Financial consultant in Roanoke, VA
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Smith & Associates - Ameriprise Financial Services, LLC
● OpenSmith & Associates - Ameriprise Financial Services, LLC is a finance institution located at 1320 Roanoke Road in Daleville, Virginia, United States. Our office hours may vary, so please call ahead to make an appointment. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states. We offer 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. Our website provides important disclosures, rules, and regulations for your reference. We appreciate referrals and look forward to helping your friends or family members with their financial needs. Contact us today to schedule a meeting. Member FINRA and SIPC. Privacy and security are our top priorities.
1320 Roanoke Rd, Daleville, VA 24083, United States -
The Myrias Group - Ameriprise Financial Services, LLC
● OpenThe Myrias Group - Ameriprise Financial Services, LLC is a finance institution located at 3130 Chaparral Drive, Roanoke, Virginia, United States. Recognized as one of the Forbes Best-in-State Wealth Management Teams in 2024, we provide personalized financial advice to help build our clients' portfolios and confidence for the long term. Our experienced team offers complimentary initial consultations to discuss financial goals and create a plan tailored to individual needs. We cover topics such as Medicare, annual costs, funding sources, and healthcare planning with a financial advisor. As a member of Ameriprise Financial Services, LLC, we prioritize our clients' financial well-being and are committed to delivering a truly personalized experience. Clients can rest assured that their financial future is in good hands with us. Contact us today to schedule a consultation and learn more about how we can help you achieve your financial goals.
3130 Chaparral Dr Ste 204, Roanoke, VA 24018, United States -
Edward Jones - Financial Advisor: Michelle Atkins Yost, AAMS™
● ClosedEdward Jones - Financial Advisor: Michelle Atkins Yost, AAMS™ is a reputable financial institution located at 2203 Orange Avenue Northeast in Roanoke, Virginia. As a trusted advisor, Michelle Atkins Yost holds the Accredited Asset Management Specialist (AAMS™) designation, demonstrating her expertise in helping clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Michelle Atkins Yost is dedicated to providing personalized financial guidance and creating tailored strategies to help you reach financial success. Visit Edward Jones - Financial Advisor: Michelle Atkins Yost, AAMS™ today to start planning for a secure financial future.
2203 Orange Ave NE Unit B, Roanoke, VA 24012, United States -
Edward Jones - Financial Advisor: Matt Bowman
● OpenEdward Jones - Financial Advisor: Matt Bowman is a reputable finance institution located at 41 Summers Way in Roanoke, Virginia, United States. As a dedicated financial advisor, Matt Bowman offers personalized investment strategies and financial planning services to help clients achieve their financial goals. With a strong focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Matt Bowman is committed to providing top-notch financial advice and guidance to individuals looking to secure their financial future.
41 Summers Way Suite 102, Roanoke, VA 24019, United States -
Equitable Advisors Roanoke Virginia
● ClosedEquitable Advisors Roanoke Virginia is a finance institution located at 418 1st Street Southwest in Roanoke, Virginia, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a focus on transparency and integrity, we strive to provide our clients with the guidance and support they need to make informed decisions about their financial future. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Equitable Advisors Roanoke Virginia is here to help you every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.
418 1st St SW, Roanoke, VA 24011, United States -
Harris Financial Group-Roanoke Office
● ClosedHarris Financial Group-Roanoke Office is a leading finance institution located at 3629 Franklin Road Southwest in Roanoke, Virginia, United States. Our dedicated team of financial experts is committed to providing personalized financial solutions to help our clients achieve their goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, our professionals are here to help. Contact us today to schedule a consultation and take the first step towards financial success.
