Retirement communities in Virginia
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Merrill Lynch Financial Advisor Nathaniel Ewoldt
Located at 910 Princess Anne Street in Fredericksburg, Virginia, Merrill Lynch Financial Advisor Nathaniel Ewoldt offers personalized financial services to help clients achieve their goals. With a focus on understanding your unique financial situation, Ewoldt and his team provide insights and strategies to navigate market volatility and plan for the future. From wealth management to investment advice, they work closely with clients to create flexible strategies tailored to individual needs. By participating in the local community and volunteering, Ewoldt embodies the Merrill tradition of serving others. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, clients receive personalized plans and recommendations to help them reach their financial objectives. With access to the resources of Merrill and Bank of America, Ewoldt is dedicated to helping clients manage, grow, and preserve their wealth for years to come. Whether planning for retirement, saving for a home, or funding education, Ewoldt's mission is to understand each client's priorities and provide solutions to achieve their financial goals. With a commitment to ongoing communication and adjustments as needed, Ewoldt strives to keep clients on track to financial success.
United Bank
United Bank is a reputable financial institution located at 654 Northumberland Highway in Callao, Virginia, United States. As a full-service bank, United Bank offers a wide range of financial products and services to meet the banking needs of individuals and businesses in the local community. With a commitment to providing excellent customer service and personalized financial solutions, United Bank is a trusted partner for all banking and finance needs.
Employee Benefits
Employee Benefits Corporation of America is an insurance agency located at 1410 Spring Hill Road in McLean, Virginia. Our institution is dedicated to meeting the needs of Benefits Brokers and Advisors by offering a wide selection of health care products and carriers. We strive to be recognized as the largest and best General Agent in the broker community, providing our Agents with professionally trained staff who are committed to delivering high-quality service in a timely, courteous, and efficient manner.
Mallori Teegarden - State Farm Insurance Agent
Mallori Teegarden - State Farm Insurance Agent is a professional insurance agency located at 5604 Fort Avenue in Lynchburg, Virginia, United States. Specializing in home, auto, life, and business insurance, Mallori Teegarden is a second-generation State Farm agent with a passion for helping the community protect against everyday risks. With a focus on community service and education, Mallori Teegarden State Farm partners with local organizations to mentor individuals on utilizing insurance to benefit their future. The agency offers a variety of insurance options and financial services to meet individual needs, and is committed to providing customers with the most up-to-date information. Whether you're looking for holiday saving tips, retirement planning with annuities, or DIY auto maintenance, Mallori Teegarden - State Farm Insurance Agent is here to help. If you're seeking a rewarding and challenging work environment, consider joining the team at Mallori Teegarden - State Farm Agent. Contact us at (434) 847-1249 for more information.
First Bank and Trust Company
First Bank and Trust Company is a trusted financial institution located at 611 West Jubal Early Drive in Winchester, Virginia. As a full-service bank, we offer a wide range of financial services to meet the needs of our customers. Our experienced team is dedicated to providing personalized service and helping our customers achieve their financial goals. Whether you're looking for a checking account, savings account, mortgage, or business loan, First Bank and Trust Company is here to help. Visit us today to experience the difference of banking with a local, community-oriented institution.
Atlantic Union Bank
Atlantic Union Bank is a trusted financial institution located at 1800 Robert Fulton Drive in Reston, Virginia. As a full-service bank, we offer a wide range of financial services to meet the needs of individuals, businesses, and communities in the United States. Our dedicated team of professionals is committed to providing personalized solutions and excellent customer service to help our clients achieve their financial goals. Whether you need a checking account, a loan, or investment advice, Atlantic Union Bank is here to help you navigate the world of finance with confidence and ease. Visit us today to experience the difference that our institution can make in your financial life.
Thompson & Litton
Thompson & Litton is an institution located at 121 West Main Street in Chilhowie, Virginia, United States. We believe in designing buildings that reflect the aspirations and values of our clients, with a focus on functionality, efficiency, and sustainability. Our team not only works here, but also lives here, which is why we prioritize providing safe drinking water, treating wastewater responsibly, and designing environmentally friendly highways. With a strong history in the Transportation market sector, we offer a wide range of services including transportation planning, design, inspection, surveying, and utility relocation. Our surveying department is skilled in managing multiple crews in various terrains, from the mountains to the Tidewater region. Additionally, we provide structural engineering services ranging from design to integrity studies.
Old Point National Bank
Old Point National Bank is a trusted financial institution located at 5601 Ironbridge Parkway in Chester, Virginia, United States. As a full-service bank, we offer a wide range of financial products and services to meet the needs of our customers. Our experienced team of professionals is dedicated to providing personalized banking solutions to help individuals and businesses achieve their financial goals. Whether you're looking for a checking account, savings account, loan, or investment services, Old Point National Bank is here to serve you with the highest level of customer service and expertise. Visit us today to experience the difference of banking with a community-focused institution.
