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TOP 30 Financial advisor for estate planning in Harrisonburg, VA
18 results found
Search for local businesses, places and services near you
Hess Financial
Hess Financial is a reputable finance institution located at 380 East Market Street in Harrisonburg, Virginia, United States. With a strong focus on providing top-notch financial services to individuals and businesses, Hess Financial offers a wide range of financial solutions including investments, retirement planning, insurance, and more. Our team of experienced financial experts is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us at our convenient location to learn more about how we can assist you with your financial needs.
Kelly Burkholder - Financial Advisor, Ameriprise Financial Services, LLC
Kelly Burkholder is a Financial Advisor at Ameriprise Financial Services, LLC located at 560 Neff Avenue in Harrisonburg, Virginia, United States. Kelly Burkholder holds various certifications such as the 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®. Kelly Burkholder specializes in providing financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a strong focus on ethical practices and comprehensive knowledge of asset management, investment strategies, estate planning, risk management, and retirement planning, Kelly Burkholder is dedicated to helping clients achieve their financial goals.
Schrock Financial
Schrock Financial, located at 4145 Quarles Court in Harrisonburg, Virginia, is a finance institution that believes in making finances less stressful and more approachable. With a team that has diverse backgrounds in economics, education, engineering, and banking, we offer a holistic approach to managing your finances. We believe in discussing financial strategies around a table, not behind a desk, to ensure that your financial decisions align with your values and goals. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Contact us at info@schrockfin.com or (540) 437-9929 to schedule a consultation and take the first step towards financial peace of mind.
Josh Dean - Financial Advisor, Ameriprise Financial Services, LLC
Josh Dean is a Financial Advisor at Ameriprise Financial Services, LLC located at 333 Neff Avenue in Harrisonburg, Virginia, United States. He 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 demonstrate his expertise in various areas of finance such as asset management, retirement planning, estate planning, investment strategies, and more. Josh Dean is dedicated to providing high-quality financial advice and services to individuals, retirees, small business owners, and high net worth clients. Contact him for all your financial planning needs.
Edward Jones - Financial Advisor: Kathy L Armentrout, AAMS™
Edward Jones - Financial Advisor: Kathy L Armentrout, AAMS™ is a reputable finance institution located at 560 Neff Avenue in Harrisonburg, Virginia, United States. Kathy L Armentrout is a knowledgeable and experienced financial advisor who holds the Accredited Asset Management Specialist™ (AAMS™) designation. She is dedicated to helping clients achieve their financial goals through personalized financial planning and investment strategies. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Kathy L Armentrout can provide expert guidance and support. Visit Edward Jones - Financial Advisor: Kathy L Armentrout, AAMS™ today to take the first step towards a secure financial future.
Couric Financial
Couric Financial is a reputable finance institution located at 320 South Main Street in Harrisonburg, Virginia, United States. With a strong focus on providing personalized financial solutions, Couric Financial offers a wide range of services including investment management, retirement planning, estate planning, and more. Their team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Couric Financial is committed to providing expert guidance and support every step of the way.
Stephen Krech - Financial Advisor, Ameriprise Financial Services, LLC
Stephen Krech is a Financial Advisor at Ameriprise Financial Services, LLC located at 373 Neff Avenue in Harrisonburg, Virginia, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, investment strategies, and retirement planning. Stephen is dedicated to providing comprehensive financial advice and guidance to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continued education, Stephen Krech is committed to helping clients make informed decisions to achieve their financial goals. Contact him today for personalized financial planning services.
Katherine Mumaw - Associate Financial Advisor, Ameriprise Financial Services, LLC
Katherine Mumaw is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 4030 Quarles Court, Harrisonburg, Virginia, United States. She 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 demonstrate her expertise in asset management, retirement planning, estate planning, investment strategies, and financial planning for individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and comprehensive knowledge, Katherine Mumaw is dedicated to providing top-notch financial advice and services to her clients.
Joshua Kyger - Financial Advisor, Ameriprise Financial Services, LLC
Joshua Kyger is a Financial Advisor at Ameriprise Financial Services, LLC located at 4030 Quarles Court in Harrisonburg, Virginia, United States. With a focus on finance, Joshua Kyger 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®. Joshua Kyger has expertise in asset management, investment strategies, estate planning, retirement planning, and financial and medical end-of-life needs for domestic partners. The institution offers comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients.
Andy Huggins - Private Wealth Advisor, Ameriprise Financial Services, LLC
Andy Huggins - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 4030 Quarles Court, Harrisonburg, Virginia, United States, is a finance institution offering a range of services to meet the needs of individuals seeking wealth management solutions. Andy Huggins holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, investment strategies, and insurance products. With a focus on providing personalized financial advice, Andy Huggins is dedicated to helping clients achieve their financial goals and secure their financial futures. Whether you are a retiree, small business owner, or high net worth individual, Andy Huggins can provide tailored solutions to meet your specific needs. Contact Andy Huggins today to schedule a consultation and start planning for a secure financial future.
