Tax advisor services in Virginia
2016 results found
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Charles Leiser - Thrivent
● ClosedCharles Leiser - Thrivent is a finance institution located at 1340 Maple Avenue Southwest in Roanoke, Virginia, United States. Our mission is to provide Financial Guidance to help our clients reach their goals. We are licensed through the State Insurance Department and offer services such as financial planning and investment advisory. Please note that we do not provide legal, accounting, or tax advice, so we recommend consulting with your attorney or tax professional for those matters. Thrivent Financial for Lutherans, also known as Thrivent, offers insurance products and investment advisory services through Thrivent Investment Management Inc. Our financial advisors are licensed and credentialed to provide these services. For more information on our services and professional designations, please visit our website or contact us directly.
1340 Maple Ave SW, Roanoke, VA 24016, United States -
Harris Financial Group-Roanoke Office
● ClosedHarris Financial Group-Roanoke Office is a leading finance institution located at 3629 Franklin Road Southwest in Roanoke, Virginia, United States. Our dedicated team of financial experts is committed to providing personalized financial solutions to help our clients achieve their goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, our professionals are here to help. Contact us today to schedule a consultation and take the first step towards financial success.
3629 Franklin Rd SW Ste 206, Roanoke, VA 24014, United States -
Truist Wealth
● OpenTruist Wealth is a finance institution located at 537 East Nelson Street in Lexington, Virginia, United States. They offer a range of services including personal and commercial banking, credit cards, loans, and investments. Customers can see if they are pre-qualified for a Truist credit card and find the right loan for their needs. With options like Enjoy Cash and the Enjoy Beyond credit card, customers can earn cash back and points on their purchases. Truist also offers financial literacy resources and partnerships with companies like TurboTax to help customers save money. They believe in inspiring and building better lives and communities, and offer various promotions like the Truist One Checking $400 Online Only Offer. With a focus on upgrading money mindsets and building better banking experiences, Truist Wealth aims to help customers achieve their unique financial goals.
537 E Nelson St UNIT 101, Lexington, VA 24450, United States -
Baird Private Wealth Management
● ClosedBaird Private Wealth Management is a premier financial institution located at 5998 Boonsboro Road in Lynchburg, Virginia, United States. Specializing in personalized wealth management services, Baird offers a wide range of financial solutions tailored to meet the unique needs of each client. With a team of experienced professionals and a commitment to excellence, Baird Private Wealth Management is dedicated to helping individuals and families achieve their financial goals and secure their futures.
5998 Boonsboro Rd, Lynchburg, VA 24503, United States -
Selective Wealth Management
● ClosedSelective Wealth Management is a finance institution located at 1149 Vista Park Drive in Forest, Virginia, United States. We offer comprehensive wealth management services through a team of professionals who specialize in financial planning, investment management, estate planning, tax strategies, lifestyle protection, and charitable giving. Our experienced in-house team works together to unlock the full potential of your wealth by coordinating all aspects of your financial well-being. We believe that when we work together, your wealth can work harder for you.
1149 Vista Park Dr D, Forest, VA 24551, United States -
Truist Wealth
● ClosedTruist Wealth, located at 810 Main Street, Lynchburg, Virginia, United States, offers a wide range of financial services including personal and commercial banking, credit cards, loans, and investments. Whether you're looking for a new credit card, a loan, or simply want to improve your financial literacy, Truist Wealth has you covered. With options like the Truist Enjoy Beyond credit card that offers points on all purchases, and the Truist One Savings account to help you save, Truist Wealth is committed to helping you achieve your financial goals. Additionally, Truist Wealth is dedicated to building better lives and communities, partnering with organizations like the NFL to make a positive impact. If you're looking for a reliable and innovative financial institution, look no further than Truist Wealth.
810 Main St, Lynchburg, VA 24504, United States -
Us Trust
● OpenUS Trust is a leading financial institution located at 801 Main Street in Lynchburg, Virginia. As a trusted provider of wealth management services, US Trust offers personalized investment strategies, estate planning, and financial guidance to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, US Trust is dedicated to providing top-tier financial services to individuals, families, and businesses in the United States.
801 Main St, Lynchburg, VA 24504, United States -
R L Lovelace & Associates
● ClosedR L Lovelace & Associates is a reputable accounting and finance institution located at 2203 Graves Mill Road in Forest, Virginia, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, and financial planning. Their commitment to excellence and personalized approach make them a trusted partner for individuals and businesses looking to manage their finances effectively. Visit R L Lovelace & Associates today for all your accounting and financial needs.
