Healthcare financial planning in Charlottesville, Virginia

Ascent Financial Group, located at 230 Court Square in Charlottesville, Virginia, is a finance institution that specializes in retirement planning, investment management, and tax planning services. Their goal is to help clients maximize their money and retire with confidence by removing the guesswork from creating a successful retirement. Clients often have questions about their financial preparedness for retirement, healthcare costs, protecting their nest egg from market declines, creating income from investments, and ensuring tax-friendly investments and income distributions. Ascent Financial Group focuses on designing the right asset mix to protect financial independence, building confidence in retirement decisions, reducing taxes, and creating a reliable income stream in retirement.

Edward Jones - Financial Advisor: Donald Giannangeli, CFP®|AAMS™ is a reputable finance institution located at 1622 Timberwood Boulevard in Charlottesville, Virginia, United States. Donald Giannangeli, a Certified Financial Planner and Accredited Asset Management Specialist, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on long-term financial planning and investment strategies, Edward Jones provides comprehensive and tailored solutions to meet the unique needs of each individual or family. Trustworthy and dedicated, Donald Giannangeli and his team at Edward Jones are committed to helping clients build a secure financial future.

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.

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.

ith 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.

David 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.

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.

Coleman & Davis Insurance Agency, located at 300 Hickman Road in Charlottesville, Virginia, is a trusted insurance agency specializing in auto, commercial, and life insurance. Our dedicated team prioritizes finding the best coverage for our customers to protect what matters most in life. As an Independent agency, we have the flexibility to work with a diverse range of top carriers to tailor the best coverage for your specific needs. Trust Coleman & Davis Insurance Agency to provide you with the peace of mind and protection you deserve.

OLLI at UVA (Osher Lifelong Learning Institute) is a renowned educational institution located at 1 Morton Drive in Charlottesville, Virginia, United States. Offering a diverse range of courses and programs specifically designed for adults aged 50 and older, OLLI provides a vibrant and engaging learning community for lifelong learners. With experienced instructors and a welcoming environment, OLLI at UVA is the perfect place for individuals to expand their knowledge, explore new interests, and connect with like-minded individuals. Join us at OLLI at UVA and embark on a journey of continuous learning and personal growth.

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 - Jarrod C. Markley, CFP is a renowned financial institution located at 215 Wayles Lane in Charlottesville, Virginia, United States. Specializing in financial planning and wealth management, Jarrod C. Markley, a Certified Financial Planner, offers personalized services to help clients achieve their financial goals. With a commitment to excellence and a focus on long-term financial success, Northwestern Mutual - Jarrod C. Markley, CFP is a trusted partner for individuals and families looking to secure their financial future.

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.

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.

Bankers Life, located at 1410 Rolkin Court in Charlottesville, Virginia, is a comprehensive finance, health, and insurance agency. Our knowledgeable agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as offerings from partner carriers such as Aetna, Anthem, Cigna, Humana, and UnitedHealthcare®. With the rising costs of healthcare and the increasing need for long-term care, it is essential to be prepared for the future. Our team is here to help you start planning and have important discussions with your loved ones. Visit Bankers Life in Charlottesville to explore our featured insurance products and take the next steps towards securing your financial future.

OneDigital Health and Benefits is a leading insurance agency located at 215 Wayles Lane in Charlottesville, Virginia, United States. We specialize in providing comprehensive health and benefits solutions to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients navigate the complex world of insurance, offering personalized guidance and tailored plans to meet their unique needs. With a focus on innovation and customer service, OneDigital Health and Benefits is committed to ensuring the well-being and financial security of our clients.

A.T. Hostetter - Mutual of Omaha is an insurance agency located at 650 Peter Jefferson Parkway in Charlottesville, Virginia, United States. Our team is dedicated to providing our clients with the guidance and consistent service necessary to develop, implement, and maintain comprehensive business and individual strategies. As a licensed insurance agent and investment professional with Mutual of Omaha Advisors, we work diligently to meet the needs of our clients. Please note that Insurance Agents who are not securities licensed will not be listed on FINRA BrokerCheck.