3629 Franklin Rd SW Ste 206, Roanoke, VA 24014, United States -
Stefan Vulevic - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedStefan Vulevic, a financial advisor at Ameriprise Financial Services, LLC, located at 3130 Chaparral Drive, Roanoke, Virginia, offers personalized financial advice to help clients prepare for their financial goals. The institution, part of The Myrias Group, was recognized as one of Forbes Best-in-State Wealth Management Teams for 2024. By understanding each client's unique needs, Stefan Vulevic helps them feel more confident and in control of their financial future. Clients can expect comprehensive financial advice to help them achieve their goals, whether it's saving for college, retirement planning, or making smart investments. Investment products and services are offered through Ameriprise Financial Services, LLC, and securities are offered by Member FINRA and SIPC. Stefan Vulevic is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. To start planning for a more confident financial future, clients can schedule a complimentary initial consultation. Please note that investment products involve risks, and Ameriprise Financial cannot guarantee future financial results. The institution's website provides important disclosures, privacy and security information, and rules and regulations for users. Feel free to refer friends or family members to Stefan Vulevic for assistance in achieving their financial goals.
3130 Chaparral Dr Ste 204, Roanoke, VA 24018, United States -
Edward Jones - Financial Advisor: Nathan Wallace
● OpenEdward Jones - Financial Advisor: Nathan Wallace is a trusted financial institution located at 2203 Orange Avenue Northeast in Roanoke, Virginia. Nathan Wallace is a knowledgeable and experienced financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Nathan Wallace can provide personalized advice and guidance to help you make informed financial decisions. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Nathan Wallace is committed to helping clients secure their financial future. Contact them today to schedule a consultation and take the first step towards financial success.
2203 Orange Ave NE Unit B, Roanoke, VA 24012, United States -
Merrill Lynch Financial Advisor Lisa Downing Angle
● ClosedMerrill Lynch Financial Advisor Lisa Downing Angle, located at 110 Franklin Road Southeast, Roanoke, Virginia, is a prestigious finance institution with a team of experienced and talented individuals dedicated to providing exemplary client service. Recognized by Forbes for their outstanding performance, the team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. They believe in starting every relationship with a conversation to identify and prioritize each client's goals and aspirations. By utilizing the Investment Personality Assessment, they tailor financial approaches to help clients pursue meaningful goals and manage investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, the team works with clients to develop personalized plans to address their financial needs. Whether planning for retirement, funding a child's education, or transferring wealth to future generations, Merrill Lynch Financial Advisor Lisa Downing Angle is dedicated to helping clients achieve their financial goals. With a focus on understanding each client's unique needs and priorities, the team at Merrill Lynch is committed to providing personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.
110 Franklin Rd SE, Roanoke, VA 24011, United States -
Merrill Lynch Financial Advisor Steven Craighead
● ClosedMerrill Lynch Financial Advisor Steven Craighead, located at 110 Franklin Road Southeast, Roanoke, Virginia, United States, is a finance institution dedicated to helping individuals achieve their long-term financial goals. With a personalized approach, Steven Craighead works one-on-one with clients to develop tailored financial strategies that align with their aspirations. By understanding each client's unique needs and priorities, the institution aims to design and implement plans that help manage investment risk while pursuing financial objectives. With access to the resources of Merrill and Bank of America, clients can expect comprehensive financial solutions and investment insights to address their financial needs effectively. The team of experienced professionals at Merrill Lynch Wealth Management Advisors is committed to building strong client relationships based on trust and personalized service. Through ongoing communication and regular reviews, clients can stay on track towards achieving their financial goals and adapting to changes in their life and the market. By prioritizing the client's interests and providing personalized investment strategies, Merrill Lynch Financial Advisor Steven Craighead aims to help individuals navigate the complexities of their financial lives and reach their desired outcomes.
110 Franklin Rd SE, Roanoke, VA 24011, United States -
Merrill Lynch Financial Advisor Jason B Moretz
● ClosedMerrill Lynch Financial Advisor Jason B Moretz, located at 110 Franklin Road Southeast, Roanoke, Virginia, United States, is a finance institution dedicated to helping clients build a comprehensive wealth management strategy tailored to their individual needs. With over 15 years of experience in the financial services industry, Jason B Moretz and his team at Merrill Lynch Wealth Management focus on developing strong client relationships based on trust and personalized service. By listening to clients' goals, priorities, and concerns, Jason Moretz works to design and implement personalized financial plans aimed at helping clients pursue their financial objectives while managing investment risk. With access to the global resources of Merrill and banking solutions from Bank of America, clients can receive customized investment strategies and comprehensive financial solutions to address their evolving needs.