2203 Graves Mill Rd D, Forest, VA 24551, United States -
Robert Szathmary Attorney At Law
● OpenRobert Szathmary Attorney At Law is a leading legal firm located in Roanoke, Virginia. With a strong focus on providing exceptional legal services, Robert Szathmary specializes in various areas of law including criminal defense, personal injury, and family law. With years of experience and a proven track record of success, clients can trust Robert Szathmary to provide expert legal representation and guidance. Located at 123 Campbell Avenue Southeast, this institution is committed to serving the community with professionalism and integrity.
123 Campbell Ave SE, Roanoke, VA 24011, United States -
Bostic, Tucker & Company PC., CPAs
● ClosedBostic, Tucker & Company PC., CPAs is a reputable accounting and finance institution located at 1782 Main Street in Lebanon, Virginia, United States. With a team of experienced certified public accountants, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and consulting. Their commitment to excellence and personalized service sets them apart as a trusted partner for individuals and businesses seeking expert financial guidance.
1782 Main St 2nd Floor, Lebanon, VA 24266, United States -
Brown Edwards: Mark D. Mabry, CPA
● ClosedBrown Edwards: Mark D. Mabry, CPA is a reputable accounting and finance institution located at 280 Peppers Ferry Road in Wytheville, Virginia, United States. With a team of over 350 professionals, Brown Edwards is one of the largest independent CPA firms in the Virginia / West Virginia / Tennessee region. The core mission of Brown Edwards is to provide high-quality accounting, assurance, tax, and management advisory services tailored to meet the specific needs of each client. The institution offers expertise in financial management, tax preparation, and strategic planning for businesses and individuals. Specializing in financial institutions, Brown Edwards has over 100 years of experience providing counsel to more than 60 institutions, with a focus on digital innovation and staying competitive in the ever-changing industry landscape. Mark D. Mabry, a partner at the Wytheville office, specializes in taxation and has extensive experience working with clients in various industries. Brown Edwards is committed to education, offering resources, tools, and events to keep team members and clients informed. Whether you need traditional assurance and tax services or professional business advisory and consulting services, Brown Edwards is dedicated to providing you with the peace of mind you deserve.
280 Peppers Ferry Rd, Wytheville, VA 24382, United States -
Radvanyi Wealth Management
● ClosedRadvanyi Wealth Management is a premier financial institution located at 11951 Freedom Drive in Reston, Virginia, United States. With a team of experienced financial advisors and wealth managers, we provide personalized financial planning and investment strategies to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Radvanyi Wealth Management is dedicated to providing expert guidance and exceptional service. Contact us today to learn more about how we can help you secure your financial future.
11951 Freedom Dr 13th Floor, Reston, VA 20190, United States -
Financial Forecasts Inc
● OpenFinancial Forecasts Inc. is a reputable accounting and finance institution located at 3918 Prosperity Avenue in Fairfax, Virginia, United States. Please note that the institution is not accepting new clients during tax season from January 15th to April 30th. Overseas taxpayers have a unique set of circumstances that set them apart from statesiders, and Financial Forecasts Inc. is equipped to handle their specific needs. The institution offers tax return services starting at $350, with fees increasing based on the complexity of the return. All necessary State income tax returns are included in the pricing, and children's tax returns are prepared for free as long as they are still in school. The experienced team at Financial Forecasts Inc. can simplify the electronic filing process and ensure a stress-free experience for clients.
3918 Prosperity Ave # 318, Fairfax, VA 22031, United States -
Godfrey & Spradlin Private Wealth Advisory
● ClosedGodfrey & Spradlin Private Wealth Advisory is a premier finance institution located at 1 Park West Circle in Midlothian, Virginia, United States. Our team of experienced financial advisors provides personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our dedicated team is here to provide expert guidance and support. Trust Godfrey & Spradlin Private Wealth Advisory to help you secure a prosperous financial future.
1 Park W Cir Suite 106, Midlothian, VA 23114, United States -
Mark Gottschalk - Thrivent
● ClosedMark Gottschalk - Thrivent is a finance institution located at 13807 Village Mill Drive, Midlothian, Virginia, United States. Licensing is available through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional. The institution offers advice and guidance through its Financial Planning Framework, with the option to further engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. For more information on professional designations and requirements, visit their website.
