TOP 30 Best Military financial planning in Virginia

Katie McKinley is a Financial Advisor at Ameriprise Financial Services, LLC located at 295 Bendix Road, Virginia Beach, Virginia, United States. Katie holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, investment strategies, estate planning, retirement planning, and more. With a focus on providing personalized financial advice, Katie is dedicated to helping individuals, retirees, small business owners, and high net worth clients achieve their financial goals. Additionally, Katie is equipped to assist clients with specialized needs such as domestic partnerships, estate planning, and military financial planning. As a Chartered Financial Consultant and Certified Financial Planner™, Katie is committed to upholding the highest standards of professionalism and ethics in the financial industry. Contact Katie McKinley today for comprehensive financial planning services tailored to your unique needs.

Essential Legal Planning is a trusted institution located at 2001 Mount Vernon Avenue in Alexandria, Virginia. Our team of experienced legal professionals is dedicated to providing comprehensive legal planning services to individuals and families in the United States. From estate planning to probate administration, our knowledgeable staff is committed to helping our clients navigate the complex legal system with ease and peace of mind. Contact us today to learn more about how Essential Legal Planning can assist you with your legal needs.

Omni Military Loans is a finance institution located at 15525 Warwick Boulevard in Newport News, Virginia, United States. With over 50 years of Responsible Military Lending experience, Omni offers Fast, Friendly, and Trustworthy Service to military personnel stationed at Fort Eustis, Langley Air Force Base, and other military facilities in the area. At Omni, customer satisfaction is our top priority, and we strive to ensure that all loan applicants receive the support they need, even when other financial institutions may have turned them down. Our recent participation in the Holiday Tree Lighting event at Langley Air Force Base exemplifies our commitment to supporting the Newport News community. Whether you're in need of a small loan for a car repair or facing a financial emergency, Omni is here to help. Visit us at our Newport News office and experience the Omni difference firsthand.

The Military Retirees Club Inc is a social organization located at 2220 Chamberlayne Avenue in Richmond, Virginia. Our club is dedicated to providing a sense of community and support for retired military personnel and their families. We offer a variety of activities and events for our members to enjoy, including social gatherings, volunteer opportunities, and informational seminars. Join us to connect with fellow veterans, share stories, and continue to serve our country in a different capacity.

Nansemond River Financial Services is a leading finance institution located at 204 Military Road in Suffolk, Virginia, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you need assistance with investments, retirement planning, or estate planning, we are here to help. Visit us today to learn more about how we can help you secure your financial future.

First Command Financial Advisor - Mark Tipmongkol is a reputable finance institution located at 13625 Office Place in Woodbridge, Virginia, United States. As a trusted financial advisor, Mark Tipmongkol provides personalized financial planning services to help clients achieve their financial goals and secure their financial future. With a focus on serving military families and individuals, First Command Financial Advisor - Mark Tipmongkol offers expert advice on investments, retirement planning, insurance, and more. Visit us today to take the first step towards financial security and prosperity.

Patricia Koogler - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 42 Stoneridge Drive, Waynesboro, Virginia, United States. The institution offers a range of certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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, estate planning, investment management, and specialized areas such as military financial advising. The institution is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, and high net worth clients.

Roger E Kasch is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 4801 Cox Road in Glen Allen, Virginia, United States. Roger holds multiple 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 Roger's expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment management, and more. As a Certified Military Financial Advisor®, Roger is also trained to serve veterans and active duty military personnel. With a commitment to ethical standards and continuing education, Roger provides comprehensive and personalized financial advice to help clients achieve their financial goals.

Benjamin Page - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 3908 Springfield Road, Glen Allen, Virginia, United States, is a finance institution offering a range of services to meet the diverse needs of individuals seeking wealth management solutions. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, the team at Benjamin Page is equipped to provide expert advice on asset management, investment strategies, retirement planning, estate planning, and insurance products. Whether you are a retiree, small business owner, high net worth client, or in need of specialized financial planning for divorce, special needs, or military personnel, the professionals at Benjamin Page have the expertise to guide you through complex financial decisions. With a commitment to ethical practices and ongoing education, Benjamin Page is dedicated to providing personalized, comprehensive financial solutions to help clients achieve their financial goals.

First Command Financial Advisor - Brian Swanson is a trusted finance institution located at 5285 Shawnee Road in Alexandria, Virginia, United States. Brian Swanson offers personalized financial advice and services to help clients achieve their financial goals. This institution is dedicated to providing top-notch financial guidance and support to individuals and families. The client testimonials speak to the high level of satisfaction and success that clients have experienced with First Command Financial Advisor - Brian Swanson. With a commitment to transparency and integrity, clients can trust in the expertise and professionalism of Brian Swanson and his team.

