Financial security in Charlottesville, VA
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Mass Mutual Financial Group
● ClosedMass Mutual Financial Group is a leading finance and insurance agency located at 1932 Arlington Boulevard in Charlottesville, Virginia, United States. With a strong reputation for providing comprehensive financial services and insurance products, Mass Mutual is dedicated to helping individuals and families achieve their financial goals and secure their futures. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Mass Mutual's team of experienced professionals are committed to providing personalized solutions to meet your unique needs. Visit us today to learn more about how Mass Mutual can help you plan for a secure financial future.
1932 Arlington Blvd #100, Charlottesville, VA 22903, United States -
E.B. Wagner - Morgan Stanley Financial Advisor
● OpenE.B. Wagner - Morgan Stanley Financial Advisor is a reputable finance institution located at 401 East Market Street in Charlottesville, Virginia, United States. As a branch of Morgan Stanley, they provide expert financial advisory services to help clients achieve their financial goals and secure their financial future. With a team of experienced advisors, they offer personalized investment strategies, retirement planning, wealth management, and more. Whether you are looking to grow your wealth, plan for retirement, or preserve your assets, E.B. Wagner - Morgan Stanley Financial Advisor is dedicated to helping you make informed financial decisions and achieve financial success.
401 E Market St Ste 100, Charlottesville, VA 22902, United States -
Wellington Financial Corporation
● ClosedWellington Financial Corporation is a reputable finance institution located at 1706 Emmet Street North in Charlottesville, Virginia, United States. With a strong focus on providing tailored financial solutions to meet the needs of individuals and businesses, Wellington Financial Corporation offers a wide range of services including loans, investments, and financial planning. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to fund a new project, expand your business, or plan for retirement, Wellington Financial Corporation is committed to providing top-notch financial services with a personal touch.
1706 Emmet St N # 2, Charlottesville, VA 22901, United States -
Steinlage Insurance Agency of Charlottesville
● ClosedSteinlage Insurance Agency of Charlottesville is a reputable health insurance agency located at 1001 Research Park Boulevard in Charlottesville, Virginia. With a focus on providing comprehensive insurance coverage for individuals and families, they offer personalized service and tailored solutions to meet each client's specific needs. Their team of experienced agents is dedicated to helping clients navigate the complex world of health insurance, ensuring they have the coverage they need to protect their health and financial well-being. Trust Steinlage Insurance Agency to provide expert guidance and support in securing the right insurance plan for you and your loved ones.
1001 Research Park Boulevard Suite 1020, Charlottesville, VA 22911, United States -
Origin Wealth - Ameriprise Financial Services, LLC
● ClosedOrigin Wealth - Ameriprise Financial Services, LLC is a finance institution located at 675 Peter Jefferson Parkway in Charlottesville, Virginia, United States. They offer personalized investment and asset allocation recommendations based on individual goals and risk tolerance. The institution helps clients track their progress towards goals, adjust strategies as needed, and provides secure access to accounts from any device. They offer complimentary initial consultations to discuss financial planning concepts and provide insight on retirement readiness and investment trends. Ameriprise financial advisors are registered in certain U.S. states and adhere to strict regulations. The institution values client referrals and strives to help friends and family achieve their financial goals. Users of the website agree to follow the rules and regulations outlined by Ameriprise Financial.
675 Peter Jefferson Pkwy STE 220, Charlottesville, VA 22911, United States -
Kimberlee A Barrett-Johnson - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenKimberlee A Barrett-Johnson is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 908 East Jefferson Street in Charlottesville, Virginia, United States. With a range of certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Kimberlee offers expert financial advice and services tailored to the needs of individuals and businesses. Specializing in asset management, retirement planning, estate planning, and investment strategies, Kimberlee is committed to upholding the highest standards of professionalism and ethics. Whether you are looking for advice on wealth transfers, retirement planning for domestic partners, estate planning, or investment management, Kimberlee has the expertise and knowledge to help you achieve your financial goals. Contact Kimberlee A Barrett-Johnson today for personalized financial solutions that will help you secure your financial future.
