Individual client needs in Charlottesville, Virginia

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.

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.

Zachary 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.

Little Douglas E is a reputable law firm located at 710 East High Street in Charlottesville, Virginia. Specializing in various areas of law, including personal injury, criminal defense, and family law, the experienced team at Little Douglas E is dedicated to providing exceptional legal representation to clients in need. With a focus on personalized attention and strategic advocacy, this institution is committed to helping individuals navigate the complexities of the legal system with confidence and ease. Whether you are facing a challenging legal issue or simply need expert advice, Little Douglas E is here to assist you every step of the way.

Dwoskin Robert P is a reputable law firm located at 205 East High Street in Charlottesville, Virginia. Specializing in various legal matters, the institution offers expert legal services and guidance to clients in need of professional representation. With a focus on delivering personalized attention and achieving favorable outcomes for their clients, Dwoskin Robert P is dedicated to upholding the highest standards of integrity and excellence in the practice of law. Trustworthy and experienced, the firm is committed to providing effective legal solutions tailored to meet the individual needs of each client. Contact Dwoskin Robert P for reliable legal assistance in Charlottesville, Virginia.

Piedmont Liability Trust is a reputable law firm located in Charlottesville, Virginia. Our team of experienced lawyers specializes in handling liability cases, providing expert legal advice and representation to our clients. We are dedicated to protecting the rights and interests of individuals and businesses facing legal challenges. Visit us at 1020 Ednam Center to discuss your legal needs with our knowledgeable attorneys.

Lynn Bradley is a reputable financial and legal institution located at 307 Rio Road West in Charlottesville, Virginia, United States. Specializing in finance and legal services, Lynn Bradley offers expert advice and guidance to clients in need of financial planning, investment strategies, and legal representation. With a team of experienced professionals, Lynn Bradley is dedicated to providing top-notch services to help clients achieve their financial and legal goals.

Disability Services of the Highlands is a trusted institution located at 519 East Ridgeway Street in Clifton Forge, Virginia. Specializing in assisting clients with social security and supplemental income claims, the dedicated team at Disability Services of the Highlands guides individuals through the entire process, from the initial claim to the appeal level. Led by Disability Representative Wilma McClung, the institution is committed to providing personalized support and advocacy for those in need. Conveniently situated near various attractions and landmarks, including Douthat State Park, Humpback Covered Bridge, and Falling Spring Falls, Disability Services of the Highlands offers easy access to nearby cities such as Covington, Lexington, and Roanoke. With its central location in the beautiful Highlands region of Virginia, clients can also explore popular destinations like The Omni Homestead Resort in Hot Springs and The Greenbrier Resort in White Sulphur Springs, West Virginia.

Creative Office Environments - Western Virginia is a unique institution located in Charlottesville, Virginia, United States. As an electronics store, furniture store, home goods store, and general store, we specialize in creating workplace interiors and technology solutions that empower individuals to excel in their work. Our focus on inclusion, flexibility, and regeneration ensures that our designs meet the changing needs of modern workspaces. We are excited to introduce our Spark* program, offering quick, simple, and affordable office solutions for small and medium-sized organizations. Our partnership with AMQ (a Steelcase Company) ensures high-quality products tailored to create comfortable and inspiring workplaces.

H&R Block is a renowned accounting and finance institution located at 214 East Water Street in Charlottesville, Virginia, United States. With a reputation for providing top-notch tax preparation services and financial advice, H&R Block is a trusted partner for individuals and businesses looking to maximize their financial success. Their team of experienced professionals is dedicated to helping clients navigate the complexities of taxes and financial planning with ease and confidence. Whether you need assistance with tax filing, retirement planning, or investment strategies, H&R Block is your go-to destination for all your accounting and finance needs.

Tax Ladies is a reputable accounting and finance institution located at 2130 Berkmar Drive in Charlottesville, Virginia. Our team of experienced professionals, known as the Tax Ladies, specialize in providing top-notch tax preparation and financial services to individuals and businesses alike. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complex world of taxes and finances with ease. Whether you need help with tax planning, bookkeeping, or financial consulting, Tax Ladies is here to assist you every step of the way. Visit us today to experience the difference our expertise can make in your financial success.

