Financial planning in Lexington, VA
21 results found
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Lexington Law
● OpenLexington Law is a renowned finance institution located at 2915 Hunter Mill Road in Oakton, Virginia, United States. With a team of experienced financial experts, they specialize in credit repair and helping individuals improve their credit scores. Their services include credit report analysis, dispute resolution, and personalized credit improvement plans. Lexington Law is dedicated to helping clients achieve their financial goals and secure a brighter financial future.
2915 Hunter Mill Rd STE 17, Oakton, VA 22124, United States -
Edward Jones - Financial Advisor: Dan Vance
● OpenEdward Jones - Financial Advisor: Dan Vance is a reputable finance institution located at 22 West Washington Street in Lexington, Virginia, United States. As a trusted financial advisor, Dan Vance provides personalized investment and wealth management services to individuals and businesses in the local community. With a focus on building long-term relationships and helping clients achieve their financial goals, Edward Jones - Financial Advisor: Dan Vance is committed to providing expert guidance and exceptional customer service. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Dan Vance and his team are dedicated to supporting you every step of the way. Visit their office today to start planning for a secure financial future.
22 W Washington St, Lexington, VA 24450, United States -
Edward Jones - Financial Advisor: Christy Harris, CFP®|CRPC™
● OpenEdward 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.
1545 N Lee Hwy Suite 1, Lexington, VA 24450, United States -
Katherine E Crow - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenKatherine E Crow - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 6 East Washington Street in Lexington, Virginia, United States. Katherine E Crow holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, estate planning, investment strategies, and retirement planning. With a focus on providing tailored financial solutions for individuals, small business owners, retirees, and domestic partners, Katherine E Crow offers comprehensive services to meet the unique needs of her clients. Whether you are looking for investment advice, estate planning assistance, or retirement strategies, Katherine E Crow is dedicated to helping you achieve your financial goals with integrity and professionalism.
6 E Washington St, Lexington, VA 24450, United States -
Edward Jones - Financial Advisor: Matt Woodford, CFP®
● OpenEdward 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.
103 E Washington St, Lexington, VA 24450, United States -
Edward Jones - Financial Advisor: Sam Stockstill
● OpenEdward Jones - Financial Advisor: Sam Stockstill is a reputable finance institution located at 22 West Washington Street in Lexington, Virginia, United States. With a focus on providing personalized financial planning and investment services, Sam Stockstill and his team strive to help clients achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, Edward Jones - Financial Advisor: Sam Stockstill is dedicated to providing expert guidance and tailored solutions to meet your individual needs. Visit us today to start planning for a brighter financial future.
22 W Washington St, Lexington, VA 24450, United States -
Lexington Tax Advisors
● OpenLexington Tax Advisors is a leading financial institution located at 14 East Nelson Street in Lexington, Virginia, United States. Specializing in tax advisory services, our team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of tax laws and regulations. Whether you need assistance with tax planning, preparation, or resolution, we are here to provide personalized solutions tailored to your specific needs. Trust Lexington Tax Advisors to help you achieve your financial goals and maximize your tax savings.
14 E Nelson St STE 202D, Lexington, VA 24450, United States -
DuPont Community Credit Union
● ClosedDuPont Community Credit Union is a trusted financial institution located at 1130 North Lee Highway in Lexington, Virginia, United States. As a member-owned credit union, we offer a wide range of financial services including savings accounts, loans, and investment options. Our convenient ATM services make accessing your funds easy and secure. With a commitment to serving our community, DuPont Community Credit Union is dedicated to helping our members achieve their financial goals.
1130 N Lee Hwy, Lexington, VA 24450, United States -
Tarris Law
● ClosedTarris 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.
14 E Nelson St UNIT 202, Lexington, VA 24450, United States -
Tax Clinic
● OpenThe Tax Clinic located at 204 West Washington Street in Lexington, Virginia, is a trusted institution specializing in tax-related services. Our team of experienced professionals includes accountants, finance experts, and lawyers who are dedicated to helping individuals and businesses navigate the complexities of tax laws and regulations. Whether you need assistance with tax preparation, planning, or resolving tax issues, our clinic is here to provide personalized and reliable support. Contact us today to schedule a consultation and take control of your financial future.
Frances Lewis Law Center, 204 W Washington St, Lexington, VA 24450, United States -
Swisher & Johnson, CPAs, PLC
● OpenSwisher & Johnson, CPAs, PLC is a reputable accounting and finance institution located at 59 Hunter Hill Road in Lexington, Virginia, United States. With a team of experienced and knowledgeable professionals, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Clients can trust Swisher & Johnson for accurate and reliable financial guidance to help them achieve their goals.
