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TOP 30 Impact investing in Virginia
88 results found
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Mangham Associates Inc
Mangham Associates Inc is a finance institution located at 1434 Rolkin Court, Charlottesville, Virginia, United States. As a multi-family office, we specialize in helping clients protect and grow their wealth. Our experienced team understands the unique needs of each client and works closely with them to achieve their financial goals. We offer a range of services for executives and entrepreneurs looking to preserve their wealth beyond company plans. Our focus is on building integrated strategies tailored to each client's passion and purpose. We believe in giving back to the community and helping clients make a lasting impact through smart financial decisions. With a long-term view of the investment landscape and a holistic approach to tax management, we help clients achieve financial independence. Contact us at our Richmond, Charlottesville, or Sewickley offices to meet our team of financial experts dedicated to helping you fulfill your purpose and grow your wealth.
Douglas Bleecker - Financial Advisor, Ameriprise Financial Services, LLC
Douglas Bleecker, a Financial Advisor at Ameriprise Financial Services, LLC, located at 51 Coaling Road in Troutville, Virginia, offers personalized investment and portfolio recommendations based on individual goals and risk tolerance. With regular progress reviews and updates, clients can track their financial goals securely from any device. The institution provides a complimentary initial consultation to help clients plan for retirement, education, major purchases, and more. Backed by the Ameriprise Investment Research Group, clients receive guidance on market conditions and investment impacts. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser, and member of FINRA and SIPC. Referrals are welcomed, and clients can expect a proactive approach to achieving their financial goals. Visit the website for important disclosures and privacy information.
Truist Wealth
Truist Wealth, located at 810 Main Street, Lynchburg, Virginia, United States, offers a wide range of financial services including personal and commercial banking, credit cards, loans, and investments. Whether you're looking for a new credit card, a loan, or simply want to improve your financial literacy, Truist Wealth has you covered. With options like the Truist Enjoy Beyond credit card that offers points on all purchases, and the Truist One Savings account to help you save, Truist Wealth is committed to helping you achieve your financial goals. Additionally, Truist Wealth is dedicated to building better lives and communities, partnering with organizations like the NFL to make a positive impact. If you're looking for a reliable and innovative financial institution, look no further than Truist Wealth.
Anatoliy Lutsik - Thrivent
Anatoliy Lutsik - Thrivent is a finance institution located at 11921 Freedom Drive, Reston, Virginia, United States. The institution is licensed in multiple states including AZ, CA, CO, DC, DE, FL, GA, ID, IL, IN, LA, MA, MD, MI, NC, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI, WV. The Market Director for the Washington D.C and Baltimore area is dedicated to making a positive impact on the local community by recruiting and developing financial professionals and engaging with the surrounding communities. Thrivent offers financial planning services and investment advisory services through its Financial Planning Framework and Dedicated Planning Services. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Only credentialed financial advisors are authorized to provide investment advisory services. For more information, visit Thrivent.com or FINRA's Broker Check.
Merrill Lynch Financial Advisor Robert Post
Merrill Lynch Financial Advisor Robert Post is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. As your Merrill advisor, Robert Post focuses on connecting all aspects of your financial life to help you prioritize and pursue your most important goals. With over 11 years of experience in the industry, Bob strives to be the single best source for financial advice, tailoring his approach to accommodate each unique situation. Whether you are focused on growing, preserving, or transferring wealth, Bob and his team are committed to helping you address your financial goals at every stage of your life. Through personalized recommendations and a deep understanding of your goals and priorities, Bob works with you to develop and implement financial strategies that can help turn your goals into reality. With access to the investment insights of Merrill and banking solutions from Bank of America, Bob can help you manage, grow, and preserve your wealth while considering the impact it can have for years to come. Let Bob Post and his team at Merrill Lynch Wealth Management help you achieve your financial goals and live your best financial life.
IFC Asset Management Company
IFC Asset Management Company is a leading finance institution located at 2121 Pennsylvania Avenue Northwest in Washington, District of Columbia, United States. As a subsidiary of the International Finance Corporation (IFC), it specializes in managing investment funds in emerging markets across the globe. With a strong track record of delivering attractive returns for investors while promoting sustainable development, IFC Asset Management Company is dedicated to creating positive impact through responsible investing.
