Tailored financial advice in Roanoke, Virginia

Embrace Home Loans-Virginia in Roanoke is a leading finance institution located at 5044 Keagy Road in Roanoke, Virginia. With a focus on providing exceptional home loan services, Embrace Home Loans-Virginia offers a wide range of mortgage options tailored to meet the individual needs of their clients. Their team of experienced professionals is dedicated to helping customers navigate the mortgage process with ease and confidence. Whether you are a first-time homebuyer or looking to refinance, Embrace Home Loans-Virginia in Roanoke is committed to providing top-notch service and support every step of the way.

Lendmark Financial Services LLC is a trusted finance institution located at 4760 Valley View Boulevard Northwest in Roanoke, Virginia, United States. With a commitment to providing personalized financial solutions, Lendmark offers a wide range of services including personal loans, auto loans, and debt consolidation. Their experienced team of professionals is dedicated to helping individuals achieve their financial goals and navigate through challenging times. Visit Lendmark Financial Services LLC today to explore their tailored financial options and secure your financial future.

Main Street Financial Inc is a reputable finance institution located at 133 Salem Avenue Southwest in Roanoke, Virginia. With a focus on providing top-notch financial services to individuals and businesses, Main Street Financial Inc offers a wide range of financial products and solutions tailored to meet the unique needs of their clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at Main Street Financial Inc is dedicated to helping you achieve your financial goals. Visit them today to learn more about how they can help you secure your financial future.

Merrill Lynch Financial Advisor Cooper Woolson is a finance institution located at 110 Franklin Road Southeast, Roanoke, Virginia, United States. They specialize in managing your wealth through personalized wealth management strategies that are flexible and tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, their team of experienced professionals is dedicated to building strong client relationships based on trust and personalized service. Cooper Woolson believes in understanding your personal financial situation and what matters most to you in order to create a customized investment approach that reflects your unique needs and priorities. They offer a range of services including financial planning, investment strategies, and comprehensive financial solutions to help you achieve your goals.

American Financial Planning, Inc. is a reputable finance institution located at 541 Luck Avenue Southwest in Roanoke, Virginia, United States. Our team of experienced financial planners is dedicated to helping individuals and businesses achieve their financial goals through personalized planning and strategic investment strategies. Whether you are looking to save for retirement, manage your wealth, or plan for your children's education, our experts are here to provide tailored solutions to meet your needs. Trust American Financial Planning, Inc. to guide you towards a secure financial future.

Valley Financial Solutions is a leading finance institution located at 2847 Penn Forest Boulevard in Roanoke, Virginia, United States. With a commitment to providing top-notch financial services, Valley Financial Solutions offers a wide range of solutions tailored to meet the unique needs of individuals and businesses. Whether you are looking for assistance with investments, retirement planning, or wealth management, our team of experienced professionals is here to help you achieve your financial goals. Visit us today and let us help you secure your financial future.

Navigon Financial Group is a leading finance institution located at 24 Church Avenue Southeast in Roanoke, Virginia, United States. With a focus on providing expert financial services to individuals and businesses, Navigon Financial Group offers a wide range of investment, banking, and wealth management solutions tailored to meet the unique needs of each client. Our team of experienced professionals is dedicated to helping our clients navigate the complexities of the financial world and achieve their financial goals. Visit us today to learn more about how Navigon Financial Group can help you secure your financial future.

Edward Jones - Financial Advisor: Mike Pendleton, CFP®|ChFC®|CLU® is a trusted financial institution located at 7746 Williamson Road in Roanoke, Virginia, United States. Specializing in providing comprehensive financial planning and investment services, Mike Pendleton, a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®), offers personalized guidance to help clients achieve their financial goals. With a strong focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Mike Pendleton, CFP®|ChFC®|CLU® is dedicated to helping individuals and families secure their financial future.

