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TOP 30 Member focused financial services in Virginia
163 results found
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Brown Edwards
Brown Edwards is a leading accounting and finance institution located at 280 Peppers Ferry Road in Wytheville, Virginia. With a team of over 350 professionals, we offer a wide range of services including accounting, assurance, tax, and management advisory. Our mission is to provide high-quality service tailored to each client's unique needs. We have helped thousands of companies with financial management, tax preparation, and strategic planning. Our community banking team offers industry insights through virtual seminars and events, covering topics such as fintech partnerships and real-time payments. We specialize in financial institutions, with over 100 years of experience serving more than 60 institutions. Education is a key focus at Brown Edwards, with resources and tools available for team members and clients.
Hodges P Stanley CPA
Hodges P Stanley CPA, located at 280 Peppers Ferry Road in Wytheville, Virginia, is a trusted institution specializing in accounting and finance services. As part of the Brown Edwards network, this institution offers a wide range of services including accounting, assurance, tax, and management advisory services. With a team of over 350 professionals, Hodges P Stanley CPA is one of the largest independent CPA firms in the Virginia/West Virginia/Tennessee region. The core mission of Hodges P Stanley CPA is to provide high-quality service to clients by understanding their unique situations and needs. The institution has helped thousands of companies with financial management, tax preparation, and strategic planning. By attending trade shows, conferences, and continuing education programs, the institution stays up-to-date on industry trends and developments.
Guardian Solutions
Guardian Solutions is a leading accounting and finance institution located at 102 Sheffield Road in Williamsburg, Virginia, United States. We specialize in helping business owners understand their financials and time management, allowing them to focus on the most important aspects of their business. By becoming a valuable member of your leadership team, we collaborate with you to develop a strategy, create an action plan, and set performance metrics to improve your profit and cash flow as your business grows. Our services include ensuring solid bookkeeping, timely tax filings with maximum deductions and credits, and establishing a flexible payroll system to keep your employees engaged and improve retention.
HUB International
HUB International, located at 8300 Greensboro Drive in Tysons, Virginia, is a finance and insurance agency that has been serving clients since 1983. As a division of HUB International Mid-Atlantic Inc., Washington Financial Group (WFG) is a nationally recognized leader in providing retirement planning and wealth management services to organizations and professionals. WFG is independent, vendor and investment neutral, ensuring transparency in investment recommendations. They offer education, resources, tools, and research to help clients achieve their financial goals with exceptional client service. WFG specializes in designing retirement plans that meet the needs of both companies and employees. They focus on driving employee behavior through plan design and education to help people prepare for retirement. As a member of Global Retirement Partners (GRP), WFG serves as investment fiduciaries under ERISA to enhance the effectiveness of retirement plans. WFG was named the 2017 PLANSPONSOR Retirement Plan Small Team of the Year for their leadership and commitment to excellence.
UMWA Health & Retirement Funds
UMWA Health & Retirement Funds is an insurance agency located at 2121 K Street Northwest in Washington, District of Columbia, United States. This institution specializes in providing health and retirement benefits to members of the United Mine Workers of America. With a focus on ensuring the well-being and financial security of coal miners and their families, UMWA Health & Retirement Funds offers a range of insurance options and retirement planning services. Their dedicated team works tirelessly to support and protect the hardworking individuals who have dedicated their careers to the mining industry.
WoodmenLife
WoodmenLife is an insurance agency located at 328 Old York-Hampton Highway in Yorktown, Virginia, United States. As a provider of life insurance and financial services, WoodmenLife is dedicated to helping individuals and families secure their financial future. With a focus on community involvement and member benefits, WoodmenLife offers a range of insurance products and services to meet the needs of its clients. With a commitment to helping members achieve their financial goals and protect their loved ones, WoodmenLife is a trusted institution in the insurance industry.
John Hancock
John Hancock is an insurance agency located at 154 South Rosemont Road in Virginia Beach, Virginia, United States. With a focus on financial advisory services with a personal touch, John Hancock believes in providing life insurance that is longer, healthier, and better for its customers. Trusted for over 160 years for being honest, reliable, and committed to its customers, John Hancock is now combining its longstanding experience with innovative technologies to transform the industry. Offering a variety of products to add real value to policyholders, John Hancock also partners with Life Happens to empower students with college financial aid. The institution also offers the John Hancock Vitality Program, rewarding and discounting eligible members for healthy lifestyle choices. Additionally, John Hancock now provides access to the Galleri test, a multi-cancer early detection test for Vitality PLUS members over 50 years old. With personalized financial planning services, retirement guidance, and a commitment to customer satisfaction, John Hancock is dedicated to helping individuals protect what matters most and achieve their financial goals. Insurance products are issued by John Hancock Life Insurance Company (U.S.A.) and John Hancock Life Insurance Company of New York.
