Tax advisory and planning services in Virginia
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Grachan & Company, Certified Public Accountants
● ClosedGrachan & Company, Certified Public Accountants, is a leading accounting firm located at 2003 Graves Mill Road in Forest, Virginia, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch financial guidance and support to individuals and businesses alike. With a reputation for excellence and a commitment to client satisfaction, Grachan & Company is the go-to choice for all your accounting needs. Contact us today to learn more about how we can help you achieve your financial goals.
2003 Graves Mill Rd, Forest, VA 24551, United States -
Brown Edwards: Susan G. Ackley, CPA, PFS
● ClosedBrown Edwards: Susan G. Ackley, CPA, PFS is an accounting and finance institution located at 828 Main Street, Lynchburg, 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 each client's unique needs. They have assisted thousands of companies with financial management, tax preparation, and strategic planning. The institution focuses on industry niches and offers specialized services for community banks, helping them stay competitive in a rapidly evolving digital landscape. Susan G. Ackley, a director of tax services with over 30 years of experience, leads the team in the Lynchburg office. From educational resources to social media updates, Brown Edwards ensures that both their team members and clients are well-informed. With a commitment to excellence and innovation, Brown Edwards strives to provide peace of mind and support to businesses in navigating the complexities of the financial world.
828 Main St Suite 1401, Lynchburg, VA 24504, United States -
Brown Edwards: Russell Hicks, CPA, CCIFP
● ClosedBrown Edwards: Russell Hicks, CPA, CCIFP is a reputable accounting and finance institution located at 828 Main Street in Lynchburg, Virginia, United States. With a dedicated team of over 350 professionals, Brown Edwards is one of the largest independent CPA firms in the Virginia/West Virginia/Tennessee region. The institution offers a wide range of services including accounting, assurance, tax, and management advisory. The core mission of Brown Edwards is to provide clients with the highest quality service by understanding their unique situations and tailoring solutions to meet their specific needs. The institution has assisted numerous companies with financial management, tax preparation, and strategic planning.
828 Main St Suite 1401, Lynchburg, VA 24504, United States -
Brown Edwards
● ClosedBrown Edwards, located at 828 Main Street in Lynchburg, Virginia, is a leading accounting and finance institution offering a wide range of services including accounting, assurance, tax, and management advisory. 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 service to clients by understanding their unique situations and determining the best approach to meet their specific needs. The institution has helped thousands of companies with financial management, tax preparation, and strategic planning.
828 Main St Suite 1401, Lynchburg, VA 24504, United States -
Cary Street Partners
● ClosedCary Street Partners is a finance institution located at 185 West Main Street in Wytheville, Virginia, United States. Our experienced financial advisors are dedicated to creating personalized financial plans that align with your needs and 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 investment portfolios, and support for business owners and plan sponsors. 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. Check out our team members and advisors in Wytheville, Virginia to learn more about how we can help you achieve your financial goals.
185 W Main St, Wytheville, VA 24382, United States -
Brown Edwards: Samuel V. Jones, CPA
● ClosedBrown Edwards: Samuel V. Jones, CPA is an 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. They offer a range of services including accounting, assurance, tax, and management advisory services. The core mission of Brown Edwards is to provide high-quality service tailored to each client's unique situation. They have helped thousands of companies with financial management, tax preparation, and strategic planning. The institution focuses on continuous development by attending trade shows, conferences, and continuing education programs. Brown Edwards specializes in financial institutions, with over 100 years of experience providing counsel to more than 60 institutions. The team includes former bank management and lenders with various certifications. They are active in industry associations and provide educational resources to both team members and clients. Partner Sam Jones has over 39 years of experience in tax and accounting, with expertise in small businesses, individual tax return preparation, and real estate. From traditional services to professional advisory and consulting, Brown Edwards aims to provide peace of mind to their clients. Stay informed with the latest news impacting your business by signing up for email alerts from Brown Edwards.
280 Peppers Ferry Rd, Wytheville, VA 24382, United States -
Charles Bridwell, CPA & Associates, PC
● ClosedCharles Bridwell, CPA & Associates, PC is a reputable accounting and finance institution located at 146 East Jackson Street in Gate City, Virginia, United States. With a team of experienced professionals, they provide a wide range of accounting services to individuals and businesses. Whether you need tax preparation, financial planning, or bookkeeping services, Charles Bridwell, CPA & Associates, PC is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized approach sets them apart as a trusted partner in financial management.
