TOP 10 Tax strategy consulting in Virginia Beach, VA
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Andre Dawkins
● ClosedAndre Dawkins is a finance and insurance agency located at 283 Constitution Drive in Virginia Beach, Virginia, United States. Our team utilizes state-of-the-art proprietary software to create personalized financial condition models for each client, taking the guesswork out of long-range financial planning. We assess the adequacy of current financial resources, weigh different planning strategies, and consider future changes in personal or family situations, taxes, and asset values. At Andre Dawkins, we focus on understanding your concerns, expectations, and goals to tailor our services to your individual needs. We offer informational and educational resources for the public, but do not provide specific investment advice or recommendations for retirement savings. Andre Dawkins is a registered representative of Lincoln Financial Advisors Corp, offering insurance in select states and securities in others. Our team is dedicated to helping clients achieve their financial goals and secure their financial future.
283 Constitution Dr #800, Virginia Beach, VA 23462, United States -
Merrill Lynch Financial Advisor Michael R. Rapay
● ClosedMerrill Lynch Financial Advisor Michael R. Rapay is a finance institution located at 208 Golden Oak Court, Virginia Beach, Virginia, United States. With a deep passion for enhancing the local community, Michael Rapay comes from a family of small business owners in Hampton Roads, giving him a unique understanding of the needs of local families and entrepreneurs. He is actively involved in various volunteer organizations and enjoys playing golf, woodworking, coaching little league baseball, and spending time with his family and dogs in his free time. Michael holds various FINRA registrations and designations, as well as Virginia Life and Health Insurance licenses. Merrill Personal Wealth Analysis™ is a personalized planning tool offered by this institution, focusing on individual goals and achievements. The financial advisors at Merrill Lynch Wealth Management prioritize family, goals, and priorities, adapting their strategies as clients' needs evolve over time. Michael Rapay's business philosophy is built on trust, aiming to develop customized plans that ease concerns and build lasting relationships with clients. He emphasizes education on financial options and aims to guide clients through life transitions and financial decisions.
208 Golden Oak Ct #400, Virginia Beach, VA 23452, United States -
Stephen Merritt CPA PC
● ClosedStephen Merritt CPA PC is a reputable accounting and finance institution located at 233 Business Park Drive in Virginia Beach, Virginia, United States. With a team of experienced professionals led by Stephen Merritt, a certified public accountant, the institution provides a wide range of financial services to individuals and businesses. From tax preparation and planning to financial consulting and auditing, Stephen Merritt CPA PC is dedicated to helping clients achieve their financial goals. With a commitment to excellence and personalized service, this institution is a trusted partner for all your accounting and finance needs.
233 Business Park Dr, Virginia Beach, VA 23462, United States -
Jones CPA Group, P.C.
● ClosedJones CPA Group, P.C. is a reputable accounting and finance institution located at 100 Constitution Drive in Virginia Beach, 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 financial consulting. Their dedication to providing top-notch service and personalized solutions has made them a trusted partner for individuals and businesses alike. Whether you need help with tax planning or financial analysis, Jones CPA Group, P.C. is committed to helping you achieve your financial goals.
100 Constitution Dr # 200, Virginia Beach, VA 23462, United States -
Kenneth Porter & Company, Ltd.
● ClosedKenneth Porter & Company, Ltd. is a finance institution located at 575 Lynnhaven Parkway in Virginia Beach, Virginia, United States. We specialize in helping our clients navigate through financial confusion to achieve a sane, sound, and simple financial future. Our team is dedicated to building strong, personal relationships with our clients and helping them work towards the retirement they desire. By utilizing a financial macro-strategist and a verifiable financial model, we provide our clients with the confidence to complete their financial journey at any age or starting point. At Kenneth Porter & Company, Ltd., we believe in taking a holistic approach to financial planning by considering all aspects of our clients' financial picture, including retirement assets. Through our KPConnect platform, clients can easily access financial education and strategies to help them make informed decisions about their financial future.
575 Lynnhaven Pkwy, Virginia Beach, VA 23452, United States -
Ntrust Wealth Management
● ClosedNtrust Wealth Management is a premier financial institution located at 780 Lynnhaven Parkway in Virginia Beach, Virginia, United States. Specializing in wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored investment strategies, Ntrust Wealth Management is committed to providing top-notch financial guidance and support to individuals and families looking to grow and protect their wealth. Contact us today to learn more about how we can help you reach your financial objectives.
