Financial planning solutions in Lexington, VA
12 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: 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 -
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 -
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 -
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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