Strategic planning in Charlottesville, Virginia

EFS, located at 0 Court Square in Charlottesville, Virginia, is a comprehensive accounting and finance institution offering a range of services including tax preparation, payroll, bookkeeping, and consulting. Catering to both individual tax clients and business owners, EFS aims to provide an integrated approach to financial management, allowing clients to focus on growing their businesses while receiving timely and accurate financial information. With a focus on forming partnerships with their clients, EFS strives to meet their financial needs efficiently and effectively.

Cary Street Partners, located at 901 North Stuart Street in Arlington, Virginia, is a finance institution that offers personalized financial planning services. Our team of experienced financial advisors in Charlottesville is dedicated to providing excellence and creating tailored financial plans that align with your unique goals and objectives. We offer comprehensive research, model portfolio creations, and strategic guidance to help optimize your investment portfolio's performance. Additionally, we provide support for business owners and plan sponsors with plan design, investment selection, and policy development. At Cary Street Partners, we believe in aligning the interests of our clients, employees, owners, and business partners to create positive change and new opportunities. Learn more about our advisors and services by visiting our website or contacting us directly. Cary Street Partners is the trade name used by Cary Street Partners LLC, Member FINRA/SIPC; Cary Street Partners Investment Advisory LLC and Cary Street Partners Asset Management LLC, registered investment advisers. Products may not be available in all jurisdictions. To check the background of this firm or any investment professional, visit FINRA’s BrokerCheck.

Trustpoint Insurance - Salem Office, located at 16 Church Avenue Southeast in Roanoke, Virginia, United States, is a trusted insurance agency known for its solutions-based approach. With 16 years of experience, Trustpoint excels in simplifying the insurance purchasing and management process for its clients. The institution prides itself on building loyal partnerships by serving as a trusted advisor and working collaboratively with clients to find unique solutions that reduce risk and compliance concerns. Trustpoint's strategic partnerships with various insurance markets ensure that each client receives a personalized and positive customer experience. The institution's commitment to ease of doing business is evident in its experienced staff, evolving service plans, and investments in technology and risk management services. Clients can access their documentation securely through a 24/7 portal.

Lunsford: A Trustpoint Company is an insurance agency located at 16 Church Avenue Southeast in Roanoke, Virginia, United States. At the core of their success is Trustpoint's solutions-based approach, which focuses on building loyal partnerships with clients. Serving as a trusted advisor and an extension of their team, Trustpoint works to find unique solutions that reduce time, resources, and anxiety spent on managing risk and compliance. With 16 years of experience, Trustpoint executives and representatives listen intently and work collaboratively to communicate results effectively. By forming strategic partnerships with various insurance markets, Trustpoint ensures that each insured receives a positive customer experience. The company's culture emphasizes ease of doing business, and their experienced staff and evolving service plans prioritize what matters most to their clients.

Legacy Markets is a convenience store and food store located at 6115 Rockfish Gap Turnpike in Crozet, Virginia. Known for their great food selection with made-to-order and pre-made options, Legacy Markets is both a restaurant and a gas station. Stop by Culpeper Legacy Markets to taste our famous sandwiches and meals. Additionally, visit Crozet Legacy Markets Car Wash for a top-notch car cleaning experience. At Legacy Fuel in Charlottesville, we offer high-quality fuel options including Regular, Premium, Supreme, On road, and Off road Diesel. Our self-service options make it convenient for you to fuel up whenever you need. With state-of-the-art equipment and exceptional customer service, Legacy Fuel is the go-to gas station for all your fueling needs. Come visit Legacy Markets - Shadwell for an upscale convenience store experience, complete with deli, fuel service, and lottery in a welcoming environment.

Summit Eleven Inc is a dynamic and innovative institution located at 122 East Main Street in Charlottesville, Virginia, United States. Our mission is to provide top-notch services and solutions to help businesses reach their full potential. With a team of experienced professionals, we offer a wide range of services including consulting, training, and project management. Our commitment to excellence and dedication to our clients sets us apart from the rest. Visit us today and see how Summit Eleven Inc can help take your business to the next level.