110 Franklin Rd SE, Roanoke, VA 24011, United States -
Legal Aid Society of Roanoke Valley
● ClosedThe Legal Aid Society of Roanoke Valley is a non-profit organization dedicated to providing free legal services to low-income individuals in the Roanoke Valley area. Located at 132 Campbell Avenue Southwest in Roanoke, Virginia, this institution offers assistance with a variety of legal issues, including family law, housing disputes, and consumer rights. Their team of experienced lawyers is committed to ensuring that everyone has access to justice, regardless of their financial situation. Contact the Legal Aid Society of Roanoke Valley for expert legal guidance and support.
132 Campbell Ave SW # 200, Roanoke, VA 24011, United States -
YHB | CPAs & Consultants
● ClosedYHB | CPAs & Consultants is a leading certified public accounting and consulting firm located at 3110 Fairview Park Drive, Falls Church, Virginia. Established in 1947, YHB offers comprehensive accounting, auditing, tax, wealth management, and risk advisory services to clients. The firm serves individuals, estates, trusts, nonprofits, and businesses in various industries such as retail and healthcare. At YHB, we go beyond just being a tax accountant. We are your trusted advisor, providing solutions to help you grow confidently. Our services include tax advisory, bookkeeping, and financial statement audits. We explain the numbers and findings in a way that helps you make better business decisions.
3110 Fairview Park Dr # 1100, Falls Church, VA 22042, United States -
Roanoke Tax Services
● ClosedRoanoke Tax Services is a reputable accounting and finance institution located at 5623 Capito Street in Hollins, Virginia, United States. With a team of experienced professionals, they offer a wide range of tax services to individuals and businesses in the area. Whether you need help with tax preparation, planning, or filing, Roanoke Tax Services is dedicated to providing personalized and reliable assistance. Trustworthy and efficient, this institution is committed to helping clients navigate the complexities of the tax system and achieve their financial goals.
5623 Capito St, Hollins, 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 -
Yount Hyde & Barbour | CPAs & Consultants
● ClosedYount Hyde & Barbour | CPAs & Consultants is a full-service accounting firm located at 9954 Mayland Drive in Richmond, Virginia. With a commitment to client success, our team of experts offers a wide range of financial and tax services for families and businesses in the Richmond area. Whether you need assistance with selecting a 401(k) plan, audit services, or mastering accounting software, our CPAs are here to help year-round. With over seven decades of experience and active involvement in various industries, our team at YHB is equipped to handle your financial needs. From community banking to construction and non-profit organizations, we provide expert guidance on audits, taxes, compliance, and more. Additionally, our personal financial services can help you plan for the future with services such as estate planning and asset protection.
9954 Mayland Dr #2300, Richmond, VA 23233, United States -
Health Benefit Consultants
● ClosedHealth Benefit Consultants is a trusted health and insurance agency located at 100 South Jefferson Street in Roanoke, Virginia, United States. With over 25 years of experience in the healthcare industry, our Principal Consultant, Milton Taylor, is dedicated to helping you find the best solutions for your healthcare needs. Whether you are new to Medicare or looking to compare plans, we are here to assist you in finding an effective and affordable health insurance plan that fits your lifestyle and budget. At Health Benefit Consultants, we specialize in Medicare Advantage and Medicare Supplement plans, as well as a variety of other insurance products such as dental, vision, long-term care, disability income, and more. We work with nationally recognized insurance carriers to ensure that we can find the best quality and affordable insurance products that meet your individual needs.
