Integrated financial services in Charlottesville, Virginia
24 results found
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OneMain Financial
● ClosedOneMain Financial is a finance institution located at 1962 Rio Hill Center in Charlottesville, Virginia, United States. They offer a variety of financial services including personal loans, debt consolidation, and credit insurance. With a focus on providing personalized solutions to meet the individual needs of their customers, OneMain Financial is dedicated to helping individuals achieve their financial goals. Their experienced team of professionals is committed to providing excellent customer service and guiding clients through the lending process with transparency and integrity. Whether you are looking to consolidate debt, make a large purchase, or cover unexpected expenses, OneMain Financial is here to help you navigate your financial journey.
1962 Rio Hill Center, Charlottesville, VA 22901, United States -
GBS Financial Services, LLC
● ClosedGBS 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.
1932 Arlington Blvd #107, Charlottesville, VA 22903, United States -
Solitude Financial Services
● ClosedSolitude Financial Services is a reputable finance institution located at 236 East High Street in Charlottesville, Virginia, United States. As a trusted provider of financial services, we offer a wide range of solutions to help individuals and businesses achieve their financial goals. Our experienced team of professionals is dedicated to providing personalized and comprehensive financial advice to our clients. Whether you need assistance with investments, retirement planning, or estate planning, Solitude Financial Services is here to help you navigate the complexities of the financial world. Trust us to provide you with the guidance and support you need to secure your financial future.
236 E High St, Charlottesville, VA 22902, United States -
Michael Miller Financial
● ClosedLocated in Charlottesville, Virginia, Michael Miller Financial is a finance institution dedicated to putting clients' interests first. With over 30 years of experience, Michael Miller offers customized portfolio strategies to help clients achieve their wealth management objectives. Whether clients are looking to build an equity, fixed income, or balanced portfolio, Michael Miller works closely with clients to design a plan tailored to their investment objectives, time frame, and risk tolerance. As a Registered Representative with Cambridge Investment Research, Inc., Michael Miller provides independent and objective advice to meet clients' needs. Additionally, Michael Miller integrates estate and financial planning concepts into investment advice, working with clients' attorneys and accountants to develop a comprehensive financial plan. Securities are offered in various states including VA, FL, NY, NH, OH, DC, IL, and SC. Trust Michael Miller Financial for quality advice and personalized service to help you achieve your financial goals.
403 8th St NE, Charlottesville, VA 22902, United States -
Integral Consulting Services, Inc
● ClosedIntegral Consulting Services, Inc. is a leading consulting firm located at 944 Glenwood Station Lane in Charlottesville, Virginia. With a team of experienced professionals, we provide a wide range of consulting services to help businesses achieve their goals and overcome challenges. Our expertise includes strategic planning, project management, financial analysis, and more. We are dedicated to providing our clients with personalized solutions tailored to their specific needs. Contact us today to see how we can help your business thrive.
944 Glenwood Station Ln, Charlottesville, VA 22901, United States -
Steven J Engel - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedSteven J Engel is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 675 Peter Jefferson Parkway in Charlottesville, Virginia, United States. Steven holds various certifications and designations 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 showcase Steven's expertise in asset management, retirement planning, estate planning, investment strategies, and financial planning for various client needs. As a Private Wealth Advisor, Steven is committed to providing comprehensive and personalized financial solutions to individuals and businesses, ensuring their financial goals are met with integrity and professionalism.
675 Peter Jefferson Pkwy STE 220, Charlottesville, VA 22911, United States -
Michael Hancock - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedMichael Hancock is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 941 Glenwood Station Lane in Charlottesville, Virginia, United States. With a range of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Michael Hancock offers expertise in asset management, estate planning, retirement planning, investment strategies, and insurance products. As a Certified Financial Planner™ (CFP®) and Chartered Financial Analyst® (CFA), Michael Hancock is dedicated to providing personalized financial advice and guidance to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for assistance with wealth management, retirement planning, or estate planning, Michael Hancock is committed to helping you achieve your financial goals with integrity and professionalism.
941 Glenwood Station Ln STE 203, Charlottesville, VA 22901, United States -
Zachary Davis - Mutual of Omaha Financial Advisor
● OpenZachary 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.
650 Peter Jefferson Pkwy Ste 160, Charlottesville, VA 22911, United States -
EFS
● ClosedEFS, located at 0 Court Square in Charlottesville, Virginia, is a comprehensive accounting and finance institution offering a range of services including tax preparation, payroll, bookkeeping, and consulting. Catering to both individual tax clients and business owners, EFS aims to provide an integrated approach to financial management, allowing clients to focus on growing their businesses while receiving timely and accurate financial information. With a focus on forming partnerships with their clients, EFS strives to meet their financial needs efficiently and effectively.