Tyler Laughon - Financial Advisor, Ameriprise Financial Services, LLC
Tyler Laughon is a financial advisor at Ameriprise Financial Services, LLC located at 3908 Springfield Road in Glen Allen, Virginia. As part of The Myrias Group, a Forbes Best-in-State Wealth Management Team for 2023, Tyler specializes in providing personalized financial advice to help clients build their portfolios and confidence for the long term. Whether you are planning for education, retirement, or personal investments, Tyler ensures that every voice is heard and every goal is addressed. With a focus on multi-generational financial planning, Tyler and his team engage each family member in meaningful conversations about their unique financial priorities. They emphasize the importance of financial literacy and empower clients to make informed decisions for their future. Backed by the Ameriprise Investment Research Group, Tyler provides guidance on market conditions and investment impacts to help clients navigate uncertain times.
William Jorgensen - Financial Advisor, Ameriprise Financial Services, LLC
William Jorgensen, a financial advisor at Ameriprise Financial Services, LLC, located at 3951 Westerre Parkway in Richmond, Virginia, is dedicated to helping clients achieve their financial goals. With a background and qualifications available on FINRA's BrokerCheck website, William Jorgensen offers personalized financial advice and services to address common retirement concerns such as income stability, market fluctuations, and inflation impact. Clients can explore the Retirement InteractiveSM tool to better understand potential challenges to their retirement income. Those interested in a complimentary initial consultation can take the next step towards a more confident financial future. Please note that this offer is valid only in the United States.
Heritage Wealth Advisors
Heritage Wealth Advisors is a full-service multi-family office located at 919 East Main Street in Richmond, Virginia. With a focus on helping clients protect and grow their extraordinary wealth, we offer tailored financial strategies and services for executives, entrepreneurs, and families of wealth. Our experienced team of financial experts works collaboratively with clients to understand their goals and purpose, providing personalized solutions to help them reach their financial objectives. From investment planning to tax management, we are dedicated to ensuring that our clients' wealth makes a lasting impact in their communities. Contact us at 804-643-4080 to learn more about how Heritage Wealth Advisors can help you fulfill your financial goals and aspirations.
Gary Kelman - Financial Advisor, Ameriprise Financial Services, LLC
Gary Kelman - Financial Advisor at Ameriprise Financial Services, LLC, located at 1021 East Cary Street, Richmond, Virginia, United States, offers personalized financial advice, investments, and solutions to help you achieve your financial goals. With a focus on tracking your progress, Gary can assist you in adjusting to life's changes and uncertainties. Background and qualification information is available on FINRA's BrokerCheck website. The Ameriprise Financial Services, LLC Client Relationship Summary Disclosure provides important information for potential clients. Gary Kelman specializes in retirement planning and can address common concerns such as income stability, market fluctuations, and inflation impact on retirement savings. The Retirement InteractiveSM tool offers insights into potential challenges affecting retirement income. Schedule a complimentary initial consultation to explore financial planning concepts and take steps towards a more secure financial future. Investment products involve risks, and Gary Kelman is registered with FINRA to conduct securities business in certain states. Ameriprise Financial Services, LLC, offers investment advisory services and securities products. Contact Gary Kelman to discuss your financial priorities and goals. Please refer to the Ameriprise Financial website for important disclosures, privacy policies, and security measures.
Catherine Vicente Salas - Financial Advisor, Ameriprise Financial Services, LLC
Catherine Vicente Salas is a financial advisor at Ameriprise Financial Services, LLC located at 1108 Eden Square in Chesapeake, Virginia. With a focus on your individual goals and risk tolerance, Catherine provides investment recommendations and portfolio management to help you reach your financial objectives, whether it be retirement planning, education savings, or a major purchase. Regular meetings are held to review progress, update strategies, and track your financial journey. Access your investments and accounts anytime, anywhere, and securely share information with Catherine. Background and qualification information can be found on FINRA's BrokerCheck website. The Client Relationship Summary Disclosure is also available for your reference. Schedule a complimentary initial consultation to learn more about how Catherine can assist you in achieving your financial goals.