908 E Jefferson St #201, Charlottesville, VA 22902, United States -
Charlie Mas - Ameriprise Financial Services, LLC
● OpenCharlie Mas - Ameriprise Financial Services, LLC is a finance institution located at 908 East Jefferson Street in Charlottesville, Virginia, United States. Charlie Mas is a registered advisor who can only conduct securities business with residents of certain states. The initial consultation with Charlie Mas provides an overview of financial planning concepts, although no written analysis or recommendations will be given. Ameriprise Financial cannot guarantee future financial results. The institution is a member of FINRA and SIPC. Users of the website must agree to the Ameriprise Financial Website Rules and Regulations. Clients can refer friends or family members to Charlie Mas for assistance with their financial goals. The institution prioritizes privacy and security, with information available on their website regarding online security guarantees and email fraud.
908 E Jefferson St #201, Charlottesville, VA 22902, United States -
Joseph Feola - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedJoseph Feola is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 941 Glenwood Station Lane in Charlottesville, Virginia, United States. Joseph Feola holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, investment strategies, estate planning, retirement planning, and other financial services. With a commitment to ethical practices and continuous education, Joseph Feola provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with investment opportunities, insurance products, or financial planning for specific life situations, Joseph Feola is equipped to help you navigate the complexities of wealth management. Contact Joseph Feola today to begin your journey towards financial security and success.
941 Glenwood Station Ln STE 203, Charlottesville, VA 22901, United States -
Merrill Lynch Financial Advisor Gardner (Gardy) Bloemers
● ClosedMerrill Lynch Financial Advisor Gardner (Gardy) Bloemers is a dedicated wealth management team located at 650 Peter Jefferson Parkway in Charlottesville, Virginia. Specializing in high-net-worth investors, the team takes the time to understand each client's unique priorities, risk tolerance, and goals to create customized financial solutions. With a focus on providing thoughtful advice and guidance, the team helps clients achieve their financial aspirations, secure their legacy, and plan for the future. The team believes in a personalized approach to financial planning, starting with a conversation to identify and prioritize each client's goals. By utilizing the Investment Personality Assessment and drawing upon research in behavioral finance, they tailor their financial strategies to align with the client's individual preferences and objectives. With access to the investment insights of Merrill and banking solutions from Bank of America, the team works to develop a comprehensive approach to address each client's financial needs.
650 Peter Jefferson Pkwy STE 350, Charlottesville, VA 22911, United States -
Edwin Yowell - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedEdwin Yowell, a Financial Advisor at Ameriprise Financial Services, LLC, located at 941 Glenwood Station Lane in Charlottesville, Virginia, offers a wide range of financial services to individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Edwin Yowell is well-equipped to provide expert advice on asset management, retirement planning, estate planning, investment opportunities, and insurance products. Whether you are looking to plan for your future, manage your investments, or navigate complex financial decisions, Edwin Yowell can help you achieve your financial goals. Contact him today to schedule a consultation and take the first step towards financial security and success.
941 Glenwood Station Ln STE 203, Charlottesville, VA 22901, United States -
Merrill Lynch Financial Advisor Glenn C Bannan
● Closedith your goals in mind, we work together to create a personalized financial plan that aligns with your unique needs and aspirations. Our team at Merrill Lynch Financial Advisor Glenn C Bannan, located at 650 Peter Jefferson Parkway in Charlottesville, Virginia, is committed to providing unparalleled financial education and service to our clients. Glenn Bannan, a seasoned financial advisor with over 25 years of experience, takes a comprehensive approach to financial planning. He begins by conducting a thorough discovery process to understand each client's individual circumstances across various areas such as healthcare, insurance, investments, retirement savings, college savings, estate planning, and tax planning. With a focus on building long-term relationships, Glenn is dedicated to helping clients achieve their financial goals and priorities.