13807 Village Mill Dr #102, Midlothian, VA 23114, United States -
Tom Love, CFP®, CRPC®, CRPS®
● ClosedTom Love, CFP®, CRPC®, CRPS® is a finance institution located at 4510 Cox Road, Glen Allen, Virginia, United States. Tom Love is a Senior Vice President and Partner at this institution, offering fee-only, fiduciary services to clients. Tom prioritizes his clients' interests above all else and does not receive any commissions for his services. With over a decade of experience in financial planning, Tom joined The Main Street Group in 2010 to provide more objective advice to his clients. Tom utilizes Charles Schwab Co., Inc. to custody assets and is a SmartVestor Pro, serving the Dave Ramsey community. He uses eMoney software for holistic financial planning, consolidating clients' accounts, including employer retirement accounts, in one convenient location. While working with a SmartVestor Pro does not guarantee investment success, Tom is dedicated to providing personalized and reliable financial guidance to his clients.
4510 Cox Rd #102, Glen Allen, VA 23060, United States -
Richard Keller - Thrivent
● ClosedRichard Keller - Thrivent is a finance institution located at 15719 Chantry Drive, Chesterfield, Virginia, United States. Licensing can be obtained through the State Insurance Department's website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional. Thrivent provides financial advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
15719 Chantry Dr, Chesterfield, VA 23838, United States -
Kenneth C. Kapinskis, AIF, RICP
● ClosedKenneth C. Kapinskis, AIF, RICP is a reputable finance institution located at 6500 Harbour View Court in Midlothian, Virginia, United States. With a focus on providing expert financial advice and services, Kenneth C. Kapinskis, AIF, RICP is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment strategies, or wealth management, the experienced team at Kenneth C. Kapinskis, AIF, RICP is here to assist you every step of the way. Trust in their expertise and commitment to excellence for all your financial needs.
6500 Harbour View Ct #101, Midlothian, VA 23112, United States -
Concord Asset Management
● ClosedConcord Asset Management, located at 5309 Commonwealth Centre Parkway in Midlothian, Virginia, is a finance institution that offers personalized and cost-effective investment management services. With a focus on wealth creation and financial security, Concord Asset Management has developed proprietary strategies through a proven diligence process. They do not sell or share client information, ensuring privacy and confidentiality. As the internal asset management team of Concord Wealth Partners, Concord Asset Management provides comprehensive portfolio solutions tailored to each client's unique needs, goals, and risk tolerance. Their bespoke tax strategies aim to maximize after-tax performance, while their innovative processes help decrease costs and maximize value for clients.
5309 Commonwealth Centre Pkwy Suite 109, Midlothian, VA 23112, United States -
Fitzgerald Financial Group
● OpenFitzgerald Financial Group is a reputable finance and insurance agency located at 3901 Westerre Parkway in Richmond, Virginia. With a team of experienced professionals, they offer a wide range of financial services including investment planning, retirement planning, and insurance solutions. Whether you are looking to secure your financial future or protect your assets, Fitzgerald Financial Group is dedicated to providing personalized and comprehensive financial advice to help you achieve your goals. Visit their office in Richmond or contact them today to learn more about their services.
3901 Westerre Pkwy # 300, Richmond, VA 23233, United States -
DJ Johnson - Thrivent
● ClosedDJ Johnson - Thrivent is a finance institution located at 9100 Arboretum Parkway in Midlothian, Virginia, United States. They are licensed in multiple states including AZ, CO, DC, FL, GA, IL, IN, MA, MD, ME, MI, MS, NC, NH, NJ, OH, PA, RI, SC, TX, VA, WA, and WV. Licensing information can be found through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but they offer advice and guidance through their Financial Planning Framework. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services, which provides written recommendations for a fee.
9100 Arboretum Pkwy, Midlothian, VA 23236, United States -
Nicole Frost - Thrivent
● ClosedNicole Frost - Thrivent is a finance institution located at 9100 Arboretum Parkway, Suite 350 in Richmond, Virginia, United States. Specializing in financial guidance, meaningful living, and gratitude, Nicole Frost is dedicated to helping individuals pursue their lifelong dreams while supporting causes they care about. As a Financial Advisor at Thrivent, Nicole offers a unique and holistic advisory experience, tailored to each client's specific needs and goals. Whether you are navigating open enrollment decisions, planning for retirement, or juggling competing priorities, Nicole is here to help you create a plan that aligns with your values and aspirations. She believes that everyone deserves a plan, and is committed to guiding her clients towards a life of purpose and fulfillment.
