TOP 30 Financial wellness in Charlottesville, Virginia

34 results found

Charlottesville Day School, located at 320 10th Street Northeast in Charlottesville, Virginia, is a primary school that offers a joyful and supportive learning environment for students from preschool through eighth grade. The school encourages students to take academic, artistic, and social risks while teaching empathy and kindness. With the largest private school music program in Charlottesville, CDS provides a well-rounded education that includes music, art, and physical fitness. Many families have praised the nurturing and stimulating environment at CDS, which has led to their children's success in high school and college. The school challenges students to push themselves while providing a supportive atmosphere. English and math classes are especially helpful in preparing students for advanced coursework.

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.

First Command Financial Advisor - Jay Dymek is a finance institution located at 108 5th Street Southeast, Charlottesville, Virginia, United States. As a part of First Command Financial Services, Inc. and its affiliated entities, Jay Dymek provides expert financial advice and services to clients on a strictly voluntary basis. The institution does not provide any direct or indirect compensation to clients for testimonials, ensuring transparency and trust in their services. While client testimonials may vary, First Command Financial Advisor - Jay Dymek strives to provide personalized financial solutions for each individual, with no guarantee of future performance or success.

LTC Financial Partners is a leading finance, health, and insurance agency located at 3949 Riverview Lane in Charlottesville, Virginia, United States. With a focus on providing long-term care solutions, LTC Financial Partners offers a range of insurance products and financial services to help individuals and families plan for their future healthcare needs. Their team of experienced professionals is dedicated to helping clients navigate the complexities of long-term care planning and find the right solutions to protect their financial well-being. Whether you are looking for insurance coverage or financial planning advice, LTC Financial Partners is committed to helping you secure a stable and secure future.

ArkWise Wealth - Ameriprise Financial Services, LLC, located at 908 East Jefferson Street in Charlottesville, Virginia, is a finance institution led by Kimberlee Barrett-Johnson, Forbes Best-in-State Wealth Advisor for 2022. Our dedicated team is passionate about helping clients clarify and achieve their financial goals. We offer personalized advice to simplify your financial life and navigate the complexities of increasing wealth. At ArkWise WealthTM, we believe in guiding our clients through a disciplined discovery process to determine where they are now and where they want to go. We understand that each individual, couple, or family has unique dreams, goals, and concerns that shape their financial journey. Our commitment to personalized service sets us apart, as we work with you to define and reach your destination.

Laura Pittman is a highly qualified Financial Advisor at Ameriprise Financial Services, LLC, located at 941 Glenwood Station Lane in Charlottesville, Virginia, United States. Laura holds various prestigious certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, showcasing her expertise in asset management, domestic partnership advising, estate planning, fiduciary practices, portfolio management, and behavioral finance. She is dedicated to providing top-notch financial advice and services to individuals, retirees, small business owners, and high net worth clients. With a strong commitment to ethics and continuous education, Laura is well-equipped to help clients navigate complex financial decisions and achieve their long-term goals.

Wells Fargo Advisors is a reputable financial institution located at 100 South Street East in Charlottesville, Virginia, United States. As a leading provider of financial services, Wells Fargo Advisors offers a wide range of investment and wealth management solutions to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, Wells Fargo Advisors is committed to providing personalized and comprehensive financial guidance to its clients. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Wells Fargo Advisors is dedicated to helping you navigate the complex world of finance with confidence and clarity.

Steinlage 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.

Edwin 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.

Merrill Lynch Financial Advisor Brian Coffing, located at 650 Peter Jefferson Parkway in Charlottesville, Virginia, is dedicated to providing outstanding service with the guiding principle that the client must always come first. With a degree in economics from the University of Virginia and years of experience in managing a small business in the motorsports field, Brian brings a personalized approach to financial planning for individuals, families, business owners, and charitable foundations. He holds Series 7 and Series 66 FINRA registrations, as well as Life and Health Insurance licenses. By understanding your goals, priorities, and values, Brian can help you create a customized financial plan to help you achieve your aspirations. With access to the investment insights of Merrill and banking solutions from Bank of America, Brian will work with you to develop a tailored approach to address your financial needs. Whether you are planning for retirement, saving for a major purchase, or passing on wealth to future generations, Brian is committed to helping you navigate the complex world of finance to reach your goals. Contact Brian Coffing at Merrill Lynch Wealth Management to start your personalized financial journey today.

Costco Wholesale is a renowned department store located at 3171 District Avenue in Charlottesville, Virginia, United States. Known for its wide selection of high-quality products at affordable prices, Costco offers everything from groceries and household items to electronics and clothing. Customers can enjoy the convenience of shopping for all their needs in one place, as well as the added benefit of Costco's exclusive membership program. With a reputation for excellent customer service and a commitment to value, Costco Wholesale is a favorite destination for shoppers looking to save money without compromising on quality.

