Financial advisor for financial security in Harrisonburg, VA
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Long Insurance & Financial Services
● ClosedLong Insurance & Financial Services is a comprehensive institution offering a range of services in the finance, health, and insurance sectors. Located at 1891 Virginia Avenue in Harrisonburg, Virginia, United States, our team of experienced professionals is dedicated to providing personalized solutions to meet the unique needs of our clients. Whether you are looking for insurance coverage, financial planning advice, or health care options, Long Insurance & Financial Services is committed to helping you achieve your goals and secure your future. Contact us today to learn more about how we can assist you in navigating the complexities of the financial and insurance industries.
1891 Virginia Ave, Harrisonburg, VA 22802, United States -
Everence Financial/Everence Federal Credit Union
● ClosedEverence Financial/Everence Federal Credit Union is a comprehensive institution offering financial, health, and insurance services. Located at 841 Mount Clinton Pike in Harrisonburg, Virginia, United States, we are dedicated to providing personalized guidance for your financial well-being today, tomorrow, and into the future. Navigating Medicare can be confusing, but we are here to support you through the entire process. Whether you are in Harrisonburg, greater Virginia, or Washington D.C., our team is ready to assist you. Join us for an interactive webinar to gain financial wisdom and learn how to grow your financial health.
841 Mt Clinton Pike, Harrisonburg, VA 22802, United States -
Hess Financial
● ClosedHess 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.
380 E Market St, Harrisonburg, VA 22801, United States -
Kelly Burkholder - Financial Advisor, Ameriprise Financial Services, LLC
● OpenKelly 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.
560 Neff Ave Ste 400, Harrisonburg, VA 22801, United States -
LPL Financial
● OpenLPL Financial, located at 544 South Main Street in Harrisonburg, Virginia, is a finance institution that offers wealth management services to help individuals achieve their financial goals. Our team of experienced financial advisors can analyze and organize your assets to simplify the management of your wealth. Whether you are looking to grow and preserve your wealth or create a well-prepared financial plan for the future, we are here to help. Our services are tailored to meet your unique needs and risk tolerance. We are affiliated with Private Advisor Group and offer access to Trust Services through The Private Trust Company N.A. Securities offered through LPL Financial Member FINRA/SIPC. Contact us today to schedule a meeting and learn more about how we can assist you in securing your financial future.
544 S Main St, Harrisonburg, VA 22801, United States -
James River Advisors - Coleman Showalter
● ClosedJames River Advisors - Coleman Showalter is a reputable finance and insurance agency located at 4155 Quarles Court in Harrisonburg, Virginia, United States. With a strong focus on providing personalized financial solutions and top-notch insurance services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you're looking for investment advice, retirement planning, or insurance coverage, James River Advisors - Coleman Showalter is committed to providing expert guidance and exceptional customer service. Visit us today to see how we can help you secure your financial future.
4155 Quarles Ct, Harrisonburg, VA 22801, United States -
Schrock Financial
● OpenSchrock 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.
4145 Quarles Ct, Harrisonburg, VA 22801, United States -
Edward Jones - Financial Advisor: Morgan B Eye, CFP®
● ClosedEdward Jones - Financial Advisor: Morgan B Eye, CFP® is a trusted financial institution located at 1301 South High Street in Harrisonburg, Virginia, United States. As a Certified Financial Planner®, Morgan B Eye provides expert financial advice and personalized investment strategies to help individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to helping clients navigate the complexities of the financial world and secure their financial futures. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Morgan B Eye, CFP® is dedicated to providing you with the guidance and support you need to make informed financial decisions.
1301 S High St # 200, Harrisonburg, VA 22801, United States -
WayMont Wealth Advisors - Ameriprise Financial Services, LLC
● ClosedWayMont Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 373 Neff Avenue, Harrisonburg, Virginia, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and provide personalized financial planning services. During the initial consultation, we discuss your financial goals and provide an overview of financial planning concepts. While we cannot guarantee future financial results, we are committed to helping you achieve your financial goals. Please visit our website for important disclosures and regulations. We value referrals and look forward to assisting your friends and family members with their financial needs. Contact us today to schedule a meeting and start planning for a secure financial future.
373 Neff Ave, Harrisonburg, VA 22801, United States -
Edward Jones - Financial Advisor: Gannon D Irons
● ClosedEdward Jones - Financial Advisor: Gannon D Irons is a reputable financial institution located at 139 North Liberty Street in Harrisonburg, Virginia, United States. As a trusted name in the finance industry, Edward Jones offers personalized financial planning and investment services to help clients achieve their financial goals. With Gannon D Irons at the helm, clients can expect expert advice and tailored solutions to secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Edward Jones - Financial Advisor: Gannon D Irons is dedicated to providing top-notch financial guidance and support.