100 S Jefferson St, Roanoke, VA 24011, United States -
Pressy Williams: Primerica - Financial Services
● ClosedPressy Williams: Primerica - Financial Services is a reputable finance and insurance agency located at 7734 Williamson Road in Roanoke, Virginia, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and families achieve their financial goals. Whether you need help with investments, retirement planning, insurance, or debt management, Pressy Williams: Primerica is dedicated to providing personalized solutions to meet your specific needs. Contact them today to schedule a consultation and take the first step towards securing your financial future.
7734 Williamson Rd, Roanoke, VA 24019, United States -
Mass Mutual Financial Group
● OpenMass Mutual Financial Group is a reputable finance and insurance agency located at 3800 Electric Road in Roanoke, Virginia, United States. With a strong focus on providing top-notch financial services and insurance solutions, Mass Mutual Financial Group is dedicated to helping individuals and businesses achieve their financial goals and secure their futures. Their team of experienced professionals is committed to providing personalized and comprehensive financial planning strategies to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance coverage, Mass Mutual Financial Group is the go-to institution for all your financial needs.
3800 Electric Rd # 210, Roanoke, VA 24018, United States -
National Financial Services, Inc - Todd F. Hearp
● OpenNational Financial Services, Inc - Todd F. Hearp is a reputable financial services firm located at 4401 Starkey Rd, Roanoke, VA 24018, United States. Specializing in comprehensive financial planning and investment management, this business is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice. Todd F. Hearp, a seasoned financial advisor, leads the team with a commitment to delivering exceptional service and tailored solutions to meet the unique needs of each client. Whether you are planning for retirement, managing wealth, or seeking investment opportunities, National Financial Services, Inc - Todd F. Hearp offers the expertise and guidance to navigate the complexities of the financial landscape with confidence.
4401 Starkey Rd, Roanoke, VA 24018, United States -
Futurity First: Don Lilly Agency
● ClosedFuturity First: Don Lilly Agency is a finance and insurance agency located at 2820 Keagy Road in Salem, Virginia, United States. Specializing in Medicare Advantage, Medicare Supplement insurance plans (Medigap), annuities, and life insurance, the Don Lilly Agency serves all of Virginia, including Salem and the Roanoke Area. With a focus on providing expert solutions to life's complex problems, the agency offers personalized assistance for individuals transitioning to Medicare, planning for retirement, or seeking to secure their family's financial future. The team of experts at Don Lilly Agency can customize a solution that is tailored to meet each client's specific needs and goals.
2820 Keagy Rd, Salem, VA 24153, United States -
Holt Woodbury Jr - State Farm Insurance Agent
● OpenHolt Woodbury Jr - State Farm Insurance Agent is an insurance agency located at 5175 Peters Creek Road, Roanoke, Virginia, United States. Holt Woodbury has been in the insurance industry since 1991 and is dedicated to providing exceptional service to the community. Whether you visit the office for a cup of coffee or prefer a home visit, Holt and his team are committed to exceeding your expectations. They offer a wide range of insurance products including Auto, Home, Renters, Life, and Health Insurance, as well as Financial Services. Elizabeth Powers, the office manager, has been with Holt since 2008 and is licensed in property and casualty as well as life and health insurance. The agency's mission is to help customers manage risks, recover from the unexpected, and realize their dreams. They provide 24-hour Good Neighbor Service and have a referral program in place. Contact Holt Woodbury Jr - State Farm Insurance Agent for a FREE Insurance Quote today!
5175 Peters Creek Rd, Roanoke, VA 24019, United States -
Farmers Insurance: Caleb Mann Agency
● ClosedThe Farmers Insurance: Caleb Mann Agency is a finance and insurance agency located at 508 Gus W Nicks Boulevard Northeast, Roanoke, Virginia, United States. With over 50 years of experience, the agency is dedicated to helping clients ensure they have the financial support they need when unexpected events occur. They offer a wide range of insurance and financial services, including auto, home, life, and business insurance, as well as retirement services through Farmers Financial Solutions. The agency is committed to helping clients understand their coverage options and find the best prices. Whether you need comprehensive coverage, collision coverage, or medical payments, the agency can help guide you through the process. They also offer renters insurance, condo insurance, and personal umbrella insurance for added protection. With a focus on building a solid financial plan for the future, the Farmers Insurance: Caleb Mann Agency is here to help you reach your goals. Contact them today for more information and personalized assistance.
