Estate planning tools in Virginia

Edward Jones - Financial Advisor: Pamela N McWhorter is a trusted financial institution located at 1301 Bridgeport Way in Suffolk, Virginia, United States. As a dedicated financial advisor, Pamela N McWhorter provides personalized investment strategies and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to build wealth, Pamela N McWhorter can help create a tailored financial plan to meet your needs. With a commitment to excellence and a focus on client satisfaction, Edward Jones - Financial Advisor: Pamela N McWhorter is a reliable choice for all of your financial needs.

Edward Jones - Financial Advisor: Dennis W Greene is a trusted finance institution located at 5501 Bennetts Pasture Road in Suffolk, Virginia, United States. With a focus on personalized financial planning and investment strategies, Dennis W Greene and his team are dedicated to helping clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Edward Jones is committed to providing expert guidance and support every step of the way. Contact them today to schedule a consultation and start building a brighter financial future.

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.

Gregory Smith and Associates - Ameriprise Financial Services, LLC, located at 5215 Colley Avenue in Norfolk, Virginia, is a finance institution dedicated to helping individuals achieve their financial goals. With a focus on personalized service, the team at Ameriprise provides investment advice, asset allocation strategies, and portfolio recommendations tailored to each client's unique goals and risk tolerance. Regular meetings are held to review progress and adjust strategies as life changes occur. Clients can easily access their investments and accounts from any device, track their progress towards their goals, and securely share information with the team at Ameriprise. The institution offers a complimentary initial consultation to get started on the path to financial success.

Everett and Associates - Ameriprise Financial Services, LLC is a finance institution located at 3814 Kecoughtan Road, Hampton, Virginia, United States. They offer personalized investment and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards financial goals securely from any device. The institution provides a positive backdrop for stock prices and offers consultations to discuss financial planning concepts. Ameriprise financial advisors are registered to do business in certain U.S. states. They prioritize client relationships and strive to help individuals achieve their financial goals. The institution is a member of FINRA and SIPC, ensuring privacy and security for clients.

Molly Nissman - UBS Financial Services Inc. is a reputable finance institution located at 440 Monticello Avenue in Norfolk, Virginia, United States. With a strong commitment to providing top-notch financial services, Molly Nissman - UBS Financial Services Inc. offers a wide range of investment options and financial planning solutions to help clients achieve their financial goals. The experienced team at this institution is dedicated to providing personalized advice and guidance to help clients make informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Molly Nissman - UBS Financial Services Inc. is here to help you every step of the way.

LPL Financial - David Webber is a finance institution located at 505 Independence Parkway in Chesapeake, Virginia, United States. Led by financial advisor David Webber, the institution offers a range of financial services including investment planning, retirement planning, insurance, and wealth management. With a focus on personalized and comprehensive financial solutions, LPL Financial - David Webber aims to help clients achieve their financial goals and secure their financial futures.

Wells Fargo Advisors is a financial institution located at 1208 Greenbrier Parkway in Chesapeake, Virginia, United States. As a leading provider of financial services, Wells Fargo Advisors offers a wide range of investment and wealth management solutions to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, Wells Fargo Advisors is dedicated to providing personalized guidance and expertise to help clients navigate the complexities of the financial world. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Wells Fargo Advisors is committed to helping you build a secure financial future.

COVA Wealth Group is a leading financial institution located at 2877 Guardian Lane in Virginia Beach, Virginia. Specializing in wealth management and financial planning, our team of experts is dedicated to helping clients achieve their financial goals and secure their future. With a focus on personalized service and tailored solutions, COVA Wealth Group is committed to providing top-notch financial advice and guidance to individuals and businesses alike. Contact us today to learn more about how we can help you grow and protect your wealth.

