advisor and fiduciary, we prioritize our clients' best interests. Our services include wealth preservation, tax mitigation, charitable giving, wealth transfer, and private wealth management. We understand that each client has unique needs and risk tolerance, so we customize plans accordingly. We begin by gaining a deep understanding of our clients' dreams and concerns, then design retirement strategies that fit their lifestyle and consider various factors such as taxation and risk tolerance. Through constant monitoring and adjustments, we ensure that the plan continues to meet our clients' evolving needs.
1315 2nd St SW #102, Roanoke, VA 24016, United States -
Christine Smith - Financial Advisor, Ameriprise Financial Services, LLC
● OpenChristine Smith - Financial Advisor, Ameriprise Financial Services, LLC is a reputable finance institution located at 1320 Roanoke Road, Daleville, Virginia, United States. Christine Smith 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 showcase Christine Smith's expertise in various financial areas such as asset management, investment strategies, retirement planning, estate planning, risk management, and more. With a commitment to ethical practices and continuous education, Christine Smith is dedicated to providing top-notch financial advice and services to clients in need of financial planning assistance.
1320 Roanoke Rd, Daleville, VA 24083, United States -
Lee F Brooks - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedLee F Brooks - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3130 Chaparral Drive, Roanoke, Virginia, United States. The institution offers a range of certifications and designations 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 cover various aspects of financial planning, asset management, estate planning, retirement planning, and more. The institution aims to provide clients with expert advice and guidance in managing their wealth and financial needs.
3130 Chaparral Dr Ste 204, Roanoke, VA 24018, United States -
Ezra Amiss - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedEzra Amiss is a financial advisor at Ameriprise Financial Services, LLC located at 2965 Colonnade Drive, Roanoke, 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®, 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 his expertise in various financial planning areas including asset management, retirement planning, estate planning, investment management, and more. As a Certified Military Financial Advisor®, Ezra Amiss is also trained to serve veterans and active duty military personnel. With his extensive knowledge and commitment to ethical practices, Ezra Amiss provides comprehensive financial planning services to individuals and businesses, helping them achieve their financial goals.
2965 Colonnade Dr #320, Roanoke, VA 24018, United States -
Stewart Barnes - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedStewart Barnes - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 3130 Chaparral Drive in Roanoke, Virginia, offers a wide range of financial services and expertise. Stewart Barnes holds multiple certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his commitment to ethical practices and his ability to address the complex financial needs of individuals, retirees, small business owners, and high net worth clients. Whether you need help with asset management, estate planning, retirement planning, or investment strategies, Stewart Barnes has the knowledge and experience to guide you towards financial success. Contact Stewart Barnes today to start planning for your financial future.
3130 Chaparral Dr Ste 204, Roanoke, VA 24018, United States -
RBC Wealth Management Branch - Roanoke
● ClosedThe RBC Wealth Management Branch in Roanoke is a leading financial institution located at 110 Franklin Road Southeast in Roanoke, Virginia. Our dedicated team of professionals is committed to providing personalized wealth management solutions to help our clients achieve their financial goals. With a wide range of services including investment planning, retirement planning, and estate planning, we strive to help our clients build and protect their wealth for the future. Visit us today to learn how we can help you secure your financial future.
110 Franklin Rd SE Suite 400, Roanoke, VA 24011, United States -
Christine Smith - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedChristine Smith - Financial Advisor at Ameriprise Financial Services, LLC, located at 2758 Electric Road in Roanoke, Virginia, United States, offers a wide range of financial services to individuals and small business owners. Christine Smith holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, demonstrating her expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and continuing education, Christine Smith is dedicated to providing personalized financial advice to help clients achieve their financial goals. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Christine Smith is committed to helping you make informed decisions and secure your financial future. Contact Christine Smith today to schedule a consultation and take the first step towards financial success."
2758 Electric Rd Ste D, Roanoke, VA 24018, United States -
Richard La Rose - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedRichard La Rose - Private Wealth Advisor at Ameriprise Financial Services, LLC is a finance institution located at 2965 Colonnade Drive, Roanoke, Virginia, United States. Richard La Rose 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 Richard La Rose's expertise in various aspects of financial planning and wealth management. The institution offers services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Richard La Rose is dedicated to providing comprehensive and personalized financial advice to clients, with a focus on ethical practices and real-world application of investment concepts.
2965 Colonnade Dr #320, Roanoke, VA 24018, United States -
James Harlow - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedJames Harlow is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 3130 Chaparral Drive, Roanoke, 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®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, and more. With a focus on providing biblically wise financial advice and equipping clients for long-term financial success, James Harlow is dedicated to helping individuals and families achieve their financial goals.
3130 Chaparral Dr Ste 204, Roanoke, VA 24018, United States -
Matthew Ely - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMatthew Ely is a financial advisor at Ameriprise Financial Services, LLC, located at 3130 Chaparral Drive in Roanoke, Virginia, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. Matthew Ely also specializes in areas such as domestic partnership advising, philanthropy, and exit planning. With a commitment to ethics and continuing education, he ensures that his clients receive the highest level of financial advice and service.
