TOP 10 Management advisory in Virginia
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Jamie Stallings - Morgan Stanley
● OpenJamie Stallings - Morgan Stanley is a leading financial institution located at 437 West Duke of Gloucester Street in Williamsburg, Virginia, United States. Our team of experts provides a wide range of financial services, including investment advice, wealth management, and retirement planning. With a focus on building long-term relationships with our clients, we strive to help them achieve their financial goals and secure their future. Trust Jamie Stallings - Morgan Stanley for all your financial needs.
437 W Duke of Gloucester St, Williamsburg, VA 23185, United States -
Atlantic Financial Services
● ClosedAtlantic Financial Services is a leading finance institution located at 1000 Airline Boulevard in Portsmouth, Virginia, United States. With a strong commitment to providing top-notch financial services to individuals and businesses, Atlantic Financial Services offers a wide range of financial solutions including loans, investments, and financial planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, secure a loan, or plan for retirement, Atlantic Financial Services is here to help every step of the way. Contact us today to learn more about how we can assist you with your financial needs.
1000 Airline Blvd, Portsmouth, VA 23707, United States -
Merrill Lynch Financial Advisor Philip E. Campbell
● ClosedAt Merrill Lynch Financial Advisor Philip E. Campbell, located at 999 Waterside Drive in Norfolk, Virginia, our team takes a distinctive and comprehensive approach to wealth management. Recognized for excellence by the industry, we have been named to the 2023 Forbes “Best-in-State Wealth Management Teams” List. Each of our advisors brings professional credentials and expertise in economics, finance, applied mathematics, and law, allowing us to deliver forward-thinking recommendations that serve our clients' best interests. We work closely with a diverse clientele in Virginia and over 20 other states, including business owners, physicians, attorneys, engineers, and shipping executives, as well as their families. Our team takes a team approach, sharing perspectives and knowledge to provide clients with a deep reserve of expertise in areas such as retirement planning, estate planning, tax efficiencies, and cash management strategies.
999 Waterside Dr Suite 1100, Norfolk, VA 23510, United States -
Edward Jones - Financial Advisor: Jason M Legato, CRPC™
● OpenEdward Jones - Financial Advisor: Jason M Legato, CRPC™ is a trusted financial institution located at 805 Kent Place in Chesapeake, Virginia. As a Certified Retirement Planning Counselor (CRPC™), Jason M Legato offers personalized financial planning services to help clients achieve their financial goals and secure their future. With a commitment to providing top-notch financial advice and guidance, Edward Jones is dedicated to helping individuals and families make informed decisions about their investments, retirement planning, and wealth management. Visit Edward Jones - Financial Advisor: Jason M Legato, CRPC™ today to start planning for a brighter financial future.
805 Kent Pl Suite 100, Chesapeake, VA 23320, United States -
Edwin F. Brooks, LLC
● ClosedEdwin F. Brooks, LLC is a reputable law firm located in the heart of Richmond, Virginia. Specializing in various areas of law, our team of experienced attorneys is dedicated to providing top-notch legal services to our clients. From personal injury cases to business litigation, we are committed to achieving the best possible outcome for each and every client. Trust Edwin F. Brooks, LLC to handle your legal matters with professionalism and expertise. Visit us at 6 West Broad Street in Richmond, Virginia, and let us help you navigate the complexities of the legal system.
6 W Broad St, Richmond, VA 23220, United States -
Vision Financial Group
● ClosedVision Financial Group is a leading finance institution located at 4429 Bonney Road in Virginia Beach, Virginia, United States. We specialize in providing comprehensive financial services to individuals and businesses, including investment planning, retirement planning, wealth management, and more. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Vision Financial Group can help you reach your financial objectives.