The Harris Tuthill Group - Ameriprise Financial Services, LLC
The Harris Tuthill Group - Ameriprise Financial Services, LLC, located at 222 Central Park Avenue in Virginia Beach, Virginia, is a finance institution dedicated to helping clients achieve their financial goals. With a focus on individual goals and risk tolerance, they provide investment recommendations, asset allocation, and portfolio management. The team at Ameriprise works closely with clients to track progress, adjust strategies as needed, and ensure financial success. Clients can access their accounts and track progress online, securely and conveniently. The institution is backed by the Ameriprise Investment Research Group, providing expert guidance on market conditions and investment impact. Initial consultations are complimentary, offering an overview of financial planning concepts. Ameriprise Financial Services is a member of FINRA and SIPC, ensuring high standards of service and security for clients. Whether planning for retirement, education, or a major purchase, Ameriprise is committed to helping clients achieve their financial goals.
Davidson Doyle & Hilton
Davidson Doyle & Hilton is a reputable accounting and finance institution located at 916 Main Street in Lynchburg, Virginia, United States. Our services are fast, convenient, and secure, allowing you to save time, money, and the hassle of traditional payment methods. No business is too small for our expert financial management services. Our accounting and payroll specialists can offer the expertise of a Chief Financial Officer to small and mid-size businesses for a flat monthly fee. This cost-effective solution helps entrepreneurs maintain control over their financial future.
PMI Commonwealth - Blacksburg
PMI Commonwealth - Blacksburg is a full-service real estate asset management company located at 3025 Peters Creek Road, Roanoke, Virginia, United States. We offer professional Residential, Commercial, and Realty services utilizing state-of-the-art technology to keep property owners informed about their investments and provide tenants with real-time access to maintenance requests and billing. Our locally owned and independently operated office is part of a fast-growing franchise that has been revolutionizing the property management industry for almost 20 years. With a strong record of success and prestigious awards, PMI Commonwealth stands out from the competition. We specialize in finding the right tenants for your property, thorough screening processes, on-time rent payments, maintenance coordination, worry-free accounting, eviction processing, property inspections, legal compliance, and more. Whether you need residential property management, commercial property management, or real estate support, PMI Commonwealth is your best choice in the region. We guarantee to find quality tenants in less than 21 days, offer a 30-day cancellation policy without penalty, and only get paid when you get results. With our leasing guarantee, we will find a new tenant for free if one does not fulfill at least nine months of the lease term. Our dedicated property managers provide valuable services to ensure your properties are well-managed. PMI Commonwealth is committed to accessibility for people with disabilities and adheres to W3C WAI's Web Content Accessibility Guidelines. Each office is independently owned and operated, and state and local laws may impact the services provided. Contact us at leasing@pmicommonwealth.com for any accessibility issues or to learn more about our services.
New York Life
New York Life, located at 1416 Churchville Avenue in Staunton, Virginia, is an insurance agency offering a variety of permanent policies with guaranteed death benefits and cash value that grows over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. They also provide coverage for everyday tasks, lost income due to sickness or injury, and investments designed to help pay for education expenses. With over 12,000 agents nationwide, New York Life offers best-in-class products and solutions that adapt to your changing needs. They have been in business since 1845 and are committed to diversity, responsibility, and service. Their agents provide life insurance and solutions for many other financial needs, and are dedicated to helping you protect your family and prosper.
New York Life Insurance Company
New York Life Insurance Company, located at 4435 Waterfront Drive in Glen Allen, Virginia, is a reputable insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to meet individual needs and budgets, with the ability to invest policy cash values in the market. In addition to providing financial protection in case of illness or injury preventing work, New York Life offers professionally managed investments, bundled investment options with low fees, and solutions to help pay for education expenses or supplement income.
Crum & Forster
Crum & Forster, located at 6800 Paragon Place in Richmond, Virginia, is a leading insurance agency offering property & casualty, accident & health, and specialty insurance solutions. With a 200-year history, we are known for our expertise, integrity, and disciplined approach to risk management. Our dedicated team is committed to making smart and swift decisions to meet our customers' needs. Certified by Great Place to Work®, Crum & Forster is recognized for our employee-first focus and commitment to diversity, equity, and inclusion. In 2022, 94% of our U.S. employees rated us as a great place to work, well above the industry average.