146 E Jackson St, Gate City, VA 24251, United States -
Merrill Lynch Financial Advisor Ban Tran
● ClosedAt Merrill Lynch Financial Advisor Ban Tran, located at 8075 Leesburg Pike in Vienna, Virginia, United States, clients can expect personalized wealth management services tailored to their specific financial goals and needs. Ban Tran, a Senior Vice President-Senior Financial Advisor, holds designations such as Chartered Retirement Planning Counselor and Certified Plan Fiduciary Advisor, with a focus on serving affluent clients, retirees, small businesses, and non-profit organizations. With a background in trade finance and international banking, Ban has extensive experience in managing investment portfolios using low-cost, tax-efficient Exchange Traded Fund (ETF) indexes. Ban's approach to financial planning involves getting to know each client personally and understanding their unique aspirations and concerns. By utilizing the Merrill Investment Personality Assessment, clients can receive a customized financial approach that aligns with their investment preferences and long-term goals. Whether it's planning for retirement, saving for a home, or funding a child's education, Ban works with clients to develop strategies that help them pursue what matters most to them.
8075 Leesburg Pike Suite 600, Vienna, VA 22182, United States -
Merrill Lynch Financial Advisor Paul Chrisman
● ClosedMerrill Lynch Financial Advisor Paul Chrisman, located at 8075 Leesburg Pike, Vienna, Virginia, United States, offers a wide range of investment solutions and banking products from Bank of America. With over 40 years of industry experience, Paul Chrisman and his daughter, Colleen Chrisman, formed a dedicated advisory team in 2022. Together, they provide relationship-based wealth management services, with Colleen focusing on financial planning and Paul offering tailored wealth strategies. The Chrisman Group's investment philosophy is centered around long-term wealth creation, risk management, and client-centric decision-making. They believe in strategic asset allocation, diversification, and disciplined portfolio strategies to help clients achieve their financial goals. The team prioritizes cost-efficient investment solutions, transparency, and communication to build diversified portfolios aligned with clients' unique needs and aspirations. Additionally, they offer services in risk management, tax planning, retirement planning, and estate planning. With a focus on bringing fresh perspectives to clients' financial lives, Merrill Lynch Financial Advisor Paul Chrisman aims to help clients make informed decisions as they pursue their financial goals.
8075 Leesburg Pike Suite 600, Vienna, VA 22182, United States -
Quantis Wealth Management
● ClosedQuantis Wealth Management is a leading finance institution located at 7900 Westpark Drive in McLean, Virginia, United States. Specializing in wealth management services, Quantis offers personalized financial solutions to help clients achieve their financial goals and secure their financial future. With a team of experienced professionals, Quantis Wealth Management provides expert guidance and innovative strategies to optimize investments, manage risks, and maximize returns. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Quantis Wealth Management is dedicated to helping you navigate the complex world of finance with confidence and success.
7900 Westpark Dr T260, McLean, VA 22102, United States -
Merrill Lynch Financial Advisor Joe Emerusabe
● OpenMerrill Lynch Financial Advisor Joe Emerusabe is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. Joe focuses on connecting all aspects of clients’ financial lives to help them prioritize and pursue goals that matter most to them. He works with individuals and families to understand their financial situation, risk tolerance, time horizon, and liquidity needs. Joe helps them articulate their short- and long-term goals then recommend a financial strategy aligned with what they strive to achieve. He combines personalized service with the investment insights of Merrill and access to the banking convenience of Bank of America. Joe grew up in Rockville, Maryland and was a dual-major in International Affairs & Organizational Management at Gettysburg College. He also played on the men's basketball team and served as a captain his junior and senior year. When not working with clients, Joe enjoys spending time with family, playing basketball with friends, and attending DC sporting events. The institution offers personalized financial planning services to help clients pursue their goals and manage investment risk. Joe believes in developing a customized approach to help clients achieve their financial objectives. He works with clients to understand their aspirations and create a plan to manage, grow, and preserve their wealth. The institution offers Investment Personality Assessment to gain a deeper understanding of clients' investing preferences. Joe helps clients stay on track with their financial goals by regularly reviewing and adjusting their financial approach. The institution provides a dedicated one-on-one relationship with Merrill Lynch Wealth Management Advisors to address clients' financial needs and goals. Joe Emerusabe is registered to do business in multiple states and offers personalized investment strategies tailored to each client's unique needs and financial situation. The institution provides the latest investment insights, tips, and strategies to help clients live their best financial life. Investing involves risk, and clients should consult with legal and tax advisors before making financial decisions. Merrill offers a range of brokerage, investment advisory, and other services to meet clients' financial needs.