9100 Arboretum Pkwy Ste. 350, Richmond, VA 23236, United States -
SagePoint Financial, Inc.
● ClosedSagePoint Financial, Inc. is a finance institution located at 1507 Huguenot Road in Midlothian, Virginia, United States. With a focus on providing comprehensive financial services and solutions, SagePoint Financial, Inc. offers expert guidance and support to help individuals and businesses achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or secure your financial well-being, the experienced professionals at SagePoint Financial, Inc. are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
1507 Huguenot Rd #101, Midlothian, VA 23113, United States -
HUB International
● ClosedHUB International is a leading financial institution located at 5340 Twin Hickory Road in Glen Allen, Virginia, United States. With a strong focus on providing comprehensive financial services, HUB International offers a wide range of products and solutions to meet the diverse needs of its clients. Whether you are looking for insurance, investment, or retirement planning services, HUB International is dedicated to helping you achieve your financial goals. Our team of experienced professionals is committed to providing personalized advice and guidance to ensure that you make informed decisions about your financial future. Visit us today to learn more about how HUB International can help you secure your financial well-being.
5340 Twin Hickory Rd, Glen Allen, VA 23059, United States -
Kristopher T. Olexy, CFP , AIF , CLU
● ClosedKristopher T. Olexy, CFP, AIF, CLU is a reputable finance institution located at 8720 Stony Point Parkway in Richmond, Virginia, United States. Specializing in financial planning, investment management, and insurance services, the institution is dedicated to helping individuals and businesses achieve their financial goals. With a team of highly qualified professionals, including certified financial planners and accredited investment fiduciaries, Kristopher T. Olexy provides personalized and comprehensive financial solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for your children's education, or looking to protect your assets, Kristopher T. Olexy, CFP, AIF, CLU is committed to providing expert guidance and exceptional service to help you secure a prosperous financial future.
8720 Stony Point Pkwy Suite 325, Richmond, VA 23235, United States -
Jesse Heikkinen - Thrivent
● ClosedJesse Heikkinen - Thrivent is a finance institution located at 9100 Arboretum Parkway, Virginia, United States. The institution offers financial clarity, professional guidance, and purposeful advice to help clients pursue their lifelong dreams while supporting causes they care about. With industry expertise, meaningful relationships, and a thorough understanding of clients' goals and values, the team at Jesse Heikkinen - Thrivent can help map out a path to a more secure financial future. Licensing information is available through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are advised to consult with their attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, and clients can choose to engage further through Dedicated Planning Services for a fee. Thrivent Financial for Lutherans is the marketing name for Thrivent, offering insurance products, securities, and investment advisory services. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors provide investment advisory services. For more information on professional designations and requirements, visit their website.
9100 Arboretum Pkwy Ste. 350, North Chesterfield, VA 23236, United States -
Barrett Capital Management LLC
● ClosedBarrett Capital Management LLC is a reputable finance institution located at 812 Moorefield Park Drive in Richmond, Virginia, United States. Specializing in investment management and financial planning services, Barrett Capital Management LLC is dedicated to helping clients achieve their financial goals and secure their future. With a team of experienced professionals, they provide personalized solutions tailored to each client's unique needs and objectives. Trust Barrett Capital Management LLC to guide you towards financial success and peace of mind.
812 Moorefield Park Dr Suite 112, Richmond, VA 23236, United States -
Cetera Investors
● ClosedCetera 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.
140 Eastshore Dr Suite 105, Glen Allen, VA 23059, United States -
Paul Lemacks & Associates
● OpenPaul Lemacks & Associates is a leading institution located in Henrico, Virginia, United States. With a team of experienced professionals, we provide a wide range of services including financial planning, investment management, retirement planning, and estate planning. Our goal is to help our clients achieve their financial goals and secure their future. Contact us today to learn more about how we can help you plan for a successful financial future.
Henrico, VA 23229, United States -
Cary Street Partners
● ClosedCary Street Partners is a finance institution located at 4401 Waterfront Drive in Glen Allen, Virginia, United States. Our team of experienced financial advisors in Richmond will work with you to create a personalized financial plan tailored to your short and long-term 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 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, all registered investment advisers. Products may vary by jurisdiction. Visit our website to learn more about our team members and advisors in Glen Allen, VA.
4401 Waterfront Dr Suite 250, Glen Allen, VA 23060, United States
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