4429 Bonney Rd #440, Virginia Beach, VA 23462, United States -
Truist Wealth
● OpenTruist Wealth is a finance institution located at 500 East Main Street in Norfolk, Virginia, United States. Bern Glasser serves as the Vice President and Wealth Advisor at Truist Bank. The institution offers a variety of services including banking products, loans, deposit accounts, trust and investment management, securities, brokerage accounts, insurance, investment advisory services, and mortgage products. Truist Wealth is affiliated with Truist Financial Corporation and provides resources for consumers with Limited English Proficiency, including translation and language access services. Customers can expect professional and comprehensive financial services from the experienced team at Truist Wealth.
500 E Main St #300, Norfolk, VA 23510, United States -
Altura Wealth Advisors
● ClosedAltura Wealth Advisors is a leading financial institution located at 1 Columbus Center in Virginia Beach, Virginia, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or seeking financial guidance, Altura Wealth Advisors is committed to providing expert advice and exceptional service. Contact us today to learn more about how we can help you secure your financial future.
1 Columbus Ctr #1100, Virginia Beach, VA 23462, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a trusted finance institution located at 448 Viking Drive in Virginia Beach, Virginia, United States. With a commitment to providing personalized investment solutions and financial planning services, Raymond James is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, the experienced professionals at Raymond James Financial Services are here to guide you every step of the way. Trust in Raymond James for all your financial needs.
448 Viking Dr Suite 230, Virginia Beach, VA 23452, United States -
Next Financial Group - Stephen Aquilino CRC
● ClosedNext Financial Group - Stephen Aquilino CRC is a well-established finance institution located in Virginia Beach, Virginia. Led by the experienced financial advisor Stephen Aquilino CRC, this institution offers a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, Next Financial Group is dedicated to providing personalized and comprehensive financial solutions. With a commitment to excellence and a focus on customer satisfaction, Next Financial Group - Stephen Aquilino CRC is a trusted partner in helping individuals and businesses navigate the complex world of finance. Visit their office at 2809 South Lynnhaven Road to learn more about how they can help you secure your financial future.
2809 S Lynnhaven Rd Ste 120, Virginia Beach, VA 23452, United States -
Matthew Budde - Thrivent
● ClosedMatthew Budde - Thrivent is a finance institution located at 101 North Lynnhaven Road, Virginia Beach, Virginia, United States. Licensed in multiple states including AZ, CO, DC, FL, MA, MD, ME, NC, NJ, PA, RI, VA, WA, and WV, we believe that money is a tool, not a goal. Our team is dedicated to helping individuals make the most of all they've been given by providing personalized financial planning services. As a Dave Ramsey SmartVestor Pro, we are part of a network of trusted financial professionals who prioritize client education and empowerment. While not affiliated with Dave Ramsey, we follow a code of conduct and client-first mentality in all our interactions. Our financial decision-making process is tailored to each individual's life goals and we provide guidance through our Financial Planning Framework. Clients can choose to further their planning engagement with our Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and we offer insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. Our licensed financial advisors are credentialed to provide investment advisory services and are committed to helping clients achieve their financial goals. Visit our website or FINRA's Broker Check for more information on our team and services.
101 N Lynnhaven Rd # 202, Virginia Beach, VA 23452, United States -
Merrill Lynch Financial Advisor Jesse J. King
● ClosedMerrill Lynch Financial Advisor Jesse J. King, located at 208 Golden Oak Court in Virginia Beach, Virginia, offers personalized investment strategies and comprehensive financial solutions to help clients achieve their goals. The Onhaizer Harris King Group team collaborates with clients to develop a financial strategy that aligns with their life goals, risk tolerance, and liquidity needs. By drawing upon the global investing capabilities of Merrill and banking solutions from Bank of America, the team assists in identifying and prioritizing personal goals such as education funding, retirement planning, healthcare costs, and wealth preservation. Through in-depth conversations and the Investment Personality Assessment, the team creates a customized financial approach tailored to each client's unique needs and preferences. With a focus on building strong client relationships based on trust and personalized service, the team at Merrill Lynch is dedicated to helping clients navigate the complexities of their financial lives and stay on track to achieve their goals.