New York Life
New York Life, located at 11820 Fountain Way, Newport News, Virginia, is a reputable insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. They also provide assistance for everyday tasks, income replacement in case of sickness or injury, and professionally managed investments with potential market gains. With a diverse workforce, New York Life is committed to helping individuals, families, and communities thrive. They offer tailored solutions for various financial needs, including life insurance, investments for education expenses, and estate planning. Their agents strive to create a supportive and welcoming environment, ensuring that you never have to make financial decisions alone.
New York Life - Michael (Mike) A. Zubick
New York Life - Michael (Mike) A. Zubick is an insurance agency located at 1004 Jami's Place in Fredericksburg, Virginia, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, as well as long-term coverage that is customizable to your needs and budget. Their services include investing policy cash value in the market, assistance with everyday tasks, income replacement in case of sickness or injury, professionally managed investments, bundled investments with low fees, and more. They provide guidance on creating investment strategies, estate planning, and insurance options for employees, executives, and business owners. With over 12,000 agents nationwide, New York Life offers flexible solutions tailored to individual needs and goals. They have been in business since 1845, upholding values of diversity, responsibility, and service while giving back to communities through charitable donations and volunteer hours. New York Life is committed to making the world a better place and addressing the racial wealth gap in America through their impact investment initiative. With the highest financial strength ratings and a diverse workforce, they strive to help families and communities thrive.
New York Life
New York Life is an insurance agency located at 32 Franklin Road Southwest, Roanoke, Virginia, United States. We offer permanent policies with guaranteed death benefits and cash value that grows over time, as well as long-term coverage that is customizable to your needs and budget. Our policies allow you to invest your cash value in the market and provide coverage for everyday tasks, lost income due to sickness or injury, and more. We offer professionally managed investments with potential market gains, bundled investments with low fees, and options to help pay for college or other education expenses. Our expert agents can help you create a customized investment strategy and estate plan to protect your legacy.
New York Life Insurance Co
New York Life Insurance Co, located at 3606 Boulevard in Colonial Heights, Virginia, is an insurance agency offering permanent policies with guaranteed death benefits and cash value growth, customizable long-term coverage, and investment options. Their services include helping with everyday tasks, replacing lost income due to illness or injury, and estate planning. With professionally managed investments, low fees, and options for education expenses and income generation, New York Life provides tailored solutions for individuals and businesses. They have a diverse workforce and prioritize community engagement, charitable giving, and volunteerism. As the largest mutual insurer in the U.S., New York Life has a strong financial track record and a commitment to making a positive impact on society. With a focus on diversity, responsibility, and service, they aim to help families prosper and thrive for generations to come.
Brian Gillespie - State Farm Insurance Agent
Brian Gillespie - State Farm Insurance Agent is a reputable insurance agency located at 702 Middle Ground Boulevard, Newport News, Virginia, United States. Whether you are in need of Auto, Home, Business, or Life insurance, our dedicated team is here to assist you in navigating the ever-changing insurance landscape. We understand that your insurance needs may vary with the seasons, and we are committed to providing you with tailored coverage to meet your specific requirements. Our office is focused on promoting safety and responsible driving habits, offering tips and guidance on avoiding the dangers of drunk driving and ensuring passenger safety, especially for young drivers. We prioritize protecting our clients from the potential risks and consequences of drinking and driving, emphasizing the importance of responsible decision-making.
New York Life Insurance Company: Roney W Lewis
New York Life Insurance Company: Roney W Lewis is an insurance agency located at 751 Thimble Shoals Boulevard, Newport News, Virginia, United States. They offer permanent policies with guaranteed death benefits and cash value growth over time, customizable long-term coverage, and the ability to invest policy cash value in the market. The institution provides options to help pay for everyday tasks, replace lost income due to sickness or injury, and offers professionally managed investments with market gains. They also offer bundled investments with low fees, college education expense coverage, income options, estate planning, and insurance for employees, executives, and business owners. With over 12,000 agents nationwide, New York Life is committed to providing personalized solutions to meet the diverse needs of their clients. They have a strong focus on community engagement, charitable giving, and diversity within their workforce. The company has a long-standing reputation for financial strength and accountability, with the highest ratings from major agencies. New York Life is dedicated to making a positive impact on society and supporting individuals, families, and communities in achieving financial security and prosperity. Visit their office or website to learn more about their comprehensive insurance and financial solutions.