780 Lynnhaven Pkwy # 190, Virginia Beach, VA 23452, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 208 Golden Oak Court in Virginia Beach, Virginia, is a finance institution dedicated to helping high-net-worth households and business owners achieve their financial goals. The branch office offers personalized advice and guidance from a team of experienced advisors who collaborate with clients to create tailored financial strategies. Through volunteerism and charitable outreach, the branch supports the local community and non-profit organizations. Clients have access to industry-skilled advisors, wealth planning platforms, and technological resources to help them pursue their financial and life goals. Merrill Lynch Wealth Management provides training, mentoring, and technology for new and experienced advisors, offering individually customized investment approaches and wealth management advice. The institution has been training financial advisors since 1946 and emphasizes the importance of understanding a client's unique financial goals. Clients are encouraged to consult legal and tax advisors before making any financial decisions, as investing involves risk. With a wide range of services and resources available, Merrill Lynch Wealth Management is committed to helping clients achieve their financial objectives.
208 Golden Oak Ct #400, Virginia Beach, VA 23452, United States -
Raymond James
● OpenRaymond James is a finance institution located at 2101 Parks Avenue in Virginia Beach, Virginia, United States. With a strong reputation for providing comprehensive financial services, Raymond James offers a range of investment options and wealth management solutions to help clients achieve their financial goals. Whether you are looking for assistance with retirement planning, investment strategies, or estate planning, the experienced professionals at Raymond James are dedicated to providing personalized and expert advice to help you navigate the complex world of finance.
2101 Parks Ave, Virginia Beach, VA 23451, United States -
Merrill Lynch Private Wealth Advisor John P Noonan
● ClosedMerrill Lynch Private Wealth Advisor John P Noonan, located at 208 Golden Oak Court in Virginia Beach, Virginia, offers industry-leading research and expert analysis to help high net worth families stay ahead in their financial goals. With a boutique-like approach supported by the capabilities of a global institution, the team at Merrill Private Wealth Management provides personalized services tailored to each client's unique needs. The advisors are trained to build trust-based relationships and provide specialized services to help clients achieve their financial goals. By working with a limited number of clients, the team is able to focus on simplifying their clients' lives and helping them pursue what is most important to them. Clients have access to a range of services and resources typically reserved for larger institutions, with a focus on goals-based wealth management strategies. The team at Merrill Private Wealth Management is committed to providing personalized one-on-one service, helping clients develop multigenerational wealth strategies and updating them as needed. The institution emphasizes collaboration and building lasting relationships with clients to create customized financial strategies that reflect their aspirations for themselves and future generations. With a team of specialists and the resources of a global financial institution, Merrill Private Wealth Management aims to help clients simplify their lives and achieve their financial goals.
208 Golden Oak Ct #400, Virginia Beach, VA 23452, United States -
Edward Jones - Financial Advisor: Luke Robertson, AAMS™
● ClosedEdward Jones - Financial Advisor: Luke Robertson, AAMS™ is a finance institution located at 1432 North Great Neck Road in Virginia Beach, Virginia, United States. Luke Robertson is a highly qualified financial advisor with the Accredited Asset Management Specialist™ designation. He provides personalized financial planning services to help clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships, Luke Robertson offers expert advice and guidance on investment strategies, retirement planning, and wealth management. Visit Edward Jones - Financial Advisor: Luke Robertson, AAMS™ for professional and trustworthy financial advice.
1432 N Great Neck Rd Ste 201, Virginia Beach, VA 23454, United States -
Vicki Soyars - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedVicki Soyars - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 222 Central Park Avenue, Virginia Beach, Virginia, United States. Vicki holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate her expertise in areas such as asset management, estate planning, retirement planning, investment management, and financial planning for individuals, retirees, small business owners, high net worth clients, and seniors. Vicki Soyars specializes in providing comprehensive financial advice and services to help clients achieve their financial goals and secure their financial future.
222 Central Park Ave #1920, Virginia Beach, VA 23462, United States -
Vision Financial Group
● ClosedVision Financial Group is a leading finance institution located at 4429 Bonney Road in Virginia Beach, Virginia, United States. We specialize in providing comprehensive financial services to individuals and businesses, including investment planning, retirement planning, wealth management, and more. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Vision Financial Group can help you reach your financial objectives.
4429 Bonney Rd #440, Virginia Beach, VA 23462, United States -
Galarza Ultimate Financial
● OpenGalarza Ultimate Financial is a leading finance institution located at 3860 Forrester Lane in Virginia Beach, Virginia, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with investments, retirement planning, or managing your finances, we are here to help you achieve your financial goals. Trust Galarza Ultimate Financial for all your financial needs.
3860 Forrester Ln, Virginia Beach, VA 23452, United States -
Kenneth Donovan - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenKenneth Donovan - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 295 Bendix Road, Virginia Beach, Virginia, United States. Kenneth Donovan holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Kenneth Donovan specializes in providing comprehensive financial planning and wealth management services to individuals and businesses, with expertise in asset management, estate planning, retirement planning, tax planning, and risk management. With a strong commitment to ethics and continuing education, Kenneth Donovan is dedicated to helping clients achieve their financial goals and secure their financial future.
