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TOP 30 Starting legacy planning in Virginia
18 results found
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Life & Legacy Counselors
Life & Legacy Counselors is a trusted institution located at 5335 Wisconsin Avenue Northwest in Washington, D.C. Our team of experienced counselors provides compassionate and personalized support to help individuals navigate life's challenges and create a lasting legacy. Whether you are seeking guidance for personal growth, relationship issues, or end-of-life planning, our counselors are here to help you every step of the way. Contact us today to schedule a consultation and start your journey towards a brighter future.
Reflections Life Planning LLC
Reflections Life Planning LLC is a premier institution located at 1934 Old Gallows Road in Vienna, Virginia. We specialize in providing comprehensive life planning services to help individuals and families achieve their financial and personal goals. Our team of experienced professionals offers personalized guidance and support to assist clients in making informed decisions about their future. Whether you are looking to plan for retirement, protect your assets, or create a legacy for your loved ones, Reflections Life Planning LLC is here to help you every step of the way. Visit us today to start planning for a brighter tomorrow.
Legacy Lawyers PLLC
Legacy Lawyers PLLC is a legal institution located at 6082 Franconia Road, Alexandria, Virginia, United States. Specializing in estate planning, our team of dedicated lawyers is here to ensure that your wealth is preserved, your assets protected, and your legacy lasts well beyond your years. We provide personalized services tailored to your individual needs, offering flat-fee rates for consultations. Our Life and Legacy Planning Process is customized to each client and their family, ensuring that every plan is unique and effective. We offer services such as the Kids Protection Plan, which goes beyond guardianship to care for your children in the way you would. Our FamilyCare Program provides executive level estate planning services at a reasonable cost. Unlike other estate planning attorneys who take a standard "one-size fits all" approach, we believe in providing results, not just documents. We believe in educating our clients and building relationships to ensure that your estate plan works effectively when needed most.
Your Legacy Solutions
Your Legacy Solutions is a finance institution located at 7400 Beaufont Springs Drive in Virginia, United States. We specialize in helping individuals and families plan for their financial future and create a lasting legacy for generations to come. Our team of experienced professionals offers personalized financial planning services to help our clients achieve their goals and secure their financial well-being. Whether you are looking to save for retirement, invest in the stock market, or create a trust for your loved ones, Your Legacy Solutions is here to help you every step of the way. Contact us today to schedule a consultation and start building your legacy.
Legacy Financial Group - Raymond James
Legacy Financial Group - Raymond James is a reputable financial institution located at 411 Scotland Street in Williamsburg, Virginia, United States. As a trusted name in finance, they offer a wide range of services including wealth management, investment planning, retirement planning, and more. With a team of experienced financial advisors, they are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Legacy Financial Group - Raymond James is committed to providing personalized solutions tailored to your individual needs. Visit them today to start planning for a brighter financial future.
Legacy Estate Planning, PLLC
Legacy Estate Planning, PLLC is a legal institution located at 3460 Commission Court in Woodbridge, Virginia, United States. Our guiding principle is inspired by Psalm 1:2, "But his delight is in the law of the Lord." We believe that it is never too early to start estate planning, but it can definitely be too late. Our team is committed to providing clear and understandable legal assistance to our clients. We understand that legal matters can be complex and overwhelming, which is why we are here to guide you through the process. If you have any questions or concerns, don't hesitate to ask us.
PIPR TRAVEL
PIPR TRAVEL is a premier travel agency located in the vibrant city of Virginia Beach, Virginia, United States. Our dedicated team of experienced travel experts is committed to providing personalized and memorable travel experiences for our clients. Whether you're looking to plan a relaxing beach vacation, a thrilling adventure in the great outdoors, or a cultural exploration of a new city, PIPR TRAVEL has you covered. From arranging flights and accommodations to organizing tours and activities, we strive to make your travel dreams a reality. Contact us today to start planning your next unforgettable journey with PIPR TRAVEL.
