Tax management and consulting in Lexington, Virginia
3 results found
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Newcomb's Accounting & Tax Services
● ClosedNewcomb's Accounting & Tax Services is a reputable institution located at 172 Walker Street in Lexington, Virginia, United States. Specializing in accounting and finance, they offer a wide range of services to individuals and businesses. With a team of experienced professionals, they provide expert advice and assistance with tax preparation, bookkeeping, financial planning, and more. Whether you need help with managing your personal finances or navigating complex tax laws, Newcomb's Accounting & Tax Services is dedicated to providing top-notch service and support to help you achieve your financial goals.
172 Walker St, Lexington, VA 24450, United States -
CAPTRUST
● ClosedCAPTRUST, located at 15C North Randolph Street in Lexington, Virginia, is a finance institution that offers comprehensive solutions for individuals, retirement plan sponsors, endowments, foundations, and more. Our office provides services such as committee education, donor development, OCIO services, performance reporting, and investment management for our nonprofit clients. We also support employer organizations through fiduciary partnerships, plan design optimization, and financial wellness programs. Whether you need wealth planning, portfolio management, family governance assistance, or other financial services, our advisors are here to help. With a centralized model, CAPTRUST has the flexibility and resources to prioritize your success. Join us for webinars on industry insights, fiduciary liability, and navigating volatility in the nonprofit sector. Experience the CAPTRUST difference for yourself and let us help you achieve your financial goals.
15C N Randolph St, Lexington, VA 24450, United States -
Edward Jones - Financial Advisor: Dan Vance
● ClosedEdward Jones - Financial Advisor: Dan Vance is a reputable finance institution located at 22 West Washington Street in Lexington, Virginia, United States. As a trusted financial advisor, Dan Vance provides personalized investment and wealth management services to individuals and businesses in the local community. With a focus on building long-term relationships and helping clients achieve their financial goals, Edward Jones - Financial Advisor: Dan Vance is committed to providing expert guidance and exceptional customer service. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Dan Vance and his team are dedicated to supporting you every step of the way. Visit their office today to start planning for a secure financial future.
22 W Washington St, Lexington, VA 24450, United States
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