Institutional investing in Charlottesville, Virginia

Bank of the James - Charlottesville Branch is a full-service bank located at 225 Merchant Walk Avenue in Charlottesville, Virginia. As a trusted financial institution, we offer a range of services including personal and business banking, loans, mortgages, and investment options. Our ATM services are available for your convenience, providing easy access to your funds whenever you need them. Visit us at our Charlottesville Branch to experience top-notch customer service and personalized financial solutions tailored to your needs.

Atlantic Coast Mortgage - Charlottesville is a finance institution located at 1415 Rolkin Court, Suite 302 in Charlottesville, Virginia. We are dedicated to serving the Charlottesville community and surrounding areas with a variety of loan products. Our goal is to provide a simple, easy, and stress-free process for our clients, helping them to close on time and make informed decisions about their home investment. Our rates vary daily and depend on each individual's unique situation. For a free customized quote, please enter the location of the property you are looking to Purchase or Refinance.

Located at 1001 Research Park Boulevard in Charlottesville, Virginia, the Battelle Memorial Institute is a renowned institution dedicated to bringing together the brightest minds to tackle the world's greatest climate challenges. With over 90 years of experience, Battelle offers unmatched expertise in various scientific and engineering disciplines to provide innovative solutions to pressing global issues. The Institute hosts the International Climate Research conference, featuring a curated technical program with keynote presentations, platform discussions, and poster receptions. Battelle's mission is to use science as a force for progress, investing in advanced research to address future needs while also supporting STEM education for millions of students across the United States.

The Batten Institute for Entrepreneurship and Innovation, located at 100 Darden Boulevard in Charlottesville, Virginia, is a leading institution within the university setting dedicated to fostering entrepreneurial spirit and innovation. Through research, education, and partnerships with industry leaders, the institute provides students and faculty with the tools and resources to turn their innovative ideas into successful ventures. With a focus on real-world application and hands-on experience, the Batten Institute prepares the next generation of entrepreneurs to thrive in today's competitive business landscape.

The CFA Institute, located at 915 East High Street in Charlottesville, Virginia, United States, is a prestigious institution offering a range of educational programs and resources for investment professionals. The institute provides practical knowledge of machine learning fundamentals through the Data Science for Investment Professionals Certificate, enabling individuals to apply these concepts to real-world investment problems. The certificate includes hands-on application-oriented content such as instructional videos, coding labs, and case studies from industry practitioners. Additionally, the Certificate in ESG Investing equips individuals with the skills to incorporate environmental, social, and governance factors into investment decisions, supporting sustainability and social responsibility. The institute also offers a collection of Professional Learning resources, including virtual events, articles, podcasts, and more, to help professionals stay competitive in the investment management industry. Start your journey towards mastering the language of tomorrow and making a positive impact on the investment world with the CFA Institute.

University-Va Investment Management is a prestigious finance institution located at 701 East Water Street in Charlottesville, Virginia, United States. As a leading player in the financial industry, the institution offers a range of investment management services to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, University-Va Investment Management is dedicated to providing top-notch financial solutions tailored to individual needs. Whether you are looking to grow your wealth or secure your financial future, University-Va Investment Management is the go-to institution for all your finance needs.

Chase Investment Counsel Corporation, located at 350 Old Ivy Way in Charlottesville, Virginia, is a reputable finance institution that offers expert investment counsel to individuals and businesses. With a team of experienced professionals, Chase Investment Counsel Corporation provides personalized financial guidance and strategic investment solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Chase Investment Counsel Corporation is committed to helping you make informed decisions and navigate the complexities of the financial market. Trust in Chase Investment Counsel Corporation for sound investment advice and reliable financial management services.

Cutler Investment Group is a renowned finance institution located at 310 Old Ivy Road in Charlottesville, Virginia, United States. With a strong focus on providing expert financial services and investment solutions, Cutler Investment Group is dedicated to helping clients achieve their financial goals. Their team of experienced professionals offers comprehensive financial planning, wealth management, and investment advisory services to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Cutler Investment Group is committed to providing personalized solutions tailored to your specific needs. Visit them today to see how they can help you secure your financial future.