59 Hunter Hill Rd, Lexington, VA 24450, United States -
Virginia Farm Bureau Insurance Company
● OpenVirginia 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.
2050 N Lee Hwy, Lexington, VA 24450, United States -
CAPTRUST
● OpenCAPTRUST, 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.
15C N Randolph St, Lexington, VA 24450, United States -
Wells Fargo Advisors
● OpenWells Fargo Advisors is a renowned financial institution located at 217 South Main Street in Lexington, Virginia, United States. With a strong reputation for providing expert financial advice and services, Wells Fargo Advisors offers a wide range of investment options to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, the experienced advisors at Wells Fargo are dedicated to helping you navigate the complex world of finance. Visit us today to learn more about how we can help you secure your financial future.
217 S Main St, Lexington, VA 24450, United States -
Cornett Tax Inc
● ClosedCornett Tax Inc is a trusted accounting and finance institution located at 110 East Washington Street in Lexington, Virginia, United States. With a team of experienced professionals, we provide a wide range of tax services to individuals and businesses. Our expertise in tax preparation, planning, and consulting ensures that our clients receive accurate and efficient financial solutions. Whether you need assistance with personal or corporate taxes, Cornett Tax Inc is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation.
110 E Washington St, Lexington, VA 24450, United States -
Raetz Greg C CPA
● OpenRaetz Greg C CPA is a reputable accounting and finance institution located at 128 South Randolph Street in Lexington, Virginia, United States. With years of experience and expertise in the field, they offer a wide range of services to individuals and businesses, including tax preparation, financial planning, and auditing. Their team of certified public accountants is dedicated to providing top-notch service and personalized solutions to meet their clients' needs. Whether you're looking for assistance with bookkeeping or need help with complex financial matters, Raetz Greg C CPA is here to help. Contact them today to schedule a consultation and see how they can assist you with your financial needs.
128 S Randolph St, Lexington, VA 24450, United States -
Newcomb's Accounting & Tax Services
● ClosedNewcomb's Accounting & Tax Services is a reputable institution located at 172 Walker Street in Lexington, Virginia, United States. Specializing in accounting and finance, they offer a wide range of services to individuals and businesses. With a team of experienced professionals, they provide expert advice and assistance with tax preparation, bookkeeping, financial planning, and more. Whether you need help with managing your personal finances or navigating complex tax laws, Newcomb's Accounting & Tax Services is dedicated to providing top-notch service and support to help you achieve your financial goals.
172 Walker St, Lexington, VA 24450, United States -
Raetz & Hawkins
● OpenRaetz & Hawkins is a highly reputable accounting and finance institution located at 128 South Randolph Street in Lexington, Virginia, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and personalized approach to each client sets them apart in the industry. Whether you are an individual or a business in need of financial guidance, Raetz & Hawkins is dedicated to helping you achieve your financial goals.
128 S Randolph St, Lexington, VA 24450, United States -
Charles W. Barger & Son
● OpenCharles W. Barger & Son is a reputable institution located at 10 Bordens School Lane in Lexington, Virginia, United States. With a long-standing history of excellence, this institution prides itself on providing top-quality services to its clients. Whether you are looking for expert advice on financial planning, insurance solutions, or estate planning, the experienced team at Charles W. Barger & Son is here to help. Trustworthy and dedicated, they strive to meet the unique needs of each individual client, ensuring peace of mind and financial security for the future. Visit Charles W. Barger & Son today and experience the difference that personalized service and expertise can make.
10 Bordens School Ln, Lexington, VA 24450, United States -
Furr Glenn
● OpenFurr Glenn is a reputable health insurance agency located on Summit Street in Lexington, Virginia, United States. With a commitment to providing quality insurance coverage to individuals and families, Furr Glenn offers a wide range of health insurance plans tailored to meet the diverse needs of their clients. Their team of experienced professionals is dedicated to helping clients navigate the complex world of health insurance, ensuring they have access to the care they need when they need it most. Trust Furr Glenn to protect your health and financial well-being with their comprehensive insurance solutions.
Summit St, Lexington, VA 24450, United States -
Truist
● ClosedTruist is a financial institution located at 537 East Nelson Street in Lexington, Virginia, United States. As a bank, ATM, finance, and insurance agency, Truist offers a range of services to meet your financial needs. Whether you're looking for a credit card, loan, investment management, or insurance products, Truist has you covered. With affiliates such as Truist Bank, Truist Investment Services, and McGriff Insurance Services, you can trust in the expertise and professionalism of the Truist team. Additionally, Truist provides resources for consumers with Limited English Proficiency, ensuring that language will not be a barrier to accessing their services. Visit Truist today to see how they can help you achieve your financial goals.
537 E Nelson St, Lexington, VA 24450, United States
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