TOP 10 Financial security in Charlottesville, Virginia
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United Bank
United 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.
Anthony Cellini at NFM Lending
Anthony 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.
The Fountain Fund
The Fountain Fund is a non-profit organization located at 233 4th Street Northwest in Charlottesville, Virginia. Our mission is to provide financial assistance and support to low-income individuals and families in the community. Through our various programs and services, we strive to empower individuals to achieve financial stability and independence. Whether it's through microloans, financial education, or mentorship, we are dedicated to helping our clients build a brighter future for themselves and their families. Join us in making a positive impact in the lives of those in need.
First Heritage Mortgage
First 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.
The Zemon Team
The 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.
Larry Saunders at NEXA Mortgage, LLC
Larry 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.
Mike Buczynski at First Heritage Mortgage, LLC
Mike 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.
Stapleton Elder Law
Stapleton Elder Law is a reputable law firm specializing in legal matters pertaining to elder law in Charlottesville, Virginia. Located at 1411 Sachem Place, their team of experienced attorneys provides expert guidance and advocacy for seniors and their families. Whether you need assistance with estate planning, long-term care planning, guardianship, or Medicaid planning, Stapleton Elder Law is dedicated to helping you navigate the complex legal issues that come with aging. Trust in their expertise and compassion to secure a brighter future for you and your loved ones.
PJ Networks Computer Services
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.
Miguel Coradine - Sirius Insurance
Miguel 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.
University Advancement Services
University 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.
University-Va Investment Management
University-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.
Bank of America (with Drive-thru ATM)
Bank 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.
Truist
Truist 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.
Stifel
Stifel 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.
Rivel Consulting LLC
Rivel Consulting LLC is a finance institution located at 2289 Browns Gap Turnpike in Charlottesville, Virginia, United States. We specialize in providing expert financial consulting services to our clients, helping them navigate complex financial decisions and achieve their financial goals. Our team of experienced consultants offers personalized solutions tailored to each client's unique needs and objectives. Whether you are looking for investment advice, retirement planning, or assistance with financial management, Rivel Consulting LLC is here to help you every step of the way. Contact us today to schedule a consultation and start building a secure financial future.
Morris & Wells Wealth Management
Morris & Wells Wealth Management is a premier financial institution located at 410 White Gables Lane in Charlottesville, Virginia, United States. Our team of experienced financial advisors provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, we offer comprehensive financial planning, investment management, and retirement planning solutions. Trust Morris & Wells Wealth Management to guide you towards a secure financial future.
Concord Wealth Partners
Concord Wealth Partners is a leading finance institution located at 126 Garrett Street in Charlottesville, Virginia, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a focus on transparency, integrity, and professionalism, Concord Wealth Partners is committed to providing top-tier financial guidance to individuals and businesses in the Charlottesville area and beyond. Contact us today to learn more about how we can help you secure your financial future.
Petrichor Wealth Management
Petrichor Wealth Management is a leading finance institution located at 408 East Market Street in Charlottesville, Virginia, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. We offer personalized wealth management services tailored to each client's individual needs and objectives. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Petrichor Wealth Management is here to provide expert guidance and support every step of the way. Trust us to help you navigate the complexities of the financial world and make sound investment decisions for a brighter tomorrow.
John Dean - Raymond James
John Dean - Raymond James is a financial institution located at 941 Glenwood Station Lane in Charlottesville, Virginia, United States. Our team of experienced professionals is dedicated to providing personalized financial services and investment advice to help our clients achieve their financial goals. From retirement planning to wealth management, we offer a wide range of services to meet the unique needs of each individual. Trust in our expertise and let us help you secure your financial future.
Wilkinson Wealth Management, LLC
Wilkinson Wealth Management, LLC is a finance institution located at 889 Rio East Court in Charlottesville, Virginia, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management services. Whether you are planning for retirement, investing for the future, or looking to grow your assets, we provide comprehensive financial solutions tailored to your individual needs. Trust Wilkinson Wealth Management, LLC to guide you towards a secure financial future.
The Legacy Foundation, LLC
The Legacy Foundation, LLC is a finance institution located at 1415 Rolkin Court in Charlottesville, Virginia, United States. Our mission is to provide expert financial services and advice to help individuals and businesses secure their financial legacies for future generations. With a team of experienced professionals, we offer a range of financial planning, investment management, and wealth preservation services tailored to meet our clients' unique needs and goals. Trust The Legacy Foundation, LLC to help you build a strong financial future for yourself and your loved ones.