1152 15th St NW Suite 6000, Washington, DC 20005, United States -
Mercer Advisors Wealth Management
● ClosedMercer Advisors Wealth Management, located at 3748 Winterfield Road in Midlothian, Virginia, offers a unique approach to wealth management for individuals who have worked hard to build their success. We believe that there comes a point in life where you should be able to enjoy the fruits of your labor, and our team is here to help you do just that. While we excel at managing investment portfolios, we understand that true wealth management goes beyond just returns. Our experts specialize in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. By connecting all the dots of your financial life, we ensure that you are prepared for major events and have a solid plan in place for the future.
3748 Winterfield Rd, Midlothian, VA 23113, United States -
Financial Dynamics & Associates Inc.
● ClosedFinancial Dynamics & Associates Inc. is a finance institution located at 13537 Waterford Place in Midlothian, Virginia, United States. Our mission is to help improve the lives of our clients in retirement through engagement, transparency, and trust. We provide personalized financial and lifestyle plans tailored to your specific retirement goals, covering areas such as retirement, investments, taxes, insurance, and estate planning. Our team offers ongoing monitoring and support to ensure that you can focus on what matters most to you. Testimonials from our clients speak to the honesty, expertise, and dedication of our team in providing top-notch financial services. We strive to help you make informed decisions and thrive in retirement by creating experiences with your loved ones. Whether you are already retired or approaching retirement, we are here to help you feel confident about your future.
13537 Waterford Pl, Midlothian, VA 23112, United States -
Financial Consultants America
● ClosedFinancial Consultants America, located at 2104 West Laburnum Avenue in Richmond, Virginia, is a finance institution that has recently joined Gallagher. With over three decades of experience, they offer retirement and financial planning services to help individuals prepare for the future with confidence. Their team of professionals works closely with clients to establish lifelong relationships and provide personalized financial planning solutions. Services include estate planning, tax-efficient solutions, business retirement plans, investment solutions, and more. Clients can access their wealth management platform online and receive guidance on various financial planning topics. By submitting a form, individuals acknowledge the Global Privacy Notice and agree to the Terms of Use. Gallagher Fiduciary Advisors, LLC, a registered investment advisor, provides retirement and investment advisory services. Securities may be offered through Triad Advisors, LLC. For compliance-related questions, individuals can review the Client Relationship Summary or contact the institution directly.
2104 W Laburnum Ave Suite 101, Richmond, VA 23227, United States -
C&F Wealth Management Office
● ClosedC&F Wealth Management Office is a renowned finance and insurance agency located at 1400 Alverser Drive in Midlothian, Virginia, United States. Our dedicated team of professionals is committed to helping individuals and businesses achieve their financial goals through personalized wealth management strategies. With a focus on comprehensive financial planning, investment management, and risk mitigation, we provide our clients with the tools and resources they need to secure their financial future. Trust C&F Wealth Management Office to guide you towards financial success and peace of mind.
1400 Alverser Dr, Midlothian, VA 23113, United States -
Merit Financial LLC
● ClosedMerit Financial LLC is a reputable finance and insurance agency located at 4860 Cox Road in Glen Allen, Virginia, United States. With a commitment to providing top-notch financial services, Merit Financial LLC assists clients in managing their investments, planning for retirement, and securing their financial future. The experienced team at Merit Financial LLC offers personalized solutions tailored to meet the unique needs and goals of each client. Whether you are looking for insurance coverage or investment advice, Merit Financial LLC is dedicated to helping you achieve your financial objectives.
4860 Cox Rd #200, Glen Allen, VA 23060, United States -
Eric Shoenfeld - PCIA Richmond
● ClosedEric Shoenfeld - PCIA Richmond is a financial institution located at 3900 Westerre Parkway in Richmond, Virginia, United States. Eric Shoenfeld is an advisor who specializes in serving individuals with a spirit of serving others. The institution focuses on working with professionals who are not solely motivated by money and helps them make the most of their accumulated wealth. Retirement planning is a key focus for Eric Shoenfeld, as he believes that it doesn't have to be a point of tension. The institution offers personalized financial strategies to help clients transition into retirement smoothly and achieve their goals. Additionally, they provide guidance on charitable donations and legacy planning.