Matthew Budde - Thrivent is a finance institution located at 101 North Lynnhaven Road, Virginia Beach, Virginia, United States. Licensed in multiple states including AZ, CO, DC, FL, MA, MD, ME, NC, NJ, PA, RI, VA, WA, and WV, we believe that money is a tool, not a goal. Our team is dedicated to helping individuals make the most of all they've been given by providing personalized financial planning services. As a Dave Ramsey SmartVestor Pro, we are part of a network of trusted financial professionals who prioritize client education and empowerment. While not affiliated with Dave Ramsey, we follow a code of conduct and client-first mentality in all our interactions. Our financial decision-making process is tailored to each individual's life goals and we provide guidance through our Financial Planning Framework. Clients can choose to further their planning engagement with our Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and we offer insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. Our licensed financial advisors are credentialed to provide investment advisory services and are committed to helping clients achieve their financial goals. Visit our website or FINRA's Broker Check for more information on our team and services.

Richard Maurer - Morgan Stanley is a prestigious finance institution located at 437 West Duke of Gloucester Street in Williamsburg, Virginia, United States. With a strong reputation for providing top-notch financial services, Richard Maurer - Morgan Stanley offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, this institution is dedicated to helping clients navigate the complexities of the financial world with confidence and ease.

Gardner Diane L CPA is a reputable accounting and finance institution located at 1141 Alonzaville Road in Woodstock, Virginia, United States. With years of experience and expertise, Gardner Diane L CPA offers top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, their team of dedicated professionals is here to assist you every step of the way. Trust Gardner Diane L CPA for all your accounting and finance needs.

Professional Tax Center LLC is a leading accounting and finance institution located at 9900 Main Street in Fairfax, Virginia, United States. Our team of experienced professionals is dedicated to providing top-notch tax services, financial planning, and accounting solutions to individuals and businesses. With a commitment to excellence and customer satisfaction, we strive to help our clients navigate the complexities of the financial world with ease. Whether you need help with tax preparation, bookkeeping, or investment advice, Professional Tax Center LLC is here to assist you every step of the way. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.

Russell Evans & Thompson PLLC: Thompson W Craig CPA is an accounting and finance institution located at 299 Herndon Parkway in Herndon, Virginia, United States. With a focus on providing top-notch financial services, Thompson W Craig CPA offers expert advice and assistance to individuals and businesses in managing their finances. Whether you need help with tax preparation, financial planning, or any other accounting needs, the experienced team at Russell Evans & Thompson PLLC is here to help. Trust Thompson W Craig CPA for all your financial needs in Herndon and the surrounding areas.

Mary K Earhart PLLC is a reputable accounting and finance institution located at 26 Shultz Road in Greenville, Virginia, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our services include tax preparation, financial planning, bookkeeping, and more. We are committed to helping our clients achieve their financial goals and providing them with top-notch service. Visit us today to see how we can assist you with all your accounting and finance needs.

Hodges Jones & Mabry: Hodges Linda A CPA is an accounting and finance institution located at 280 Peppers Ferry Road in Wytheville, Virginia, United States. As a part of the Brown Edwards accounting firm, they offer knowledgeable accounting, assurance, tax, and management advisory services with a team of over 350 professionals. Their core mission is to provide clients with the highest quality service tailored to their unique needs. With expertise in financial management, tax preparation, and strategic planning, they help companies navigate the complexities of the financial world. The institution focuses on continuous learning and development, attending trade shows, conferences, and educational programs to stay updated on industry trends. Their team specializes in financial institutions, with over 100 years of experience advising more than 60 institutions. They offer a range of services including income tax compliance and planning for businesses and individuals, estate and fiduciary income tax compliance and planning.

Brown Edwards is a leading accounting and finance institution located at 280 Peppers Ferry Road in Wytheville, Virginia. With a team of over 350 professionals, we offer a wide range of services including accounting, assurance, tax, and management advisory. Our mission is to provide high-quality service tailored to each client's unique needs. We have helped thousands of companies with financial management, tax preparation, and strategic planning. Our community banking team offers industry insights through virtual seminars and events, covering topics such as fintech partnerships and real-time payments. We specialize in financial institutions, with over 100 years of experience serving more than 60 institutions. Education is a key focus at Brown Edwards, with resources and tools available for team members and clients.

R H Hamlin & Co is a reputable accounting and finance institution located at 2702 North Parham Road in Richmond, Virginia, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and consulting. Clients can trust R H Hamlin & Co to provide expert advice and support to help them achieve their financial goals. With a commitment to excellence and personalized service, this institution is a trusted partner for individuals and businesses alike.