208 Golden Oak Ct #400, Virginia Beach, VA 23452, United States -
Kevin Humphreys - Thrivent
● ClosedKevin Humphreys - Thrivent is a finance institution located at 101 North Lynnhaven Road, Virginia Beach, Virginia, United States. Licensing is available through the State Insurance Department's website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option to further engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services. Securities and investment advisory services are provided through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are able to provide investment advisory services. For more information about their financial advisors and professional designations, visit Thrivent.com or FINRA's Broker Check.
101 N Lynnhaven Rd # 202, Virginia Beach, VA 23452, United States -
Cary Street Partners
● ClosedCary Street Partners is a finance institution located at 2101 Parks Avenue in Virginia Beach, Virginia, United States. Our experienced financial advisors are dedicated to creating personalized financial plans to help you achieve your goals. We believe in aligning the interests of our clients, employees, owners, and business partners to create positive change and new opportunities. Our services include comprehensive research, model portfolio creations, personalized financial plans, strategic guidance, and support for business owners and plan sponsors. Learn more about our team members and advisors in Virginia Beach, VA. 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. Check the background of this firm or any investment professional on FINRA’s BrokerCheck.
2101 Parks Ave # 800, Virginia Beach, VA 23451, United States -
Terry N Grinnalds
● ClosedTerry N Grinnalds is a reputable law firm located at 2 Eaton Street in Hampton, Virginia, United States. Specializing in various areas of law, the institution is known for providing expert legal services and counsel to clients in need. With a team of experienced lawyers, Terry N Grinnalds is dedicated to achieving the best possible outcomes for their clients. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, Terry N Grinnalds is committed to providing top-notch legal support. Contact them today for a consultation.
2 Eaton St #712, Hampton, VA 23669, United States -
Matthews, Carter & Boyce, P.C.
● ClosedMatthews, Carter & Boyce, P.C. is a renowned accounting and finance institution located at 12500 Fair Lakes Circle, Fairfax, Virginia, United States. With over 75 years of exceptional service, MCB prides itself on being expert financial and tax strategists, trusted by a diverse range of clients as their strategic advisors. The firm is known for its personalized attention, expert accounting, and tax services, as well as its long-term commitment to clients as CPAs and advisors. At MCB, clients are not just a number; they are valued relationships where open communication and collaboration are key. The firm's team of highly skilled professionals is dedicated to exceeding client expectations and enhancing the growth and success of organizations in various industries. MCB offers outsourced accounting and advisory services to nonprofit organizations, government contractors, and closely held businesses, allowing clients to focus on growing their businesses while experienced CPA professionals address critical needs.
12500 Fair Lakes Cir #260, Fairfax, VA 22033, United States -
B J Kane & Co PC
● OpenB J Kane & Co PC is a CPA Firm located in Annandale, Virginia, just fifteen minutes from Washington, DC. Established in 1986, we specialize in providing accounting and finance services to healthcare professionals in the Washington Metropolitan area. Our team has expertise in tax planning, business consulting, estate and financial planning, and management advisory services. We have strategic business alliances to benefit our clients and are known for cultivating long-term relationships. Our sister company, Health Care Advisors, Inc. (HCA), offers health care reimbursement, compliance, and practice management consulting services. HCA also provides subcontracted services to CPA's, attorneys, and other entities seeking healthcare specialists.
7006 Little River Turnpike # L, Annandale, VA 22003, United States -
Debra Y Kurre CPA, PC
● ClosedDebra Y Kurre CPA, PC is a reputable accounting and finance institution located at 6440 Thomas Jefferson Parkway in Palmyra, Virginia, United States. Specializing in a wide range of financial services, Debra Y Kurre CPA, PC offers expert guidance and support to individuals and businesses seeking assistance with tax preparation, auditing, financial planning, and more. With a dedication to professionalism and client satisfaction, the team at Debra Y Kurre CPA, PC is committed to providing top-notch financial solutions tailored to meet the unique needs of each client.
