Tax strategy and planning in Charlottesville, Virginia

Woods and Waters Financial Group is a leading finance institution located at 2309 Commonwealth Drive in Charlottesville, Virginia, United States. Our team of experienced professionals is dedicated to providing comprehensive financial services to help individuals and businesses achieve their goals. From investment planning to retirement strategies, we offer personalized solutions to meet our clients' unique needs. Trust Woods and Waters Financial Group to guide you towards a secure financial future.

Real Tax Business Success is a leading institution located at 205 2nd Street Southwest in Charlottesville, Virginia, United States. Our expert team is dedicated to helping individuals and businesses achieve success in their tax planning and financial goals. With years of experience and a commitment to excellence, we provide top-notch services and personalized strategies to ensure our clients' financial well-being. Whether you need assistance with tax preparation, planning, or business consulting, Real Tax Business Success is here to help you thrive and succeed. Contact us today to learn more about how we can support your financial success.

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.

Heritage Wealth Advisors LLC is a finance institution located at 725 Jackson Street, Fredericksburg, Virginia, United States. As one of the region's most experienced and established multi-family offices, we specialize in helping clients protect and grow their wealth. Our team of financial experts is dedicated to understanding each client's goals and purpose, and we work collaboratively to create tailored strategies to reach those goals. We believe that with great wealth comes great responsibility, which is why we emphasize helping clients achieve their charitable goals while upholding the same standard ourselves. Our suite of services is designed to cater to executives and entrepreneurs in their mid to late career, helping them preserve and extend their wealth beyond their company plans.

Marotta Wealth Management Inc is a finance institution located at 1000 Ednam Center in Charlottesville, Virginia, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. From investment planning to retirement planning, we offer a wide range of services to meet the unique needs of each individual or family. With a focus on long-term financial success, Marotta Wealth Management Inc is committed to providing expert guidance and support every step of the way.

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.

Located in Charlottesville, Virginia, Michael Miller Financial is a finance institution dedicated to putting clients' interests first. With over 30 years of experience, Michael Miller offers customized portfolio strategies to help clients achieve their wealth management objectives. Whether clients are looking to build an equity, fixed income, or balanced portfolio, Michael Miller works closely with clients to design a plan tailored to their investment objectives, time frame, and risk tolerance. As a Registered Representative with Cambridge Investment Research, Inc., Michael Miller provides independent and objective advice to meet clients' needs. Additionally, Michael Miller integrates estate and financial planning concepts into investment advice, working with clients' attorneys and accountants to develop a comprehensive financial plan. Securities are offered in various states including VA, FL, NY, NH, OH, DC, IL, and SC. Trust Michael Miller Financial for quality advice and personalized service to help you achieve your financial goals.

Miller Financial Group is a leading finance institution located at 100 10th Street Northeast in Charlottesville, Virginia, United States. With a team of experienced financial professionals, we offer a wide range of financial services to help our clients achieve their financial goals. From investment planning to retirement savings, we provide personalized solutions tailored to meet the unique needs of each individual. Trust Miller Financial Group to provide expert guidance and support on your financial journey.

Merrill Lynch Wealth Management, located at 300 East Main Street in Charlottesville, Virginia, United States, is a finance institution that offers a wide range of brokerage, investment advisory, and other financial services. When you connect with an advisor at Merrill Lynch, you are taking the first step towards personalized financial planning and investment strategies tailored to your needs. Please note that investing involves risks and there is always a potential for loss. Merrill Lynch advisors do not provide legal, tax, or accounting advice, so it is recommended to consult with your own advisors before making financial decisions.