650 Peter Jefferson Pkwy STE 350, Charlottesville, VA 22911, United States -
Matthew Meade - TIAA Financial Consultant
● OpenMatthew Meade - TIAA Financial Consultant is a trusted institution located at 650 Peter Jefferson Parkway in Charlottesville, Virginia. As a finance consultant, Matthew Meade offers expert advice and guidance on a wide range of financial matters, helping clients to make informed decisions and achieve their financial goals. With a focus on personalized service and tailored solutions, Matthew Meade is dedicated to providing top-notch financial consulting services to individuals and businesses alike. Whether you are looking to plan for retirement, invest wisely, or secure your financial future, Matthew Meade is here to help.
650 Peter Jefferson Pkwy #250, Charlottesville, VA 22911, United States -
Zachary Davis - Mutual of Omaha Financial Advisor
● OpenZachary Davis - Mutual of Omaha Financial Advisor is a trusted finance and insurance agency located at 650 Peter Jefferson Parkway in Charlottesville, Virginia. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized investment and insurance strategies. With a focus on customer service and integrity, we strive to provide our clients with the guidance and support they need to secure their financial future. Contact us today to schedule a consultation and learn more about how we can help you plan for a secure tomorrow.
650 Peter Jefferson Pkwy Ste 160, Charlottesville, VA 22911, United States -
Mutual of Omaha® Advisors - Charlottesville
● ClosedMutual of Omaha® Advisors - Charlottesville is a finance and insurance agency located at 650 Peter Jefferson Parkway in Charlottesville, Virginia, United States. Our institution has a long history of developing talented individuals through a comprehensive advisor training program that is similar to a graduate school education in entrepreneurship. We provide our advisors with advanced curriculum, marketing strategies, and tools to confidently begin their careers as Mutual of Omaha financial advisors. Our world-class CRM, material library, and resources help our advisors build their digital brand and thrive in the industry.
650 Peter Jefferson Pkwy Ste 160, Charlottesville, VA 22911, United States -
David Stein, Bankers Life Agent and Bankers Life Securities Financial Representative
● ClosedDavid Stein, Bankers Life Agent and Bankers Life Securities Financial Representative in Charlottesville, Virginia offers a comprehensive suite of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, our agents can help you find the right coverage for your needs. With options that include prescription drug coverage and low monthly premiums, we strive to make healthcare more accessible for our clients. In addition to Medicare, we also provide long-term care planning services to ensure that you and your loved ones are prepared for the future. Visit us at 1410 Rolkin Court to start planning your next steps today.
1410 Rolkin Ct STE 202, Charlottesville, VA 22911, United States -
Regional Finance
● ClosedRegional Finance is a reputable financial institution located at 480 Twentyninth Place Court in Charlottesville, Virginia, United States. Specializing in various financial services, Regional Finance offers personalized solutions to individuals and businesses looking to manage their finances effectively. With a team of experienced professionals, they provide expert advice and assistance in areas such as loans, credit, and investment options. Whether you are looking to secure a loan or plan for your financial future, Regional Finance is dedicated to helping you achieve your goals.
480 Twentyninth Pl Ct, Charlottesville, VA 22901, United States -
Craddock Sirius Insurance
● ClosedCraddock Sirius Insurance is an insurance agency located at 687 Berkmar Circle, Charlottesville, Virginia, United States. We specialize in providing insurance solutions in Central Virginia, including Charlottesville City, Albemarle County, Fluvanna County, Green County, Orange County, and throughout all of Virginia. As a multi-generational, family-owned agency, we pride ourselves on creating innovative solutions to even the toughest risk management challenges, while building personal relationships with our clients. We believe in providing expert advice and personal attention to our clients, ensuring their financial security and quality of life are protected. Our independent agency offers a comprehensive suite of insurance solutions to protect you from the unexpected and help you plan for the future. Whether you're looking for life insurance, auto insurance, home insurance, or any other type of insurance, we are here to help.
