TOP Senior financial services in Charlottesville, Virginia

Steven J Engel is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 675 Peter Jefferson Parkway in Charlottesville, Virginia, United States. Steven holds various certifications and designations 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 showcase Steven's expertise in asset management, retirement planning, estate planning, investment strategies, and financial planning for various client needs. As a Private Wealth Advisor, Steven is committed to providing comprehensive and personalized financial solutions to individuals and businesses, ensuring their financial goals are met with integrity and professionalism.

Woods Edge Senior Living is a premier senior living community located at 829 Mallside Forest Court in Charlottesville, Virginia. Our facility offers top-notch amenities and services to ensure that our residents live comfortably and happily in their golden years. At Woods Edge Senior Living, we are dedicated to providing high-quality, affordable housing for seniors. In addition to our housing options, we also offer programs for children and adults, as well as financial education to support our neighbors in need. By supporting Piedmont Housing Alliance, you are not only helping individuals and families find a place to call home, but you are also contributing to the creation of strong, inclusive, and vibrant communities.

LTC Financial Partners is a leading finance, health, and insurance agency located at 3949 Riverview Lane in Charlottesville, Virginia, United States. With a focus on providing long-term care solutions, LTC Financial Partners offers a range of insurance products and financial services to help individuals and families plan for their future healthcare needs. Their team of experienced professionals is dedicated to helping clients navigate the complexities of long-term care planning and find the right solutions to protect their financial well-being. Whether you are looking for insurance coverage or financial planning advice, LTC Financial Partners is committed to helping you secure a stable and secure future.

Morgan Stanley Financial Advisors is a renowned finance institution located at 401 East Market Street in Charlottesville, Virginia, United States. Our team of experienced and knowledgeable financial advisors are dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on providing expert advice and exceptional service, Morgan Stanley Financial Advisors is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor Jennifer R. Patterson is a reputable finance institution located at 650 Peter Jefferson Parkway in Charlottesville, Virginia, United States. With a focus on providing expert financial advice and services, Jennifer R. Patterson offers personalized solutions to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or manage your wealth, Jennifer R. Patterson is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Richard Monroe is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 941 Glenwood Station Lane in Charlottesville, Virginia. As a finance institution, Ameriprise offers personalized financial planning services to help clients achieve their financial goals. Each advisor, including Richard Monroe, has "Top areas of focus" which can be tailored to align with your specific financial needs. You can review Richard Monroe's background, credentials, and experience to determine if he is the right fit for you. By filling out the "Request consultation" form, you can connect with Richard Monroe for a complimentary initial consultation to discuss your financial goals and create a customized plan.

MaryAnna Gilmer is a Financial Advisor at Ameriprise Financial Services, LLC located at 675 Peter Jefferson Parkway in Charlottesville, Virginia, United States. She 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®, and Certified in Long-Term Care. MaryAnna is dedicated to providing comprehensive financial planning services to individuals and businesses, specializing in asset management, retirement planning, estate planning, and investment strategies. She is committed to upholding the highest standards of professionalism and ethics in her practice.

David Stein, Bankers Life Agent and Bankers Life Securities Financial Representative in Charlottesville, Virginia offers a comprehensive suite of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, our agents can help you find the right coverage for your needs. With options that include prescription drug coverage and low monthly premiums, we strive to make healthcare more accessible for our clients. In addition to Medicare, we also provide long-term care planning services to ensure that you and your loved ones are prepared for the future. Visit us at 1410 Rolkin Court to start planning your next steps today.

Miguel Coradine - Sirius Insurance is an insurance agency located at 687 Berkmar Circle in Charlottesville, Virginia. We provide insurance services in Central Virginia, including Charlottesville City, Albemarle County, Fluvanna County, Green County, Orange County, and throughout all of Virginia. As a multi-generational, family-owned agency, we pride ourselves on creating innovative solutions to even the toughest risk management challenges while building personal relationships with our clients. We believe in providing expert advice, personal attention, and dedication to ensure our clients' financial security and quality of life. Our independent agency offers a comprehensive suite of insurance solutions to protect you from the unexpected, and we work closely with clients to help them make informed decisions about their protection and future. Join us in our commitment to honesty, integrity, and putting our customers' needs first. Contact us today for a quote or to pay your bill. Life insurance calculator also available.

Jenna Stiltner - Atlantic Coast Mortgage is a finance institution located at 1415 Rolkin Court in Charlottesville, Virginia, United States. With over 20 years of experience in real estate, Jenna Stiltner has a wealth of knowledge in the industry. As a Vice President & Senior Loan Officer at Atlantic Coast Mortgage LLC, Jenna has been recognized for her exceptional performance, winning the Top Producing President's Club Award every year since 2016. She leads The Stiltner Team, providing personalized one-on-one service to clients in Virginia and North Carolina. Jenna is dedicated to giving back to her community and works with local businesses to support charitable organizations. Outside of work, Jenna enjoys coffee, traveling with her family, and spending time outdoors. Her dedication, knowledge, and passion for her work ensure the best mortgage experience for her clients. For personalized rate quotes, contact Jenna Stiltner - Atlantic Coast Mortgage today.