3130 Chaparral Dr Ste 204, Roanoke, VA 24018, United States -
Leslie R Carpenito - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedLeslie R Carpenito is a financial advisor at Ameriprise Financial Services, LLC located at 2965 Colonnade Drive in Roanoke, Virginia, United States. She 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®, 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 asset management, estate planning, retirement planning, investment management, and more. Leslie is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. She is committed to upholding the highest ethical standards and continuing her education to better serve her clients.
2965 Colonnade Dr #320, Roanoke, VA 24018, United States -
Glenn Kent - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedGlenn Kent - Financial Advisor, Ameriprise Financial Services, LLC, located at 3130 Chaparral Drive, Roanoke, Virginia, United States, is a finance institution offering a wide range of services to meet the diverse needs of individuals. Glenn Kent 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®. With expertise in asset management, investment strategies, estate planning, retirement planning, and more, Glenn Kent is dedicated to providing top-notch financial advice and services to clients. Whether you are a retiree, small business owner, high net worth individual, or in need of specialized financial planning, Glenn Kent has the knowledge and experience to assist you in achieving your financial goals.
3130 Chaparral Dr Ste 204, Roanoke, VA 24018, United States -
Keystone Wealth & Retire Services
● OpenKeystone Wealth & Retire Services is a premier financial institution located in Roanoke, Virginia. Our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals and plan for a secure retirement. Whether you are looking to grow your wealth, protect your assets, or plan for the future, we are here to provide personalized solutions tailored to your unique needs. Visit us at 129 Campbell Avenue Southeast to learn more about how we can help you secure your financial future.
129 Campbell Ave SE #202, Roanoke, VA 24011, United States -
Wilson Insurance & Financial Services
● OpenWilson Insurance & Financial Services is a reputable institution located at 3100 Peters Creek Road in Roanoke, Virginia, United States. As a part of Cetera Wealth Partners and Cetera Advisor Networks, we offer a range of securities and advisory services to help our clients achieve their financial goals. Our team of Registered Representatives and Investment Adviser Representatives are dedicated to providing personalized services, whether it be brokerage services or investment advisory services. You can visit our website to watch informative videos and utilize helpful calculators. Please review important disclosures and business continuity information on our website. Trust Wilson Insurance & Financial Services for all your insurance and financial needs.
3100 Peters Creek Rd Ste F, Roanoke, VA 24019, United States -
Kembel Financial Services
● OpenKembel Financial Services is a reputable financial institution located at 3420 Orange Avenue Northeast in Roanoke, Virginia. With years of experience in the financial industry, our dedicated team of professionals is committed to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Kembel Financial Services is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
3420 Orange Ave NE, Roanoke, VA 24012, United States -
The Retreat Apartments in Roanoke, VA
● ClosedThe Retreat Apartments in Roanoke, VA is a premier real estate agency located in the heart of Roanoke, Virginia, United States. Our luxurious apartments offer modern amenities, spacious floor plans, and stunning views of the surrounding area. With a convenient location near shopping, dining, and entertainment options, The Retreat Apartments is the perfect place to call home. Our professional staff is dedicated to providing exceptional service to our residents, making sure they have everything they need to live comfortably and enjoy their time in our community. Experience upscale living at The Retreat Apartments in Roanoke, VA.
6500 Grand Retreat Drive, Roanoke, VA 24019, United States -
Fairington Apartments of Roanoke
● ClosedFairington Apartments of Roanoke is a premier real estate agency located at 4922 Grandin Road Southwest in Roanoke, Virginia. Our institution offers luxurious and modern apartments for rent in a convenient and desirable location. With a range of amenities and spacious floor plans, Fairington Apartments of Roanoke provides residents with a comfortable and upscale living experience. Our dedicated team is committed to providing excellent customer service and ensuring the satisfaction of our tenants. Come experience the best in apartment living at Fairington Apartments of Roanoke.
4922 Grandin Rd SW, Roanoke, VA 24018, United States -
Main Street Financial Inc
● OpenMain Street Financial Inc is a reputable finance institution located at 133 Salem Avenue Southwest in Roanoke, Virginia. With a focus on providing top-notch financial services to individuals and businesses, Main Street Financial Inc offers a wide range of financial products and solutions tailored to meet the unique needs of their clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at Main Street Financial Inc is dedicated to helping you achieve your financial goals. Visit them today to learn more about how they can help you secure your financial future.
133 Salem Ave SW, Roanoke, VA 24011, United States -
360 Wealth Consulting
● Closed360 Wealth Consulting is a finance institution located at 1335 Peters Creek Road in Roanoke, Virginia, United States. Specializing in wealth management tailored specifically for each client, our team of Registered Financial Consultants (RFC) from the International Association of Registered Financial Consultants (IARFC®) provides personalized financial guidance to help you achieve your goals. Whether you are a business owner, a Baby Boomer preparing for retirement, or a younger client looking to preserve your assets, we are here to assist you every step of the way. At 360 Wealth Consulting, we focus on tax planning as a core part of wealth management, ensuring that you maximize your wealth growth and make informed financial decisions. Our team merges the expertise of financial advisors and accountants to create a comprehensive wealth strategy powerhouse. By starting with tax planning, we can help you save on tax liabilities and optimize your financial situation.