687 Berkmar Cir, Charlottesville, VA 22901, United States -
United Bank
● ClosedUnited Bank is a leading financial institution located at 1265 Seminole Trail in Charlottesville, Virginia. As a full-service bank, we offer a wide range of financial products and services to meet the needs of individuals, businesses, and communities in the area. Our experienced team of professionals is dedicated to providing personalized solutions and exceptional customer service. Whether you are looking for personal banking services, business loans, or investment opportunities, United Bank is here to help you achieve your financial goals. Visit us today to experience the difference of banking with a trusted partner.
1265 Seminole Trail, Charlottesville, VA 22901, United States -
Anthony Cellini at NFM Lending
● ClosedAnthony Cellini at NFM Lending is a finance institution located at 669 Berkmar Circle in Charlottesville, Virginia, United States. Specializing in mortgage lending, Anthony Cellini and his team provide personalized and professional services to help clients secure the best loan options for their home buying or refinancing needs. With a commitment to excellence and a focus on customer satisfaction, Anthony Cellini at NFM Lending is dedicated to guiding clients through the loan process with transparency and integrity. Contact them today to experience top-notch financial services tailored to your individual needs.
669 Berkmar Cir, Charlottesville, VA 22901, United States -
First Heritage Mortgage
● ClosedFirst Heritage Mortgage is a finance institution located at 404 People Place, Charlottesville, Virginia, United States. With a Branch NMLS ID #1070047, the institution offers a range of mortgage services at their convenient location in Suite 303. As a member of First Heritage Mortgage, LLC, Company NMLS ID #86548, clients can trust in their expertise and professionalism when it comes to securing a mortgage. Visit their website at www.nmlsconsumeraccess.org for more information on their services and offerings.
404 People Pl STE 303, Charlottesville, VA 22911, United States -
The Zemon Team
● ClosedThe Zemon Team is a well-established finance institution located at 540 Greenfield Terrace in Charlottesville, Virginia, United States. With a team of experienced financial experts, we provide a wide range of financial services including investment management, retirement planning, and wealth management. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you with your financial needs.
540 Greenfield Terrace, Charlottesville, VA 22901, United States -
Larry Saunders at NEXA Mortgage, LLC
● OpenLarry Saunders at NEXA Mortgage, LLC is a reputable finance institution located at 910 Marshall Street in Charlottesville, Virginia, United States. Specializing in mortgage services, Larry Saunders and his team offer expert advice and personalized solutions to help clients achieve their financial goals. With a commitment to exceptional customer service and a deep understanding of the mortgage industry, Larry Saunders at NEXA Mortgage, LLC is a trusted partner for individuals looking to secure their dream home or refinance their current property. Contact them today to learn more about their services and how they can assist you with your financial needs.
910 Marshall St, Charlottesville, VA 22901, United States -
Mike Buczynski at First Heritage Mortgage, LLC
● ClosedMike Buczynski at First Heritage Mortgage, LLC is a reputable finance institution located at 675 Peter Jefferson Parkway in Charlottesville, Virginia, United States. With over twenty-one years of experience in the mortgage industry, Mike has assisted countless families in navigating important transactions with integrity and skill. He holds a Bachelor of Finance from the University of Maryland and is well-versed in various loan programs including FHA, USDA, VHDA, and Conventional options. Mike is committed to being a valuable asset to his clients, providing guidance and expertise in the complex world of banking and finance. He is supported by a team of dedicated mortgage professionals, including Loan Officer Evan Hansen, who brings years of experience in the housing industry to the table.
675 Peter Jefferson Pkwy #180, Charlottesville, VA 22911, United States -
PJ Networks Computer Services
● ClosedPJ 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.