Tobias Iszard, PC
Located at 9303 Grant Avenue in Manassas, Virginia, Tobias Iszard, PC is a law firm dedicated to providing personalized legal services to clients facing family law issues such as divorce, child custody, adoption, and support. With a team of experienced attorneys, Tobias Iszard also offers assistance with retirement aspects of divorce, including survivor benefits, retirement accounts, and government military benefits. As trial lawyers, Tobias Iszard is committed to fighting for their clients' best interests and achieving fair outcomes in court when necessary. The firm takes a team approach to each case, with multiple legal minds working together to address clients' unique needs and goals.
First Carolina Bank
First Carolina Bank is a trusted financial institution located at 1864 Laskin Road in Virginia Beach, Virginia. As a full-service bank, we offer a wide range of financial services to meet the needs of our customers. Whether you are looking for personal banking solutions, business loans, or wealth management services, our experienced team is here to help. With a commitment to excellence and personalized service, First Carolina Bank is dedicated to helping our clients achieve their financial goals. Visit us today to experience the difference of banking with a community-focused institution.
United States Postal Service
The United States Postal Service (USPS) is a government-run institution located at 23 Post Office Drive in Bacova, Virginia. It serves as both a finance center and a post office, offering a wide range of services to the local community and beyond. With a long history of reliable mail delivery and financial transactions, USPS is a trusted institution that plays an essential role in connecting people and businesses across the country.
Navy Federal Credit Union
Navy Federal Credit Union, located at 5269 Providence Road in Virginia Beach, Virginia, is a full-service financial institution offering banking, finance, and ATM services. Whether you're looking to invest with Digital Investor's tools, receive personalized guidance from financial advisors, or pick a business credit card, Navy Federal has you covered. With a focus on serving the military and their families, Navy Federal offers exclusive military discounts, 24/7 member services, and a range of financial products to meet your needs. With over 13 million members and a vision of being the most preferred and trusted financial institution for the military community, Navy Federal is dedicated to providing top-notch service and support. Contact them at 1-888-842-6328 for assistance, and visit their website for more information on their services and offerings.
Thrivent Financial
Thrivent Financial, located at 1832 West Plaza Drive in Winchester, Virginia, is an insurance agency dedicated to helping individuals create a financial plan they can be confident about. Their team of financial advisors work with clients to understand their unique situation and goals, providing strategies and solutions to help them achieve financial success. The institution offers a free virtual coaching service called Money Canvas™ to empower individuals to build healthier money habits at their own pace. Thrivent Financial believes in giving back to the community and offers generosity programs and charitable planning options for clients. With $162 billion in assets under management/advisement, Thrivent is a Fortune 500 diversified financial services organization providing advice, investments, insurance, banking, and generosity programs.
Lohr & Company
Located at 320 North Main Street in Madison, Virginia, Lohr & Company is a finance institution focused on providing comprehensive financial solutions for individuals and families entering retirement. With a research-driven investment process and personalized advice, we aim to help you grow and protect the wealth needed to enjoy a comfortable retirement. Our team of financial advisors, originally from Madison County, understand the unique challenges faced during the retirement phase of life. By offering services such as comprehensive financial planning and disciplined investment management, using our well-known 4 Buckets Income Strategy, we strive to help you achieve your retirement goals.
Scovan Financial Services
Scovan Financial Services is a reputable finance institution located at 2014 Old Goose Creek Road in Waynesboro, Virginia, United States. Our dedicated team of financial experts provides a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with loans and mortgages, Scovan Financial Services is here to help. With a commitment to personalized service and financial expertise, we are proud to serve the Waynesboro community and beyond. Contact us today to learn more about how we can help you secure your financial future.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 110 Franklin Road Southeast in Roanoke, Virginia, is a finance institution that offers a wide range of wealth planning services. Their experienced advisors work with individuals, families, business owners, executives, and institutions to address financial challenges and opportunities in both rising and turbulent markets. The advisors at Merrill Lynch Wealth Management have years of combined knowledge and experience in wealth management, and can offer financial strategies tailored to each client's needs. They go beyond wealth planning advice by providing retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 1705 Enterprise Drive in Lynchburg, Virginia, is a leading finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, the branch provides tailored financial strategies, retirement income planning, guidance on investments, and access to estate planning services. Committed to client satisfaction, the advisors at Merrill Lynch Wealth Management work closely with clients to understand their goals and create long-term financial strategies. The branch is also actively involved in charitable outreach to support the communities in which they operate. As a Merrill client, you will have access to industry-skilled advisors, investing insights, and a wealth planning platform to help you achieve your financial goals. Whether you are just starting your career or looking to grow as a financial advisor, Merrill Lynch Wealth Management offers professional training, mentoring, and technology to support your development. Through individually customized investment approaches and wealth management advice, Merrill Lynch helps clients navigate the complexities of the financial world. Please note that investing involves risk and it is important to consult with legal and tax advisors before making any financial decisions.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 8075 Leesburg Pike in Vienna, Virginia, is a reputable finance institution offering personalized wealth planning services. With a team of experienced financial advisors, Merrill Lynch is dedicated to helping individuals, families, business owners, executives, and institutions navigate the complexities of the financial markets. The branch is proud to have a significant number of top-ranked advisors in the Northern Virginia market, as recognized by Forbes. The advisors at Merrill Lynch prioritize client service and satisfaction, taking the time to understand each client's unique financial goals and challenges. By leveraging industry analysts and specialists, the advisors develop tailored financial strategies to help clients achieve their long-term objectives. Additionally, the branch is actively involved in charitable outreach, supporting local communities and non-profit organizations.
