TOP 30 Financial planning for small businesses in Harrisonburg, Virginia

Jenkins Insurance & Financial Services is a reputable insurance agency located at 1920 South Main Street in Harrisonburg, Virginia, United States. With a team of experienced professionals, we provide a wide range of insurance products and financial services to meet the needs of our clients. Whether you are looking for auto, home, life, or business insurance, we have the expertise to help you find the right coverage at competitive rates. Our commitment to excellent customer service and personalized attention sets us apart as a trusted partner in protecting your assets and securing your financial future. Contact us today to learn more about how we can assist you with your insurance and financial needs.

LD&B Insurance and Financial Services is a comprehensive financial institution located at 205 South Liberty Street in Harrisonburg, Virginia, United States. As a leading finance, health, and insurance agency, LD&B offers a wide range of services to meet the needs of individuals and businesses alike. With a team of experienced professionals, LD&B is dedicated to providing top-notch financial planning, insurance coverage, and health services to help clients achieve their goals and protect their assets. Whether you are looking for retirement planning, health insurance, or property coverage, LD&B Insurance and Financial Services has you covered.

Bank of the James- Harrisonburg is a full-service bank located at 1391 South High Street in Harrisonburg, Virginia. As a trusted financial institution, we offer a wide range of banking services including personal and business accounts, loans, mortgages, and investment options. Our convenient ATM services are available for your everyday banking needs. Visit us today to experience exceptional customer service and secure financial solutions.

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.

Being Financial is a reputable finance institution located at 320 South Main Street in Harrisonburg, Virginia, United States. We specialize in providing a wide range of financial services to individuals, businesses, and organizations. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their future. Whether you need assistance with investments, retirement planning, loans, or other financial needs, Being Financial is here to help. Visit us today to learn more about how we can assist you in managing your finances effectively.

The Shenandoah Valley Small Business Development Center is a resource center located at 220 University Boulevard in Harrisonburg, Virginia, United States. This institution offers a variety of services and support to help small businesses in the Shenandoah Valley region thrive and grow. From business planning and consulting to access to funding and networking opportunities, the SV SBDC is dedicated to helping entrepreneurs and small business owners succeed. Whether you are just starting out or looking to expand your existing business, the SV SBDC is here to provide the guidance and resources you need to achieve your goals.

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.

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 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 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 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 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.

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.

Morgan 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.

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.

Nichols 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.

Bender Daniel J CPA is a financial institution located at 725 Jackson Street in Fredericksburg, Virginia, United States. Specializing in accounting and finance, the institution is led by Dan Bender, a Certified Financial Planner and Certified Public Accountant with over 23 years of experience in the industry. Dan's main objective is to help clients achieve positive results through strategic planning, ensuring they are fully prepared for the future. Please note that Bender Daniel J CPA offices will be closed from December 25, 2023, to January 1, 2024, and will reopen on January 2, 2024. Additionally, the website is scheduled for maintenance on December 27, 2023, and may be offline for a period of time.

Blue Ridge Insurance Services, located at 116 Reservoir Street in Harrisonburg, Virginia, is a trusted insurance agency dedicated to creating customized insurance solutions to meet your needs. With a focus on reliability and integrity, the team at Blue Ridge Insurance Services is committed to building longstanding relationships with their customers through superior product knowledge and service. They offer proactive insurance advice to protect the things that matter most to you, thinking outside the box to find the right coverage at the right price from top-rated insurance companies. Specializing in bodily injury liability, property damage, medical payments coverage, uninsured/underinsured motorist damage coverage, physical damage coverage, and rental coverage/loss of use, Blue Ridge Insurance Services ensures that you are fully protected in the event of an accident. Serving clients throughout Virginia and beyond, Blue Ridge Insurance Services is dedicated to providing exceptional service and building strong client and community relationships based on integrity, commitment, accountability, and respect. Contact them today for all your insurance needs.

Hammond Insurance Services is a reputable insurance agency located at 3230 Peoples Drive in Harrisonburg, Virginia. Since 1983, we have been dedicated to serving our community with integrity, passion, and a commitment to excellence. As one of the leading independently-owned insurance agencies in Virginia, we represent the strongest insurance carriers in the industry to ensure that your risks, assets, and coverage are safe in our hands. Our experienced team at Hammond Insurance Services is here to help you understand and address any insurance questions or concerns you may have. We specialize in providing coverage and risk management solutions for companies of all sizes, offering trusted advice and insurance solutions to protect what matters most to you.

Integrity Insurance Group, located at 2515 East Market Street in Harrisonburg, Virginia, is a trusted insurance agency that is dedicated to providing personalized and reliable coverage for a variety of needs. Whether you are a farmer in need of agricultural insurance, a property owner looking for protection, or a business owner seeking coverage for your assets, our experienced agents can help tailor a plan that fits your unique requirements. We are proud to announce our upcoming expansion into Iowa and invite you to contact our Main Office in Virginia for more information. Our team at Integrity understands the importance of having the right insurance in place to safeguard your investments and loved ones.