New York Life
New York Life is an insurance agency located at 104 Rye Cove Road, Stuart, Virginia, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, as well as long-term coverage that can be customized to fit your needs and budget. Their services include investing policy cash value in the market, helping with everyday tasks, replacing lost income due to illness or injury, professionally managed investments, bundled investments with low fees, and guidance for creating an investment strategy and estate plan. They also provide insurance for employees, executives, and business owners, as well as charitable giving and support for bereavement, education, and local initiatives. With over 12,000 agents nationwide, New York Life aims to help individuals and families protect their financial futures and prosper. Their commitment to diversity, responsibility, and service has earned them recognition as an industry leader for over 175 years. They offer flexible solutions tailored to your needs, as well as resources such as articles, guides, and financial calculators to help you clarify your goals. New York Life is dedicated to making a positive impact on the world, with a focus on community engagement, responsible investing, and diversity in the workforce. Their mission is to help individuals, families, and communities thrive by providing best-in-class products and solutions that grow financial security and peace of mind. You can learn more about New York Life and their offerings by visiting their website or contacting an agent in your community.
International Finance Corporation
The International Finance Corporation (IFC) is located at 2121 Pennsylvania Avenue Northwest in Washington, D.C. It is the largest global development institution focused on the private sector in developing countries. By encouraging growth and investing in impactful projects, IFC advances economic development, creates jobs, and improves the lives of people. With operations in over 100 countries, IFC leverages its expertise and financial resources to help clients overcome challenges and mobilize solutions for development. As a member of the World Bank Group, IFC focuses on promoting green growth, creating inclusive jobs, and transforming communities through private sector investments. Join IFC Insights for the latest updates on investment opportunities in emerging markets.
New York Life
New York Life, located at 621 South Main Street in Pearisburg, Virginia, is a reputable insurance agency offering a wide range of permanent policies with guaranteed benefits and cash value growth. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. The institution also provides support for everyday tasks, income replacement in case of sickness or injury, and professionally managed investments with potential market gains. With a focus on helping individuals and families prosper, New York Life offers expert guidance in creating investment strategies, estate planning, and insurance solutions for employees, executives, and small businesses. Their diverse and welcoming workplace culture reflects their commitment to making a positive impact at both local and national levels through charitable giving and community engagement. With a team of over 12,000 agents nationwide, New York Life has been a trusted financial partner for over 175 years, consistently earning top financial ratings and delivering on their promises to policy owners. Whether you're just starting to plan for your financial future or navigating a complex situation, New York Life offers flexible solutions tailored to your needs, backed by their dedication to doing good for their customers, employees, and communities.
Plott & French Financial Advisors
Plott & French Financial Advisors, located at 104 Wadsworth Street in Radford, Virginia, offers personalized financial services to help clients achieve their unique financial goals and secure their legacy for future generations. With a collaborative approach that prioritizes client needs and goals, our experienced team of advisors works closely with each client to develop a comprehensive financial plan that aligns with their objectives. At Plott & French Advisors, we prioritize client financial well-being by providing tailored advice and personalized solutions that align with their values and goals. Our team is dedicated to providing expert guidance and knowledge to ensure long-term success for our clients. Join our family of clients and start your confident financial journey with us.
Third Security
Third Security, located at 1881 Grove Avenue in Radford, Virginia, is a finance institution specializing in managing a portfolio of operating biotechnology companies. As a family office, Third Security works closely with its portfolio companies to drive innovation and growth, utilizing biology to solve global problems. With additional locations in Palm Beach, Florida, Third Security is dedicated to supporting the advancement of biotechnology and creating a positive impact on a global scale.
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