RHR Behavioral Health, located at 12809 Sir Scott Terrace in Chester, Virginia, is a health institution founded by Linda Noronha, a licensed real estate broker, business owner, family elder, and professional counselor. With a passion for helping individuals navigate through life's challenges, Linda believes in meeting people where they are and providing them with the tools they need to thrive. Whether you're feeling overwhelmed by emotions or struggling with daily issues, RHR Behavioral Health offers therapy services for individuals, families, and couples. Billing options include insurance, self-pay, Medicare, and/or Medicaid. Download the Spaces by Wix app to stay updated on services and appointments. Trust in RHR Behavioral Health to support you on your journey towards mental wellness and personal growth.​"

Philip Delano is a prestigious institution located at 200 South 10th Street in Richmond, Virginia, United States. Specializing in accounting, finance, and legal services, Philip Delano is known for its expert professionals and top-notch services. Whether you need assistance with tax preparation, financial planning, or legal advice, the team at Philip Delano is dedicated to providing high-quality, personalized solutions to meet your needs. With a reputation for excellence and a commitment to client satisfaction, Philip Delano is the go-to institution for all your accounting, finance, and legal needs.

Dodd Financial Services is a reputable health and insurance agency located at 120 Storage Solutions Lane in White Post, Virginia, United States. Our dedicated team of professionals is committed to providing top-notch financial solutions for individuals and families. Whether you are looking for health insurance coverage or other insurance products, we are here to help you navigate the complexities of the insurance industry and find the best policies to suit your needs. With a focus on personalized service and tailored solutions, Dodd Financial Services is your trusted partner in securing your financial future.

Allstate Personal Financial Representative: Myron Safritt is a finance and insurance agency located at 13702 Village Mill Drive in Midlothian, Virginia, United States. Myron Safritt offers personalized financial and insurance solutions to help clients achieve their financial goals and protect their assets. With years of experience in the industry, Myron Safritt provides expert advice and guidance to help clients make informed decisions about their finances and insurance needs. Whether you are looking to plan for retirement, protect your family with life insurance, or secure your assets with property insurance, Allstate Personal Financial Representative: Myron Safritt is dedicated to providing exceptional service and support to help you achieve financial security.

The OBES Group is a leading institution located at 1000 Lakefront Commons in Newport News, Virginia, United States. We specialize in providing innovative solutions and services in the fields of engineering, architecture, and construction. Our team of experts is committed to delivering high-quality projects that meet the needs and expectations of our clients. With a strong focus on sustainability and cutting-edge technology, The OBES Group is dedicated to excellence in every aspect of our work. Visit us today to learn more about how we can help bring your vision to life.

Morgan & Shinault Wealth Advisors is a premier financial institution located at 29 Melrose Lane in Galax, Virginia, United States. As a trusted wealth management firm, we specialize in providing personalized financial planning and investment strategies to help our clients achieve their financial goals. Our team of experienced advisors is dedicated to providing top-notch service and expert guidance to help clients navigate the complexities of the financial world. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Morgan & Shinault Wealth Advisors is here to help you every step of the way. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Dream Weaver Team LLC is a premier real estate agency located at 2 North Kent Street in Winchester, Virginia. Our team of dedicated professionals are committed to helping our clients achieve their dreams of finding the perfect property. Whether you are looking to buy, sell, or rent, our experienced agents are here to guide you through the process with expertise and personalized service. At Dream Weaver Team LLC, we strive to make your real estate dreams a reality. Contact us today to learn more about how we can help you with all of your real estate needs.

At MultiGenerational Wealth Management Group, we understand that conventional wealth management plans and practices are often insufficient for growing and preserving wealth over a lifetime or across generations. Faced with the challenges of increasing family members and rising tax demands, successful wealth management requires superior long-term strategies, a sophisticated toolkit, and disciplined execution. Our approach addresses the pitfalls of short-term sequential goals which can lead to significant tax triggers and erosion of your hard-earned gains. We emphasize the importance of uninterrupted compounding interest, essential for growing and retaining wealth. Our expertise lies in designing and managing comprehensive lifetime and multi-generational financial plans, which we refer to as Financial Farms.