Bradley Blum - RBC Wealth Management Financial Advisor is a trusted institution located at 110 Franklin Road Southeast in Roanoke, Virginia, United States. As a financial advisor, Bradley Blum offers expert guidance and personalized strategies to help clients achieve their financial goals. With a focus on wealth management, investment planning, and retirement strategies, Bradley Blum provides comprehensive financial services tailored to each client's individual needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Bradley Blum - RBC Wealth Management Financial Advisor is dedicated to helping you secure a stable financial future.

The RBC Wealth Management Branch in Roanoke is a leading financial institution located at 110 Franklin Road Southeast in Roanoke, Virginia. Our dedicated team of professionals is committed to providing personalized wealth management solutions to help our clients achieve their financial goals. With a wide range of services including investment planning, retirement planning, and estate planning, we strive to help our clients build and protect their wealth for the future. Visit us today to learn how we can help you secure your financial future.

Edward Jones - Financial Advisor: Tommy Bryant, AAMS™ is a reputable finance institution located on Electric Road in Roanoke, Virginia, United States. As a certified Accredited Asset Management Specialist, Tommy Bryant offers expert financial advice and guidance to clients looking to secure their financial future. With a focus on personalized service and tailored investment strategies, Edward Jones is dedicated to helping individuals achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Tommy Bryant and his team at Edward Jones are here to provide you with the knowledge and resources you need to make informed decisions. Trust in Edward Jones for all your financial planning needs.

Albert Sganga, a financial advisor at Ameriprise Financial Services, LLC, located at 2965 Colonnade Drive in Roanoke, Virginia, offers personalized investment and portfolio recommendations tailored to your individual goals and risk tolerance. With regular meetings to review progress and update strategies as life changes, Albert helps clients track their financial goals securely from any device. By scheduling a complimentary initial consultation, clients can learn more about how Albert can assist with retirement planning, education savings, major purchases, and more. As a registered advisor, Albert Sganga can conduct securities business with residents of specific states listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC, a member of FINRA and SIPC, provides a secure and confidential platform for clients to track their investments and progress towards financial goals. With a focus on transparency and client satisfaction, Albert Sganga looks forward to helping friends and family members achieve their own financial objectives.

Elizabeth Oliver-Smith - Mutual of Omaha Financial Advisor is a reputable finance and insurance agency located at 2772 Electric Road in Roanoke, Virginia, United States. With a focus on providing comprehensive financial planning and insurance solutions, Elizabeth Oliver-Smith and her team are dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, you can trust Elizabeth Oliver-Smith to provide personalized and professional service tailored to your individual needs. Contact them today to schedule a consultation and take the first step towards financial security.

The Myrias Group - Ameriprise Financial Services, LLC is a finance institution located at 3130 Chaparral Drive, Roanoke, Virginia, United States. Recognized as one of the Forbes Best-in-State Wealth Management Teams in 2024, we provide personalized financial advice to help build our clients' portfolios and confidence for the long term. Our experienced team offers complimentary initial consultations to discuss financial goals and create a plan tailored to individual needs. We cover topics such as Medicare, annual costs, funding sources, and healthcare planning with a financial advisor. As a member of Ameriprise Financial Services, LLC, we prioritize our clients' financial well-being and are committed to delivering a truly personalized experience. Clients can rest assured that their financial future is in good hands with us. Contact us today to schedule a consultation and learn more about how we can help you achieve your financial goals.

Edward Jones - Financial Advisor: Michelle Atkins Yost, AAMS™ is a reputable financial institution located at 2203 Orange Avenue Northeast in Roanoke, Virginia. As a trusted advisor, Michelle Atkins Yost holds the Accredited Asset Management Specialist (AAMS™) designation, demonstrating her expertise in helping clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Michelle Atkins Yost is dedicated to providing personalized financial guidance and creating tailored strategies to help you reach financial success. Visit Edward Jones - Financial Advisor: Michelle Atkins Yost, AAMS™ today to start planning for a secure financial future.