295 Bendix Rd STE 150, Virginia Beach, VA 23452, United States -
Parker Financial Group
● ClosedParker Financial Group is a finance institution located in Virginia Beach, Virginia, providing comprehensive financial and retirement planning services for individuals and families nationwide. Unlike big box firms, we offer personalized and independent financial strategies tailored to your unique needs. Our goal is to be the last financial advisor you'll ever need, helping you feel excited and confident about your retirement. Led by Founder Connor Parker, RICP®, our firm offers resources such as podcasts, YouTube videos, and the Wealth Report to help you better understand your financial picture and plan for your ideal retirement. We offer initial discovery calls to learn about your goals and ensure you are on track for a successful retirement. Our team will analyze your investments, provide recommendations, and support you every step of the way on your retirement journey.
Executive Center, 1604 Hilltop West Shopping Center Ste. 318, Virginia Beach, VA 23451, United States -
Edward Jones - Financial Advisor: Penny Sanchez
● ClosedEdward Jones - Financial Advisor: Penny Sanchez is a reputable financial institution located at 2180 McComas Way in Virginia Beach, Virginia, United States. As a trusted advisor, Penny Sanchez provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships, Penny offers a wide range of investment options and strategies to help clients navigate the complexities of the financial market. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Edward Jones - Financial Advisor: Penny Sanchez is dedicated to helping you secure a strong financial future.
2180 McComas Way Ste 105, Virginia Beach, VA 23456, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a reputable finance institution located at 4429 Bonney Road in Virginia Beach, Virginia. With a strong presence in the United States, Raymond James offers a wide range of financial services to help individuals and businesses achieve their financial goals. From investment planning to retirement strategies, the experienced professionals at Raymond James are dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth or secure your future, Raymond James Financial Services is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
4429 Bonney Rd Suite 100, Virginia Beach, VA 23462, United States -
Altura Wealth Advisors
● ClosedAltura Wealth Advisors is a leading financial institution located at 1 Columbus Center in Virginia Beach, Virginia, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or seeking financial guidance, Altura Wealth Advisors is committed to providing expert advice and exceptional service. Contact us today to learn more about how we can help you secure your financial future.
1 Columbus Ctr #1100, Virginia Beach, VA 23462, United States -
Ameriprise Financial
● ClosedAmeriprise Financial is a finance institution located at 500 Viking Drive in Virginia Beach, Virginia, United States. Each Ameriprise advisor specializes in specific areas of focus, tailored to help you reach your financial goals. You can review their backgrounds, credentials, and experience to find the advisor that best aligns with your needs. By filling out the "Request consultation" form, you can connect with your desired advisor who will then reach out to schedule a complimentary initial consultation. Take the first step towards securing your financial future with Ameriprise Financial.
500 Viking Dr Ste 101, Virginia Beach, VA 23452, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a trusted finance institution located at 448 Viking Drive in Virginia Beach, Virginia, United States. With a commitment to providing personalized investment solutions and financial planning services, Raymond James is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, the experienced professionals at Raymond James Financial Services are here to guide you every step of the way. Trust in Raymond James for all your financial needs.
448 Viking Dr Suite 230, Virginia Beach, VA 23452, United States -
Beacon Harbor Wealth Advisors
● ClosedBeacon Harbor Wealth Advisors is a premier financial planning institution located at 440 Viking Drive in Virginia Beach, Virginia. Our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their financial futures. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Beacon Harbor Wealth Advisors can provide you with personalized financial guidance and strategies tailored to your unique needs. Trust us to be your beacon of light in navigating the complex world of finance and wealth management.
440 Viking Dr, Virginia Beach, VA 23452, United States -
AMG National Trust
● ClosedAMG National Trust is a privately-held wealth management firm located at 780 Lynnhaven Parkway in Virginia Beach, Virginia. With over 45 years of experience, AMG helps individuals, families, corporate executives, business owners, and institutions create long-term financial strategies. Services offered include financial planning, investment management, private capital access, tax preparation, trust administration, charitable giving, retirement plan administration, and banking services. AMG serves over 1,200 clients nationwide. The institution is wheelchair accessible and is a member of FDIC and Equal Housing Lender. Investment products are not FDIC insured, have no bank guarantee, and may lose value.
780 Lynnhaven Pkwy #140, Virginia Beach, VA 23452, United States -
Matthew Budde - Thrivent
● ClosedMatthew Budde - Thrivent is a finance institution located at 101 North Lynnhaven Road, Virginia Beach, Virginia, United States. Licensed in multiple states including AZ, CO, DC, FL, MA, MD, ME, NC, NJ, PA, RI, VA, WA, and WV, we believe that money is a tool, not a goal. Our team is dedicated to helping individuals make the most of all they've been given by providing personalized financial planning services. As a Dave Ramsey SmartVestor Pro, we are part of a network of trusted financial professionals who prioritize client education and empowerment. While not affiliated with Dave Ramsey, we follow a code of conduct and client-first mentality in all our interactions. Our financial decision-making process is tailored to each individual's life goals and we provide guidance through our Financial Planning Framework. Clients can choose to further their planning engagement with our Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and we offer insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. Our licensed financial advisors are credentialed to provide investment advisory services and are committed to helping clients achieve their financial goals. Visit our website or FINRA's Broker Check for more information on our team and services.