Melicca Dunn - State Farm Insurance Agent is a relationship-oriented, community-driven, and family-focused insurance agency located at 199 Spotnap Road in Charlottesville, Virginia. With a strong focus on warm customer service and positive experiences, Melicca Dunn and her team are dedicated to helping individuals, families, and businesses protect their greatest assets and achieve their financial dreams. With 18 years of experience working for State Farm, Melicca Dunn is committed to building long-lasting relationships with clients in the Charlottesville area. The agency offers a wide range of insurance products including auto, homeowners, renters, life, and health insurance, as well as banking services. Serving clients in Albemarle, Charlottesville, and surrounding counties, the Melicca Dunn State Farm Agency is here to help you stay covered and prepared for life's uncertainties. Contact the office today for a personalized insurance plan tailored to your needs.

Costco Wholesale is a renowned department store located at 3171 District Avenue in Charlottesville, Virginia, United States. Known for its wide selection of high-quality products at affordable prices, Costco offers everything from groceries and household items to electronics and clothing. Customers can enjoy the convenience of shopping for all their needs in one place, as well as the added benefit of Costco's exclusive membership program. With a reputation for excellent customer service and a commitment to value, Costco Wholesale is a favorite destination for shoppers looking to save money without compromising on quality.

Lynn Bradley is a reputable financial and legal institution located at 307 Rio Road West in Charlottesville, Virginia, United States. Specializing in finance and legal services, Lynn Bradley offers expert advice and guidance to clients in need of financial planning, investment strategies, and legal representation. With a team of experienced professionals, Lynn Bradley is dedicated to providing top-notch services to help clients achieve their financial and legal goals.

Jake Alger - Mutual of Omaha is an insurance agency located at 650 Peter Jefferson Parkway in Charlottesville, Virginia, United States. Our dedicated team is committed to providing our clients with expert guidance and consistent service in developing, implementing, and maintaining comprehensive business and individual insurance strategies. As a licensed insurance agent with Mutual of Omaha Insurance Company, we work tirelessly to ensure that our clients have the coverage they need to protect their assets and loved ones. Trust Jake Alger - Mutual of Omaha for all your insurance needs.

Central Virginia Legal Aid (CVLAS) is a non-profit organization located at 229 North Sycamore Street in Petersburg, Virginia. Since 1971, CVLAS has been dedicated to providing free civil legal services to low-income individuals in need and offering preventative legal education in the community. With the help of compassionate attorneys and pro bono volunteers, CVLAS ensures that justice is accessible to all, regardless of financial means. Through outreach, legal education, and pro se assistance, CVLAS distributes over 11,500 materials to those in need. Additionally, they offer 75 free self-help documents for download on their website. With offices in Richmond, Charlottesville, and Petersburg, CVLAS is committed to defending the rights of those who cannot defend themselves. Office hours are Monday through Friday from 9:00am to 5:00pm, except on holidays. For more information, please contact CVLAS at their respective office locations.

Robert W. Carter, Jr. is a reputable law office located at 1801 Thomson Drive in Lynchburg, Virginia. Specializing in cases of nursing home and assisted living neglect and abuse, the institution has been serving Virginians since 1997. With a strong dedication to protecting the rights of victims, the office extends its services to areas such as Richmond, Roanoke, Danville, and Charlottesville, as well as across the state of Virginia. Trust Robert W. Carter, Jr. to provide expert legal representation and support in cases of elder abuse.

OLLI at UVA (Osher Lifelong Learning Institute) is a renowned educational institution located at 1 Morton Drive in Charlottesville, Virginia, United States. Offering a diverse range of courses and programs specifically designed for adults aged 50 and older, OLLI provides a vibrant and engaging learning community for lifelong learners. With experienced instructors and a welcoming environment, OLLI at UVA is the perfect place for individuals to expand their knowledge, explore new interests, and connect with like-minded individuals. Join us at OLLI at UVA and embark on a journey of continuous learning and personal growth.

Investment Management of VA is a finance institution located at 200 6th Street Northeast in Charlottesville, Virginia, United States. Our expert team specializes in managing investments and providing financial advice to clients looking to grow their wealth and secure their financial future. With a focus on personalized service and tailored investment strategies, we strive to help our clients achieve their financial goals and make informed decisions about their money. Whether you are looking to build a diverse investment portfolio, plan for retirement, or navigate the complexities of the financial market, Investment Management of VA is here to help you every step of the way.