Prosperity Financial Services, LLC
Prosperity Financial Services, LLC is a reputable accounting and finance institution located at 13203 North Enon Church Road in Chester, Virginia. Specializing in tax planning and preparation, new business assistance, and financial coaching, our team of experts goes beyond tax compliance to provide proactive tax saving strategies to maximize your after-tax income. With over 25 years of experience serving the community, we pride ourselves on efficiency, affordability, and discretion. Led by licensed CPA Saa'dia Douglas, who is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants, our team is dedicated to helping clients navigate the complexities of tax laws and financial management. With a background in public education, local government finance, and as a Certified Internal Controls Auditor, Saa'dia and her team are well-equipped to negotiate on your behalf with the IRS and provide expert advice on business structuring and expense tracking.
Ashwood Financial Partners
Ashwood Financial Partners, located at 5806 Grove Avenue in Richmond, Virginia, is a finance institution dedicated to providing innovative and personalized financial guidance to individuals, families, and businesses across the country. Our team of credentialed professionals is committed to delivering an elevated standard of care to our clients. At Ashwood Financial Partners, we believe in giving back to our community and making a positive impact in the lives of others. Through tailored and innovative financial solutions, we empower our clients to achieve better financial outcomes and secure their financial future.
Walton Wealth Management Inc.
Walton Wealth Management Inc. is a finance institution located at 8529 Meadowbridge Road in Mechanicsville, Virginia, United States. Our company was founded to provide a personalized touch to our clients' financial needs, with a strong foundation in financial and tax planning. We aim to integrate important financial decisions with individual needs, ensuring efficiency in all aspects of your financial life. Our goal is to offer personalized financial planning one step at a time. Clients have access to a secure cloud-based service serving as their personal financial dashboard, allowing them to track finances, access tax returns, and communicate securely with us. Our Color of Money Risk Analysis assesses financial pictures and provides a roadmap to overall risk preferences, resulting in a proprietary Color of Money score.
Heritage Business Strategies, LLC
Heritage Business Strategies, LLC is a financial institution located at 1206 Laskin Road in Virginia Beach, Virginia, United States. The institution is dedicated to serving professional advisors and helping successful individuals build an enduring legacy for their families, communities, and businesses. With over 25 years of experience, the team at Heritage Business Strategies has navigated through various economic challenges and life events with their clients, providing creative and measured recommendations. The diverse team at Heritage Business Strategies has backgrounds in economics, law, finance, and risk management, allowing them to deliver a wide range of services to their clients. They work closely with clients to navigate short-term and long-term financial goals, helping them build momentum towards their desired outcomes.
F&M Bank Winchester Old Town
F&M Bank Winchester Old Town is a trusted financial institution located in the heart of Winchester, Virginia. Situated at 3 South Cameron Street, this bank offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a focus on personalized customer service and innovative banking solutions, F&M Bank Winchester Old Town is dedicated to providing the community with the tools and resources they need to succeed. Whether you're looking for a checking account, savings account, mortgage, or business loan, you can trust F&M Bank Winchester Old Town to provide you with the expertise and support you need. Visit us today and experience the difference that our commitment to excellence can make in your financial future.
United Bank
United Bank is a trusted financial institution located at 410 West Spotswood Trail in Elkton, Virginia, United States. As a leading bank in the region, United Bank offers a wide range of banking and financial services to meet the needs of individuals, businesses, and communities. With a commitment to providing exceptional customer service and innovative financial solutions, United Bank is dedicated to helping customers achieve their financial goals. Whether you are looking for personal banking services, business loans, or investment options, United Bank is here to help you navigate the world of finance with confidence and ease. Visit us today to experience the difference that United Bank can make in your financial life.