Melicca Dunn - State Farm Insurance Agent is a relationship-oriented, community-driven, and family-focused insurance agency located at 199 Spotnap Road in Charlottesville, Virginia. With a strong focus on warm customer service and positive experiences, Melicca Dunn and her team are dedicated to helping individuals, families, and businesses protect their greatest assets and achieve their financial dreams. With 18 years of experience working for State Farm, Melicca Dunn is committed to building long-lasting relationships with clients in the Charlottesville area. The agency offers a wide range of insurance products including auto, homeowners, renters, life, and health insurance, as well as banking services. Serving clients in Albemarle, Charlottesville, and surrounding counties, the Melicca Dunn State Farm Agency is here to help you stay covered and prepared for life's uncertainties. Contact the office today for a personalized insurance plan tailored to your needs.

Welcome to Snooky's Pawn Shop, located at 102 East Main Street in Charlottesville, Virginia. We are a trusted institution that offers a range of financial services, as well as a vast selection of jewelry and other items for sale. Whether you are in need of a quick loan or looking to purchase a unique piece of jewelry, our friendly and knowledgeable staff are here to assist you. Visit us today and discover why Snooky's Pawn Shop is a go-to destination for all your financial and shopping needs.

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.

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.

Central Virginia Legal Aid Society, located at 103 East Water Street in Charlottesville, Virginia, is a group of dedicated lawyers who provide free civil legal services to low-income individuals in need. In addition to offering preventative legal education in the community, CVLAS ensures that justice is accessible to all, regardless of financial circumstances. Since 1971, they have been advocating for the rights of those who cannot defend themselves. With over 11,500 materials distributed through various services and outreach programs, as well as 75 free self-help documents available for download on their website, CVLAS is committed to making legal assistance available to all. With offices in Richmond, Charlottesville, and Petersburg, CVLAS is there to help those who need it most.

The Warren Firm is a reputable institution located at 516 Locust Avenue in Charlottesville, Virginia, specializing in car accident and personal injury law. Led by attorney Vaden Warren, who is a distinguished member of The Virginia Trial Lawyers Association and a seven-time SuperLawyers award winner, the firm is known for its dedication to providing personalized, one-on-one service to clients. With a focus solely on personal injury law, Vaden Warren is well-versed in Virginia codes, procedures, and insurance company practices. At The Warren Firm, clients can expect transparent communication and guidance throughout their case, ensuring they are always informed and involved in the legal process. The firm is prepared to take cases to court if necessary, as they are committed to fighting for their clients' rights and seeking fair compensation for their injuries.

Blue Ridge Farmers Coop-Leake Square Branch is a well-established institution located at 2381 Leake Square in Charlottesville, Virginia. This branch of the cooperative offers a wide range of products for farmers, including feed, seeds, and agricultural supplies. In addition, they also have a selection of pet supplies for all types of animals. Customers can find everything they need for their farm or pets in one convenient location. With a reputation for quality products and excellent customer service, Blue Ridge Farmers Coop-Leake Square Branch is a go-to destination for all things related to farming and pet care in the Charlottesville area.

Lohr & Company is a finance institution located at 230 Court Square in Charlottesville, Virginia, United States. With a team of dedicated professionals, including Greg and Stephanie, the institution prides itself on providing honest and personalized financial planning services. Clients like William Craig, Sue Jarrell, and Jay Smith have all praised the team for their knowledge, professionalism, and caring approach. The institution, founded by Greg and Ethan, caters specifically to the retiree demographic in the Charlottesville area. With a focus on retirement planning and wealth management, Lohr & Company helps clients navigate their financial futures with services like comprehensive financial planning and disciplined investment management using the well-known 4 Buckets Income Strategy.

Robinson, Farmer, Cox Associates is a well-established accounting and finance institution located at 530 Westfield Road in Charlottesville, Virginia, United States. Since its founding in 1953, RFC has been dedicated to providing exceptional service to its clients. Originally focused on governmental audit and consulting, RFC has since expanded its services to include income tax preparation, planning, consulting, bookkeeping, and accounting services. The institution serves a diverse range of clients, including governments, individuals, businesses, and non-profit entities, recognizing and valuing the unique needs of each. RFC also offers a variety of consulting services to local governments and the public sector. With a strong commitment to excellence and personalized service, Robinson, Farmer, Cox Associates is a trusted partner for all accounting and financial needs.

Signature Family Wealth Advisors is a finance institution located at 410 East Water Street in Charlottesville, Virginia, United States. They offer discretionary investment management services for private clients, as well as sophisticated partner services for individuals, families, and professional single family offices. They also cater to endowments, foundations, nonprofits, investment consultants, pension funds, and various financial intermediaries. The institution, part of Brown Advisory, provides distinct and packaged investment solutions for RIAs, broker-dealers, private banks, and investment platforms. Their team of experienced professionals work to deliver first-rate investment performance, strategic advice, and the highest level of service to help clients achieve their long-term financial goals. With offices in multiple locations across the globe, Signature Family Wealth Advisors serves clients in 50 states and over 49 countries and territories.

The SKV Group, located in Charlottesville, Virginia, is a finance institution that focuses on long-term equity investment advising. With a philosophy rooted in faith, discipline, and patience, SKV Group aims to be the go-to financial services and wealth management advisors for kind and decent individuals seeking financial guidance. They believe in the rationality of optimism and emphasize that investor behavior is crucial for success. SKV Group advocates for a comprehensive wealth management strategy based on diversification, rather than relying on security selection skills or market timing. Please note that securities-related services may not be available to residents outside of certain states listed. Additionally, investment products and services are offered through Wells Fargo Advisors Financial Network, LLC. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company.

