The 30 Best Individual client needs in Roanoke, Virginia

184 results found

Richard La Rose - Private Wealth Advisor at Ameriprise Financial Services, LLC is a finance institution located at 2965 Colonnade Drive, Roanoke, Virginia, United States. Richard La Rose holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Richard La Rose's expertise in various aspects of financial planning and wealth management. The institution offers services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Richard La Rose is dedicated to providing comprehensive and personalized financial advice to clients, with a focus on ethical practices and real-world application of investment concepts.

Edward Jones - Financial Advisor: Tommy Bryant, AAMS™ is a reputable finance institution located on Electric Road in Roanoke, Virginia, United States. As a certified Accredited Asset Management Specialist, Tommy Bryant offers expert financial advice and guidance to clients looking to secure their financial future. With a focus on personalized service and tailored investment strategies, Edward Jones is dedicated to helping individuals achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Tommy Bryant and his team at Edward Jones are here to provide you with the knowledge and resources you need to make informed decisions. Trust in Edward Jones for all your financial planning needs.

James Harlow is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 3130 Chaparral Drive, Roanoke, Virginia, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, and more. With a focus on providing biblically wise financial advice and equipping clients for long-term financial success, James Harlow is dedicated to helping individuals and families achieve their financial goals.

Leslie R Carpenito is a financial advisor at Ameriprise Financial Services, LLC located at 2965 Colonnade Drive in Roanoke, Virginia, United States. She holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate her expertise in asset management, estate planning, retirement planning, investment management, and more. Leslie is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. She is committed to upholding the highest ethical standards and continuing her education to better serve her clients.

Monsour Asset Management is a reputable finance institution located at 2762 Electric Road in Roanoke, Virginia, United States. With a dedication to helping clients achieve their financial goals, Monsour Asset Management offers a wide range of investment services and personalized financial planning. Our team of experienced professionals provides expert guidance and strategic advice to help clients navigate the complexities of the financial markets. Trust Monsour Asset Management to provide you with the tools and resources needed to secure your financial future.

Glenn Kent - Financial Advisor, Ameriprise Financial Services, LLC, located at 3130 Chaparral Drive, Roanoke, Virginia, United States, is a finance institution offering a wide range of services to meet the diverse needs of individuals. Glenn Kent holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, investment strategies, estate planning, retirement planning, and more, Glenn Kent is dedicated to providing top-notch financial advice and services to clients. Whether you are a retiree, small business owner, high net worth individual, or in need of specialized financial planning, Glenn Kent has the knowledge and experience to assist you in achieving your financial goals.

Meridian Wealth Management - UBS Financial Services Inc. is a premier financial institution located in Roanoke, Virginia. Our team of experienced professionals provides comprehensive wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, we offer personalized solutions tailored to each client's unique needs. With a focus on integrity and excellence, Meridian Wealth Management is committed to helping individuals and families build and preserve their wealth for the long term. Visit us at 10 South Jefferson Street to learn more about how we can help you secure your financial future.

Elizabeth Oliver-Smith - Mutual of Omaha Financial Advisor is a reputable finance and insurance agency located at 2772 Electric Road in Roanoke, Virginia, United States. With a focus on providing comprehensive financial planning and insurance solutions, Elizabeth Oliver-Smith and her team are dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, you can trust Elizabeth Oliver-Smith to provide personalized and professional service tailored to your individual needs. Contact them today to schedule a consultation and take the first step towards financial security.

New York Life Insurance is a reputable finance and insurance agency located at 2965 Colonnade Drive in Roanoke, Virginia, United States. With a strong presence in the insurance industry, this institution offers a wide range of insurance products and financial services to meet the needs of individuals and families. Their experienced team of professionals is dedicated to providing excellent customer service and helping clients protect their financial future. Whether you are looking for life insurance, retirement planning, or investment options, New York Life Insurance can help you navigate the complexities of the financial world and make informed decisions for your future.

AmeriLife of Virginia, LLC, located at 3090 Electric Road in Roanoke, Virginia, is a finance, health, and insurance agency dedicated to providing affordable insurance and retirement solutions to help individuals live longer, healthier lives. Led by Agency Manager Jack Havice, our team of agents works closely with clients to understand their needs and offer a wide range of quality annuity, life, and health insurance products from over 70 carrier partners. With nearly 60 offices nationwide and a commitment to helping people live happier and healthier lives, AmeriLife is continuously growing and expanding into new markets. If you are interested in a career with AmeriLife, contact us to join our team today.

The Myrias Group - Ameriprise Financial Services, LLC is a finance institution located at 3130 Chaparral Drive, Roanoke, Virginia, United States. Recognized as one of the Forbes Best-in-State Wealth Management Teams in 2024, we provide personalized financial advice to help build our clients' portfolios and confidence for the long term. Our experienced team offers complimentary initial consultations to discuss financial goals and create a plan tailored to individual needs. We cover topics such as Medicare, annual costs, funding sources, and healthcare planning with a financial advisor. As a member of Ameriprise Financial Services, LLC, we prioritize our clients' financial well-being and are committed to delivering a truly personalized experience. Clients can rest assured that their financial future is in good hands with us. Contact us today to schedule a consultation and learn more about how we can help you achieve your financial goals.