Investment Management of VA is a finance institution located at 200 6th Street Northeast in Charlottesville, Virginia, United States. Our expert team specializes in managing investments and providing financial advice to clients looking to grow their wealth and secure their financial future. With a focus on personalized service and tailored investment strategies, we strive to help our clients achieve their financial goals and make informed decisions about their money. Whether you are looking to build a diverse investment portfolio, plan for retirement, or navigate the complexities of the financial market, Investment Management of VA is here to help you every step of the way.

Quantitative Investment Management is a leading finance institution located at 240 West Main Street in Charlottesville, Virginia, United States. Specializing in quantitative analysis and investment strategies, the institution employs cutting-edge technology and mathematical models to make data-driven decisions in the financial markets. With a team of experienced professionals, Quantitative Investment Management aims to provide innovative and successful investment solutions for its clients.

Mutual of Omaha® Advisors - Charlottesville is a finance and insurance agency located at 650 Peter Jefferson Parkway in Charlottesville, Virginia, United States. Our institution has a long history of developing talented individuals through a comprehensive advisor training program that is similar to a graduate school education in entrepreneurship. We provide our advisors with advanced curriculum, marketing strategies, and tools to confidently begin their careers as Mutual of Omaha financial advisors. Our world-class CRM, material library, and resources help our advisors build their digital brand and thrive in the industry.

Regional Finance is a reputable financial institution located at 480 Twentyninth Place Court in Charlottesville, Virginia, United States. Specializing in various financial services, Regional Finance offers personalized solutions to individuals and businesses looking to manage their finances effectively. With a team of experienced professionals, they provide expert advice and assistance in areas such as loans, credit, and investment options. Whether you are looking to secure a loan or plan for your financial future, Regional Finance is dedicated to helping you achieve your goals.

Cary Street Partners, located at 901 North Stuart Street in Arlington, Virginia, is a finance institution that offers personalized financial planning services. Our team of experienced financial advisors in Charlottesville is dedicated to providing excellence and creating tailored financial plans that align with your unique goals and objectives. We offer comprehensive research, model portfolio creations, and strategic guidance to help optimize your investment portfolio's performance. Additionally, we provide support for business owners and plan sponsors with plan design, investment selection, and policy development. At Cary Street Partners, we believe in aligning the interests of our clients, employees, owners, and business partners to create positive change and new opportunities. Learn more about our advisors and services by visiting our website or contacting us directly. Cary Street Partners is the trade name used by Cary Street Partners LLC, Member FINRA/SIPC; Cary Street Partners Investment Advisory LLC and Cary Street Partners Asset Management LLC, registered investment advisers. Products may not be available in all jurisdictions. To check the background of this firm or any investment professional, visit FINRA’s BrokerCheck.

Heritage Wealth Advisors LLC is a finance institution located at 725 Jackson Street, Fredericksburg, Virginia, United States. As one of the region's most experienced and established multi-family offices, we specialize in helping clients protect and grow their wealth. Our team of financial experts is dedicated to understanding each client's goals and purpose, and we work collaboratively to create tailored strategies to reach those goals. We believe that with great wealth comes great responsibility, which is why we emphasize helping clients achieve their charitable goals while upholding the same standard ourselves. Our suite of services is designed to cater to executives and entrepreneurs in their mid to late career, helping them preserve and extend their wealth beyond their company plans.

Trustpoint Insurance - Salem Office, located at 16 Church Avenue Southeast in Roanoke, Virginia, United States, is a trusted insurance agency known for its solutions-based approach. With 16 years of experience, Trustpoint excels in simplifying the insurance purchasing and management process for its clients. The institution prides itself on building loyal partnerships by serving as a trusted advisor and working collaboratively with clients to find unique solutions that reduce risk and compliance concerns. Trustpoint's strategic partnerships with various insurance markets ensure that each client receives a personalized and positive customer experience. The institution's commitment to ease of doing business is evident in its experienced staff, evolving service plans, and investments in technology and risk management services. Clients can access their documentation securely through a 24/7 portal.