Nicole Tayman - Financial Advisor, Ameriprise Financial Services, LLC
Nicole Tayman is a Financial Advisor at Ameriprise Financial Services, LLC, located at 4030 Quarles Court in Harrisonburg, Virginia, United States. Nicole 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®, CFP®, Certified Fund Specialist, ChFC®, 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 Nicole's expertise in asset management, estate planning, investment strategies, retirement planning, and various financial planning services for individuals, retirees, small business owners, and high net worth clients. Nicole is dedicated to providing personalized financial advice and helping clients make informed decisions to achieve their financial goals.
Karl Mongold - Financial Advisor, Ameriprise Financial Services, LLC
Karl Mongold - Financial Advisor, Ameriprise Financial Services, LLC, located at 4030 Quarles Court, Harrisonburg, Virginia, United States, offers a wide range of financial services to meet the needs of individuals and businesses. Karl Mongold holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. With a commitment to ethical practices and ongoing education, Karl Mongold provides personalized financial advice to help clients achieve their financial goals. Whether you are planning for retirement, managing your investments, or navigating complex financial situations, Karl Mongold can provide the guidance and expertise you need. Contact Karl Mongold - Financial Advisor, Ameriprise Financial Services, LLC today to schedule a consultation and take the first step towards a secure financial future.
Tyler Deputy - Financial Advisor, Ameriprise Financial Services, LLC
Tyler Deputy is a Financial Advisor at Ameriprise Financial Services, LLC located at 560 Neff Avenue in Harrisonburg, Virginia, United States. Tyler holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. As a Certified Financial Planner™, Tyler is dedicated to providing expert advice on investment opportunities, retirement planning, estate planning, and risk management for individuals, retirees, small business owners, and high net worth clients. Additionally, Tyler is trained in behavioral finance to help clients make informed decisions throughout the financial planning process. With a focus on ethical practices and comprehensive financial planning, Tyler Deputy is committed to helping clients achieve their financial goals.
Jennifer Duncan - Financial Advisor, Ameriprise Financial Services, LLC
Jennifer Duncan is a Financial Advisor at Ameriprise Financial Services, LLC located at 4030 Quarles Court, Harrisonburg, Virginia, United States. Jennifer Duncan holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, retirement planning, estate planning, investment strategies, and insurance products. Jennifer Duncan is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Jennifer Duncan for comprehensive financial planning services tailored to your specific needs.
Patricia Koogler - Private Wealth Advisor, Ameriprise Financial Services, LLC
Patricia Koogler, a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 333 Neff Avenue, Harrisonburg, Virginia, United States, specializes in providing comprehensive financial planning services. With certifications such as AAMS™, APMA™, AWMA℠, and more, Patricia is equipped to address the diverse needs of individuals and businesses. From asset management and retirement planning to estate planning and risk management, she offers expertise in a range of financial areas. Additionally, her certifications in areas such as Behavioral Financial Advisor and Certified Divorce Financial Analyst demonstrate her commitment to providing tailored, specialized financial advice to her clients. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Patricia Koogler is dedicated to helping you achieve your financial goals with professionalism and integrity."
MassMutual Commonwealth
MassMutual Commonwealth is a finance institution located at 57 South Main Street in Harrisonburg, Virginia, United States. As a trusted financial partner, MassMutual Commonwealth offers a wide range of financial services and products to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized solutions tailored to each client's unique needs. Whether you are looking for retirement planning, investment management, or insurance services, MassMutual Commonwealth is committed to helping you secure a stable financial future.
Graves Light Lenhart
Graves Light Lenhart is a finance institution located at 100 South Mason Street in Harrisonburg, Virginia, United States. As your financial advisor for managing assets and protecting wealth, Graves Light Lenhart takes a comprehensive approach to financial planning by collaborating with your attorney, accountant, and insurance agent. Our experienced team-based approach ensures that we consider all options for long-term financial well-being. With the ability to create and manage investment portfolios in-house, we eliminate the cost of third-party investment managers. The Principal | Director of Wealth Strategies & Chief Compliance Officer at Graves Light Lenhart leads a highly educated and experienced team that provides peace of mind through comprehensive wealth management services. We customize strategies to protect your wealth and preserve your legacy, always working in your best interest.
JS Replogle & Associates
JS Replogle & Associates is a finance institution located at 107 Breezewood Terrace in Bridgewater, Virginia, United States. Specializing in financial and investment planning, we use the innovative Nitrogen platform to help our clients invest with confidence. Nitrogen, a Nobel Prize-winning framework, calculates the exact level of risk needed in a portfolio to reach financial goals, replacing subjective terms with a personalized Risk Number® between 1 and 99. Our team of experienced financial professionals work to align your portfolio with your Risk Number and create a clear path towards achieving your objectives. Recognized as one of the world's most innovative companies in finance, Nitrogen has been featured in Fast Company Magazine and Forbes FinTech50 list. Our advisors at JS Replogle & Associates have been helping clients with investment, tax, retirement, and estate planning since 2000. We offer transparent fee structures, unbiased recommendations, and personalized guidance to ensure ethical and integral financial services.
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