101 N Lynnhaven Rd # 202, Virginia Beach, VA 23452, United States -
The Ballard Group - Morgan Stanley
● OpenThe Ballard Group - Morgan Stanley is a renowned financial institution located in Virginia Beach, Virginia, United States. With a strong emphasis on providing top-notch financial services and expertise, The Ballard Group - Morgan Stanley is dedicated to helping clients achieve their financial goals. Whether it's investment planning, wealth management, or retirement strategies, the experienced team at this institution is committed to providing personalized solutions tailored to each client's unique needs. Trust in The Ballard Group - Morgan Stanley for all your financial needs in Virginia Beach.
222 Central Park Ave Twn Ctr 18fl, Virginia Beach, VA 23462, United States -
Tidewater Accounting
● ClosedTidewater Accounting, located at 1501 Woodbridge Place in Virginia Beach, Virginia, is a financial institution specializing in accounting services. The institution is dedicated to serving non-profit organizations, inspired by the legacy of Allori Pehrson who was deeply involved in community service and goal-setting. Tidewater Accounting offers a unique financial strategy tailored for non-profits to effectively manage and grow their capital. With a focus on protecting and optimizing the financial foundation of mission-driven work, Tidewater Accounting is the best-kept financial secret for non-profit organizations.
1501 Woodbridge Pl, Virginia Beach, VA 23453, United States -
Richard T Werner CPA LLC
● OpenRichard T Werner CPA LLC is a professional accounting and finance institution located at 3145 Virginia Beach Boulevard in Virginia Beach, Virginia, United States. With a team of experienced CPAs, they provide a wide range of financial services including tax preparation, bookkeeping, and financial planning. Their dedication to accuracy and attention to detail sets them apart as a trusted partner for individuals and businesses seeking expert financial guidance.
3145 Virginia Beach Blvd #203, Virginia Beach, VA 23452, United States -
Atlantic Legacy Group - Morgan Stanley
● OpenAtlantic Legacy Group - Morgan Stanley is a renowned finance institution located in Virginia Beach, Virginia, United States. Our team of experienced professionals is committed to providing top-notch financial services to our clients, including wealth management, investment strategies, and financial planning. With a focus on building long-term relationships and delivering personalized solutions, we strive to help our clients achieve their financial goals and secure their financial future. Trust Atlantic Legacy Group - Morgan Stanley to provide expert guidance and support in navigating the complexities of the financial world.
222 Central Park Ave Twn Ctr 18fl, Virginia Beach, VA 23462, United States -
Burgess & Associates
● ClosedBurgess & Associates is a financial institution located at 2122 General Booth Boulevard in Virginia Beach, Virginia. Specializing in accounting and finance services, we offer outsourced bookkeeping, payroll, and tax services for small business owners. Our goal is to take the stress out of running your business and optimize your taxes to save you time and money. We prioritize building authentic, personal relationships with our clients to go beyond just transactions and make outgoing payments on time while managing cash flow seamlessly. With the right technology and strategies, we help small businesses thrive and survive disruptions in the supply chain. Additionally, we offer tips on managing business debt effectively and curating holiday feasts for all dietary preferences. Choose Burgess & Associates for all your financial needs and build the business you've always wanted.
2122 General Booth Blvd Suite 103, Virginia Beach, VA 23454, United States -
ATAX Franchise
● OpenATAX Franchise is a leading institution in the accounting and finance industry, located at 780 Lynnhaven Parkway, Virginia Beach, Virginia, United States. Our proven business model has led us to operate one of the country's largest independent tax preparation businesses. As a franchise owner, you will have access to ongoing training, support, weekly webinars, and one-to-one coaching to help you succeed. Our franchise opportunity is based on a successful business model with a wide range of services and year-round revenue streams. We believe that everyone should have the opportunity to start their own profitable business and achieve the American Dream, which is why we have kept our franchise opportunity affordable.
780 Lynnhaven Pkwy, Virginia Beach, VA 23452, United States -
Trendi Connects
● ClosedTrendi Connects is a leading accounting and finance institution located at 900 Commonwealth Place in Virginia Beach, Virginia, United States. Our team of experienced professionals is dedicated to providing top-notch financial services and solutions to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment strategies, Trendi Connects is here to help you achieve your financial goals. Contact us today to learn more about how we can help you succeed in the world of finance.
900 Commonwealth Pl #2101, Virginia Beach, VA 23464, United States
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