Merrill Lynch Financial Advisor Lisa Downing Angle, located at 110 Franklin Road Southeast, Roanoke, Virginia, is a prestigious finance institution with a team of experienced and talented individuals dedicated to providing exemplary client service. Recognized by Forbes for their outstanding performance, the team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. They believe in starting every relationship with a conversation to identify and prioritize each client's goals and aspirations. By utilizing the Investment Personality Assessment, they tailor financial approaches to help clients pursue meaningful goals and manage investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, the team works with clients to develop personalized plans to address their financial needs. Whether planning for retirement, funding a child's education, or transferring wealth to future generations, Merrill Lynch Financial Advisor Lisa Downing Angle is dedicated to helping clients achieve their financial goals. With a focus on understanding each client's unique needs and priorities, the team at Merrill Lynch is committed to providing personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.

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.

Merrill Lynch Financial Advisor Jason B Moretz, located at 110 Franklin Road Southeast, Roanoke, Virginia, United States, is a finance institution dedicated to helping clients build a comprehensive wealth management strategy tailored to their individual needs. With over 15 years of experience in the financial services industry, Jason B Moretz and his team at Merrill Lynch Wealth Management focus on developing strong client relationships based on trust and personalized service. By listening to clients' goals, priorities, and concerns, Jason Moretz works to design and implement personalized financial plans aimed at helping clients pursue their financial objectives while managing investment risk. With access to the global resources of Merrill and banking solutions from Bank of America, clients can receive customized investment strategies and comprehensive financial solutions to address their evolving needs.

National Financial Services, Inc - Todd F. Hearp is a reputable financial services firm located at 4401 Starkey Rd, Roanoke, VA 24018, United States. Specializing in comprehensive financial planning and investment management, this business is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice. Todd F. Hearp, a seasoned financial advisor, leads the team with a commitment to delivering exceptional service and tailored solutions to meet the unique needs of each client. Whether you are planning for retirement, managing wealth, or seeking investment opportunities, National Financial Services, Inc - Todd F. Hearp offers the expertise and guidance to navigate the complexities of the financial landscape with confidence.

Scott Vaught at Comparion Insurance Agency is a trusted insurance agency located at 2965 Colonnade Drive in Roanoke, Virginia. With a commitment to providing personalized and comprehensive insurance solutions, Scott Vaught and his team strive to help clients protect what matters most to them. Whether you are looking for auto, home, life, or business insurance, they will work closely with you to find the best coverage options to meet your specific needs. With their expertise and dedication to excellent customer service, you can trust Scott Vaught at Comparion Insurance Agency to provide you with peace of mind and financial security.

Holt Woodbury Jr - State Farm Insurance Agent is an insurance agency located at 5175 Peters Creek Road, Roanoke, Virginia, United States. Holt Woodbury has been in the insurance industry since 1991 and is dedicated to providing exceptional service to the community. Whether you visit the office for a cup of coffee or prefer a home visit, Holt and his team are committed to exceeding your expectations. They offer a wide range of insurance products including Auto, Home, Renters, Life, and Health Insurance, as well as Financial Services. Elizabeth Powers, the office manager, has been with Holt since 2008 and is licensed in property and casualty as well as life and health insurance. The agency's mission is to help customers manage risks, recover from the unexpected, and realize their dreams. They provide 24-hour Good Neighbor Service and have a referral program in place. Contact Holt Woodbury Jr - State Farm Insurance Agent for a FREE Insurance Quote today!

HomeTrust Bank on Brambleton Ave in Roanoke, Virginia is a trusted institution offering a range of financial services including ATM services, banking, and finance solutions. Our experienced team of local bankers is dedicated to helping businesses of all sizes succeed by providing tailored solutions to meet their evolving financial needs. Whether you are looking to purchase a new home or secure financing for capital purchases, HomeTrust Bank has the expertise and products to support you every step of the way. Visit us at 2820 Brambleton Avenue Southwest or contact us to learn more about how we can help you achieve your financial goals.

