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TOP 30 Portfolio management in Lexington, VA
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CAPTRUST
CAPTRUST, located at 15C North Randolph Street in Lexington, Virginia, is a finance institution that offers comprehensive solutions for individuals, retirement plan sponsors, endowments, foundations, and more. Our office provides services such as committee education, donor development, OCIO services, performance reporting, and investment management for our nonprofit clients. We also support employer organizations through fiduciary partnerships, plan design optimization, and financial wellness programs. Whether you need wealth planning, portfolio management, family governance assistance, or other financial services, our advisors are here to help. With a centralized model, CAPTRUST has the flexibility and resources to prioritize your success. Join us for webinars on industry insights, fiduciary liability, and navigating volatility in the nonprofit sector. Experience the CAPTRUST difference for yourself and let us help you achieve your financial goals.
Edward Jones - Financial Advisor: Dan Vance
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™
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
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.
Anna Goodbar
Anna Goodbar is a renowned health institution located at 25 Crossing Lane in Lexington, Virginia, United States. Specializing in physiotherapy, Anna Goodbar provides top-quality care and treatment for a wide range of physical ailments and injuries. With a team of experienced and dedicated physiotherapists, the institution is committed to helping patients achieve optimal health and wellness. Whether you are recovering from a sports injury, managing chronic pain, or seeking rehabilitation after surgery, Anna Goodbar offers personalized treatment plans tailored to meet your specific needs. Visit Anna Goodbar for expert physiotherapy services in a welcoming and professional environment.
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