Legacy management in Charlottesville, Virginia

Legacy Markets is a convenience store and food store located at 6115 Rockfish Gap Turnpike in Crozet, Virginia. Known for their great food selection with made-to-order and pre-made options, Legacy Markets is both a restaurant and a gas station. Stop by Culpeper Legacy Markets to taste our famous sandwiches and meals. Additionally, visit Crozet Legacy Markets Car Wash for a top-notch car cleaning experience. At Legacy Fuel in Charlottesville, we offer high-quality fuel options including Regular, Premium, Supreme, On road, and Off road Diesel. Our self-service options make it convenient for you to fuel up whenever you need. With state-of-the-art equipment and exceptional customer service, Legacy Fuel is the go-to gas station for all your fueling needs. Come visit Legacy Markets - Shadwell for an upscale convenience store experience, complete with deli, fuel service, and lottery in a welcoming environment.

Morris & Wells Wealth Management is a premier financial institution located at 410 White Gables Lane in Charlottesville, Virginia, United States. Our team of experienced financial advisors provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, we offer comprehensive financial planning, investment management, and retirement planning solutions. Trust Morris & Wells Wealth Management to guide you towards a secure financial future.

Petrichor Wealth Management is a leading finance institution located at 408 East Market Street in Charlottesville, Virginia, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. We offer personalized wealth management services tailored to each client's individual needs and objectives. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Petrichor Wealth Management is here to provide expert guidance and support every step of the way. Trust us to help you navigate the complexities of the financial world and make sound investment decisions for a brighter tomorrow.

Arcuri Associates Wealth Management, LLC is a leading finance institution located at 1415 Rolkin Court in Charlottesville, Virginia, United States. With a team of experienced financial advisors, they provide personalized wealth management services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your assets, Arcuri Associates Wealth Management, LLC offers tailored solutions to meet your individual needs. Trustworthy and reliable, they are committed to helping clients build and preserve their wealth for the long term.

The Legacy Foundation, LLC is a finance institution located at 1415 Rolkin Court in Charlottesville, Virginia, United States. Our mission is to provide expert financial services and advice to help individuals and businesses secure their financial legacies for future generations. With a team of experienced professionals, we offer a range of financial planning, investment management, and wealth preservation services tailored to meet our clients' unique needs and goals. Trust The Legacy Foundation, LLC to help you build a strong financial future for yourself and your loved ones.

Merrill Lynch Wealth Management, located at 300 East Main Street in Charlottesville, Virginia, United States, is a finance institution that offers a wide range of brokerage, investment advisory, and other financial services. When you connect with an advisor at Merrill Lynch, you are taking the first step towards personalized financial planning and investment strategies tailored to your needs. Please note that investing involves risks and there is always a potential for loss. Merrill Lynch advisors do not provide legal, tax, or accounting advice, so it is recommended to consult with your own advisors before making financial decisions.

Signature Financial Management is a leading finance institution located in Charlottesville, Virginia, United States. Our team of experienced financial advisors are dedicated to providing personalized wealth management solutions to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investment portfolio, we are here to provide expert guidance and support every step of the way. Trust Signature Financial Management to help you secure a prosperous financial future.

Piedmont 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.

Cooley & Martin is an accounting and finance institution located at 679 Berkmar Circle in Charlottesville, Virginia, United States. They specialize in empowering your finances and maximizing savings through their CPA services. Their team provides valuable insights on hiring an accounting and tax planning firm, ensuring informed decisions for your financial needs. Whether you are approaching retirement or already retired, Cooley & Martin offers specialized retirement planning services to create a solid financial foundation for your post-work years. Their professionals also excel in estate planning, guiding you through the process to safeguard your legacy for future generations. With Cooley & Martin, you can have peace of mind and confidence in your financial future.

VNB Trust & Estate Services is a reputable financial institution located in Charlottesville, Virginia. We specialize in providing comprehensive trust and estate services to our clients, helping them navigate complex financial matters with ease. Our experienced team of professionals is dedicated to delivering personalized solutions tailored to meet the unique needs of each individual or family. Whether you are looking for assistance with estate planning, wealth management, or trust administration, VNB Trust & Estate Services is here to help. Visit us at 112 3rd Street Southeast to learn more about how we can assist you in achieving your financial goals.

Solitude 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.

Lohr & Company is a finance institution located at 230 Court Square in Charlottesville, Virginia, United States. With a team of dedicated professionals, including Greg and Stephanie, the institution prides itself on providing honest and personalized financial planning services. Clients like William Craig, Sue Jarrell, and Jay Smith have all praised the team for their knowledge, professionalism, and caring approach. The institution, founded by Greg and Ethan, caters specifically to the retiree demographic in the Charlottesville area. With a focus on retirement planning and wealth management, Lohr & Company helps clients navigate their financial futures with services like comprehensive financial planning and disciplined investment management using the well-known 4 Buckets Income Strategy.

