TOP 10 Personalized investment management in Lexington, Virginia

DuPont Community Credit Union is a trusted financial institution located at 1130 North Lee Highway in Lexington, Virginia, United States. As a member-owned credit union, we offer a wide range of financial services including savings accounts, loans, and investment options. Our convenient ATM services make accessing your funds easy and secure. With a commitment to serving our community, DuPont Community Credit Union is dedicated to helping our members achieve their financial goals.

Edward Jones - Financial Advisor: Dan Vance is a reputable finance institution located at 22 West Washington Street in Lexington, Virginia, United States. As a trusted financial advisor, Dan Vance provides personalized investment and wealth management services to individuals and businesses in the local community. With a focus on building long-term relationships and helping clients achieve their financial goals, Edward Jones - Financial Advisor: Dan Vance is committed to providing expert guidance and exceptional customer service. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Dan Vance and his team are dedicated to supporting you every step of the way. Visit their office today to start planning for a secure financial future.

Edward Jones - Financial Advisor: Christy Harris, CFP®|CRPC™ is a reputable financial institution located at 1545 North Lee Highway in Lexington, Virginia, United States. Christy Harris, a Certified Financial Planner and Chartered Retirement Planning Counselor, offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized financial planning and investment strategies, Edward Jones is dedicated to providing top-notch financial guidance and support to individuals and families in the Lexington area.

Judy Ko is a renowned rheumatologist practicing at Verona Family Practice & Lexington Multispecialty Clinic located at 30 Greenhouse Road in Lexington, Virginia, United States. She specializes in providing medical services related to rheumatology at Augusta Health Rheumatology in Verona. Judy Ko is a member of the American College of Rheumatology and the American College of Physicians. Patients are advised to verify insurance plan participation with the office to ensure accurate information.

Truist is a financial institution located at 537 East Nelson Street in Lexington, Virginia, United States. As a bank, ATM, finance, and insurance agency, Truist offers a range of services to meet your financial needs. Whether you're looking for a credit card, loan, investment management, or insurance products, Truist has you covered. With affiliates such as Truist Bank, Truist Investment Services, and McGriff Insurance Services, you can trust in the expertise and professionalism of the Truist team. Additionally, Truist provides resources for consumers with Limited English Proficiency, ensuring that language will not be a barrier to accessing their services. Visit Truist today to see how they can help you achieve your financial goals.

KK Homes Team of Long & Foster Real Estate is a highly experienced real estate agency located at 1562 Jefferson Highway in Fishersville, Virginia. With over a decade of expertise in helping Virginians buy and sell properties in the Shenandoah Valley, Charlottesville, and Harrisonburg areas, KK Homes provides a personalized and hands-on approach to each listing. They offer expert staging, photography, and extensive marketing to ensure that each property stands out in the competitive market and sells for top value. As Virginia's top real estate agent team, KK Homes covers a wide range of areas including Staunton, Waynesboro, Augusta County, Harrisonburg, Charlottesville, Albemarle County, Lexington, and more. They provide significant exposure for your property through various local, national, and international networks, including MLS boards, Zillow, Trulia, social media, and Long & Foster's Elite Top 100 Real Estate Agents.