Merrill Lynch Financial Advisor Lisa Downing Angle, located at 110 Franklin Road Southeast, Roanoke, Virginia, is a prestigious finance institution with a team of experienced and talented individuals dedicated to providing exemplary client service. Recognized by Forbes for their outstanding performance, the team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. They believe in starting every relationship with a conversation to identify and prioritize each client's goals and aspirations. By utilizing the Investment Personality Assessment, they tailor financial approaches to help clients pursue meaningful goals and manage investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, the team works with clients to develop personalized plans to address their financial needs. Whether planning for retirement, funding a child's education, or transferring wealth to future generations, Merrill Lynch Financial Advisor Lisa Downing Angle is dedicated to helping clients achieve their financial goals. With a focus on understanding each client's unique needs and priorities, the team at Merrill Lynch is committed to providing personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.

Merrill Lynch Financial Advisor Steven Craighead, located at 110 Franklin Road Southeast, Roanoke, Virginia, United States, is a finance institution dedicated to helping individuals achieve their long-term financial goals. With a personalized approach, Steven Craighead works one-on-one with clients to develop tailored financial strategies that align with their aspirations. By understanding each client's unique needs and priorities, the institution aims to design and implement plans that help manage investment risk while pursuing financial objectives. With access to the resources of Merrill and Bank of America, clients can expect comprehensive financial solutions and investment insights to address their financial needs effectively. The team of experienced professionals at Merrill Lynch Wealth Management Advisors is committed to building strong client relationships based on trust and personalized service. Through ongoing communication and regular reviews, clients can stay on track towards achieving their financial goals and adapting to changes in their life and the market. By prioritizing the client's interests and providing personalized investment strategies, Merrill Lynch Financial Advisor Steven Craighead aims to help individuals navigate the complexities of their financial lives and reach their desired outcomes.

Merrill Lynch Financial Advisor Jason B Moretz, located at 110 Franklin Road Southeast, Roanoke, Virginia, United States, is a finance institution dedicated to helping clients build a comprehensive wealth management strategy tailored to their individual needs. With over 15 years of experience in the financial services industry, Jason B Moretz and his team at Merrill Lynch Wealth Management focus on developing strong client relationships based on trust and personalized service. By listening to clients' goals, priorities, and concerns, Jason Moretz works to design and implement personalized financial plans aimed at helping clients pursue their financial objectives while managing investment risk. With access to the global resources of Merrill and banking solutions from Bank of America, clients can receive customized investment strategies and comprehensive financial solutions to address their evolving needs.

Jonathan S. Kurtin, Attorney at Law is a reputable legal institution located at 26 Franklin Road Southwest in Roanoke, Virginia. Specializing in various areas of law, including personal injury, criminal defense, and family law, Attorney Kurtin provides expert legal representation and guidance to clients in need. With a strong track record of success and a commitment to serving the community, Jonathan S. Kurtin, Attorney at Law is dedicated to helping individuals navigate the complexities of the legal system and achieve favorable outcomes in their cases.

Paul G. Beers, GFD&G is a reputable law firm located at 111 Franklin Road Southeast in Roanoke, Virginia, United States. Specializing in various legal matters, the institution is known for its experienced team of lawyers who provide expert guidance and representation to clients. Whether you are facing a personal injury case, need assistance with estate planning, or require legal advice on business matters, Paul G. Beers, GFD&G is committed to delivering top-notch legal services tailored to meet your specific needs. With a strong reputation for excellence and a dedication to client satisfaction, this institution is a trusted choice for individuals seeking legal support in the Roanoke area.

Blue Ridge Legal Services is a reputable law firm located in Roanoke, Virginia, United States. Our team of experienced lawyers is dedicated to providing high-quality legal assistance to individuals in need. Whether you are facing a criminal charge, dealing with a family law issue, or seeking help with a civil matter, our skilled attorneys are here to help. We are committed to advocating for our clients' rights and providing them with the best possible outcome. Contact us today at 132 Campbell Avenue Southwest to schedule a consultation with one of our knowledgeable lawyers.

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.

Dooley's Heating & Air Conditioning is a reputable general contractor located at 2057 Dansbury Drive Northwest in Roanoke, Virginia. With over 30 years of experience, they specialize in HVAC repair and installation services for the areas of Roanoke, Salem, and Vinton. They have earned a BBB A Rating and are known for their expertise in heating and air conditioning repair. Their most popular brand is Frigidaire. Whether you need a maintenance check, emergency repair, or a new unit installed, Dooley's Heating & Air Conditioning is available to meet all of your HVAC and ventilation needs. Their team, led by Tim Dooley, will work to find affordable solutions that fit your specific requirements. They pride themselves on providing individualized service and ensuring that each client's expectations are exceeded.