MANNA WEALTH MANAGEMENT - Virginia Financial Advisors
MANNA WEALTH MANAGEMENT - Virginia Financial Advisors is a finance institution located at 1775 Tysons Boulevard, McLean, Virginia, United States. We believe in considering all aspects of your financial life, including spending, saving, investing, and giving back. Our financial planners and advisors are dedicated to making your values the foundation of your financial decisions. With a wide range of investment options, including stocks, bonds, ETFs, and mutual funds, we can help you create a retirement plan, allocate your assets, and explore distribution options. Our goal is to alleviate your concerns about the future, support your loved ones, and help you leave a lasting legacy. At MANNA, we focus on your entire financial life, not just investments, to ensure your overall success. Contact us to start planning for a prosperous future and learn more about incorporating crypto into your retirement savings. Securities and insurance products are offered through B. Riley Wealth Management, Inc., member FINRA/SIPC, and advisory services are provided by B. Riley Wealth Advisors, Inc., an SEC-registered investment adviser.
Chris Harvey - Financial Advisor, Ameriprise Financial Services, LLC
Chris Harvey - Financial Advisor, Ameriprise Financial Services, LLC, located at 113 East Market Street in Leesburg, Virginia, offers expert financial guidance and investment services. With a focus on understanding risk tolerance and creating personalized investment strategies, Chris Harvey helps clients navigate the complexities of the financial market. By providing complimentary initial consultations, Ameriprise Financial Services, LLC aims to empower individuals to make informed decisions about their financial future. As a member of FINRA and SIPC, Chris Harvey is dedicated to upholding the highest standards of professionalism and integrity in the financial industry. Whether you are looking to build wealth or secure your financial legacy, Chris Harvey is here to help you achieve your goals. Schedule a meeting today to start planning for a more secure financial future.
Matrix Wealth Management, LLC
Matrix Wealth Management, LLC is a family-owned firm located in Alexandria, Virginia, dedicated to providing comprehensive financial planning for professionals and retirees. Our goal is to help our clients create a secure financial future and build a legacy for generations to come. We offer individualized wealth strategies that go beyond the traditional stock-bond model, focusing on alternative investment strategies to preserve and accumulate wealth. Our holistic approach takes into account all aspects of your financial well-being, utilizing cutting-edge technology and industry expertise to create a personalized plan tailored to your needs. We believe in providing our clients with a better path to retirement, one that offers security and stability rather than relying on hope alone. If you are looking for a comprehensive financial plan that goes beyond traditional broker strategies, Matrix Wealth Management is here to help. Contact us at 1727 King Street, Suite 300 in Alexandria, VA to start planning for your financial future today.
Truist Wealth & Investment
Truist Wealth & Investment, located at 11817 Canon Boulevard in Newport News, Virginia, is more than just a financial institution - it's a partner in your financial journey. Our team of dedicated wealth advisors is here to help you navigate the complexities of wealth management, from building your savings balance to creating a powerful portfolio that aligns with your unique vision and values. At Truist Wealth & Investment, we believe in providing personalized financial solutions that go beyond the bottom line. Whether you need assistance with tax planning, philanthropy, or family legacy, our team is here to offer expert advice and support every step of the way.
Merrill Lynch Financial Advisor Collin H Campbell
Merrill Lynch Financial Advisor Collin H Campbell is a Wealth Management Team based in Charlottesville, Virginia. They specialize in understanding the needs and priorities of high-net-worth investors to provide customized solutions. Located at 650 Peter Jefferson Parkway, Suite 350, Charlottesville, VA 22911, they offer advice and guidance to help clients achieve their financial goals and secure a lasting legacy. With access to the investment insights of Merrill and banking solutions from Bank of America, they work to develop a personalized approach to address the financial needs of their clients. The team believes in starting with a conversation to identify and prioritize the goals that matter most to each individual. By utilizing the Investment Personality Assessment, they aim to gain a deeper understanding of each client's investing preferences and tailor their financial approach accordingly. With the Merrill Personal Wealth Analysis™, they create a personalized plan centered on the client's goals. Continual check-ins and adjustments to the financial approach ensure that clients stay on track to achieve what's most important to them. The team is committed to building strong client relationships based on trust and personalized service, with a focus on helping clients reach their financial goals.