Northwestern Mutual - Jarrod C. Markley, CFP is a reputable financial institution located at 2250 Old Ivy Road in Charlottesville, Virginia, United States. Specializing in financial planning and wealth management, Jarrod C. Markley, a Certified Financial Planner, provides expert advice and personalized solutions to help clients achieve their financial goals. With a focus on long-term financial stability and growth, Northwestern Mutual offers a range of services including retirement planning, investment strategies, and insurance solutions. Trustworthy and reliable, Northwestern Mutual - Jarrod C. Markley, CFP is dedicated to helping clients secure their financial future.

Lisa Dieter - TIAA Wealth Management Advisor is a leading financial institution located at 650 Peter Jefferson Parkway in Charlottesville, Virginia, United States. As a trusted advisor, Lisa Dieter provides expert wealth management services to help clients achieve their financial goals and secure their future. With a focus on personalized solutions and a commitment to excellence, Lisa Dieter is dedicated to helping individuals and families navigate the complexities of financial planning and investment management. Whether you are planning for retirement, saving for college, or building your wealth, Lisa Dieter - TIAA Wealth Management Advisor is here to provide the guidance and support you need to succeed.

Bank of America Private Client Advisor Charles H Ewald is a Senior Vice President and Private Client Advisor located at 650 Peter Jefferson Parkway in Charlottesville, Virginia. With a focus on high-net worth individuals and families, Charles works closely with clients to provide wealth planning and preservation, asset management, trust and estate planning, as well as customized credit and banking services. He leads a team of experienced specialists who strive to understand each client's unique goals and help them navigate the complexities of wealth management. Charles joined Bank of America Private Bank in 2010, bringing a wealth of experience from his previous roles in the banking industry. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personalized service. They take the time to listen and learn about each client's needs and goals in order to create tailored strategies that align with their best interests. With a history spanning over 200 years, Bank of America Private Bank combines personalized service with the resources of Bank of America to help clients achieve their financial objectives. Whether clients are looking to preserve wealth, build philanthropic legacies, or plan for future growth, the team at Bank of America Private Bank is committed to making their goals a top priority. As a leader in the financial industry, Bank of America Private Bank values innovation and continually adapts to changing markets and environments to provide clients with disciplined financial strategies that span generations. Please note that when visiting the Bank of America Private Bank website, you may be directed to FINRA'S BrokerCheck for further information. It is important to review the terms and privacy policies of external websites. For personalized financial advice, it is recommended to consult with legal and tax advisors before making any decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services, so it is essential to understand the terms and conditions of each offering.

Dustin Yancey, Bankers Life Agent in Charlottesville, VA offers a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a Unit Field Trainer and Insurance Sales Representative, Dustin Yancey can help you navigate the complexities of Medicare Advantage plans to find the right coverage for you. With options such as Medicare Advantage (Part C) that include prescription drug coverage and low monthly premiums, you can ensure you have the coverage you need. In addition to Medicare plans, Dustin Yancey also offers long-term care insurance options to help you plan for the future. Located at 1410 Rolkin Court in Charlottesville, VA, Dustin Yancey, Bankers Life Agent is here to help you make informed decisions about your insurance needs.

Evan Hornberger, Bankers Life Agent is a reputable insurance agency located at 1410 Rolkin Court in Charlottesville, Virginia, United States. Specializing in providing personalized insurance solutions to meet the unique needs of individuals and families, Evan Hornberger offers a wide range of insurance products and services through Bankers Life. With a commitment to exceptional customer service and a dedication to helping clients protect their financial futures, Evan Hornberger, Bankers Life Agent is a trusted partner in the insurance industry. Contact them today to learn more about their offerings and how they can help you secure the right insurance coverage for your needs.

Elizabeth Lam, Bankers Life Agent located at 1410 Rolkin Court in Charlottesville, Virginia offers a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Elizabeth Lam, as a Unit Field Trainer and Insurance Sales Representative, is dedicated to helping individuals find the right coverage, including Medicare Advantage plans. These plans provide all-in-one alternatives to Original Medicare Parts A and B, with options for prescription drug coverage and low monthly premiums. In addition to Medicare options, the agency also offers long-term care insurance to help individuals prepare for the future. Contact Elizabeth Lam, Bankers Life Agent, to start planning your next steps towards financial security and peace of mind.

Caitlyn Madl, Bankers Life Agent in Charlottesville, Virginia offers a wide range of insurance options from Bankers Life and other reputable companies. As an Insurance Sales Representative, Caitlyn Madl can assist you in comparing Medicare Advantage plans to find the best coverage for your needs. With options such as Medicare Advantage (Part C) that include prescription drug coverage and low monthly premiums, you can rest assured that your healthcare needs are taken care of. In addition to Medicare plans, Caitlyn Madl also provides services for long-term care planning to ensure you and your loved ones are prepared for the future. Visit Caitlyn Madl, Bankers Life Agent at 1410 Rolkin Court in Charlottesville to start planning your next steps towards a secure future.