508 Gus W Nicks Blvd NE, Roanoke, VA 24012, United States -
Liberty Tax
● ClosedLiberty Tax is a finance institution located at 5301 Williamson Road in Roanoke, Virginia, United States. They specialize in providing tax preparation services to individuals and businesses, helping clients navigate the complexities of tax laws and maximize their refunds. With a team of experienced professionals, Liberty Tax is dedicated to providing reliable and efficient tax services to their customers. Whether you need assistance with filing your taxes or planning for the future, Liberty Tax is committed to helping you achieve financial freedom.
5301 Williamson Rd Suite C, Roanoke, VA 24012, United States -
H&R Block
● ClosedH&R Block is a well-known accounting and finance institution located at 4760 Valley View Boulevard Northwest in Roanoke, Virginia, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking for assistance with your personal taxes or a business owner in need of financial guidance, H&R Block is dedicated to providing expert advice and excellent customer service. Visit their office in Roanoke today to see how they can help you achieve your financial goals.
4760 Valley View Blvd NW, Roanoke, VA 24012, United States -
Valley Accounting
● ClosedValley Accounting is a reputable institution located on Peters Creek Road in Roanoke, Virginia, United States. Specializing in accounting and finance services, Valley Accounting is dedicated to providing top-notch financial solutions to individuals and businesses in the area. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Trust Valley Accounting for all your financial needs and rest assured that your finances are in good hands.
3102-B, Peters Creek Rd, Roanoke, VA 24019, United States -
Liberty Tax
● ClosedLiberty Tax is a finance institution located at 3223 Cove Road in Roanoke, Virginia, United States. Our dedicated team of professionals is committed to providing expert tax preparation services and financial guidance to individuals and businesses. With a focus on accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and maximize their financial outcomes. Trust Liberty Tax to handle all of your tax and financial needs with professionalism and care.
3223 Cove Rd, Roanoke, VA 24017, United States -
Preferred Business Solutions
● ClosedPreferred Business Solutions is a leading institution specializing in accounting and finance services. Located at 1460 Roanoke Road in Daleville, Virginia, United States, our team of experts is dedicated to providing top-notch financial solutions for businesses of all sizes. Whether you need help with bookkeeping, tax preparation, payroll services, or financial planning, we have the knowledge and experience to assist you every step of the way. Trust Preferred Business Solutions to help you achieve your financial goals and ensure the success of your business.
1460 Roanoke Rd, Daleville, VA 24083, United States -
ACE Cash Express
● ClosedACE Cash Express is a financial institution located at 4750 Valley View Boulevard Northwest in Roanoke, Virginia. Specializing in accounting, ATM services, and finance, ACE Cash Express provides a range of financial solutions for individuals and businesses alike. Whether you need to cash a check, apply for a loan, or manage your finances, ACE Cash Express is dedicated to providing convenient and reliable services to meet your needs. With a commitment to customer satisfaction and financial expertise, ACE Cash Express is your go-to destination for all your financial needs in the Roanoke area.
4750 Valley View Blvd NW, Roanoke, VA 24012, United States -
Blue Eagle Credit Union
● ClosedBlue Eagle Credit Union is a trusted financial institution located at 7208 Williamson Road in Roanoke, Virginia. As a member-owned organization, we strive to provide exceptional banking services to our community. Our convenient ATM services make accessing your funds easy and convenient. Whether you're looking to save, borrow, or invest, Blue Eagle Credit Union is here to help you achieve your financial goals. Join us today and experience the difference of banking with a credit union that puts its members first.
7208 Williamson Rd Ste A, Roanoke, VA 24019, United States
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