Military Benefit Association is an insurance agency located at 14605 Avion Parkway in Chantilly, Virginia, United States. We specialize in providing insurance benefits and financial services to military members, veterans, and their families. Our goal is to ensure that those who have served our country have access to the best insurance options available to protect their loved ones and secure their financial future. With a commitment to serving those who serve, Military Benefit Association is dedicated to providing top-notch customer service and personalized insurance solutions.

Joe Sictor - State Farm Insurance Agent is a trusted insurance agency located at 1365 South Military Highway in Chesapeake, Virginia. Joe Sictor holds a Masters of Business Administration from William & Mary and has been a State Farm Agent since 2018. They offer a variety of insurance services, including life insurance for Hampton Roads, home and renters insurance for Chesapeake and Norfolk, and auto insurance in Portsmouth. They also provide commercial insurance, bonds, and a range of other insurance products for the residents of Suffolk, Virginia Beach, and beyond. At Joe Sictor State Farm, the focus is on providing a personalized insurance experience for each individual policyholder. They offer in-home consultations, in-office appointments, and various online options to ensure that every customer's unique needs are met. The team at Joe Sictor State Farm is dedicated to providing excellent customer service and is always available to assist with any insurance needs, whether it be for business, life, home, auto, or financial products.

Jackson Hewitt Tax Service, located at 1269 North Military Highway in Norfolk, Virginia, is a finance institution that specializes in helping individuals maximize their tax refunds. While their tax advance loans have ended for the year, their Tax Pros are still available to assist you in getting the most out of your return. You can drop off your tax documents and have a Tax Pro take care of the rest, including a quick call to review your final return and convenient e-signing. A Refund Advance loan is a great option for those who need money before their tax refund arrives, as it is repaid with your refund. Although Refund Advance is no longer available this year, Early Refund Advance was offered at select locations from December 11, 2023, until January 14, 2023, and No Fee Refund Advance was available at most locations from January 2, 2024, until February 11, 2024.

Richard White is the Branch Manager at Ameriprise Financial Services, LLC, located at 222 Central Park Avenue in Virginia Beach, Virginia, United States. Richard holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, investment strategies, retirement planning, estate planning, and other financial services. Richard is dedicated to upholding a code of ethics and providing top-notch financial advice to individuals, retirees, small business owners, and high net worth clients. With a strong focus on client assessment and suitability, risk management, and investment performance, Richard is committed to helping clients achieve their financial goals. Additionally, Richard is well-versed in specialized areas such as domestic partnership planning, estate planning, and philanthropy. As a Certified Military Financial Advisor, Richard also has the expertise to serve veterans and active duty personnel. Trust Richard White to provide expert financial guidance and personalized solutions for your financial needs.

Liberty Tax is a finance institution located at 1157 South Military Highway in Chesapeake, Virginia, United States. They specialize in providing tax preparation services to individuals and businesses, offering expert guidance and assistance with filing taxes accurately and efficiently. With a team of knowledgeable professionals, Liberty Tax aims to help their clients maximize their refunds and minimize any potential tax liabilities. Whether you are looking for assistance with personal income taxes or business tax returns, Liberty Tax is dedicated to providing exceptional service and ensuring that all your tax needs are met.

H&R Block is a trusted accounting and finance institution located at 2001 South Military Highway in Chesapeake, Virginia. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual or a business owner, H&R Block is dedicated to helping you navigate the complexities of the financial world and achieve your goals. Visit us today to experience personalized and reliable financial services.

First Command Financial Planning, located at 2711 Richmond Highway in Arlington, Virginia, is a finance institution specializing in providing financial advice to military personnel, veterans, and their families. They are dedicated to helping military families become financially disciplined and confident, offering services from the start of their military careers to retirement and beyond. First Command is recognized as a Military Friendly® Brand and offers support to active duty military and their immediate family members. They are actively seeking individuals with military experience to become Financial Advisors at their offices nationwide, overseas, or at their Home Office in Fort Worth, Texas.

Chris Shiring, a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 8484 Westpark Drive in McLean, Virginia, offers a range of financial services to meet the needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Chris Shiring is equipped to provide expert advice on asset management, retirement planning, estate planning, investment strategies, and insurance products. Whether you are a retiree, small business owner, high net worth client, or in need of specialized financial planning for domestic partnerships or military personnel, Chris Shiring has the knowledge and experience to help you reach your financial goals. Contact Chris Shiring today to learn more about how he can assist you in achieving financial success.

First Command Financial Advisor - Mike Hohenstein is a trusted financial institution located at 241 18th Street South in Arlington, Virginia, United States. Specializing in providing personalized financial planning and investment services, Mike Hohenstein and his team are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on comprehensive financial planning, retirement planning, investment management, and more, First Command Financial Advisor is committed to providing expert guidance and support to individuals and families seeking to build wealth and financial security. Contact them today to schedule a consultation and take the first step towards a brighter financial future.