Lesley Owens - State Farm Insurance Agent
Lesley Owens - State Farm Insurance Agent is a reputable insurance agency located at 8202 Williamson Road in Roanoke, Virginia. With a focus on providing exceptional service and personalized insurance solutions, Lesley Owens and her team are dedicated to helping clients manage the risks of everyday life and achieve their financial goals. Lesley Owens, a State Farm agent since 1998, holds a BA Degree in Psychology from the University of Virginia and is experienced in serving clients in the Roanoke, Salem, and Botetourt areas. The agency offers a range of insurance products, including life, property, casualty, and health insurance, with multilingual staff members available to assist clients in English and Spanish. Whether you need assistance with life insurance, auto insurance, home insurance, or renters insurance, the knowledgeable team at Lesley Owens - State Farm Insurance Agent is here to help. Contact them today for a personalized insurance review and discover how they can help you protect what matters most.
Epic Pharmacies
Epic Pharmacies, located at 8703 Studley Road in Mechanicsville, Virginia, is a national leader in pharmacy services support for independent pharmacies. As a member-owned and operated institution, Epic Rx offers flexible solutions and hands-on resources to help pharmacy members maintain their independence while providing top-quality patient care and staying competitive in the marketplace. The Epic Pharmacy Network provides tools and support to empower pharmacies to take control of their future. With a focus on protecting the interests of its members through legislative representation, Epic Rx is a trusted ally in third-party reimbursements. Many pharmacies have seen significant financial benefits from joining Epic Rx, with some even attributing their continued success to making the switch. Epic Rx not only helps with claims and adjudication, but also offers support in purchasing and other aspects of pharmacy business. By making reimbursements more transparent and providing valuable insights into managing reimbursements effectively, Epic Rx allows pharmacies to focus on what matters most - helping their patients and growing their business.
International Finance Corporation
The International Finance Corporation (IFC) is located at 2121 Pennsylvania Avenue Northwest in Washington, D.C. It is the largest global development institution focused on the private sector in developing countries. By encouraging growth and investing in impactful projects, IFC advances economic development, creates jobs, and improves the lives of people. With operations in over 100 countries, IFC leverages its expertise and financial resources to help clients overcome challenges and mobilize solutions for development. As a member of the World Bank Group, IFC focuses on promoting green growth, creating inclusive jobs, and transforming communities through private sector investments. Join IFC Insights for the latest updates on investment opportunities in emerging markets.
Gary Collier & Associates LLC
Gary Collier & Associates LLC is a finance institution located at 206 West Main Street in Radford, Virginia, United States. Specializing in independent investment brokerage and financial advisory services, the team of Gary Collier, Andy Price, and Joey Sutphin are dedicated to helping clients achieve their financial goals. With a focus on delivering tangible investment results rather than just projections, they work closely with clients to develop suitable and appropriate investment strategies tailored to their individual needs. Laura Easter is available at the Radford office of Lombard Securities during U.S. financial market hours, providing personalized service to clients. In the event that the Radford office is closed, Lombard Securities' home office in Baltimore is ready to offer support and assistance to clients and branches.
Lombard Securities
Located at 206 West Main Street in Radford, Virginia, Lombard Securities is a finance institution specializing in investment brokerage and financial advisory services. Led by experienced professionals Gary Collier, Andy Price, and Joey Sutphin, the team at Lombard Securities is dedicated to helping clients achieve their financial goals by providing personalized advice and service. With a focus on delivering tangible investment results rather than mere projections, Lombard Securities aims to assist clients in navigating the complexities of the market through tailored investment strategies. The team takes pride in educating clients about the risks and rewards associated with various investment options, ensuring that each choice aligns with the client's overall portfolio objectives.
MultiGenerational Wealth Management Group
At MultiGenerational Wealth Management Group, we understand that conventional wealth management plans and practices are often insufficient for growing and preserving wealth over a lifetime or across generations. Faced with the challenges of increasing family members and rising tax demands, successful wealth management requires superior long-term strategies, a sophisticated toolkit, and disciplined execution. Our approach addresses the pitfalls of short-term sequential goals which can lead to significant tax triggers and erosion of your hard-earned gains. We emphasize the importance of uninterrupted compounding interest, essential for growing and retaining wealth. Our expertise lies in designing and managing comprehensive lifetime and multi-generational financial plans, which we refer to as Financial Farms.
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