Bank of Botetourt is a trusted financial institution located at 3801 Challenger Avenue Northeast in Roanoke, Virginia, United States. As a full-service bank, we offer a range of banking and financial services to meet the needs of our customers. Our convenient location also features an ATM for easy access to cash withdrawals and other banking functions. With a commitment to excellent customer service and a long history of serving the community, Bank of Botetourt is the go-to destination for all your financial needs.

Sharpe Insurance Agency LLC, located at 419 Campbell Avenue Southwest in Roanoke, Virginia, is a trusted insurance agency providing a wide range of coverage options. Whether you need auto insurance to comply with the law or want to ensure your family's financial security with life insurance, we are here to help. As an Independent agency, we work with top carriers to tailor the best coverage for your unique situation. Trust Sharpe Insurance Agency LLC to protect what matters most in your life.

HAWK Advisers, Inc. is a reputable finance, health, and insurance agency located at 206 Williamson Road Southeast in Roanoke, Virginia, United States. With a team of experienced professionals, HAWK Advisers, Inc. offers expert advice and personalized solutions to help individuals and businesses secure their financial future and protect their health and assets. Whether you are looking for investment guidance, health insurance options, or comprehensive insurance coverage, HAWK Advisers, Inc. is dedicated to providing top-notch services tailored to your specific needs. Contact us today to learn more about how we can help you achieve your financial goals and safeguard your well-being.

Todd Selkirk - State Farm Insurance Agent is a trusted insurance agency located at 126 Blue Ridge Boulevard in Roanoke, Virginia, United States. Conveniently situated beside the First Bank 460 Branch and across the street from Blue Ridge Library, we are dedicated to helping you protect what matters most. With over 20 years of experience serving the residents of Roanoke and Botetourt County, Todd Selkirk is a fourth-generation resident of Botetourt County who is deeply rooted in the community. He and his team are committed to providing personalized insurance solutions tailored to meet your specific needs.

Cary Street Partners is a finance institution located at 601 South Jefferson Street in Roanoke, Virginia, United States. Our team of experienced financial advisors is dedicated to creating personalized financial plans tailored to your specific 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 guidance for optimizing investment portfolios, and support for business owners and plan sponsors. Cary Street Partners is comprised of Cary Street Partners LLC, Cary Street Partners Investment Advisory LLC, and Cary Street Partners Asset Management LLC. For more information, check out our team members and advisors in Roanoke, VA.

SageCreek Planning & Investments is a finance institution located at 4233 Colonial Avenue in Roanoke, Virginia, United States. We specialize in providing comprehensive financial planning and investment services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized and tailored solutions to meet the unique needs of each individual or business. Whether you are looking to grow your wealth, plan for retirement, or simply protect your assets, SageCreek Planning & Investments is here to help guide you every step of the way. Contact us today to schedule a consultation and start planning for a secure financial future.

The Dunkenberger Waskey Group at Morgan Stanley is a prestigious financial institution located at 10 South Jefferson Street in Roanoke, Virginia, United States. With a team of experienced professionals, they provide a wide range of financial services including wealth management, investment advice, retirement planning, and more. Clients can expect personalized solutions tailored to their individual needs and goals. Trustworthy and reliable, The Dunkenberger Waskey Group is committed to helping clients achieve financial success and security.

Martin Wealth Solutions is a premier finance institution located at 3130 Chaparral Drive in Roanoke, Virginia. Our team of experienced financial advisors is dedicated to helping clients achieve their wealth management goals through personalized strategies and expert guidance. Whether you are planning for retirement, investing for the future, or need assistance with estate planning, our team is here to provide comprehensive financial solutions tailored to your unique needs. Contact us today to schedule a consultation and take the first step towards securing your financial future with Martin Wealth Solutions.