Myers Accounting Services is a reputable accounting and finance institution located at 3285 Gateway Circle in Charlottesville, Virginia, United States. With a team of experienced professionals, we provide a wide range of accounting services to individuals and businesses. Our services include tax preparation, bookkeeping, payroll processing, financial planning, and more. We are committed to delivering accurate and timely financial information to help our clients make informed decisions and achieve their financial goals. Contact us today to learn how we can assist you with your accounting needs.

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.

CFH Inc is a reputable accounting and finance institution located in Charlottesville, Virginia. Our team of experts provides a wide range of financial services to individuals, businesses, and organizations. With our dedication to accuracy and attention to detail, we strive to help our clients achieve their financial goals. Visit us at 935 2nd Street Southeast to learn more about how CFH Inc can assist you with all your accounting and finance needs.

Accounting Solutions PLLC is a reputable accounting and finance institution located at 1024 Carrington Place in Charlottesville, Virginia, United States. With a team of experienced professionals, they provide a wide range of accounting services tailored to meet the needs of businesses and individuals alike. From bookkeeping and tax preparation to financial planning and consulting, Accounting Solutions PLLC is dedicated to helping clients achieve their financial goals. Their commitment to excellence and personalized approach sets them apart as a trusted partner in managing and optimizing financial resources.

Tax Preparations is a professional institution located at 1804 Inglewood Drive in Charlottesville, Virginia, United States. Our team of experienced tax professionals is dedicated to providing accurate and efficient tax preparation services for individuals and businesses. We strive to ensure that our clients receive the maximum tax deductions and credits they are entitled to, while also helping them navigate complex tax laws and regulations. Whether you need assistance with filing your annual tax return or require tax planning advice, our knowledgeable staff is here to help. Trust Tax Preparations to handle all of your tax needs with precision and expertise.

Coyner Debra CPA is a reputable accounting and finance institution located at 505 Faulconer Drive in Charlottesville, Virginia, United States. With years of experience in the industry, they offer a wide range of professional services to individuals and businesses. Their team of certified public accountants is dedicated to providing top-notch financial solutions and expert advice to help clients achieve their financial goals. Whether you need help with tax planning, bookkeeping, or financial consulting, Coyner Debra CPA is committed to delivering exceptional service tailored to meet your specific needs. Contact them today to learn more about how they can assist you with your financial needs.

W Jeffrey Dalton CPA PC is a reputable accounting and finance institution located at 3052 Berkmar Drive in Charlottesville, Virginia, United States. With years of experience in providing expert financial services, they offer a wide range of accounting solutions to individuals and businesses alike. From tax preparation to financial planning, their team of professionals is dedicated to helping clients achieve their financial goals. Trust W Jeffrey Dalton CPA PC for all your accounting and finance needs.

Shumaker Janet M CPA is a reputable accounting and finance institution located at 300 Preston Avenue in Charlottesville, Virginia, United States. With years of experience and expertise in the field, they provide top-notch financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, Shumaker Janet M CPA is dedicated to helping you achieve your financial goals. Trustworthy and reliable, they are committed to providing personalized and professional service to all their clients.

White, Beckert & Associates, LLC is a reputable accounting and finance institution located at 210 Ridge McIntire Road in Charlottesville, Virginia, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can expect personalized and reliable advice to help them achieve their financial goals. Whether you are an individual or a business owner, White, Beckert & Associates, LLC is dedicated to providing top-notch financial solutions to meet your needs.

Health Connect America is a leading healthcare institution located at 485 Hillsdale Drive in Charlottesville, Virginia. Our dedicated team of professionals is committed to providing high-quality and compassionate care to individuals in need of mental health services. We offer a range of programs and therapies to support our clients in achieving their wellness goals. At Health Connect America, we strive to connect individuals with the resources and support they need to lead healthy and fulfilling lives.

Albemarle Therapy Center is a premier health institution located at 1102 Rose Hill Drive in Charlottesville, Virginia, United States. Our center offers a wide range of therapy services to help individuals improve their physical and mental well-being. Our team of experienced therapists provide personalized care and treatment plans to address each patient's specific needs. Whether you are recovering from an injury, managing a chronic condition, or seeking mental health support, Albemarle Therapy Center is here to help you achieve your health goals. Visit us today to start your journey towards a healthier and happier life.