Graves Light Lenhart
Graves Light Lenhart is a finance institution located at 100 South Mason Street in Harrisonburg, Virginia, United States. As your financial advisor for managing assets and protecting wealth, Graves Light Lenhart takes a comprehensive approach to financial planning by collaborating with your attorney, accountant, and insurance agent. Our experienced team-based approach ensures that we consider all options for long-term financial well-being. With the ability to create and manage investment portfolios in-house, we eliminate the cost of third-party investment managers. The Principal | Director of Wealth Strategies & Chief Compliance Officer at Graves Light Lenhart leads a highly educated and experienced team that provides peace of mind through comprehensive wealth management services. We customize strategies to protect your wealth and preserve your legacy, always working in your best interest.
Yeske Buie
Yeske Buie is a renowned financial institution located at 301 Maple Avenue West in Vienna, Virginia, United States. Specializing in comprehensive financial planning and investment management services, Yeske Buie is dedicated to helping individuals and families achieve their financial goals. With a team of experienced and knowledgeable professionals, they provide personalized solutions tailored to each client's unique needs and circumstances. Whether you are planning for retirement, saving for college, or simply looking to grow your wealth, Yeske Buie is committed to guiding you every step of the way. Visit their office in Vienna or contact them to schedule a consultation and start your journey towards financial success.
Merrill Lynch Financial Advisor Gardner (Gardy) Bloemers
Merrill Lynch Financial Advisor Gardner (Gardy) Bloemers is a dedicated wealth management team located at 650 Peter Jefferson Parkway in Charlottesville, Virginia. Specializing in high-net-worth investors, the team takes the time to understand each client's unique priorities, risk tolerance, and goals to create customized financial solutions. With a focus on providing thoughtful advice and guidance, the team helps clients achieve their financial aspirations, secure their legacy, and plan for the future. The team believes in a personalized approach to financial planning, starting with a conversation to identify and prioritize each client's goals. By utilizing the Investment Personality Assessment and drawing upon research in behavioral finance, they tailor their financial strategies to align with the client's individual preferences and objectives. With access to the investment insights of Merrill and banking solutions from Bank of America, the team works to develop a comprehensive approach to address each client's financial needs.
Angelia Z Shay, President - The Path Financial Strategies, Llc
Angelia Z Shay, President of The Path Financial Strategies, LLC, located at 9104 Officer Lane in Ashland, Virginia, is a dedicated finance institution focused on providing clients with personalized financial planning services. At The PATH, clients are treated like family, with a process centered on their individual needs and best interests. Whether you are just starting to plan for your future or have already made significant financial decisions, the team at The PATH will meet you where you are and help you make wise choices moving forward. The institution emphasizes the importance of ongoing financial planning, recognizing that life changes and priorities evolve over time. With a commitment to helping clients understand all their options, The PATH aims to empower individuals to make informed decisions to achieve their financial goals. President Angelia Shay's ability to simplify complex financial concepts ensures that clients feel confident and informed about their financial future.
Gillis Law, PLLC
Gillis Law, PLLC is a trusted law firm located at 3033 Wilson Boulevard in Arlington, Virginia, United States. Specializing in estate planning, our team is dedicated to helping you create a rock-solid plan that protects your assets, your family, and your loved ones. It's important to have your estate planning done now to ensure that the people you choose can make decisions on your behalf when needed. Waiting too long could result in the law and courts determining how your assets are distributed. Our experienced team will work with you to create a plan that meets your needs and safeguards your legacy.
Plott & French Financial Advisors
Plott & French Financial Advisors, located at 104 Wadsworth Street in Radford, Virginia, offers personalized financial services to help clients achieve their unique financial goals and secure their legacy for future generations. With a collaborative approach that prioritizes client needs and goals, our experienced team of advisors works closely with each client to develop a comprehensive financial plan that aligns with their objectives. At Plott & French Advisors, we prioritize client financial well-being by providing tailored advice and personalized solutions that align with their values and goals. Our team is dedicated to providing expert guidance and knowledge to ensure long-term success for our clients. Join our family of clients and start your confident financial journey with us.
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