J. Randolph Parker is an esteemed institution located at 416 East Jefferson Street in Charlottesville, Virginia. Known for its commitment to academic excellence and student success, J. Randolph Parker offers a diverse range of programs and services to support the educational needs of its students. With a dedicated faculty and staff, state-of-the-art facilities, and a vibrant campus community, J. Randolph Parker provides a dynamic learning environment where students can thrive and reach their full potential. Whether you are looking to further your education or pursue a new career path, J. Randolph Parker is the perfect place to achieve your goals.

The Federal Executive Institute, located at 1301 Emmet Street North in Charlottesville, Virginia, is a premier leadership development institution for senior government officials. Established to provide executive training and education for federal executives, the institute offers a wide range of programs and courses designed to enhance leadership skills, foster collaboration, and promote innovation within the federal government. With a focus on developing strategic thinking and decision-making abilities, the Federal Executive Institute is dedicated to equipping leaders with the knowledge and tools necessary to address the complex challenges of public service in the 21st century.

The Karsh Institute of Democracy, located in Charlottesville, Virginia, is dedicated to studying and revitalizing the institutions, practices, and cultural foundations of democracy. Through exploring key events, places, thinkers, and texts that shape the history and principles of democracy, the institute aims to deepen our understanding of this important form of governance. One of the institute's recent lectures, titled "The Fall of the Grand Alliance (1944–45)", delves into the deteriorating relations between Soviet and American airmen during World War II. Additionally, the institute hosts discussions on the role of photojournalists in helping us comprehend challenging topics and the impact of covering complex and emotional issues on these professionals.

Garrett Hall, home to the Frank Batten School of Leadership and Public Policy, is a prestigious institution located at 235 McCormick Road in Charlottesville, Virginia, United States. As a university dedicated to developing future leaders in public service and policy-making, Garrett Hall offers a comprehensive education in leadership, public policy, and governance. With state-of-the-art facilities and renowned faculty members, students at Garrett Hall receive a top-notch education that prepares them for careers in government, non-profit organizations, and the private sector. The institution's commitment to excellence and innovation makes it a top choice for those seeking to make a difference in the world of public policy and leadership.

Darden Executive Education is a renowned school located at 100 Darden Boulevard in Charlottesville, Virginia, United States. As a leading institution in executive education, Darden offers a wide range of programs designed to enhance the skills and knowledge of business professionals. With a focus on practical learning and real-world application, Darden Executive Education provides participants with the tools and strategies needed to succeed in today's fast-paced business environment. Whether you are looking to advance your career or take your organization to the next level, Darden Executive Education is the perfect place to achieve your goals.

The Board of Visitors at the University of Virginia is a governing body responsible for overseeing the operations and policies of the university. Located in the NW Wing of the Rotunda in Charlottesville, Virginia, this institution plays a crucial role in shaping the direction and future of one of the most prestigious universities in the United States. As a university institution, the Board of Visitors works to ensure the academic excellence, financial stability, and overall success of the University of Virginia.

The McIntire School of Commerce Foundation, located in Charlottesville, Virginia, is a prestigious university institution that offers innovative specialized business graduate degrees and a hallmark undergraduate program. The institution provides immersive, hands-on courses that offer transformative educational experiences and immediate value. Faculty-led programs equip students with key business skills and fluency in various business areas, inspiring them to lead with integrity and purpose in today's business world. The faculty at McIntire are bold and brilliant scholars who conduct cutting-edge research through seven active centers, fostering collaboration and interdisciplinary exploration. Students at the Commerce School enjoy an enhanced educational experience both on campus and globally, with access to insightful student services, specialized career support, and real-world employment opportunities.

The University of Virginia School Turnaround Specialist Program is a prestigious institution located at 20 Darden Boulevard in Charlottesville, Virginia, United States. As a leading university in the field of education, this program offers specialized training for professionals seeking to become experts in turning around struggling schools. With a focus on innovative strategies and best practices, students at this institution receive a comprehensive education that prepares them to make a positive impact in the education system. Join us at the University of Virginia School Turnaround Specialist Program and help transform schools for the better.

University Communications is the central hub for all communication and marketing efforts at the University of Virginia. Located at 2420 Old Ivy Road in Charlottesville, Virginia, our team of professionals work tirelessly to promote the university's mission, values, and achievements to a global audience. From press releases and social media campaigns to website content and branding initiatives, University Communications plays a crucial role in shaping the university's reputation and connecting with students, alumni, faculty, and the community at large. Our goal is to effectively communicate the university's message and engage with stakeholders in a meaningful and impactful way.