1335 Peters Creek Rd, Roanoke, VA 24017, United States -
Wiegandt & Doubles, P.C.
● ClosedWiegandt & Doubles, P.C. is a reputable law firm located at 13 South Roanoke Street in Fincastle, Virginia. Specializing in various legal services, the experienced team at Wiegandt & Doubles, P.C. is dedicated to providing top-notch representation and personalized attention to each client. Whether you are in need of assistance with family law, estate planning, criminal defense, or any other legal matter, you can trust Wiegandt & Doubles, P.C. to advocate for your best interests with professionalism and expertise. Contact them today to schedule a consultation and see how they can help you navigate the legal system.
13 S Roanoke St, Fincastle, VA 24090, United States -
Fields Law Office
● OpenFields Law Office is a reputable lawyer institution located at 4767 Northwood Drive Northwest in Roanoke, Virginia, United States. Specializing in various legal services, our experienced team of attorneys is dedicated to providing top-notch representation and personalized solutions for our clients. Whether you are facing a legal dispute, need assistance with estate planning, or require guidance on business matters, Fields Law Office is committed to delivering exceptional legal services tailored to meet your individual needs. Contact us today to schedule a consultation and let us help you navigate through the complexities of the legal system.
4767 Northwood Dr NW, Roanoke, VA 24017, United States -
W.M. Jordan Company
● ClosedW.M. Jordan Company is a reputable general contractor located at 5251 Concourse Drive in Roanoke, Virginia, United States. With a strong track record of delivering high-quality construction projects, they specialize in a wide range of services including pre-construction planning, design-build, and construction management. Their team of experienced professionals is dedicated to providing exceptional craftsmanship and customer service, making them a trusted partner for all construction needs. Whether you're looking to build a new commercial space or renovate an existing property, W.M. Jordan Company is committed to excellence in every project they undertake.
5251 Concourse Dr #2b, Roanoke, VA 24019, United States -
Gick Law, PLLC
● ClosedGick Law, PLLC is a reputable law firm located at 22 Luck Avenue Southwest in Roanoke, Virginia. Specializing in various areas of law, their team of experienced attorneys provides expert legal guidance and representation to clients in need. Whether you are facing a personal injury case, need assistance with estate planning, or require help with a business matter, Gick Law, PLLC is dedicated to providing top-notch legal services tailored to meet your specific needs. With a commitment to excellence and a track record of success, you can trust Gick Law, PLLC to advocate on your behalf and achieve the best possible outcome for your legal matters.
22 Luck Ave SW, Roanoke, VA 24015, United States -
Hyatt Browning Shirkey Law Firm
● ClosedHyatt Browning Shirkey Law Firm, located at 333 Church Avenue Southwest in Roanoke, Virginia, is a reputable legal institution known for its dedication to providing top-notch legal services to clients in the United States. With a team of experienced attorneys, the firm specializes in various areas of law, including personal injury, family law, criminal defense, and estate planning. Clients can trust in the firm's expertise and commitment to achieving the best possible outcomes for their cases. Whether you are facing a legal dispute or need assistance with legal matters, Hyatt Browning Shirkey Law Firm is here to provide you with the guidance and representation you need.
333 Church Ave SW, Roanoke, VA 24016, United States -
The Law Office of James Steele, PLLC
● ClosedThe Law Office of James Steele, PLLC is a reputable legal institution located at 3048 Brambleton Avenue Southwest in Roanoke, Virginia, United States. As a professional lawyer, James Steele provides expert legal services to clients in need of representation and guidance in various legal matters. With a strong commitment to serving the community, James Steele and his team offer personalized and effective legal solutions to help clients navigate through complex legal issues with confidence and peace of mind. Whether you are facing a legal dispute, need assistance with estate planning, or require representation in a criminal case, The Law Office of James Steele, PLLC is dedicated to providing high-quality legal services tailored to meet your specific needs.
3048 Brambleton Ave SW, Roanoke, VA 24015, United States -
OPN Law
● ClosedOPN Law is a reputable law firm located at 3140 Chaparral Drive in Roanoke, Virginia, United States. Specializing in various legal matters, the institution offers expert legal services and advice to clients in need. With a team of experienced lawyers, OPN Law is dedicated to providing top-notch representation and guidance to individuals and businesses alike. Whether you are facing a personal injury case, need assistance with estate planning, or require legal counsel for a business matter, OPN Law is committed to helping you navigate the complexities of the legal system with professionalism and integrity. Contact OPN Law today to schedule a consultation and learn more about how they can assist you with your legal needs.
3140 Chaparral Dr # 200C, Roanoke, VA 24018, United States
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