TOP 10 Estate planning specialist in Waynesboro, Virginia

Sherman-Stoltz Law Group, PLLC is a reputable law firm located at 2016 Old Goose Creek Road in Waynesboro, Virginia. Specializing in various areas of law, the experienced team of lawyers at this institution provides top-notch legal services to clients in need. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, Sherman-Stoltz Law Group, PLLC is dedicated to advocating for your rights and achieving the best possible outcome for your legal needs. With a commitment to professionalism and client satisfaction, this law firm is a trusted choice for individuals seeking legal counsel in the United States.

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

Patricia Koogler - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 42 Stoneridge Drive, Waynesboro, Virginia, United States. The institution offers a range of certifications and designations 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®, 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, estate planning, investment management, and specialized areas such as military financial advising. The institution is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, and high net worth clients.

Mike Moles - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 4581 Stuarts Draft Highway, Waynesboro, 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, estate planning, investment management, retirement planning, and more. The institution is dedicated to providing clients with expert advice and guidance in managing their finances effectively.

Edward Jones - Financial Advisor: David J Wall, CFP®|ChFC®|CPWA®|AAMS™ is a renowned finance institution located at 465 Cherry Avenue in Waynesboro, Virginia, United States. Led by the experienced and highly qualified financial advisor, David J Wall, who holds certifications as a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Certified Private Wealth Advisor (CPWA®), and Accredited Asset Management Specialist (AAMS™), this institution offers personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones - Financial Advisor: David J Wall, CFP®|ChFC®|CPWA®|AAMS™ is dedicated to helping individuals and families navigate the complexities of the financial world with confidence and peace of mind.

Josh Dean is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 42 Stoneridge Drive in Waynesboro, Virginia, United States. Josh Dean 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 cover a wide range of financial planning topics and ensure that Josh Dean is well-equipped to provide expert advice and guidance to clients in various financial situations. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Josh Dean has the knowledge and expertise to help you achieve your financial goals. Contact Josh Dean at Ameriprise Financial Services, LLC for personalized financial planning services tailored to your individual needs.