Block Advisors is a leading accounting and finance institution located at 3568 Electric Road in Roanoke, Virginia. Our team of experienced professionals provides expert tax preparation, financial planning, and business consulting services to individuals and businesses in the Roanoke area. With a commitment to personalized service and attention to detail, Block Advisors is dedicated to helping our clients achieve their financial goals and maximize their financial success. Contact us today to schedule a consultation and see how we can help you with all of your accounting and finance needs.

Stanley G. Boatwright, PC is a well-established and reputable accounting and finance institution located at 318 Washington Avenue Southwest in Roanoke, Virginia. With over 30 years of experience, our team of Roanoke accountants offers a wide range of services including accounting, tax preparation, QuickBooks assistance, and consulting for individuals, businesses, estates, and trusts in Roanoke, Salem, Vinton, and surrounding areas. Our firm specializes in providing integrated accounting and tax solutions tailored to meet the unique needs of our clients. We pride ourselves on our ability to help individuals and businesses navigate the complexities of the federal and state regulatory environment, ensuring compliance and maximizing financial efficiency.

Liberty Tax is a finance institution located at 663 Peters Creek Road in Roanoke, Virginia, United States. Specializing in tax preparation services, Liberty Tax helps individuals and businesses navigate the complexities of tax laws and regulations. With a team of experienced professionals, Liberty Tax is committed to providing accurate and reliable tax assistance to its clients. Whether you need help with filing your taxes, maximizing deductions, or resolving tax issues, Liberty Tax is here to help you every step of the way. Visit us today to experience unparalleled financial guidance and support.

Liberty Tax is a finance institution located at 3730 Franklin Road Southwest in Roanoke, Virginia, United States. They offer a range of tax services to individuals and businesses, including tax preparation, filing, and consulting. With a team of experienced tax professionals, Liberty Tax is dedicated to helping their clients navigate the complexities of the tax system and maximize their financial well-being. Whether you need assistance with personal tax returns or corporate tax planning, Liberty Tax is committed to providing reliable and efficient service. Visit their office in Roanoke today to learn more about how they can help you with your tax needs.

The Convergence Group - Morgan Stanley is a prestigious finance institution located at 10 South Jefferson Street in Roanoke, Virginia, United States. As a part of the renowned Morgan Stanley brand, this institution offers expert financial services and solutions to clients in the Roanoke area and beyond. With a focus on convergence and innovation, the team at The Convergence Group - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to invest, plan for the future, or manage your assets, The Convergence Group - Morgan Stanley is the trusted partner you need for financial success.

Care Advantage Inc. is a leading healthcare institution located at 212 East Main Street in Salem, Virginia, United States. We provide a wide range of quality healthcare services to individuals in need, including skilled nursing, personal care, and companionship. Our team of dedicated professionals is committed to providing compassionate and personalized care to each and every one of our clients. With a focus on promoting independence and enhancing quality of life, Care Advantage Inc. strives to be a trusted partner in the healthcare community. Visit us today to learn more about our services and how we can help you or your loved ones.

YHB | CPAs & Consultants is a leading certified public accounting and consulting firm located at 3110 Fairview Park Drive, Falls Church, Virginia. Established in 1947, YHB offers comprehensive accounting, auditing, tax, wealth management, and risk advisory services to clients. The firm serves individuals, estates, trusts, nonprofits, and businesses in various industries such as retail and healthcare. At YHB, we go beyond just being a tax accountant. We are your trusted advisor, providing solutions to help you grow confidently. Our services include tax advisory, bookkeeping, and financial statement audits. We explain the numbers and findings in a way that helps you make better business decisions.

Dennis Peltier Tax Services is a reputable accounting and finance institution located at 2107 Electric Road Southwest in Roanoke, Virginia. With a team of experienced professionals, they offer a wide range of tax services to individuals and businesses. Whether you need assistance with tax preparation, planning, or filing, Dennis Peltier Tax Services is committed to providing personalized solutions to meet your financial needs. Trustworthy and reliable, they strive to help clients navigate the complexities of the tax system with ease and efficiency. Contact them today for expert advice and assistance with all your tax-related matters.

Smith & Company is a reputable accounting and finance institution located at 220 Roanoke Boulevard in Salem, Virginia, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our services include tax preparation, financial planning, auditing, and more. At Smith & Company, we are dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to see how we can assist you with all your accounting and finance needs.

A-1 Accounting & Tax Services is a reputable financial institution located at 6334 Peters Creek Road in Roanoke, Virginia, United States. Specializing in accounting and tax services, our experienced professionals are dedicated to providing top-notch financial solutions to individuals and businesses alike. From tax preparation and planning to bookkeeping and payroll services, we offer a wide range of services tailored to meet our clients' specific needs. Trust A-1 Accounting & Tax Services for all your financial needs and experience the difference our expertise can make.

Speedy Tax Service Inc is a professional income tax preparation institution located on Centre Avenue Northwest in Roanoke, Virginia, United States. Specializing in accounting and finance, our experienced team of professionals is dedicated to providing efficient and accurate tax preparation services for individuals and businesses. With a commitment to ensuring our clients receive the maximum tax refunds possible, we pride ourselves on our speedy and reliable service. Trust Speedy Tax Service Inc for all your income tax preparation needs.