139 N Liberty St Suite 102, Harrisonburg, VA 22802, United States -
Edward Jones - Financial Advisor: Tom Linski Jr
● ClosedEdward Jones - Financial Advisor: Tom Linski Jr is a trusted financial institution located at 1971 Evelyn Byrd Avenue in Harrisonburg, Virginia. With a focus on providing personalized financial planning and investment services, Tom Linski Jr and his team are dedicated to helping clients achieve their financial goals. Whether you are looking to save for retirement, plan for your child's education, or grow your wealth, Edward Jones is committed to providing expert guidance and support every step of the way. Visit us today to start building a secure financial future.
1971 Evelyn Byrd Ave Suite E1, Harrisonburg, VA 22801, United States -
Edward Jones - Financial Advisor: Kathy L Armentrout, AAMS™
● ClosedEdward 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.
560 Neff Ave #100, Harrisonburg, VA 22801, United States -
Michael Bowen - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenMichael Bowen - Private Wealth Advisor at Ameriprise Financial Services, LLC is located at 373 Neff Ave, Harrisonburg, Virginia, United States. As a finance institution, we offer complimentary initial consultations to help you build a more confident financial future. Please note that this offer is only valid in the United States. During the consultation, we will provide an overview of financial planning concepts, although no written analysis or recommendations will be given. Our investment products are not insured by the FDIC or NCUA, and involve risks such as possible loss of principal. Securities are offered by Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Michael Bowen is registered to conduct securities business with residents of specific states, as listed on FINRA's BrokerCheck website. We cannot guarantee future financial results, but we are dedicated to helping you achieve your financial goals. Your referrals are important to us, and we look forward to reaching out to them soon. For more information, please visit our website for important disclosures, rules and regulations, and privacy and security information. Thank you for considering Michael Bowen - Private Wealth Advisor for your financial needs.
373 Neff Ave, Harrisonburg, VA 22801, United States -
Couric Financial
● ClosedCouric 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.
320 S Main St #1c, Harrisonburg, VA 22801, United States -
Stephen Krech - Financial Advisor, Ameriprise Financial Services, LLC
● OpenStephen 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.
373 Neff Ave, Harrisonburg, VA 22801, United States -
Edward Jones - Financial Advisor: Ken Surber, CFP®
● OpenEdward Jones - Financial Advisor: Ken Surber, CFP® is a reputable finance institution located at 245 Newman Avenue in Harrisonburg, Virginia, United States. Ken Surber, a Certified Financial Planner, provides expert financial advice and services to help clients achieve their financial goals. With a focus on personalized service and tailored financial solutions, Edward Jones is dedicated to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for college, or investing for the future, Ken Surber and his team are committed to providing top-notch financial guidance and support. Visit Edward Jones today to start planning for a secure financial future.
245 Newman Ave, Harrisonburg, VA 22801, United States -
Edward Jones - Financial Advisor: Sonia V Shifflett
● OpenEdward Jones - Financial Advisor: Sonia V Shifflett is a trusted finance institution located at 1450 Brookhaven Drive in Harrisonburg, Virginia, United States. As a dedicated financial advisor, Sonia V Shifflett provides personalized investment strategies and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Sonia V Shifflett is committed to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, Sonia V Shifflett is here to provide expert advice and support every step of the way.
1450 Brookhaven Dr, Harrisonburg, VA 22801, United States -
Andy Huggins - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenAndy 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.
4030 Quarles Ct, Harrisonburg, VA 22801, United States -
Karl Mongold - Financial Advisor, Ameriprise Financial Services, LLC
● OpenKarl 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.
4030 Quarles Ct, Harrisonburg, VA 22801, United States -
Kassi Redifer - Financial Advisor, Ameriprise Financial Services, LLC
● OpenKassi Redifer, a financial advisor at Ameriprise Financial Services, LLC located at 560 Neff Avenue in Harrisonburg, Virginia, offers personalized investment and portfolio recommendations tailored to your individual goals and risk tolerance. With a focus on retirement planning, education savings, and major purchases, Kassi works with clients to track progress, adjust strategies as needed, and provide regular updates. Clients can access their accounts and track progress online securely from any device. To schedule a complimentary initial consultation and learn more about how Kassi can help you achieve your financial goals, visit the FINRA BrokerCheck website for background and qualification information. Please note that securities business can only be conducted with residents of specific states where the advisor is registered. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and cannot guarantee future financial results. Contact Kassi Redifer today to start planning for a secure financial future.
