Managing investment assets in Roanoke, VA
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Bradley Blum - RBC Wealth Management Financial Advisor
● ClosedBradley Blum - RBC Wealth Management Financial Advisor is a trusted institution located at 110 Franklin Road Southeast in Roanoke, Virginia, United States. As a financial advisor, Bradley Blum offers expert guidance and personalized strategies to help clients achieve their financial goals. With a focus on wealth management, investment planning, and retirement strategies, Bradley Blum provides comprehensive financial services tailored to each client's individual needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Bradley Blum - RBC Wealth Management Financial Advisor is dedicated to helping you secure a stable financial future.
110 Franklin Rd SE Suite 400, Roanoke, VA 24011, United States -
RBC Wealth Management Branch - Roanoke
● ClosedThe RBC Wealth Management Branch in Roanoke is a leading financial institution located at 110 Franklin Road Southeast in Roanoke, Virginia. Our dedicated team of professionals is committed to providing personalized wealth management solutions to help our clients achieve their financial goals. With a wide range of services including investment planning, retirement planning, and estate planning, we strive to help our clients build and protect their wealth for the future. Visit us today to learn how we can help you secure your financial future.
110 Franklin Rd SE Suite 400, Roanoke, VA 24011, United States -
Monsour Asset Management
● ClosedMonsour 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.
2762 Electric Rd # B, Roanoke, VA 24018, United States -
Cornerstone Property Management
● ClosedCornerstone Property Management is a leading property management company located at 4119-A Franklin Road Southwest in Roanoke, Virginia. With years of experience in the industry, our team is dedicated to providing top-notch services to property owners and tenants alike. From efficient maintenance and repairs to timely rent collection and thorough tenant screenings, we strive to ensure that every property under our care is well-managed and profitable. Contact us today to learn more about how Cornerstone Property Management can help you achieve your property management goals.
4119-A Franklin Rd SW, Roanoke, VA 24018, United States -
360 Wealth Consulting
● Closed360 Wealth Consulting is a finance institution located at 1335 Peters Creek Road in Roanoke, Virginia, United States. Specializing in wealth management tailored specifically for each client, our team of Registered Financial Consultants (RFC) from the International Association of Registered Financial Consultants (IARFC®) provides personalized financial guidance to help you achieve your goals. Whether you are a business owner, a Baby Boomer preparing for retirement, or a younger client looking to preserve your assets, we are here to assist you every step of the way. At 360 Wealth Consulting, we focus on tax planning as a core part of wealth management, ensuring that you maximize your wealth growth and make informed financial decisions. Our team merges the expertise of financial advisors and accountants to create a comprehensive wealth strategy powerhouse. By starting with tax planning, we can help you save on tax liabilities and optimize your financial situation.
1335 Peters Creek Rd, Roanoke, VA 24017, United States -
Beacon Wealth Consultants, Inc.
● ClosedBeacon Wealth Consultants, Inc. is a finance institution located at 302 Washington Avenue Southwest in Roanoke, Virginia, United States. Our team of experienced financial advisors is dedicated to providing personalized wealth management solutions to our clients. Whether you are planning for retirement, investing for the future, or looking to grow your assets, Beacon Wealth Consultants is here to help you achieve your financial goals. Contact us today to schedule a consultation and start building a brighter financial future.
302 Washington Avenue Southwest, Roanoke, VA 24016, United States -
Cary Street Partners
● ClosedCary Street Partners is a finance institution located at 601 South Jefferson Street in Roanoke, Virginia, United States. Our team of experienced financial advisors is dedicated to creating personalized financial plans tailored to your specific 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 for optimizing investment portfolios, and support for business owners and plan sponsors. Cary Street Partners is comprised of Cary Street Partners LLC, Cary Street Partners Investment Advisory LLC, and Cary Street Partners Asset Management LLC. For more information, check out our team members and advisors in Roanoke, VA.
601 S Jefferson St, Roanoke, VA 24011, United States -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a leading finance institution located at 10 South Jefferson Street in Roanoke, Virginia, United States. Our team of experienced financial advisors is dedicated to providing personalized investment strategies and wealth management services to help clients achieve their financial goals. With a strong reputation for excellence and a commitment to client satisfaction, Morgan Stanley Financial Advisors is a trusted partner for individuals and businesses seeking expert financial guidance. Contact us today to learn more about how we can help you secure your financial future.
10 S Jefferson St Suite 1700, Roanoke, VA 24011, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a trusted finance and insurance agency located at 3090 Electric Road in Roanoke, Virginia, United States. With a reputation for providing reliable financial solutions and insurance products, Northwestern Mutual offers a wide range of services to help individuals and businesses achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, Northwestern Mutual has the expertise and resources to assist you every step of the way. Trust Northwestern Mutual for all your financial and insurance needs in Roanoke and beyond.