3900 Westerre Pkwy Suite 300, Richmond, VA 23233, United States -
Brad L. Bailey, CPA, MT
● ClosedBrad L. Bailey, CPA, MT is an accounting and finance institution located at 15871 City View Drive in Midlothian, Virginia, United States. As of May 31, 2023, partner Brad Bailey will be officially retired after over 35 years of experience in tax planning, business valuation, and investment planning. Brad started his career with the IRS in Roanoke, Virginia before moving to Richmond and joining BDO Seidman in 1986. He later became a partner at Gregg & Bailey, which was acquired by Brown Edwards in January 2020. Brad's next chapter in life will involve spending more time with family and friends, pursuing hobbies, and continuing to work with Alliance Wealth Services on wealth planning for clients. He is also looking forward to getting more involved with local charities and organizations, such as the Midlothian Rotary Club and CA Human Services.
15871 City View Dr # 302, Midlothian, VA 23113, United States -
Merrill Lynch Financial Advisor Jesse Ross
● ClosedMerrill Lynch Financial Advisor Jesse Ross is a finance institution located at 901 East Byrd Street, Richmond, Virginia, United States. With over 15,000 Merrill Lynch Financial Advisors assisting clients nationwide, including all 50 states, the District of Columbia, and various US territories, Jesse Ross is dedicated to helping clients achieve their desired lifestyles. Investing always involves risks, and there is a potential for loss when investing in securities. Asset allocation, diversification, and rebalancing do not guarantee profits or protect against losses in declining markets. Merrill Lynch, its affiliates, and financial advisors do not offer legal, tax, or accounting advice, so it is recommended to consult with your legal and/or tax advisors before making financial decisions.
901 E Byrd St, Richmond, VA 23219, United States -
Warneford Wealth Management LLC
● ClosedWarneford Wealth Management LLC is a finance and legal institution located at 6802 Paragon Place, Richmond, Virginia, United States. We offer a range of services including securities through Cabot Lodge Securities, LLC, and advisory services through CL Wealth Management, LLC. Our team is dedicated to helping clients achieve their financial goals and we are not controlled by or a subsidiary of CLS or CLWM. Visit our website to watch informative videos and use our calculators to plan for your future. Contact us at (888)992-2268 for more information.
6802 Paragon Pl Suite 410, Richmond, VA 23230, United States -
Walton Wealth Management Inc.
● ClosedWalton Wealth Management Inc. is a finance institution located at 8529 Meadowbridge Road in Mechanicsville, Virginia, United States. Our company was founded to provide a personalized touch to our clients' financial needs, with a strong foundation in financial and tax planning. We aim to integrate important financial decisions with individual needs, ensuring efficiency in all aspects of your financial life. Our goal is to offer personalized financial planning one step at a time. Clients have access to a secure cloud-based service serving as their personal financial dashboard, allowing them to track finances, access tax returns, and communicate securely with us. Our Color of Money Risk Analysis assesses financial pictures and provides a roadmap to overall risk preferences, resulting in a proprietary Color of Money score.
8529 Meadowbridge Rd Suite 700, Mechanicsville, VA 23116, United States -
WellsColeman
● ClosedWellsColeman is a reputable business advisory, tax, and accounting firm located at 5004 Monument Avenue in Richmond, Virginia. With over 75 years of experience, we are dedicated to helping our clients achieve their financial goals. Our team of experts goes beyond the numbers to provide personalized service and strategic advice. We value strong relationships with our clients, team members, and community, and always strive for excellence in everything we do. As a member of the BDO Alliance USA, we have access to additional resources to better serve our clients. Whether you need help with tax planning, financing, or navigating COVID relief funds, WellsColeman is here to support you every step of the way. Contact us today to see how we can help your business thrive.
5004 Monument Ave, Richmond, VA 23230, United States -
Merrill Lynch Financial Advisor Darren M Mazzoni
● ClosedMerrill Lynch Financial Advisor Darren M Mazzoni is a finance institution located at 901 East Byrd Street, Richmond, Virginia, United States. Darren M. Mazzoni is a Managing Director, Senior Financial Advisor, Senior Resident Director, and Portfolio Manager who began his career with Merrill Lynch Wealth Management in 2003. He focuses on helping clients align their investment portfolios with their personal goals, providing exemplary client service. Darren has been recognized by Forbes as one of the "Best-in-State Wealth Advisors" in 2023, 2022, 2021, 2020, and 2019, showcasing his commitment to financial excellence. He believes in building strong client relationships based on trust and personalized service, with a focus on understanding each client's unique goals and priorities. Darren's approach is centered on helping clients manage, grow, and preserve their wealth while considering the impact it can have for years to come. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, he tailors financial plans to help clients pursue what matters most to them. With access to the global resources of Merrill and banking solutions from Bank of America, Darren works collaboratively with clients to develop a customized approach designed to address their financial needs. He believes in regularly reviewing and adjusting financial approaches to reflect changes in clients' lives and the financial markets, ensuring they stay on track to achieve their goals. Darren's mission is to understand each client personally and help them design and implement a personalized plan to pursue financial goals while managing investment risk. By focusing on potential solutions that can turn goals into reality, he aims to provide clients with the guidance and support they need to navigate fluctuations in the market and changes in their lives.