Truist Wealth
Truist Wealth is a finance institution located at 310 Heather Heyer Way in Charlottesville, Virginia, United States. They offer a range of services including personal & commercial banking, credit cards, loans, and investments. With Truist Enjoy, you can choose from cash back options that suit your spending habits, or earn points on purchases with the Truist Enjoy Beyond credit card. Truist also offers financial literacy programs and discounts on TurboTax products. They believe in inspiring and building better lives and communities, and are working with the NFL to bring big wins to local communities. Truist One Savings account can help you save for your unique goals, and they offer various promotions for new customers. With Truist Wealth, you can upgrade your money mindset, learn new skills, and take control of your finances.
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.
Merrill Lynch Financial Advisor Steven Craighead
Merrill Lynch Financial Advisor Steven Craighead, located at 110 Franklin Road Southeast, Roanoke, Virginia, United States, is a finance institution dedicated to helping individuals achieve their long-term financial goals. With a personalized approach, Steven Craighead works one-on-one with clients to develop tailored financial strategies that align with their aspirations. By understanding each client's unique needs and priorities, the institution aims to design and implement plans that help manage investment risk while pursuing financial objectives. With access to the resources of Merrill and Bank of America, clients can expect comprehensive financial solutions and investment insights to address their financial needs effectively. The team of experienced professionals at Merrill Lynch Wealth Management Advisors is committed to building strong client relationships based on trust and personalized service. Through ongoing communication and regular reviews, clients can stay on track towards achieving their financial goals and adapting to changes in their life and the market. By prioritizing the client's interests and providing personalized investment strategies, Merrill Lynch Financial Advisor Steven Craighead aims to help individuals navigate the complexities of their financial lives and reach their desired outcomes.
United Bank
United Bank is a trusted financial institution located at 3638 Old Forest Road in Lynchburg, Virginia, United States. As a full-service bank, United Bank offers a wide range of financial products and services to meet the needs of individuals, businesses, and communities in the area. With a commitment to excellent customer service and a dedication to helping customers achieve their financial goals, United Bank is a reliable partner for all your banking needs. Whether you're looking for personal banking solutions, business loans, or wealth management services, United Bank has the expertise and resources to help you succeed. Visit us today and experience the difference of banking with United Bank.
Powell Valley National Bank
Powell Valley National Bank is a trusted financial institution located at 301 Duff Patt Highway in Duffield, Virginia, United States. Offering a wide range of banking services, including ATM access, Powell Valley National Bank is committed to providing excellent customer service and meeting the financial needs of individuals and businesses in the community. With a strong reputation for reliability and stability, Powell Valley National Bank is a go-to destination for all your banking and financial needs.
Cetera Investors
Cetera Investors is a finance institution located at 140 Eastshore Drive in Glen Allen, Virginia, United States. At Cetera Investors, we believe that if you can dream about it, we can help you plan for it. Our financial professionals are independent, meaning they are not limited to one company's products or services, allowing them to tailor their guidance and recommendations to your specific goals. Whether you are planning for retirement or looking to invest tax-smart, we are here to help you navigate the path to financial success. With years of experience helping individuals in the community strengthen their financial futures, you can trust our expertise and personalized approach.
Nearby cities:
- Abingdon
- Alexandria
- Annandale
- Appomattox
- Arlington
- Ashburn
- Ashland
- Bedford
- Berryville
- Big Stone Gap
- Bluefield
- Bristol
- Centreville
- Chantilly
- Charlottesville
- Chesapeake
- Chester
- Chesterfield
- Colonial Beach
- Colonial Heights
- Covington
- Culpeper
- Dublin
- Elkton
- Fairfax
- Falls Church
- Fishersville
- Forest
- Fredericksburg
- Front Royal
- Gainesville
- Galax
- Glen Allen
- Grundy
- Hampton
- Harrisonburg
- Henrico
- Herndon
- Hopewell
- Kilmarnock
- King George
- Leesburg
- Lexington
- Locust Grove
- Lorton
- Luray
- Lynchburg
- Madison Heights
- Manassas
- Marion
- McLean
- Mechanicsville
- Middleburg
- Midlothian
- Newport News
- Norfolk
- Norton
- Orange
- Pearisburg
- Petersburg
- Portsmouth
- Prince George
- Pulaski
- Purcellville
- Reston
- Richmond
- Roanoke
- Salem
- Smithfield
- Springfield
- Stafford
- Staunton
- Sterling
- Strasburg
- Stuart
- Suffolk
- Tysons
- Vienna
- Vinton
- Virginia Beach
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