Natre'al Hair Design is a beauty salon located at 263 Ridge McIntire Road in Charlottesville, Virginia, United States. Specializing in natural hair services for the whole family, Mrs. Kathy (Kitty) Matthew offers a range of services including starter locs, loc maintenance, cornrows, crotchets, blowouts/pressing, and more. With a focus on embracing and styling your natural mane, Kitty's mottos are "Beauty is in the Eyes of the Beholder" and "The Creator Has Made No Mistake". Clients of all ages, starting from 3 years old, are welcome to experience the creation of embracing and styling their natural beauty at Natre'al Hair Design. Kitty has also developed her own 100% natural Hair Oil, available for purchase at the salon, to keep your scalp and hair moisturized and nourished for strength and manageability.

Blue Ridge Bank is a leading financial institution located at 1807 Seminole Trail in Charlottesville, Virginia. As a trusted bank, we offer a wide range of financial services to our customers, including personal and business banking, loans, mortgages, and investment options. Our experienced team of professionals is dedicated to providing top-notch customer service and helping our clients achieve their financial goals. Visit us today to experience the difference that Blue Ridge Bank can make in your financial future.

GBS Financial Services, LLC is a reputable financial institution located at 1932 Arlington Boulevard in Charlottesville, Virginia. Our dedicated team of financial experts provides a wide range of services to help individuals and businesses achieve their financial goals. From investment management to retirement planning, we offer personalized solutions to meet our clients' needs. With a focus on transparency, integrity, and professionalism, GBS Financial Services, LLC is committed to delivering top-notch financial advice and services to our valued clients in the United States and beyond.

Kelley Lutz Henderson - Truist Mortgage Loan Officer is a finance institution located at 1425 Seminole Trail in Charlottesville, Virginia, United States. As a Mortgage Loan Officer, Kelley Henderson is dedicated to helping clients find the right loan for their needs. Whether you're looking to purchase a new home or refinance your current mortgage, Kelley can guide you through the process. At Kelley Lutz Henderson - Truist Mortgage Loan Officer, you can check if you're pre-qualified for a Truist credit card and apply for a loan entirely online. You can also track your application status in real time with their progress tracker.

United Bank is a leading financial institution located at 1265 Seminole Trail in Charlottesville, Virginia. As a full-service bank, we offer a wide range of financial products and services to meet the needs of individuals, businesses, and communities in the area. Our experienced team of professionals is dedicated to providing personalized solutions and exceptional customer service. Whether you are looking for personal banking services, business loans, or investment opportunities, United Bank is here to help you achieve your financial goals. Visit us today to experience the difference of banking with a trusted partner.

Bank of the James - Commercial & Mortgage Lending is a financial institution located at 550 East Water Street in Charlottesville, Virginia, United States. Specializing in commercial and mortgage lending services, this bank offers a wide range of financial products and services to meet the needs of businesses and individuals. Whether you are looking to finance a new home or expand your business, Bank of the James is committed to providing personalized solutions to help you achieve your financial goals. With convenient ATM services available, customers can easily access their accounts and manage their finances with ease. Trust Bank of the James for all your commercial and mortgage lending needs.

TIAA Financial Services is a reputable institution located at 650 Peter Jefferson Parkway in Charlottesville, Virginia. As a bank, finance, and insurance agency, TIAA offers a wide range of financial services to individuals and businesses in the area. With a strong focus on customer satisfaction and financial expertise, TIAA is dedicated to helping clients achieve their financial goals and secure their futures. Visit TIAA Financial Services today for expert guidance and personalized financial solutions.