Bank of America Private Client Advisor Charles H Ewald is a Senior Vice President and Private Client Advisor located at 650 Peter Jefferson Parkway in Charlottesville, Virginia. With a focus on high-net worth individuals and families, Charles works closely with clients to provide wealth planning and preservation, asset management, trust and estate planning, as well as customized credit and banking services. He leads a team of experienced specialists who strive to understand each client's unique goals and help them navigate the complexities of wealth management. Charles joined Bank of America Private Bank in 2010, bringing a wealth of experience from his previous roles in the banking industry. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personalized service. They take the time to listen and learn about each client's needs and goals in order to create tailored strategies that align with their best interests. With a history spanning over 200 years, Bank of America Private Bank combines personalized service with the resources of Bank of America to help clients achieve their financial objectives. Whether clients are looking to preserve wealth, build philanthropic legacies, or plan for future growth, the team at Bank of America Private Bank is committed to making their goals a top priority. As a leader in the financial industry, Bank of America Private Bank values innovation and continually adapts to changing markets and environments to provide clients with disciplined financial strategies that span generations. Please note that when visiting the Bank of America Private Bank website, you may be directed to FINRA'S BrokerCheck for further information. It is important to review the terms and privacy policies of external websites. For personalized financial advice, it is recommended to consult with legal and tax advisors before making any decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services, so it is essential to understand the terms and conditions of each offering.

Real Tax Business Success is a leading institution located at 205 2nd Street Southwest in Charlottesville, Virginia, United States. Our expert team is dedicated to helping individuals and businesses achieve success in their tax planning and financial goals. With years of experience and a commitment to excellence, we provide top-notch services and personalized strategies to ensure our clients' financial well-being. Whether you need assistance with tax preparation, planning, or business consulting, Real Tax Business Success is here to help you thrive and succeed. Contact us today to learn more about how we can support your financial success.

The Companion Animal Fund is a non-profit organization located at 811 Preston Avenue in Charlottesville, Virginia, United States. Our mission is to provide financial assistance to pet owners who are facing unexpected medical expenses for their beloved animals. We believe that every companion animal deserves access to quality healthcare, regardless of their owner's financial situation. Through donations and fundraising efforts, we are able to help alleviate the burden of veterinary costs and ensure that pets receive the care they need to live happy and healthy lives. Join us in our mission to support and advocate for the well-being of all companion animals.

BOST Benefits office of Michelle & Corey Lawson is an insurance agency located at 2025 Woodbrook Court in Charlottesville, Virginia, United States. Our dedicated team is committed to providing personalized insurance solutions to meet the specific needs of our clients. Whether you are looking for health, life, auto, or home insurance, we are here to help you navigate the complex world of insurance and find the best coverage for you and your loved ones. Contact us today to schedule a consultation and let us help you protect what matters most.

Welcome to Brookdale Apartments, located at 910 Upper Brook Court in Charlottesville, Virginia. Our top priority is the health and well-being of our employees and residents, especially during these challenging times of the COVID-19 pandemic. Rest assured, our business operations will continue without interruption, and we are committed to providing uninterrupted service to our customers. At Brookdale Apartments, we offer affordable housing options for low to moderate-income residents of Albemarle County and Charlottesville. Our pet-friendly two and three-bedroom apartments feature spacious living areas, open kitchens, and dining rooms. Residents can enjoy amenities such as a community clubhouse with Wi-Fi, a private fitness center, and an on-site management team.

Monticello Vista Apartments, located at 1400 Monticello Road in Charlottesville, Virginia, offers high-quality, affordable housing for individuals and families. By supporting Piedmont Housing Alliance, you are not only helping people find a place to call home, but also contributing to programs for children and adults as well as providing financial education to community members. Your generosity helps create strong, inclusive, and vibrant communities in the area. Join us in making a positive impact and supporting those in need of housing and resources.

Woods Edge Senior Living is a premier senior living community located at 829 Mallside Forest Court in Charlottesville, Virginia. Our facility offers top-notch amenities and services to ensure that our residents live comfortably and happily in their golden years. At Woods Edge Senior Living, we are dedicated to providing high-quality, affordable housing for seniors. In addition to our housing options, we also offer programs for children and adults, as well as financial education to support our neighbors in need. By supporting Piedmont Housing Alliance, you are not only helping individuals and families find a place to call home, but you are also contributing to the creation of strong, inclusive, and vibrant communities.

New York Life Insurance Company is a trusted health insurance agency located at 1410 Incarnation Drive in Charlottesville, Virginia. With a long-standing reputation for providing reliable and comprehensive insurance coverage, New York Life is committed to protecting the health and well-being of its customers. Whether you are looking for individual or group insurance plans, their team of experienced professionals is dedicated to helping you find the right coverage to meet your needs. Trust New York Life Insurance Company to safeguard your health and financial security.