Merrill Lynch Wealth Management is a finance institution located at 650 Peter Jefferson Parkway in Charlottesville, Virginia, United States. The branch offers comprehensive wealth planning services for individuals, families, business owners, executives, and institutions in both rising and turbulent markets. With a team of experienced advisors, Merrill Lynch Wealth Management provides financial strategies tailored to each client's unique needs and goals. Services include retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The branch is committed to client satisfaction and community involvement, supporting local charities and organizations. Merrill Lynch Wealth Management provides industry-skilled advisors, advanced investing insights, and a disciplined wealth planning platform to help clients pursue their financial and life goals. The institution offers professional training, mentoring, and technology for both new and experienced advisors, ensuring personalized investment approaches and wealth management advice. Clients can access a wide range of technology, intellectual capital, and marketing resources to enhance their relationships and build their businesses. Merrill Lynch has been training financial advisors since 1946, offering the skills and knowledge needed to assist individuals in achieving their financial objectives. It is important to consult legal and tax advisors before making any financial decisions, as investing involves risk and past performance does not guarantee future results.

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.

tions of the parties. It is important to understand the differences, particularly when determining which service or services to select. For more information about these services and their differences, speak with your Merrill Financial Advisor. At Merrill Lynch Financial Advisor Scott M Patterson, located at 650 Peter Jefferson Parkway in Charlottesville, Virginia, we are dedicated to helping you manage and grow your wealth. Our personalized wealth management strategies are tailored to your specific goals and priorities, providing access to the investment insights of Merrill and the banking solutions of Bank of America.

Manchester Capital Management, LLC is a reputable finance institution located at 323 2nd Street Southeast in Charlottesville, Virginia, United States. With a strong track record of success, Manchester Capital Management, LLC offers expert financial services to individuals and businesses looking to grow and protect their wealth. Their team of experienced professionals provides personalized investment strategies and financial planning to help clients achieve their financial goals. Trust Manchester Capital Management, LLC to provide sound financial advice and exceptional service.

ArkWise Wealth - Ameriprise Financial Services, LLC, located at 908 East Jefferson Street in Charlottesville, Virginia, is a finance institution led by Kimberlee Barrett-Johnson, Forbes Best-in-State Wealth Advisor for 2022. Our dedicated team is passionate about helping clients clarify and achieve their financial goals. We offer personalized advice to simplify your financial life and navigate the complexities of increasing wealth. At ArkWise WealthTM, we believe in guiding our clients through a disciplined discovery process to determine where they are now and where they want to go. We understand that each individual, couple, or family has unique dreams, goals, and concerns that shape their financial journey. Our commitment to personalized service sets us apart, as we work with you to define and reach your destination.

Taylor Financial is a leading finance institution located at 215 Wayles Lane in Charlottesville, Virginia, United States. Our team of experienced financial professionals is dedicated to providing personalized and comprehensive financial services to our clients. Whether you are looking for investment advice, retirement planning, or wealth management, Taylor Financial is here to help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards a secure financial future.

E.B. Wagner - Morgan Stanley Financial Advisor is a reputable finance institution located at 401 East Market Street in Charlottesville, Virginia, United States. As a branch of Morgan Stanley, they provide expert financial advisory services to help clients achieve their financial goals and secure their financial future. With a team of experienced advisors, they offer personalized investment strategies, retirement planning, wealth management, and more. Whether you are looking to grow your wealth, plan for retirement, or preserve your assets, E.B. Wagner - Morgan Stanley Financial Advisor is dedicated to helping you make informed financial decisions and achieve financial success.

Garnett Riddle - TIAA Wealth Management Advisor is a reputable finance institution located at 650 Peter Jefferson Parkway in Charlottesville, Virginia, United States. As a trusted advisor, they specialize in helping clients manage and grow their wealth through personalized financial planning strategies. With a focus on providing expert guidance and exceptional customer service, Garnett Riddle - TIAA Wealth Management Advisor is dedicated to helping individuals and families achieve their financial goals and secure their future.