University Advancement Services, located at 2420 Old Ivy Road in Charlottesville, Virginia, is dedicated to supporting the University of Virginia in its mission to prepare responsible citizen-leaders, advance knowledge, and provide world-class patient care. Through the generosity of alumni, parents, and friends, the institution helps secure the university's place as a premier institution of learning. Donations to all 12 schools across Grounds are welcomed and can have a significant impact on students, faculty, and programs. The institution also offers opportunities for planned gifts, such as including UVA in wills, charitable trusts, and retirement plans, which can provide tax benefits and financial flexibility for donors. The "Honor the Future" campaign aims to make UVA the best public university by 2030 and has already surpassed its $5 billion goal. With less than 18 months left in the campaign, the institution continues to build for the future and express gratitude to its generous community of supporters. Through initiatives like the Bicentennial Scholars and Professors Funds, the institution is making a lasting impact on scholarships, faculty recruitment, and research across various disciplines. The dedication and generosity of donors help propel the university into a third century of service to the commonwealth, nation, and world.

The University of Virginia - Global Policy Center is a prestigious institution located at 10th Street Northwest in Charlottesville, Virginia, United States. As a leading center for global policy research and analysis, the university offers a wide range of programs and initiatives aimed at addressing pressing global challenges. With a focus on promoting international cooperation and understanding, the Global Policy Center provides students and scholars with the opportunity to engage in cutting-edge research and collaborate with experts from around the world. Whether you are interested in diplomacy, international development, or global security, the University of Virginia - Global Policy Center is dedicated to preparing future leaders to tackle complex global issues head-on.

Stifel is a reputable finance institution located at 1759 Worth Park in Charlottesville, Virginia, United States. With a strong presence in the financial industry, Stifel offers a wide range of services including investment banking, wealth management, and institutional securities. Their team of experienced professionals provides personalized financial solutions to help clients achieve their financial goals. Whether you are an individual looking to grow your wealth or a business seeking strategic financial advice, Stifel is dedicated to providing top-notch service and expertise.

Kellen Consulting Group LLC, located at 150 Aisling Way in Vesuvius, Virginia, is a business consulting firm with a growth mindset. Traditional advisors may advise waiting for the right conditions to grow your business, but at Kellen Consulting Group, we believe in always focusing on taking your business to the next level. Serving clients in Northern and Central Virginia, including Staunton, Lexington, Charlottesville, and Washington DC, we offer business consulting and coaching services to help you run and grow your business. Our Core Energy™ Coaching approach combines root cause analysis with individual strengths to help you understand and remove barriers to success. Using the Energy Leadership™ Index assessment tool, we provide a snapshot of your real strengths and weaknesses to maximize performance and growth. Our goal is to increase productivity and help businesses prosper while individuals live their best lives.

Solitude Financial Services is a reputable finance institution located at 236 East High Street in Charlottesville, Virginia, United States. As a trusted provider of financial services, we offer a wide range of solutions to help individuals and businesses achieve their financial goals. Our experienced team of professionals is dedicated to providing personalized and comprehensive financial advice to our clients. Whether you need assistance with investments, retirement planning, or estate planning, Solitude Financial Services is here to help you navigate the complexities of the financial world. Trust us to provide you with the guidance and support you need to secure your financial future.

Lohr & Company is a finance institution located at 230 Court Square in Charlottesville, Virginia, United States. With a team of dedicated professionals, including Greg and Stephanie, the institution prides itself on providing honest and personalized financial planning services. Clients like William Craig, Sue Jarrell, and Jay Smith have all praised the team for their knowledge, professionalism, and caring approach. The institution, founded by Greg and Ethan, caters specifically to the retiree demographic in the Charlottesville area. With a focus on retirement planning and wealth management, Lohr & Company helps clients navigate their financial futures with services like comprehensive financial planning and disciplined investment management using the well-known 4 Buckets Income Strategy.

Cary Street Partners is a finance institution located at 200 Garrett Street in Charlottesville, Virginia, United States. Our team of experienced financial advisors is dedicated to creating personalized finance plans that focus on your current needs and future goals. We believe in aligning the interests of our clients, employees, owners, and business partners to create positive change and new opportunities. Our services include comprehensive research, model portfolio creations, personalized financial plans, strategic insight, and guidance for optimizing investment portfolios. Cary Street Partners is the trade name used by Cary Street Partners LLC, Member FINRA/SIPC; Cary Street Partners Investment Advisory LLC and Cary Street Partners Asset Management LLC, registered investment advisers. Products may not be available in all jurisdictions. Visit our website to learn more about our team members and advisors in Charlottesville, Virginia.