Shamrock Corporation is a renowned institution located at 1904 Jefferson Park Avenue in Charlottesville, Virginia, United States. With a reputation for excellence and innovation, Shamrock Corporation offers a wide range of services and solutions to meet the needs of businesses and individuals alike. From cutting-edge technology to personalized customer service, Shamrock Corporation is dedicated to helping clients achieve their goals and succeed in today's competitive market. Contact us today to learn more about how Shamrock Corporation can help you thrive in your industry.

Humana Inc is a leading insurance agency located at 375 Four Leaf Lane in Charlottesville, Virginia, United States. With a commitment to providing comprehensive and affordable insurance solutions, Humana Inc offers a wide range of health, dental, vision, and life insurance plans to individuals and families. Their experienced team of professionals is dedicated to helping clients find the coverage that best fits their needs and budget. Whether you are looking for health insurance for yourself or your family, Humana Inc is here to help you navigate the complex world of insurance and ensure you have the protection you need.

The Health Services Foundation is an insurance agency located at 500 Ray C. Hunt Drive in Charlottesville, Virginia, United States. We specialize in providing comprehensive health insurance coverage for individuals and families. Our team of experienced professionals is dedicated to helping our clients find the best insurance plans to meet their healthcare needs. Whether you are looking for coverage for medical emergencies, routine check-ups, or specialized treatments, we are here to help you navigate the complex world of health insurance. Contact us today to learn more about our services and how we can help you protect your health and well-being.

Trustpoint Insurance, located at 688 Berkmar Circle in Charlottesville, Virginia, is a trusted health and insurance agency formerly known as Short Insurance Associates. Serving the Charlottesville, Richmond, and Metro DC areas, Trustpoint Insurance offers a variety of insurance options including homeowners, auto, business, life, and health insurance. With access to top insurance companies such as Auto Owners, Hartford, Hanover, Progressive, and Travelers, Trustpoint Insurance can provide tailored insurance solutions to meet your individual needs. In addition to personal insurance, Trustpoint Insurance also offers business insurance, group benefits, health insurance, Medicare coverage, and more to residents of Virginia and Tennessee. With multiple locations in Roanoke, Bristol, Richlands, Lynchburg, and Charlottesville, Trustpoint Insurance is committed to providing exceptional service and coverage to clients throughout the region.

McGriff Insurance Services is an insurance agency located at 1425 Seminole Trail in Charlottesville, Virginia. We specialize in helping businesses and individuals with claims for various insurance products, including commercial auto, property, general liability, and personal insurance like property or vehicle insurance. With McGriff, you can now get instant insurance quotes for your small business, making business insurance easy and hassle-free. At McGriff, we believe in providing the best protection for your most valuable assets. With over a century of experience, resources, and relationships, we are dedicated to delivering insurance and risk management solutions tailored to our clients' needs and priorities. Whether you have a large corporate, mid-size company, or small business, we have insurance solutions to meet your needs.

National Group Protection is a reputable insurance agency located at 1445 Greenbrier Place in Charlottesville, Virginia, United States. We specialize in providing a wide range of insurance products and services to individuals and businesses, ensuring that they are protected against unforeseen risks and uncertainties. Our team of experienced professionals is dedicated to helping our clients find the right insurance solutions tailored to their specific needs. With a strong commitment to customer satisfaction and a reputation for reliability, National Group Protection is the go-to choice for all your insurance needs. Contact us today to learn more about how we can help you secure your future.

Kimberly Flick - Mutual of Omaha is an insurance agency located at 650 Peter Jefferson Parkway in Charlottesville, Virginia, United States. Kimberly Flick is a seasoned professional with a passion for helping people safeguard their future. She graduated from Fluvanna County High School in 1989 and obtained her Life, Health, and Annuities license in 2020. Since joining Mutual of Omaha in April 2020, Kimberly has been recognized as one of the top Sales Representatives in the office due to her consistent performance and dedication. Kimberly specializes in a range of insurance services, including Life Insurance, Disability Insurance, Critical Illness Insurance, Long-Term Care, Annuities, and Health Insurance. She takes a client-centric approach, providing personalized attention and service excellence to each individual she works with. Kimberly guides clients through the underwriting process with care and precision, ensuring a stress-free experience.

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.