0 Court Square, Charlottesville, VA 22902, United States -
Craddock Sirius Insurance
● ClosedCraddock Sirius Insurance is an insurance agency located at 687 Berkmar Circle, Charlottesville, Virginia, United States. We specialize in providing insurance solutions in Central Virginia, including Charlottesville City, Albemarle County, Fluvanna County, Green County, Orange County, and throughout all of Virginia. As a multi-generational, family-owned agency, we pride ourselves on creating innovative solutions to even the toughest risk management challenges, while building personal relationships with our clients. We believe in providing expert advice and personal attention to our clients, ensuring their financial security and quality of life are protected. Our independent agency offers a comprehensive suite of insurance solutions to protect you from the unexpected and help you plan for the future. Whether you're looking for life insurance, auto insurance, home insurance, or any other type of insurance, we are here to help.
687 Berkmar Cir, Charlottesville, VA 22901, United States -
Anthony Cellini at NFM Lending
● ClosedAnthony Cellini at NFM Lending is a finance institution located at 669 Berkmar Circle in Charlottesville, Virginia, United States. Specializing in mortgage lending, Anthony Cellini and his team provide personalized and professional services to help clients secure the best loan options for their home buying or refinancing needs. With a commitment to excellence and a focus on customer satisfaction, Anthony Cellini at NFM Lending is dedicated to guiding clients through the loan process with transparency and integrity. Contact them today to experience top-notch financial services tailored to your individual needs.
669 Berkmar Cir, Charlottesville, VA 22901, United States -
Courtland & Company Accounting
● ClosedCourtland & Company Accounting is a reputable accounting and finance institution located at 1507 Wickham Pond Drive in Charlottesville, Virginia, United States. With a team of experienced professionals, we provide a wide range of accounting services to individuals and businesses in the area. Our expertise includes tax preparation, bookkeeping, financial planning, and more. Trust Courtland & Company Accounting to handle all your financial needs with precision and integrity.
1507 Wickham Pond Dr, Charlottesville, VA 22901, United States -
Royer Caramanis
● ClosedRoyer Caramanis is a prestigious law firm located at 200 Garrett Street in Charlottesville, Virginia. Our team of experienced lawyers is dedicated to providing expert legal services to clients in the United States. With a focus on professionalism, integrity, and personalized attention, we strive to achieve the best possible outcomes for our clients. Whether you are in need of legal advice, representation in court, or assistance with a complex legal matter, Royer Caramanis is here to help. Trust us to handle your legal needs with skill and expertise.
200-C, 200 Garrett St, Charlottesville, VA 22902, United States -
Miguel Coradine - Sirius Insurance
● ClosedMiguel Coradine - Sirius Insurance is an insurance agency located at 687 Berkmar Circle in Charlottesville, Virginia. We provide insurance services in Central Virginia, including Charlottesville City, Albemarle County, Fluvanna County, Green County, Orange County, and throughout all of Virginia. As a multi-generational, family-owned agency, we pride ourselves on creating innovative solutions to even the toughest risk management challenges while building personal relationships with our clients. We believe in providing expert advice, personal attention, and dedication to ensure our clients' financial security and quality of life. Our independent agency offers a comprehensive suite of insurance solutions to protect you from the unexpected, and we work closely with clients to help them make informed decisions about their protection and future. Join us in our commitment to honesty, integrity, and putting our customers' needs first. Contact us today for a quote or to pay your bill. Life insurance calculator also available.
687 Berkmar Cir, Charlottesville, VA 22901, United States -
Concord Wealth Partners
● ClosedConcord Wealth Partners is a leading finance institution located at 126 Garrett Street in Charlottesville, Virginia, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a focus on transparency, integrity, and professionalism, Concord Wealth Partners is committed to providing top-tier financial guidance to individuals and businesses in the Charlottesville area and beyond. Contact us today to learn more about how we can help you secure your financial future.
126 Garrett St Suite A, Charlottesville, VA 22902, United States -
United Wealth Management, LLC
● OpenUnited Wealth Management, LLC is a finance institution located at 818 Village Road in Charlottesville, Virginia, United States. Specializing in PRAP Management and Financial Life Planning for pilots at United Airlines, the institution is a fee-only, independent Registered Investment Advisor. What sets United Wealth Management apart is that the advisors are also United Pilots, with firsthand experience in the industry. Alan, the founder, comes from a family of United Airlines employees and has a background in finance and aviation. Dan, the partner, is a military pilot and Certified Financial Planner™ professional. Together, they offer personalized financial advice and investment management based on a comprehensive life plan tailored to each client's individual goals and needs. United Wealth Management manages portfolios using globally diversified funds from Dimensional Fund Advisors, with a focus on long-term returns rather than market timing. The institution's value proposition is to help clients define, plot, and stay on course towards their financial goals, providing accountability, awareness, and advice along the way. The advisors believe in a life-centered approach to investment management, listening to each client's unique story and ambitions to create a personalized plan. Initial meetings are complimentary and focus on getting to know the client and their goals. Whether meeting in person or online, United Wealth Management offers flexible and convenient options for financial life planning.