3090 Electric Rd Ste D, Roanoke, VA 24018, United States -
Christine Smith - Financial Advisor, Ameriprise Financial Services, LLC
● OpenChristine Smith - Financial Advisor, Ameriprise Financial Services, LLC is a reputable finance institution located at 1320 Roanoke Road, Daleville, Virginia, United States. Christine Smith 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®. These certifications showcase Christine Smith's expertise in various financial areas such as asset management, investment strategies, retirement planning, estate planning, risk management, and more. With a commitment to ethical practices and continuous education, Christine Smith is dedicated to providing top-notch financial advice and services to clients in need of financial planning assistance.
1320 Roanoke Rd, Daleville, VA 24083, United States -
Edward Jones - Financial Advisor: Mike Pendleton, CFP®|ChFC®|CLU®
● ClosedEdward Jones - Financial Advisor: Mike Pendleton, CFP®|ChFC®|CLU® is a trusted financial institution located at 7746 Williamson Road in Roanoke, Virginia, United States. Specializing in providing comprehensive financial planning and investment services, Mike Pendleton, a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®), offers personalized guidance to help clients achieve their financial goals. With a strong focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Mike Pendleton, CFP®|ChFC®|CLU® is dedicated to helping individuals and families secure their financial future.
7746 Williamson Rd, Roanoke, VA 24019, United States -
Edward Jones - Financial Advisor: Doug Harrison, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Doug Harrison, CFP®|AAMS™ is a trusted financial institution located at 6711 Peters Creek Road in Roanoke, Virginia, United States. With a focus on providing personalized financial planning and investment services, Doug Harrison, a Certified Financial Planner and Accredited Asset Management Specialist, offers expertise and guidance to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or build wealth for the future, Edward Jones is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact Doug Harrison today to schedule a consultation and take the first step towards securing your financial future.
6711 Peters Creek Rd Suite 203B, Roanoke, VA 24019, United States -
Davenport & Company LLC
● ClosedDavenport & Company LLC is a leading finance institution located at 10 Franklin Road Southeast in Roanoke, Virginia, United States. With a strong presence in the financial industry, Davenport & Company LLC offers a wide range of services including investment management, wealth planning, and financial advisory. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth or plan for retirement, Davenport & Company LLC is committed to providing personalized solutions to meet your needs.
10 Franklin Rd SE Suite 450, Roanoke, VA 24011, United States -
Lee F Brooks - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedLee F Brooks - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3130 Chaparral Drive, Roanoke, Virginia, United States. The institution offers a range of certifications and designations 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®. These certifications cover various aspects of financial planning, asset management, estate planning, retirement planning, and more. The institution aims to provide clients with expert advice and guidance in managing their wealth and financial needs.
3130 Chaparral Dr Ste 204, Roanoke, VA 24018, United States -
Ezra Amiss - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedEzra Amiss is a financial advisor at Ameriprise Financial Services, LLC located at 2965 Colonnade 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®, 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 his expertise in various financial planning areas including asset management, retirement planning, estate planning, investment management, and more. As a Certified Military Financial Advisor®, Ezra Amiss is also trained to serve veterans and active duty military personnel. With his extensive knowledge and commitment to ethical practices, Ezra Amiss provides comprehensive financial planning services to individuals and businesses, helping them achieve their financial goals.
2965 Colonnade Dr #320, Roanoke, VA 24018, United States -
Stewart Barnes - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedStewart Barnes - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 3130 Chaparral Drive in Roanoke, Virginia, offers a wide range of financial services and expertise. Stewart Barnes holds multiple certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his commitment to ethical practices and his ability to address the complex financial needs of individuals, retirees, small business owners, and high net worth clients. Whether you need help with asset management, estate planning, retirement planning, or investment strategies, Stewart Barnes has the knowledge and experience to guide you towards financial success. Contact Stewart Barnes today to start planning for your financial future.
3130 Chaparral Dr Ste 204, Roanoke, VA 24018, United States -
Janney Montgomery Scott LLC
● ClosedJanney Montgomery Scott LLC is a finance institution located at 110 Franklin Road Southeast in Roanoke, Virginia, United States. With a strong reputation for providing personalized financial services, Janney Montgomery Scott LLC offers a wide range of investment and wealth management solutions to individuals, families, and businesses. Their team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Janney Montgomery Scott LLC can provide the expertise and guidance you need.
110 Franklin Rd SE, Roanoke, VA 24011, United States -
Christine Smith - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedChristine Smith - Financial Advisor at Ameriprise Financial Services, LLC, located at 2758 Electric Road in Roanoke, Virginia, United States, offers a wide range of financial services to individuals and small business owners. Christine Smith holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, demonstrating her expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and continuing education, Christine Smith is dedicated to providing personalized financial advice to help clients achieve their financial goals. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Christine Smith is committed to helping you make informed decisions and secure your financial future. Contact Christine Smith today to schedule a consultation and take the first step towards financial success."