901 E Byrd St, Richmond, VA 23219, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 901 East Byrd Street in Richmond, Virginia, is a leading finance institution offering personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, Merrill Lynch can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify their goals and create financial strategies to meet their long-term objectives. Through volunteerism and charitable outreach, Merrill Lynch Wealth Management supports the communities in which they operate, contributing to economic, social, and cultural initiatives. The institution provides access to industry-skilled advisors, investing insights, wealth planning platforms, and technological resources to help clients pursue their financial and life goals. Whether you are a new or experienced advisor, Merrill offers professional training, mentoring, and technology to support your growth.
901 E Byrd St, Richmond, VA 23219, United States -
Rue & Associates
● ClosedRue & Associates is a reputable accounting and finance institution located at 7264 Hanover Green Drive in Mechanicsville, Virginia. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, financial planning, and more. Their commitment to excellence and personalized service sets them apart from other firms in the industry. Whether you are an individual or a business owner, Rue & Associates is dedicated to helping you achieve your financial goals.
7264 Hanover Green Dr, Mechanicsville, VA 23111, United States -
D. Robin Moore, CPA
● ClosedD. Robin Moore, CPA is a reputable accounting and finance institution located at 309 North 6th Avenue in Hopewell, Virginia, United States. With a team of experienced and knowledgeable certified public accountants, they offer a wide range of services to individuals and businesses alike. From tax preparation and planning to financial consulting and auditing, D. Robin Moore, CPA is dedicated to providing top-notch services tailored to meet the unique needs of their clients. Trustworthy, reliable, and professional, this institution is committed to helping you achieve your financial goals and success.
309 N 6th Ave, Hopewell, VA 23860, United States -
Jarver Financial
● ClosedJarver Financial is a finance institution located at 4410 East Claiborne Square, Hampton, Virginia, United States. Our experienced team takes a personal approach to educate clients and help them make informed decisions about their finances. We believe that fiscal health is achieved through careful planning and understanding of one's financial situation. At Jarver Financial, we offer personalized financial strategies tailored to each client's unique goals and circumstances. Our consultations are complimentary, and we are committed to providing valuable information through our free workshops on topics such as taxes, social security, and retirement planning.
4410 E Claiborne Square Suite 334, Hampton, VA 23666, United States -
Joss Brown Wealth Advisors
● ClosedJoss Brown Wealth Advisors is a leading financial institution located at 751 Thimble Shoals Boulevard in Newport News, Virginia. Specializing in wealth management and financial advisory services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to provide comprehensive financial planning and investment strategies to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Joss Brown Wealth Advisors is here to help. Contact us today to schedule a consultation with one of our knowledgeable advisors.
751 Thimble Shoals Blvd # C, Newport News, VA 23606, United States -
Eastburn & Associates Wealth Management
● ClosedEastburn & Associates Wealth Management, located at 729 Thimble Shoals Boulevard in Newport News, Virginia, is a finance institution founded by William E. Eastburn, CFP®, ChFEBCSM. This institution aims to provide a better understanding of financial concepts such as insurance, investing, retirement, estate planning, and wealth preservation. By working with skilled professionals, clients can pursue their financial goals with confidence. William Eastburn is a registered representative of Lincoln Financial Advisors Corp, offering securities and investment advisory services. The institution is registered to offer securities in multiple states and licensed to sell insurance in select states. It is important to note that Eastburn and Associates Wealth Management does not offer legal or tax advice, and recommends consulting with a professional in those areas before making decisions. Visit their website for more information and to learn about the services they offer.
729 Thimble Shoals Blvd, Newport News, VA 23606, United States -
Heyman Investment Group - Raymond James
● OpenHeyman Investment Group - Raymond James is a renowned finance institution located at 11820 Fountain Way in Newport News, Virginia, United States. With a focus on providing top-notch investment services, Heyman Investment Group - Raymond James offers personalized financial solutions to help clients achieve their financial goals. The institution's team of experienced professionals is dedicated to providing expert advice and guidance to help clients navigate the complex world of finance. Whether you are looking to grow your wealth, plan for retirement, or invest in the future, Heyman Investment Group - Raymond James is committed to helping you secure a prosperous financial future.
11820 Fountain Way Ste 100, Newport News, VA 23606, United States
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