818 Village Rd, Charlottesville, VA 22903, United States -
Piedmont Wealth Management, LLC
● ClosedPiedmont Wealth Management, LLC is a finance institution located at 600 Peter Jefferson Parkway in Charlottesville, Virginia, United States. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals through personalized investment strategies and wealth management services. With a focus on building long-term relationships based on trust and integrity, we strive to provide comprehensive financial planning and investment solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Piedmont Wealth Management, LLC is here to help you navigate the complexities of the financial world with confidence and peace of mind.
600 Peter Jefferson Pkwy STE 370, Charlottesville, VA 22911, United States -
Antoinette Lucas - TIAA Wealth Management Advisor
● ClosedAntoinette Lucas - TIAA Wealth Management Advisor is a leading financial institution located at 650 Peter Jefferson Parkway in Charlottesville, Virginia. As a trusted wealth management advisor, Antoinette Lucas provides personalized financial solutions to help clients achieve their financial goals and secure their financial future. With a focus on transparency, integrity, and client satisfaction, Antoinette Lucas is dedicated to providing top-notch financial planning and investment services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Antoinette Lucas - TIAA Wealth Management Advisor is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
650 Peter Jefferson Pkwy #250, Charlottesville, VA 22911, United States -
Mangham Associates Inc
● ClosedMangham 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.
1434 Rolkin Ct Ste 201, Charlottesville, VA 22911, United States -
Wills and Associates
● ClosedWills and Associates is a reputable accounting and finance institution located at 199 Spotnap Road in Charlottesville, Virginia, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses alike. Our services include tax preparation, financial planning, auditing, and more. Trust Wills and Associates to help you navigate the complexities of the financial world with expertise and integrity.
199 Spotnap Rd #5, Charlottesville, VA 22911, United States -
Atchison C a CPA
● OpenAtchison C a CPA is a reputable accounting and finance institution located at 1932 Arlington Boulevard in Charlottesville, Virginia, United States. With a team of experienced Certified Public Accountants, they provide a wide range of professional services including tax preparation, financial planning, and auditing. Their dedication to accuracy and integrity has earned them a trusted reputation in the industry. Whether you are a small business owner or an individual looking for financial guidance, Atchison C a CPA is committed to providing personalized solutions to meet your needs.
1932 Arlington Blvd # 117, Charlottesville, VA 22903, United States -
Monticello Accounting
● OpenMonticello Accounting is a reputable institution located at 3 Boars Head Lane in Charlottesville, Virginia, United States. Specializing in accounting and finance services, our team of experienced professionals are dedicated to providing top-notch financial solutions to individuals and businesses alike. With a commitment to accuracy, integrity, and personalized service, Monticello Accounting is the trusted partner for all your accounting needs. Contact us today to learn more about how we can help you achieve your financial goals.
3 Boars Head Lane suite c-2, Charlottesville, VA 22903, United States -
Timothy Dorss CPA LLC
● OpenTimothy Dorss CPA LLC is a reputable accounting and finance institution located at 934 Raymond Road in Charlottesville, Virginia, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, auditing, financial planning, and consulting. Whether you are an individual or a business owner, Timothy Dorss CPA LLC is dedicated to providing high-quality, personalized financial solutions to help you achieve your goals. Trustworthy and reliable, they strive to exceed their clients' expectations and build long-lasting relationships based on integrity and expertise. Visit them today to see how they can help you navigate the complex world of accounting and finance.
934 Raymond Rd, Charlottesville, VA 22902, United States -
BOST Benefits office of Michelle & Corey Lawson
● ClosedBOST Benefits office of Michelle & Corey Lawson is an insurance agency located at 2025 Woodbrook Court in Charlottesville, Virginia, United States. Our dedicated team is committed to providing personalized insurance solutions to meet the specific needs of our clients. Whether you are looking for health, life, auto, or home insurance, we are here to help you navigate the complex world of insurance and find the best coverage for you and your loved ones. Contact us today to schedule a consultation and let us help you protect what matters most.
2025 Woodbrook Ct, Charlottesville, VA 22901, United States
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