Chris Allen is a Financial Advisor at Ameriprise Financial Services, LLC located at 3100 Clarendon Boulevard, Arlington, Virginia, United States. Chris 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. Chris specializes in providing comprehensive financial planning services tailored to the unique needs of individuals, retirees, small business owners, high net worth clients, and seniors. With expertise in asset management, estate planning, retirement planning, investment strategies, and risk management, Chris Allen is dedicated to helping clients achieve their financial goals.

Amante Decastro - Financial Advisor, Ameriprise Financial Services, LLC is a reputable institution located at 12848 Harbor Drive, Lake Ridge, Virginia, United States. Specializing in finance, the institution offers a range of certifications and designations to ensure that their advisors are well-equipped to meet the diverse needs of their clients. From AAMS™ certification to APMA™ accreditation, ADPA™ designation to AIF® certification, the advisors at Amante Decastro are highly trained professionals who adhere to strict ethical standards and continuously update their knowledge through ongoing education. Whether you are looking for retirement planning, estate planning, investment management, or specialized services for domestic partnerships or military personnel, Amante Decastro has the expertise to guide you through complex financial decisions. With a commitment to excellence and a focus on personalized service, Amante Decastro - Financial Advisor, Ameriprise Financial Services, LLC is dedicated to helping individuals achieve their financial goals with confidence and peace of mind.

First Command Financial Advisor - Ron Dennis is a finance institution located at 241 18th Street South in Arlington, Virginia, United States. As a trusted financial advisor, Ron Dennis provides personalized financial planning services to help clients achieve their long-term financial goals. With a focus on military families and veterans, Ron Dennis offers expert guidance on investments, retirement planning, insurance, and more. Whether you are looking to build wealth, save for the future, or protect your assets, First Command Financial Advisor - Ron Dennis is dedicated to providing tailored solutions to meet your unique financial needs.

Bennett Whitlock - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 12848 Harbor Drive, Lake Ridge, 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 Planners™, 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, investment management, estate planning, and specialized areas such as military financial advising. The institution is dedicated to providing comprehensive and expert financial advice to individuals and businesses, helping them navigate complex financial situations and plan for their future.

Virginia Estate and Retirement Planning Advisors, Inc. is a trusted finance institution located at 11815 Fountain Way in Newport News, Virginia, United States. Our team of experienced advisors specializes in helping individuals and families plan for their future by providing expert guidance on estate planning and retirement strategies. Whether you are looking to protect your assets, minimize taxes, or ensure a comfortable retirement, our dedicated professionals are here to help. Contact us today to schedule a consultation and start securing your financial future.

Brian Bausman is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 37 Main Street in Warrenton, Virginia, United States. Brian holds several 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®. Brian is dedicated to providing comprehensive financial planning services to individuals and small business owners, with a focus on asset management, retirement planning, estate planning, and risk management. As a Certified Military Financial Advisor®, Brian also specializes in serving veterans and active duty military personnel. Trust Brian Bausman to help you navigate the complexities of financial planning and achieve your long-term goals.

First Command Financial Advisor - John Cranston is a finance institution located at 7960 Donegan Drive, Manassas, Virginia, United States. They offer personalized financial advice and services to help clients achieve their financial goals. The institution follows strict ethical guidelines and ensures transparency in their dealings with clients. The testimonial provided by a client is a testament to the quality of service and expertise offered by First Command. Clients can trust First Command to provide sound financial advice and support for their financial needs.

Thomas Huszcza is a financial advisor at Ameriprise Financial Services, LLC, located at 9117 Center Street in Manassas, 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, retirement planning, estate planning, investment management, and more. Thomas is committed to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those in need of specialized financial advice, such as military personnel and families with special needs children. His dedication to continuing education and ethical standards ensures that clients receive the highest level of financial expertise and guidance.

B Curtis Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3201 Jermantown Road, Fairfax, Virginia, United States. The institution offers a range of certifications and designations to its advisors, 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 cover various aspects of wealth management, financial planning, estate planning, investment management, and specialized areas such as military financial advising. The advisors at B Curtis Smith - Private Wealth Advisor are highly trained and committed to providing expert financial advice and services to their clients.

First Command Financial Advisor - Ralph Boeckmann is a finance institution located at 12150 Monument Drive, Fairfax, Virginia, United States. The institution provides financial services to clients on a strictly voluntary basis, with no direct or indirect compensation given for testimonials. Clients can expect personalized and professional financial advice from Ralph Boeckmann and the team at First Command. Please note that testimonials may not be representative of all client experiences and are not a guarantee of future success.

Jennifer Marie Gallant is a Financial Advisor at Ameriprise Financial Services, LLC, located at 3201 Jermantown Road, Fairfax, Virginia, United States. Jennifer 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 reflect Jennifer's expertise in asset management, wealth transfers, retirement planning, estate planning, fiduciary practices, portfolio management, behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, military financial advising, and more. Jennifer is committed to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and veterans.