Located 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.

First Command Financial Advisor - Jay Dymek is a finance institution located at 108 5th Street Southeast, Charlottesville, Virginia, United States. As a part of First Command Financial Services, Inc. and its affiliated entities, Jay Dymek provides expert financial advice and services to clients on a strictly voluntary basis. The institution does not provide any direct or indirect compensation to clients for testimonials, ensuring transparency and trust in their services. While client testimonials may vary, First Command Financial Advisor - Jay Dymek strives to provide personalized financial solutions for each individual, with no guarantee of future performance or success.

Brown Advisory is a finance institution located at 410 East Water Street in Charlottesville, Virginia, United States. They specialize in providing discretionary investment management services for private clients, individuals, families, professional single family offices, endowments, foundations, non-profits, investment consultants, pension funds, financial institutions, RIAs, broker-dealers, private banks, and more. With offices in various locations worldwide, Brown Advisory offers first-rate investment performance, strategic advice, and top-notch client service to help clients reach their long-term financial goals. Their team of over 850 equity owners is dedicated to delivering tailored investment solutions and expert guidance to individuals, families, and institutions across the globe.

Morgan Stanley Financial Advisors is a renowned finance institution located at 401 East Market Street in Charlottesville, Virginia, United States. Our team of experienced and knowledgeable financial advisors are dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on providing expert advice and exceptional service, Morgan Stanley Financial Advisors is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor Collin H Campbell is a Wealth Management Team based in Charlottesville, Virginia. They specialize in understanding the needs and priorities of high-net-worth investors to provide customized solutions. Located at 650 Peter Jefferson Parkway, Suite 350, Charlottesville, VA 22911, they offer advice and guidance to help clients achieve their financial goals and secure a lasting legacy. With access to the investment insights of Merrill and banking solutions from Bank of America, they work to develop a personalized approach to address the financial needs of their clients. The team believes in starting with a conversation to identify and prioritize the goals that matter most to each individual. By utilizing the Investment Personality Assessment, they aim to gain a deeper understanding of each client's investing preferences and tailor their financial approach accordingly. With the Merrill Personal Wealth Analysis™, they create a personalized plan centered on the client's goals. Continual check-ins and adjustments to the financial approach ensure that clients stay on track to achieve what's most important to them. The team is committed to building strong client relationships based on trust and personalized service, with a focus on helping clients reach their financial goals.

Arrowroot Family Office, located at 2 Boars Head Lane in Charlottesville, Virginia, is a finance institution dedicated to empowering families and entrepreneurs through comprehensive financial solutions. Our team of advisors works closely with each client to tailor a financial plan based on their individual needs and goals. Unlike other investment advisory firms, we are not driven by profits from private equity owners or shareholders. Our multidisciplinary approach ensures that high net worth individuals, entrepreneurs, families, and family offices receive personalized guidance to achieve their financial objectives. Your success is our top priority at Arrowroot Family Office. Visit us at 4553 Glencoe Ave, Suite 200 in Marina del Rey, CA, 90292.

Edward Jones - Financial Advisor: Janasha Bradford is a trusted financial institution located at 1010 Ednam Center in Charlottesville, Virginia, United States. Specializing in personalized financial planning and investment strategies, Janasha Bradford offers expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Janasha Bradford is committed to helping individuals and families secure their financial future. Contact Janasha Bradford today to schedule a consultation and take the first step towards financial success.

Northwestern Mutual - Jarrod C. Markley, CFP is a reputable financial institution located at 2250 Old Ivy Road in Charlottesville, Virginia, United States. Specializing in financial planning and wealth management, Jarrod C. Markley, a Certified Financial Planner, provides expert advice and personalized solutions to help clients achieve their financial goals. With a focus on long-term financial stability and growth, Northwestern Mutual offers a range of services including retirement planning, investment strategies, and insurance solutions. Trustworthy and reliable, Northwestern Mutual - Jarrod C. Markley, CFP is dedicated to helping clients secure their financial future.

Sturman Wealth Advisors is a finance institution located at 404 People Place in Charlottesville, Virginia, United States. The institution specializes in helping individuals and families plan for their financial future. Whether it's managing a sudden inheritance, preparing for retirement, or navigating the complexities of wealth accumulation, Sturman Wealth Advisors offers personalized financial planning services to meet the unique needs of each client. The team at Sturman Wealth Advisors takes a hands-on approach to financial planning, starting with in-depth conversations to understand each client's goals, values, and priorities. From there, they work together to develop a comprehensive financial plan that aligns with the client's objectives. Throughout the process, clients receive ongoing support and guidance to help them make informed decisions about their money.

Rede Wealth is a leading finance institution located at 600 Peter Jefferson Parkway in Charlottesville, Virginia, United States. With a team of experienced financial experts, Rede Wealth offers a wide range of services including investment management, financial planning, retirement planning, and wealth management. Our goal is to help clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you grow and protect your wealth.

