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TOP 30 Financial planning for families in Lexington, VA
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Edward Jones - Financial Advisor: Christy Harris, CFP®|CRPC™
Edward Jones - Financial Advisor: Christy Harris, CFP®|CRPC™ is a reputable financial institution located at 1545 North Lee Highway in Lexington, Virginia, United States. Christy Harris, a Certified Financial Planner and Chartered Retirement Planning Counselor, offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized financial planning and investment strategies, Edward Jones is dedicated to providing top-notch financial guidance and support to individuals and families in the Lexington area.
Edward Jones - Financial Advisor: Matt Woodford, CFP®
Edward Jones - Financial Advisor: Matt Woodford, CFP® is a highly reputable finance institution located at 103 East Washington Street in Lexington, Virginia, United States. As a Certified Financial Planner, Matt Woodford offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized solutions and a commitment to excellence, Edward Jones is dedicated to providing top-notch financial planning and investment services to individuals and families in the Lexington area. Whether you are planning for retirement, saving for education, or investing for the future, Matt Woodford and his team at Edward Jones are here to help you navigate the complexities of the financial world and make informed decisions to secure your financial future.
Tarris Law
Tarris Law is a reputable law firm located at 14 East Nelson Street in Lexington, Virginia, United States. Specializing in personal, family, and business legal matters, our team is dedicated to providing exceptional legal assistance. Led by Jonathan Tarris, a seasoned attorney with a successful track record in litigation, our firm helps clients navigate complex legal issues and protect their rights in court. With a background in finance and government contracts, Jonathan and his team offer a unique perspective on asset protection and business planning. Serving clients in Lynchburg and beyond, we are committed to delivering personalized legal strategies tailored to each client's individual needs. At Tarris Law, PLC, we prioritize client satisfaction and strive to make the legal process as stress-free as possible. Our dedication to the community extends beyond the courtroom, as our team actively participates in local organizations and events. Contact us today for quality legal services you can trust.
Virginia Farm Bureau Insurance Company
Virginia Farm Bureau Insurance Company is a trusted health insurance agency located at 2050 North Lee Highway in Lexington, Virginia. We provide comprehensive insurance coverage for individuals and families, ensuring peace of mind and financial security in times of need. Our experienced agents are dedicated to helping our clients find the best insurance plans that fit their needs and budget. With a strong reputation for excellent customer service and reliable coverage options, Virginia Farm Bureau Insurance Company is the go-to choice for all your health insurance needs in the United States.
CAPTRUST
CAPTRUST, located at 15C North Randolph Street in Lexington, Virginia, is a finance institution that offers comprehensive solutions for individuals, retirement plan sponsors, endowments, foundations, and more. Our office provides services such as committee education, donor development, OCIO services, performance reporting, and investment management for our nonprofit clients. We also support employer organizations through fiduciary partnerships, plan design optimization, and financial wellness programs. Whether you need wealth planning, portfolio management, family governance assistance, or other financial services, our advisors are here to help. With a centralized model, CAPTRUST has the flexibility and resources to prioritize your success. Join us for webinars on industry insights, fiduciary liability, and navigating volatility in the nonprofit sector. Experience the CAPTRUST difference for yourself and let us help you achieve your financial goals.
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