Cambiando Vidas is a reputable institution located at 250 East Market Street in Harrisonburg, Virginia, United States. Specializing in accounting and finance, our team of experienced professionals is dedicated to changing lives through financial education and services. Whether you are seeking assistance with tax preparation, financial planning, or business accounting, Cambiando Vidas is committed to helping you achieve your financial goals and secure a stable future. Contact us today to learn more about how we can transform your financial outlook.

DATIMAJJE Tax Services is a reputable accounting and finance institution located at 182 Neff Avenue in Harrisonburg, Virginia, United States. With a team of experienced professionals, we offer a wide range of tax services to individuals and businesses. Our goal is to provide accurate and efficient financial solutions to help our clients navigate the complexities of tax laws and regulations. Whether you need assistance with tax preparation, planning, or consulting, DATIMAJJE Tax Services is here to help you achieve your financial goals. Contact us today to learn more about how we can assist you with your tax needs.

FRO Inc. is a leading finance institution located at 2 South Main Street in Harrisonburg, Virginia, United States. We specialize in providing a wide range of financial services to individuals, businesses, and organizations. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized solutions and expert advice. Whether you need assistance with investments, loans, or financial planning, FRO Inc. is here to help you every step of the way. Contact us today to learn more about how we can assist you with your financial needs.

Summit Community Bank is a trusted financial institution located at 224 South Main Street in Harrisonburg, Virginia, United States. Offering a range of banking services including ATM access, this bank is dedicated to providing convenient and reliable financial solutions to the local community. Whether you need to deposit funds, withdraw cash, or manage your finances, Summit Community Bank is here to help. With a commitment to excellent customer service and a strong reputation for financial stability, you can trust Summit Community Bank with all of your banking needs.

Pioneer Bank is a trusted financial institution located at 890 West Market Street in Harrisonburg, Virginia, United States. With a focus on providing convenient banking services, Pioneer Bank offers a range of financial solutions including ATM services, personal and business banking, and various finance options. Our dedicated team of professionals is committed to helping customers achieve their financial goals and make informed decisions. Visit Pioneer Bank today for reliable and efficient banking services.

Robert Bates is a reputable finance institution located at 328 South Main Street in Harrisonburg, Virginia, United States. With a strong focus on providing financial services and solutions to individuals and businesses, Robert Bates is known for its expertise in investment management, financial planning, and wealth preservation. The institution prides itself on its personalized approach to each client, offering tailored financial strategies to help them achieve their goals. With a team of experienced professionals, Robert Bates is dedicated to providing top-notch financial advice and support to its clients.

Matthew L. Kreitzer, Attorney at Law, located at 17 West Boscawen Street in Winchester, Virginia, is a full-service law firm specializing in Family Law, Real Estate, Business Disputes, and Estate Planning. Mr. Kreitzer, along with his team of experienced lawyers at Northern Valley Law, offers compassionate and knowledgeable legal services for a variety of complex and emotional cases. With over 30 years of combined experience, the attorneys at Northern Valley Law have successfully represented clients in land disputes, inheritances, custody battles, divorces, and business disagreements. Mr. Kreitzer has argued cases in various courts across Virginia, from Warren to Fairfax, ensuring that your case is in capable hands.

Flora Pettit PC is a reputable institution located at 90 North Main Street in Harrisonburg, Virginia, United States. Specializing in accounting, finance, and legal services, the institution offers expert advice and guidance to individuals and businesses in need of professional assistance. With a team of experienced and knowledgeable professionals, Flora Pettit PC is dedicated to providing top-notch services to meet the unique needs of each client. Whether you require assistance with tax preparation, financial planning, or legal matters, Flora Pettit PC is committed to delivering exceptional results and ensuring client satisfaction.

PJ Networks Computer Services is your trusted partner for IT services in Charlottesville, Virginia since 2005. Located at 520 Greenfield Terrace, we offer comprehensive IT solutions tailored to your unique requirements. Whether you need help with NIST or CMMC compliance, our team is here to assist you. As an electronics store, we provide network support, computer support, managed services, security and compliance solutions, cybersecurity, monitoring, wireless networks, and vulnerability assessments. At PJ Networks, we prioritize excellence and customer satisfaction. If you ever feel that we are not meeting your expectations, you can reach out to Phil Jaderborg, our CEO, for prompt consideration and remediation. We offer 24/7 emergency support 365 days a year, ensuring that your business operates reliably and securely at all times. Our repair shop is cleaned and sanitized daily to prevent the spread of COVID-19 in our community.

Farm Credit of the Virginias is a finance institution located at 4646 South Valley Pike in Harrisonburg, Virginia, United States. As a trusted provider of financial services for farmers and rural communities, we offer a range of loan products and financial solutions to support agriculture and rural development. Our experienced team is dedicated to helping our customers achieve their financial goals and thrive in their agricultural businesses. Visit us today to learn more about how Farm Credit of the Virginias can help you succeed in the farming industry.