560 Neff Ave Ste 400, Harrisonburg, VA 22801, United States -
Morgan Nichols - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenMorgan Nichols - Private Wealth Advisor at Ameriprise Financial Services, LLC is located at 4030 Quarles Court, Harrisonburg, Virginia, United States. As a finance institution, our team of Ameriprise financial advisors are registered to do business in certain U.S. states. We offer initial consultations to discuss your financial goals and provide an overview of financial planning concepts. While we cannot guarantee future financial results, we are committed to helping you achieve your financial goals. Please visit our website for important disclosures and regulations. We appreciate referrals and look forward to helping your friends and family members with their financial needs. Contact us today to schedule a meeting. Ameriprise Financial Services, LLC is a member of FINRA and SIPC. Your financial security is our priority.
4030 Quarles Ct, Harrisonburg, VA 22801, United States -
The Myrias Group - Ameriprise Financial Services, LLC
● OpenThe Myrias Group - Ameriprise Financial Services, LLC is a finance institution located at 4030 Quarles Court in Harrisonburg, Virginia, United States. Ameriprise financial advisors are registered to do business in certain U.S. states and can provide an overview of financial planning concepts during an initial consultation. While they cannot guarantee future financial results, they are committed to helping individuals achieve their financial goals. Users of the website agree to abide by Ameriprise Financial Website Rules and Regulations. The institution is a member of FINRA and SIPC, ensuring security and privacy for clients. Referrals are welcomed, and the institution will reach out to them to discuss their financial needs.
4030 Quarles Ct, Harrisonburg, VA 22801, United States -
Nichols Financial Group - Ameriprise Financial Services, LLC
● OpenNichols Financial Group - Ameriprise Financial Services, LLC is a finance institution located at 4030 Quarles Court, Harrisonburg, Virginia, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and can provide personalized financial planning services. We offer initial consultations to discuss your financial goals and provide an overview of financial planning concepts. While we cannot guarantee future financial results, we are committed to helping you achieve your goals. Please visit our website for important disclosures and information on privacy and security. Contact us to refer your friends or family members for financial planning assistance. Ameriprise Financial Services, LLC is a Member of FINRA and SIPC.
4030 Quarles Ct, Harrisonburg, VA 22801, United States -
MassMutual Commonwealth
● ClosedMassMutual 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.
57 S Main St #409, Harrisonburg, VA 22801, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 420 Neff Avenue in Harrisonburg, Virginia, United States. With a strong focus on helping individuals and businesses achieve financial security and peace of mind, Northwestern Mutual offers a wide range of financial planning and insurance services. Whether you are looking for retirement planning, investment strategies, or insurance coverage, the experienced professionals at Northwestern Mutual are dedicated to providing personalized solutions to meet your specific needs. Contact them today to start building a secure financial future.
420 Neff Ave # 230, Harrisonburg, VA 22801, United States -
Kathy Moran - Raymond James
● OpenKathy Moran - Raymond James is a reputable finance institution located at 4149 Quarles Court in Harrisonburg, Virginia, United States. With a focus on personalized financial planning and investment services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Kathy Moran - Raymond James is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a secure financial future.
4149 Quarles Ct, Harrisonburg, VA 22801, United States -
Janney Montgomery Scott LLC
● ClosedJanney Montgomery Scott LLC is a finance institution located at 313 Neff Avenue in Harrisonburg, Virginia, United States. With a strong presence in the financial industry, Janney Montgomery Scott LLC offers a wide range of services including investment banking, wealth management, and financial planning. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and navigate the complexities of the market. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Janney Montgomery Scott LLC is committed to providing personalized solutions and expert guidance.
313 Neff Ave Suite E, Harrisonburg, VA 22801, United States -
Sarah Sunde - Thrivent
● ClosedSarah Sunde - Thrivent is a financial institution located at 1141 Chestnut Drive in Harrisonburg, Virginia, United States. Licensing for insurance products is available through the State Insurance Department's website, as indicated by the National Association of Insurance Commissioners. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are encouraged to consult with their attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
1141 Chestnut Dr, Harrisonburg, VA 22801, United States -
Davenport & Company LLC
● ClosedDavenport & Company LLC is a trusted financial institution located at 21 Carpenter Lane in Harrisonburg, Virginia, United States. With a strong reputation for providing personalized investment solutions and financial planning services, Davenport & Company LLC caters to a diverse range of clients, including individuals, families, and businesses. Their team of experienced financial advisors is committed to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Davenport & Company LLC is dedicated to providing you with expert guidance and support.
21 Carpenter Ln Suite 101, Harrisonburg, VA 22801, United States -
Dave Rao - Raymond James
● OpenDave Rao - Raymond James is a reputable finance institution located at 420 Neff Avenue in Harrisonburg, Virginia, United States. Specializing in a wide range of financial services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to provide personalized solutions tailored to your individual needs. Contact us today to schedule a consultation and see how we can help you secure your financial future.
420 Neff Ave, Harrisonburg, VA 22801, United States
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