Chase Investment Counsel Corporation, located at 350 Old Ivy Way in Charlottesville, Virginia, is a reputable finance institution that offers expert investment counsel to individuals and businesses. With a team of experienced professionals, Chase Investment Counsel Corporation provides personalized financial guidance and strategic investment solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Chase Investment Counsel Corporation is committed to helping you make informed decisions and navigate the complexities of the financial market. Trust in Chase Investment Counsel Corporation for sound investment advice and reliable financial management services.

M·CAM International is a finance institution located at 210 Ridge McIntire Road in Charlottesville, Virginia, United States. With a focus on providing financial services and solutions to clients, M·CAM International offers a range of services including investment management, financial planning, and wealth management. The institution is dedicated to helping individuals and businesses achieve their financial goals through personalized and strategic financial guidance. With a team of experienced professionals, M·CAM International is committed to delivering top-notch financial services to its clients.

Brown Advisory is a finance institution located at 410 East Water Street in Charlottesville, Virginia, United States. They specialize in providing discretionary investment management services for private clients, individuals, families, professional single family offices, endowments, foundations, non-profits, investment consultants, pension funds, financial institutions, RIAs, broker-dealers, private banks, and more. With offices in various locations worldwide, Brown Advisory offers first-rate investment performance, strategic advice, and top-notch client service to help clients reach their long-term financial goals. Their team of over 850 equity owners is dedicated to delivering tailored investment solutions and expert guidance to individuals, families, and institutions across the globe.

Integral Consulting Services, Inc. is a leading consulting firm located at 944 Glenwood Station Lane in Charlottesville, Virginia. With a team of experienced professionals, we provide a wide range of consulting services to help businesses achieve their goals and overcome challenges. Our expertise includes strategic planning, project management, financial analysis, and more. We are dedicated to providing our clients with personalized solutions tailored to their specific needs. Contact us today to see how we can help your business thrive.

Echelberger and Associates is a leading accounting and finance firm located at 880 Rio East Court in Charlottesville, Virginia. Our team of experienced professionals provides a wide range of services including tax preparation, financial planning, and business consulting. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.

United Wealth Management, LLC is a finance institution located at 818 Village Road in Charlottesville, Virginia, United States. Specializing in PRAP Management and Financial Life Planning for pilots at United Airlines, the institution is a fee-only, independent Registered Investment Advisor. What sets United Wealth Management apart is that the advisors are also United Pilots, with firsthand experience in the industry. Alan, the founder, comes from a family of United Airlines employees and has a background in finance and aviation. Dan, the partner, is a military pilot and Certified Financial Planner™ professional. Together, they offer personalized financial advice and investment management based on a comprehensive life plan tailored to each client's individual goals and needs. United Wealth Management manages portfolios using globally diversified funds from Dimensional Fund Advisors, with a focus on long-term returns rather than market timing. The institution's value proposition is to help clients define, plot, and stay on course towards their financial goals, providing accountability, awareness, and advice along the way. The advisors believe in a life-centered approach to investment management, listening to each client's unique story and ambitions to create a personalized plan. Initial meetings are complimentary and focus on getting to know the client and their goals. Whether meeting in person or online, United Wealth Management offers flexible and convenient options for financial life planning.

Owl Consultancy Group is a leading consulting firm located at 513 East Main Street in Charlottesville, Virginia. Our team of experienced professionals offers a wide range of strategic consulting services to help businesses thrive and grow. From market research and analysis to business development and strategic planning, we are committed to providing our clients with innovative solutions tailored to their specific needs. Contact us today to see how Owl Consultancy Group can help take your business to the next level.

Easter Associates Inc is a renowned institution located at 250 West Main Street in Charlottesville, Virginia. Our company specializes in providing top-notch consulting services to businesses in various industries. With a team of highly skilled professionals, we offer strategic solutions to help our clients achieve their goals and drive success. Our commitment to excellence and dedication to our clients sets us apart as a trusted partner in business consulting. Visit us today to see how Easter Associates Inc can help take your business to the next level.