Mangham Associates Inc is a finance institution located at 1434 Rolkin Court, Charlottesville, Virginia, United States. As a multi-family office, we specialize in helping clients protect and grow their wealth. Our experienced team understands the unique needs of each client and works closely with them to achieve their financial goals. We offer a range of services for executives and entrepreneurs looking to preserve their wealth beyond company plans. Our focus is on building integrated strategies tailored to each client's passion and purpose. We believe in giving back to the community and helping clients make a lasting impact through smart financial decisions. With a long-term view of the investment landscape and a holistic approach to tax management, we help clients achieve financial independence. Contact us at our Richmond, Charlottesville, or Sewickley offices to meet our team of financial experts dedicated to helping you fulfill your purpose and grow your wealth.

ith your goals in mind, we work together to create a personalized financial plan that aligns with your unique needs and aspirations. Our team at Merrill Lynch Financial Advisor Glenn C Bannan, located at 650 Peter Jefferson Parkway in Charlottesville, Virginia, is committed to providing unparalleled financial education and service to our clients. Glenn Bannan, a seasoned financial advisor with over 25 years of experience, takes a comprehensive approach to financial planning. He begins by conducting a thorough discovery process to understand each client's individual circumstances across various areas such as healthcare, insurance, investments, retirement savings, college savings, estate planning, and tax planning. With a focus on building long-term relationships, Glenn is dedicated to helping clients achieve their financial goals and priorities.

Gregory Switzer - TIAA Wealth Management Advisor is a reputable finance institution located at 650 Peter Jefferson Parkway in Charlottesville, Virginia, United States. As a trusted advisor, Gregory Switzer offers personalized wealth management services to help clients achieve their financial goals and secure their financial future. With a focus on providing expert advice and tailored solutions, clients can rely on Gregory Switzer to guide them through the complexities of wealth management and investment strategies. Whether you are planning for retirement, saving for a major purchase, or building your investment portfolio, Gregory Switzer is dedicated to helping you make informed decisions and maximize your financial potential.

The SKV Group, located in Charlottesville, Virginia, is a finance institution that focuses on long-term equity investment advising. With a philosophy rooted in faith, discipline, and patience, SKV Group aims to be the go-to financial services and wealth management advisors for kind and decent individuals seeking financial guidance. They believe in the rationality of optimism and emphasize that investor behavior is crucial for success. SKV Group advocates for a comprehensive wealth management strategy based on diversification, rather than relying on security selection skills or market timing. Please note that securities-related services may not be available to residents outside of certain states listed. Additionally, investment products and services are offered through Wells Fargo Advisors Financial Network, LLC. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company.

Bank of America Private Client Advisor Charles H Ewald is a Senior Vice President and Private Client Advisor located at 650 Peter Jefferson Parkway in Charlottesville, Virginia. With a focus on high-net worth individuals and families, Charles works closely with clients to provide wealth planning and preservation, asset management, trust and estate planning, as well as customized credit and banking services. He leads a team of experienced specialists who strive to understand each client's unique goals and help them navigate the complexities of wealth management. Charles joined Bank of America Private Bank in 2010, bringing a wealth of experience from his previous roles in the banking industry. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personalized service. They take the time to listen and learn about each client's needs and goals in order to create tailored strategies that align with their best interests. With a history spanning over 200 years, Bank of America Private Bank combines personalized service with the resources of Bank of America to help clients achieve their financial objectives. Whether clients are looking to preserve wealth, build philanthropic legacies, or plan for future growth, the team at Bank of America Private Bank is committed to making their goals a top priority. As a leader in the financial industry, Bank of America Private Bank values innovation and continually adapts to changing markets and environments to provide clients with disciplined financial strategies that span generations. Please note that when visiting the Bank of America Private Bank website, you may be directed to FINRA'S BrokerCheck for further information. It is important to review the terms and privacy policies of external websites. For personalized financial advice, it is recommended to consult with legal and tax advisors before making any decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services, so it is essential to understand the terms and conditions of each offering.

H&R Block is a renowned accounting and finance institution located at 214 East Water Street in Charlottesville, Virginia, United States. With a reputation for providing top-notch tax preparation services and financial advice, H&R Block is a trusted partner for individuals and businesses looking to maximize their financial success. Their team of experienced professionals is dedicated to helping clients navigate the complexities of taxes and financial planning with ease and confidence. Whether you need assistance with tax filing, retirement planning, or investment strategies, H&R Block is your go-to destination for all your accounting and finance needs.