520 Greenfield Terrace, Charlottesville, VA 22901, United States -
Miguel Coradine - Sirius Insurance
● ClosedMiguel Coradine - Sirius Insurance is an insurance agency located at 687 Berkmar Circle in Charlottesville, Virginia. We provide insurance services in Central Virginia, including Charlottesville City, Albemarle County, Fluvanna County, Green County, Orange County, and throughout all of Virginia. As a multi-generational, family-owned agency, we pride ourselves on creating innovative solutions to even the toughest risk management challenges while building personal relationships with our clients. We believe in providing expert advice, personal attention, and dedication to ensure our clients' financial security and quality of life. Our independent agency offers a comprehensive suite of insurance solutions to protect you from the unexpected, and we work closely with clients to help them make informed decisions about their protection and future. Join us in our commitment to honesty, integrity, and putting our customers' needs first. Contact us today for a quote or to pay your bill. Life insurance calculator also available.
687 Berkmar Cir, Charlottesville, VA 22901, United States -
University Advancement Services
● ClosedUniversity Advancement Services, located at 2420 Old Ivy Road in Charlottesville, Virginia, is dedicated to supporting the University of Virginia in its mission to prepare responsible citizen-leaders, advance knowledge, and provide world-class patient care. Through the generosity of alumni, parents, and friends, the institution helps secure the university's place as a premier institution of learning. Donations to all 12 schools across Grounds are welcomed and can have a significant impact on students, faculty, and programs. The institution also offers opportunities for planned gifts, such as including UVA in wills, charitable trusts, and retirement plans, which can provide tax benefits and financial flexibility for donors. The "Honor the Future" campaign aims to make UVA the best public university by 2030 and has already surpassed its $5 billion goal. With less than 18 months left in the campaign, the institution continues to build for the future and express gratitude to its generous community of supporters. Through initiatives like the Bicentennial Scholars and Professors Funds, the institution is making a lasting impact on scholarships, faculty recruitment, and research across various disciplines. The dedication and generosity of donors help propel the university into a third century of service to the commonwealth, nation, and world.
2420 Old Ivy Rd, Charlottesville, VA 22903, United States -
University-Va Investment Management
● ClosedUniversity-Va Investment Management is a prestigious finance institution located at 701 East Water Street in Charlottesville, Virginia, United States. As a leading player in the financial industry, the institution offers a range of investment management services to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, University-Va Investment Management is dedicated to providing top-notch financial solutions tailored to individual needs. Whether you are looking to grow your wealth or secure your financial future, University-Va Investment Management is the go-to institution for all your finance needs.
701 E Water St, Charlottesville, VA 22902, United States -
Bank of America (with Drive-thru ATM)
● ClosedBank of America is a renowned financial institution located at 2103 Barracks Road in Charlottesville, Virginia. Offering a range of banking services, including personal and business accounts, loans, and investment opportunities, Bank of America is committed to providing convenient and reliable financial solutions to its customers. With a drive-thru ATM available for quick and easy access to cash withdrawals and deposits, customers can manage their finances efficiently and securely. Whether you're looking to open a new account or speak with a financial advisor, Bank of America is dedicated to helping you achieve your financial goals.
2103 Barracks Rd, Charlottesville, VA 22903, United States -
Truist
● ClosedTruist is a financial institution located at 1425 Seminole Trail, Charlottesville, Virginia, United States. As a bank, Truist offers a range of services including credit cards, loans, deposit accounts, trust and investment management, securities brokerage, insurance, and mortgage products. Truist also provides resources for consumers with Limited English Proficiency, including translation services for communication and collection activities. Customers can access a variety of financial services and expertise through Truist's affiliates, such as Truist Bank, Truist Investment Services, and Truist Advisory Services. Please note that tax and legal advice is not provided by Truist, so customers should consult their own professionals in these areas before making any decisions.
1425 Seminole Trail, Charlottesville, VA 22901, United States -
Stifel
● OpenStifel is a reputable finance institution located at 1759 Worth Park in Charlottesville, Virginia, United States. With a strong presence in the financial industry, Stifel offers a wide range of services including investment banking, wealth management, and institutional securities. Their team of experienced professionals provides personalized financial solutions to help clients achieve their financial goals. Whether you are an individual looking to grow your wealth or a business seeking strategic financial advice, Stifel is dedicated to providing top-notch service and expertise.
1759 Worth Park, Charlottesville, VA 22911, United States
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