SweetPay is a dynamic financial institution located at 2421 Ivy Road in Charlottesville, Virginia. Our main office, conveniently situated at Suite 301, is easily accessible for all your financial needs. With a commitment to providing exceptional service, SweetPay offers a variety of financial solutions to help you manage your money effectively. Whether you need assistance with budgeting, saving, or investing, our team of experts is here to support you every step of the way. Contact us today at 833-677-9338 or email us at info@sweetwaytopay.com to learn more about how SweetPay can help you achieve your financial goals.

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.

Guild Mortgage - Katie Shiers is a finance institution located at 1939 Commonwealth Drive in Charlottesville, Virginia, United States. Katie Shiers has been working in the mortgage industry since 2009 and has experience with a variety of loan products to suit different customer needs, including first-time homebuyers, vacation home purchases, investment properties, new home construction, home renovations, and refinancing. She is dedicated to providing personalized attention to each client to make the mortgage process smooth and stress-free, ensuring a timely closing. Katie is committed to helping clients achieve their homeownership goals and keeps them informed throughout the process. In her free time, she enjoys spending time with her family and coaching for the CYAC Swim Team in Charlottesville. Guild Mortgage Company offers a range of loan options, including down payment assistance programs, government-sponsored programs for military families and rural residents, and jumbo loans in high-cost markets. Consumers can file complaints with the Texas Department of Savings and Mortgage Lending if needed. Guild Mortgage Company is an Equal Housing Opportunity lender and holds various licenses for mortgage lending in different states. All loans are subject to underwriter approval, and terms and conditions may change. Guild Mortgage Company is an Equal Opportunity Employer. For more information, visit www.guildmortgage.com/licensing.

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.

Skeen Law Offices is a reputable institution located at 258 East High Street in Charlottesville, Virginia. Specializing in accounting, finance, and legal services, the team of experienced professionals at Skeen Law Offices is dedicated to providing top-notch assistance to clients in need of expert guidance in various legal matters. With a strong commitment to excellence and a proven track record of success, Skeen Law Offices is a trusted partner for individuals and businesses seeking reliable and efficient legal solutions.

Zobrist Law Group PLLC (Zoblaw) is a renowned institution located at 2075 Inglewood Drive in Charlottesville, Virginia, United States. Specializing in providing creative legal solutions to complex business problems, Zoblaw has been delivering exceptional results for businesses in the US and Latin America since its establishment in 2001. With a team of experienced professionals who have graduated from prestigious law schools and worked at top law firms, Zoblaw offers a boutique practice where every client receives personalized attention and expert guidance. Whether it's solving impossible problems or developing strategic solutions, Zoblaw is dedicated to helping businesses navigate legal challenges effectively. Contact Zobrist Law Group PLLC at (434) 977-9666 for expert business law advice.

UVA Research Park, located at 4040 Lewis and Clark Drive in Charlottesville, Virginia, is a thriving discovery park where the University of Virginia's spirit of ingenuity leads to dynamic collaboration. Spanning over 500 acres, the park is home to science and technology firms, government agencies, academic institutions, start-ups, and nonprofits. At North Fork, just a few miles north of Charlottesville, innovation flourishes and success grows. Visitors can explore the park's state-of-the-art facilities, creative workspaces, flexible open space, and miles of nature trails. Whether you are looking for space for new ideas or seeking opportunities for collaboration, UVA Research Park offers a vibrant and innovative environment where creativity and progress thrive.

The Equity Center at the University of Virginia, located at 617 West Main Street in Charlottesville, Virginia, is dedicated to creating partnerships between UVA and the community that strive for justice and liberation. One of their programs, Starr Hill Pathways, offers college and career readiness support to local youth in grades 7-12. The Equity Center's work is informed by the UVA-Community Working Group's recommendations, which led to its founding and the establishment of the President's Council on UVA-Community Partnerships. Through data-driven reports and dashboards, the Equity Atlas tracks progress towards well-being measures to promote a more equitable community and hold decision-makers accountable.