Merrill Lynch Financial Advisor Martin J Harar is located at 650 Peter Jefferson Parkway in Charlottesville, Virginia, United States. Specializing in finance, the institution offers personalized wealth management services through Merrill Personal Wealth Analysis™. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. They focus on helping clients achieve their goals, whether it's planning for the future, funding education, or preparing for retirement. By developing a customized financial approach tailored to each client's unique ambitions and priorities, Merrill Lynch aims to simplify the complexities of investing and help clients reach their financial goals. With access to the investment insights of Merrill and banking solutions from Bank of America, the team at Merrill Lynch works with clients to address their financial needs and stay on track to achieve their goals. By getting to know clients personally and understanding what matters most to them, Merrill Lynch Wealth Management Advisors can create a financial approach that reflects their personality and priorities. The institution also offers the latest investment insights, tips, and strategies to help clients live their best financial life. Martin Harar, the registered financial advisor, is certified to do business in multiple states and is dedicated to helping clients navigate the complexities of financial planning.

Laura Pittman is a highly qualified Financial Advisor at Ameriprise Financial Services, LLC, located at 941 Glenwood Station Lane in Charlottesville, Virginia, United States. Laura holds various prestigious certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, showcasing her expertise in asset management, domestic partnership advising, estate planning, fiduciary practices, portfolio management, and behavioral finance. She is dedicated to providing top-notch financial advice and services to individuals, retirees, small business owners, and high net worth clients. With a strong commitment to ethics and continuous education, Laura is well-equipped to help clients navigate complex financial decisions and achieve their long-term goals.

Richard Monroe is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 941 Glenwood Station Lane in Charlottesville, Virginia. As a finance institution, Ameriprise offers personalized financial planning services to help clients achieve their financial goals. Each advisor, including Richard Monroe, has "Top areas of focus" which can be tailored to align with your specific financial needs. You can review Richard Monroe's background, credentials, and experience to determine if he is the right fit for you. By filling out the "Request consultation" form, you can connect with Richard Monroe for a complimentary initial consultation to discuss your financial goals and create a customized plan.

E.B. Wagner - Morgan Stanley Financial Advisor is a reputable finance institution located at 401 East Market Street in Charlottesville, Virginia, United States. As a branch of Morgan Stanley, they provide expert financial advisory services to help clients achieve their financial goals and secure their financial future. With a team of experienced advisors, they offer personalized investment strategies, retirement planning, wealth management, and more. Whether you are looking to grow your wealth, plan for retirement, or preserve your assets, E.B. Wagner - Morgan Stanley Financial Advisor is dedicated to helping you make informed financial decisions and achieve financial success.

Origin Wealth - Ameriprise Financial Services, LLC is a finance institution located at 675 Peter Jefferson Parkway in Charlottesville, Virginia, United States. They offer personalized investment and asset allocation recommendations based on individual goals and risk tolerance. The institution helps clients track their progress towards goals, adjust strategies as needed, and provides secure access to accounts from any device. They offer complimentary initial consultations to discuss financial planning concepts and provide insight on retirement readiness and investment trends. Ameriprise financial advisors are registered in certain U.S. states and adhere to strict regulations. The institution values client referrals and strives to help friends and family achieve their financial goals. Users of the website agree to follow the rules and regulations outlined by Ameriprise Financial.

David Barrett-Johnson is a financial advisor at Ameriprise Financial Services, LLC located at 908 East Jefferson Street in Charlottesville, 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, wealth transfers, retirement planning, estate planning, fiduciary practices, portfolio management, investment strategies, and more. David is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients.

Joseph Feola is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 941 Glenwood Station Lane in Charlottesville, Virginia, United States. Joseph Feola holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, investment strategies, estate planning, retirement planning, and other financial services. With a commitment to ethical practices and continuous education, Joseph Feola provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with investment opportunities, insurance products, or financial planning for specific life situations, Joseph Feola is equipped to help you navigate the complexities of wealth management. Contact Joseph Feola today to begin your journey towards financial security and success.

Merrill Lynch Financial Advisor Gardner (Gardy) Bloemers is a dedicated wealth management team located at 650 Peter Jefferson Parkway in Charlottesville, Virginia. Specializing in high-net-worth investors, the team takes the time to understand each client's unique priorities, risk tolerance, and goals to create customized financial solutions. With a focus on providing thoughtful advice and guidance, the team helps clients achieve their financial aspirations, secure their legacy, and plan for the future. The team believes in a personalized approach to financial planning, starting with a conversation to identify and prioritize each client's goals. By utilizing the Investment Personality Assessment and drawing upon research in behavioral finance, they tailor their financial strategies to align with the client's individual preferences and objectives. With access to the investment insights of Merrill and banking solutions from Bank of America, the team works to develop a comprehensive approach to address each client's financial needs.