2758 Electric Rd Ste D, Roanoke, VA 24018, United States -
Edward Jones - Financial Advisor: Tommy Bryant, AAMS™
● ClosedEdward 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.
2754 B, Electric Rd, Roanoke, VA 24018, United States -
James Harlow - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedJames 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.
3130 Chaparral Dr Ste 204, Roanoke, VA 24018, United States -
Matthew Ely - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMatthew Ely is a financial advisor at Ameriprise Financial Services, LLC, located at 3130 Chaparral Drive in Roanoke, Virginia, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. Matthew Ely also specializes in areas such as domestic partnership advising, philanthropy, and exit planning. With a commitment to ethics and continuing education, he ensures that his clients receive the highest level of financial advice and service.
3130 Chaparral Dr Ste 204, Roanoke, VA 24018, United States -
Leslie R Carpenito - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedLeslie 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.
2965 Colonnade Dr #320, Roanoke, VA 24018, United States -
Edward Jones - Financial Advisor: Matt Trent, AAMS™
● ClosedEdward Jones - Financial Advisor: Matt Trent, AAMS™ is a reputable finance institution located at 6711 Peters Creek Road in Roanoke, Virginia, United States. As a certified Accredited Asset Management Specialist (AAMS™), Matt Trent offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides a wide range of financial services to individuals, families, and businesses. Whether you are planning for retirement, saving for college education, or looking to grow your wealth, Matt Trent and his team are dedicated to helping you navigate the complexities of the financial world and make informed decisions for a secure financial future.
6711 Peters Creek Rd Suite 203B, Roanoke, VA 24019, United States -
Glenn Kent - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedGlenn 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.
3130 Chaparral Dr Ste 204, Roanoke, VA 24018, United States -
Ameriprise Financial
● OpenAmeriprise Financial is a leading financial institution located at 5007 Carriage Drive in Roanoke, Virginia, United States. Specializing in finance, Ameriprise offers a wide range of services including financial planning, investment management, retirement planning, and insurance solutions. With a team of experienced professionals, Ameriprise is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Ameriprise Financial is committed to providing personalized solutions to meet your unique needs.
5007 Carriage Dr Suite 204, Roanoke, VA 24018, United States -
Edward Jones - Financial Advisor: Michelle Atkins Yost, AAMS™
● ClosedEdward Jones - Financial Advisor: Michelle Atkins Yost, AAMS™ is a reputable financial institution located at 2203 Orange Avenue Northeast in Roanoke, Virginia. As a trusted advisor, Michelle Atkins Yost holds the Accredited Asset Management Specialist (AAMS™) designation, demonstrating her expertise in helping clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Michelle Atkins Yost is dedicated to providing personalized financial guidance and creating tailored strategies to help you reach financial success. Visit Edward Jones - Financial Advisor: Michelle Atkins Yost, AAMS™ today to start planning for a secure financial future.
2203 Orange Ave NE Unit B, Roanoke, VA 24012, United States -
The Convergence Group - Morgan Stanley
● OpenThe 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.
10 S Jefferson St Suite 1700, Roanoke, VA 24011, United States -
PMI Commonwealth - Blacksburg
● ClosedPMI Commonwealth - Blacksburg is a full-service real estate asset management company located at 3025 Peters Creek Road, Roanoke, Virginia, United States. We offer professional Residential, Commercial, and Realty services utilizing state-of-the-art technology to keep property owners informed about their investments and provide tenants with real-time access to maintenance requests and billing. Our locally owned and independently operated office is part of a fast-growing franchise that has been revolutionizing the property management industry for almost 20 years. With a strong record of success and prestigious awards, PMI Commonwealth stands out from the competition. We specialize in finding the right tenants for your property, thorough screening processes, on-time rent payments, maintenance coordination, worry-free accounting, eviction processing, property inspections, legal compliance, and more. Whether you need residential property management, commercial property management, or real estate support, PMI Commonwealth is your best choice in the region. We guarantee to find quality tenants in less than 21 days, offer a 30-day cancellation policy without penalty, and only get paid when you get results. With our leasing guarantee, we will find a new tenant for free if one does not fulfill at least nine months of the lease term. Our dedicated property managers provide valuable services to ensure your properties are well-managed. PMI Commonwealth is committed to accessibility for people with disabilities and adheres to W3C WAI's Web Content Accessibility Guidelines. Each office is independently owned and operated, and state and local laws may impact the services provided. Contact us at leasing@pmicommonwealth.com for any accessibility issues or to learn more about our services.
3025 Peters Creek Rd Ste B, Roanoke, VA 24019, United States
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