Charles Schwab
Charles Schwab is a renowned finance institution located at 675 Peter Jefferson Parkway in Charlottesville, Virginia, United States. With a strong reputation for providing top-notch financial services, Charles Schwab offers a wide range of investment options, retirement planning, wealth management, and brokerage services to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, save for retirement, or simply manage your finances more effectively, Charles Schwab is dedicated to providing expert guidance and support every step of the way. Visit their office in Charlottesville to learn more about how Charles Schwab can help you secure a brighter financial future.
Klaren Capital
Klaren Capital is a leading accounting, finance, and insurance agency located at 400 Locust Avenue in Charlottesville, Virginia, United States. With a team of experienced professionals, Klaren Capital offers expert financial services to individuals and businesses alike. From tax planning and investment management to insurance solutions, Klaren Capital is committed to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about our comprehensive services and personalized approach to financial management.
Raymond James & Associates
Raymond James & Associates is a respected finance institution located at 1405 Rolkin Road in Charlottesville, Virginia, United States. They offer a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, Raymond James & Associates is dedicated to providing personalized financial solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Raymond James & Associates is committed to helping you navigate the complexities of the financial world with confidence.
MassMutual Commonwealth
MassMutual Commonwealth is a financial institution located at 1932 Arlington Boulevard in Charlottesville, Virginia, United States. We specialize in providing a range of financial services to help our clients achieve their goals and secure their financial future. Our team of experienced advisors is dedicated to helping individuals and businesses make informed decisions about their finances, including retirement planning, investment strategies, and insurance solutions. At MassMutual Commonwealth, we are committed to providing personalized and comprehensive financial guidance to help our clients achieve financial success.
Northwestern Mutual
Northwestern Mutual is a respected finance and insurance agency located at 2250 Old Ivy Road in Charlottesville, Virginia, United States. With a strong reputation for providing individuals and businesses with comprehensive financial planning and insurance solutions, Northwestern Mutual is dedicated to helping clients achieve their long-term financial goals and secure their financial futures. Their team of experienced professionals offers personalized services and expert guidance to ensure clients have the protection and resources they need to thrive.
Silvercrest Asset Management
Silvercrest Asset Management is a reputable financial institution located at 230 Court Square in Charlottesville, Virginia, United States. Specializing in accounting and finance services, Silvercrest Asset Management offers expert guidance and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, the institution is dedicated to providing top-notch wealth management services tailored to each client's unique needs. Whether you are looking to grow your investments or secure your financial future, Silvercrest Asset Management is committed to delivering exceptional results and superior client satisfaction.
First Command
First Command is a trusted financial institution located at 108 5th Street Southeast in Charlottesville, Virginia. As a full-service bank, finance, and insurance agency, we provide a wide range of services to help individuals and families achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions and exceptional customer service. Whether you're looking for banking services, investment advice, or insurance coverage, First Command is here to help you secure your financial future. Visit us today to learn more about how we can assist you in achieving your financial goals.
United Wealth Management, LLC
United Wealth Management, LLC is a finance institution located at 818 Village Road in Charlottesville, Virginia, United States. Specializing in PRAP Management and Financial Life Planning for pilots at United Airlines, the institution is a fee-only, independent Registered Investment Advisor. What sets United Wealth Management apart is that the advisors are also United Pilots, with firsthand experience in the industry. Alan, the founder, comes from a family of United Airlines employees and has a background in finance and aviation. Dan, the partner, is a military pilot and Certified Financial Planner™ professional. Together, they offer personalized financial advice and investment management based on a comprehensive life plan tailored to each client's individual goals and needs. United Wealth Management manages portfolios using globally diversified funds from Dimensional Fund Advisors, with a focus on long-term returns rather than market timing. The institution's value proposition is to help clients define, plot, and stay on course towards their financial goals, providing accountability, awareness, and advice along the way. The advisors believe in a life-centered approach to investment management, listening to each client's unique story and ambitions to create a personalized plan. Initial meetings are complimentary and focus on getting to know the client and their goals. Whether meeting in person or online, United Wealth Management offers flexible and convenient options for financial life planning.
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