6440 Thomas Jefferson Pkwy A, Palmyra, VA 22963, United States -
Fraim, Cawley & Company, CPAs
● ClosedFraim, Cawley & Company, CPAs is an accounting and finance institution located at 325 Mountain Avenue Southwest in Roanoke, Virginia, United States. Our team of professionals offers tax preparation, bookkeeping, and advisory services to businesses in the Roanoke area. With a mission to help your business flourish, we provide assistance with all phases of tax preparation and modern accounting practices. Micah, our expert accountant, has received glowing reviews for his prompt services, detailed knowledge, and reasonable pricing. Whether you need help with personal or professional accounting, Micah is a great choice. Contact us to schedule an appointment and let us help you succeed in your financial endeavors.
325 Mountain Ave SW #1, Roanoke, VA 24016, United States -
Brown Edwards
● ClosedBrown Edwards is a leading accounting and finance institution located at 3906 Electric Road in Roanoke, Virginia, United States. With over 350 professionals on staff, we offer a wide range of services including accounting, assurance, tax, and management advisory services. Our firm is one of the largest independent CPA firms in the Virginia / West Virginia / Tennessee region. At Brown Edwards, our core mission is to provide the highest quality service to our clients. We take the time to listen and learn about each client's unique situation in order to determine the best approach to meet and exceed their specific needs. We have helped thousands of companies with financial management, tax preparation, and strategic planning.
3906 Electric Rd, Roanoke, VA 24018, United States -
Brown Edwards: Elizabeth A. Llewellyn, CPA
● ClosedBrown Edwards: Elizabeth A. Llewellyn, CPA is a leading accounting and finance institution located at 15871 City View Drive in Midlothian, Virginia, United States. With a team of over 350 professionals, Brown Edwards offers a wide range of services including accounting, assurance, tax, and management advisory. Our core mission is to provide the highest quality service to our clients, understanding their unique needs and exceeding their expectations. At Brown Edwards, we specialize in financial institutions and have over 100 years of experience serving more than 60 institutions. Our team includes former bank management and lenders, all holding various certifications to provide expert counsel. We stay up-to-date on industry trends through trade shows, conferences, and continuing education programs.
15871 City View Dr # 302, Midlothian, VA 23113, United States -
Stanfield & Associates Inc
● ClosedStanfield & Associates Inc is a reputable accounting and finance institution located at 1243 Mall Drive in Bon Air, Virginia, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses in the area. Our commitment to excellence and personalized approach sets us apart from the rest. Whether you need assistance with tax preparation, financial planning, or bookkeeping, our team is here to help you achieve your financial goals. Visit us today to learn more about how Stanfield & Associates Inc can assist you with your accounting and finance needs.
1243 Mall Dr, North Chesterfield, VA 23235, United States -
Sandston Tax Services, Inc.
● OpenSandston Tax Services, Inc. is a reputable accounting and finance institution located at 3991 East Williamsburg Road in Sandston, Virginia, United States. With a team of experienced professionals, they offer a wide range of tax services to individuals and businesses, ensuring accurate and efficient financial management. Whether you need help with tax preparation, bookkeeping, or financial planning, Sandston Tax Services, Inc. is dedicated to providing top-notch services tailored to meet your specific needs. Visit their office today to experience their expertise and commitment to excellence.
3991 E Williamsburg Rd, Sandston, VA 23150, United States -
Brown Edwards
● ClosedBrown Edwards is a renowned accounting and finance institution located at 701 Town Center Drive in Newport News, Virginia, United States. With a team of over 350 professionals, we offer a wide range of services including accounting, assurance, tax, and management advisory services. Our mission is to provide the highest quality service to our clients by understanding their unique needs and developing practical solutions to exceed their expectations. We specialize in serving financial institutions, with over 100 years of experience working with more than 60 community banks. Our team includes former bank management and lenders, and we hold various certifications to ensure we provide the best guidance to our clients. We stay up-to-date on industry trends by attending conferences and continuing education programs, allowing us to offer the most relevant advice to our clients.