Patina Fitch, Bankers Life Agent is an insurance agency located at 1410 Rolkin Court in Charlottesville, Virginia. Our dedicated agents offer a wide range of insurance options, including core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as products from partner carriers such as Aetna, Anthem, Cigna, Humana, and UnitedHealthcare®. With the rising cost of healthcare and the increasing need for long-term care, it's essential to plan ahead and have important discussions with your loved ones. Our agents are here to help you navigate through the various insurance products available and assist you in planning for the future.

The Shank Group is a trusted insurance agency located at 684 Berkmar Circle in Charlottesville, Virginia. Our mission is to protect every memory and milestone in your life, ensuring that you and your family are prepared for any setbacks that may come your way. As a full-service financial services firm, we offer a personalized approach to insurance by partnering with over 30 carriers to provide you with the best products and services available. Whether you are in need of life insurance, mortgage protection, or final expense coverage, our team is here to help you make informed decisions that fit your unique needs.

Dustin Yancey, Bankers Life Agent in Charlottesville, VA offers a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a Unit Field Trainer and Insurance Sales Representative, Dustin Yancey can help you navigate the complexities of Medicare Advantage plans to find the right coverage for you. With options such as Medicare Advantage (Part C) that include prescription drug coverage and low monthly premiums, you can ensure you have the coverage you need. In addition to Medicare plans, Dustin Yancey also offers long-term care insurance options to help you plan for the future. Located at 1410 Rolkin Court in Charlottesville, VA, Dustin Yancey, Bankers Life Agent is here to help you make informed decisions about your insurance needs.

Elizabeth Lam, Bankers Life Agent located at 1410 Rolkin Court in Charlottesville, Virginia offers a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Elizabeth Lam, as a Unit Field Trainer and Insurance Sales Representative, is dedicated to helping individuals find the right coverage, including Medicare Advantage plans. These plans provide all-in-one alternatives to Original Medicare Parts A and B, with options for prescription drug coverage and low monthly premiums. In addition to Medicare options, the agency also offers long-term care insurance to help individuals prepare for the future. Contact Elizabeth Lam, Bankers Life Agent, to start planning your next steps towards financial security and peace of mind.

Misty Christian, Bankers Life Agent is an insurance agency located at 1410 Rolkin Court in Charlottesville, Virginia, United States. Misty Christian, as an Insurance Sales Representative, offers a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, Misty can help you find the right coverage tailored to your needs. With options that include prescription drug coverage and low monthly premiums, Misty is dedicated to helping you navigate the complexities of healthcare. In addition to Medicare Advantage plans, Misty also offers long-term care insurance options to help you plan for the future. Take the first step towards securing your financial well-being and start planning with Misty Christian, Bankers Life Agent today.

Caitlyn Madl, Bankers Life Agent in Charlottesville, Virginia offers a wide range of insurance options from Bankers Life and other reputable companies. As an Insurance Sales Representative, Caitlyn Madl can assist you in comparing Medicare Advantage plans to find the best coverage for your needs. With options such as Medicare Advantage (Part C) that include prescription drug coverage and low monthly premiums, you can rest assured that your healthcare needs are taken care of. In addition to Medicare plans, Caitlyn Madl also provides services for long-term care planning to ensure you and your loved ones are prepared for the future. Visit Caitlyn Madl, Bankers Life Agent at 1410 Rolkin Court in Charlottesville to start planning your next steps towards a secure future.

Kathie Hullfish is a reputable doctor's office located at 2955 Ivy Road in Charlottesville, Virginia, United States. Specializing in various aspects of health and wellness, the institution offers top-notch medical services to help patients achieve optimal well-being. With a team of experienced healthcare professionals, Kathie Hullfish is dedicated to providing personalized care and comprehensive treatment plans for individuals of all ages. Whether you are in need of a routine check-up or seeking treatment for a specific health concern, you can trust the experts at Kathie Hullfish to deliver exceptional care in a welcoming and compassionate environment.