Fountain Plaza One, 701 Town Center Dr Suite 700, Newport News, VA 23606, United States -
Richard T Werner CPA LLC
● OpenRichard T Werner CPA LLC is a professional accounting and finance institution located at 3145 Virginia Beach Boulevard in Virginia Beach, Virginia, United States. With a team of experienced CPAs, they provide a wide range of financial services including tax preparation, bookkeeping, and financial planning. Their dedication to accuracy and attention to detail sets them apart as a trusted partner for individuals and businesses seeking expert financial guidance.
3145 Virginia Beach Blvd #203, Virginia Beach, VA 23452, United States -
Chrysalis Counseling Center
● ClosedChrysalis Counseling Center, located at 605 North Main Street in Culpeper, Virginia, is a leading mental health institution serving the Northern and Central Virginia areas since 1993. Specializing in providing quality mental health services for children, adolescents, and adults, Chrysalis Counseling Center offers an integrative approach to therapy and treatment modalities to help individuals rebuild their lives and stabilize family functioning. Founded and led by Dr. Elise Hagan, LMHP, MBA, CCBT, DAC, TF-CBT, PhD, Chrysalis Counseling Center is dedicated to providing both administrative and clinical leadership in the field of mental health. With over 40 years of experience, Dr. Elise has served on various local Community Policy and Management Teams, Advisory Committees, and Family Assessment and Planning Teams. She has also been a speaker at national conventions, as well as appearing as an expert speaker on national television and radio networks.
605 N Main St, Culpeper, VA 22701, United States -
Yount, Hyde & Barbour
● ClosedYount, Hyde & Barbour is a trusted accounting and finance institution located at 50 South Cameron Street in Winchester, Virginia, United States. Our mission is centered around delivering excellence and earning the trust of our clients every day. We listen, learn, and strategize with our clients at the forefront of everything we do. Whether you are a business owner, a non-profit organization, or an individual, we provide customized solutions to help you grow confidently. With over 75 years of experience, we offer a range of services including accounting, tax, wealth management, assurance, and advisory services. Our team of experts are dedicated to minimizing your tax liabilities and positioning you for success. We are not just your accountants, we become your partners in achieving your goals. Visit one of our locations in Virginia, Maryland, Washington D.C., Pennsylvania, and West Virginia to experience the Yount, Hyde & Barbour difference.
50 S Cameron St, Winchester, VA 22601, United States -
Knotts Donald w CPA
● OpenKnotts Donald W CPA is a reputable accounting and finance institution located at 29 Culpeper Street, Warrenton, Virginia, United States. Our experienced team, led by David Bush, offers a unique blend of tax knowledge and wealth management expertise to help clients secure their financial future. With a focus on creating comprehensive wealth strategies, we guide our clients through their financial journey to ensure their money serves their needs now and in the future. David Bush, a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™ professional, and Personal Financial Specialist, has over 30 years of experience in the financial service industry. He values the trust his clients place in him and consistently delivers sound objective advice to help clients achieve their financial goals.
29 Culpeper St, Warrenton, VA 20186, United States -
D Suite consulting
● ClosedD Suite Consulting is a leading consulting firm located at 13733 Piedmont Vista Drive in Haymarket, Virginia. Our team of experienced consultants offers a wide range of services to help businesses achieve their goals and increase their success. From strategic planning to operational efficiency, we provide tailored solutions to meet the unique needs of each client. With a focus on innovation and excellence, D Suite Consulting is dedicated to helping businesses thrive in today's competitive market. Contact us today to learn more about how we can help your business grow and succeed.
13733 Piedmont Vista Dr, Haymarket, VA 20169, United States -
Mac Rae Associates PC
● ClosedMac Rae Associates PC is a reputable accounting and finance institution located at 3900 Jermantown Road in Fairfax, Virginia, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation and planning to auditing and financial consulting, Mac Rae Associates PC is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart from other accounting firms in the area. Whether you need assistance with bookkeeping, budgeting, or investment strategies, Mac Rae Associates PC is the trusted choice for all your financial needs.
3900 Jermantown Rd # 300, Fairfax, VA 22030, United States
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