Top investment management services in Fredericksburg, VA
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Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management is a leading finance institution located at 910 Princess Anne Street in Fredericksburg, Virginia, United States. With a strong reputation for providing top-tier financial services, Merrill Lynch offers a wide range of wealth management solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning services, Merrill Lynch's team of experienced professionals is dedicated to helping you navigate the complexities of the financial world with confidence and expertise. Experience the difference of working with a trusted financial partner at Merrill Lynch Wealth Management.
910 Princess Anne St, Fredericksburg, VA 22401, United States -
Carla Criscuolo, Realtor Coldwell Banker Elite
● OpenCarla Criscuolo, Realtor Coldwell Banker Elite is a premier real estate agency located at 4840 Southpoint Drive in Fredericksburg, Virginia. Specializing in residential and commercial real estate, Carla Criscuolo and her team provide top-notch service to clients looking to buy or sell properties in the area. With a strong reputation for professionalism, integrity, and expertise, they strive to ensure a smooth and successful real estate transaction for every client. Whether you're in the market for a new home or looking to sell your current property, Carla Criscuolo, Realtor Coldwell Banker Elite is the trusted choice for all your real estate needs in Fredericksburg and beyond.
4840 Southpoint Dr, Fredericksburg, VA 22407, United States -
Jon Properties LLC
● ClosedJon Properties LLC is a general contractor and real estate agency located at 900 Princess Anne Street in Fredericksburg, Virginia. Specializing in mid-19th century construction with warehouse style and original wood floors, Jon Properties offers residential development that combines historic architectural details with modern amenities. Their projects aim to revitalize downtown while preserving the character and history of existing structures and neighborhoods. As a Class A General Contractor, Jon Properties constructs custom commercial projects such as office spaces, restaurants, medical offices, and secure buildings. They work closely with business owners to ensure projects are completed on time and within budget.
900 Princess Anne St, Fredericksburg, VA 22401, United States -
Merrill Lynch Financial Advisor Nicole Hawkins-Normand
● ClosedMerrill Lynch Financial Advisor Nicole Hawkins-Normand is a finance institution located at 910 Princess Anne Street in Fredericksburg, Virginia, United States. The institution is supported by the global resources of Merrill and is dedicated to building strong client relationships based on trust and personalized service. The team, known as The Normand Group, provides financial advice and management strategies tailored to each client's risk tolerance, time horizon, and investment goals. Services offered include retirement planning, portfolio research and selection, investment guidance, estate reviews, and insurance coordination. The team believes in creating a financial approach that helps clients pursue their goals, with a focus on managing, growing, and preserving wealth for the future. By utilizing the investment insights of Merrill and banking solutions from Bank of America, the team works with clients to develop personalized financial strategies. Clients can expect transparency, thoughtful investment guidance, and a commitment to helping them achieve their financial goals. The team also offers the Merrill Personal Wealth Analysis™ to build and document personalized plans centered on individual goals. With a focus on understanding clients' needs and priorities, the team aims to help clients stay on track to achieve what matters most to them. The institution emphasizes the importance of personalized investment strategies and comprehensive financial solutions to address clients' needs and pursue their goals.
910 Princess Anne St, Fredericksburg, VA 22401, United States -
Edward Jones - Financial Advisor: Mary E Long, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Mary E Long, CFP®|AAMS™ is a trusted financial institution located at 10333 Southpoint Landing Boulevard in Fredericksburg, Virginia, United States. Mary E Long is a Certified Financial Planner and Accredited Asset Management Specialist, dedicated to helping clients achieve their financial goals. With personalized financial planning services and expert advice, Mary E Long and the team at Edward Jones are committed to providing top-notch financial guidance and support to individuals and families in the Fredericksburg area. Whether you are looking to plan for retirement, save for your child's education, or invest for the future, Edward Jones is here to help you every step of the way.
10333 Southpoint Landing Blvd Suite #203, Fredericksburg, VA 22407, United States -
Jian Group Ltd
● OpenJian Group Ltd is a reputable finance institution located at 11901 Bowman Drive in Fredericksburg, Virginia, United States. With a strong focus on providing top-notch financial services, Jian Group Ltd offers a wide range of financial solutions to meet the diverse needs of its clients. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, the experienced professionals at Jian Group Ltd are dedicated to helping you achieve your financial goals. Trust in Jian Group Ltd for all your financial needs.
11901 Bowman Dr # 101, Fredericksburg, VA 22408, United States -
Bowman Tax & Financial
● ClosedBowman Tax & Financial is a reputable accounting and finance institution located at 1976 William Street in Fredericksburg, 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 tax preparation, financial planning, or investment management, we are here to assist you every step of the way. Trust Bowman Tax & Financial for all your accounting and finance needs.
1976 William St, Fredericksburg, VA 22401, United States -
LINKBANK Salem Church Client Solutions Center
● ClosedLINKBANK Salem Church Client Solutions Center is a leading financial institution located at 4210 Plank Road in Fredericksburg, Virginia, United States. As a full-service bank, we offer a wide range of client solutions including personal and business banking services, investment options, and wealth management solutions. Our experienced team of professionals is dedicated to providing top-notch customer service and helping our clients achieve their financial goals. Visit us today to experience the LINKBANK difference.
4210 Plank Rd, Fredericksburg, VA 22407, United States -
Leilani Sanchez, Bankers Life Agent
● ClosedLeilani Sanchez, Bankers Life Agent is an insurance agency located at 3504 Plank Road in Fredericksburg, Virginia, United States. Specializing in providing insurance products and services from Bankers Life, Leilani Sanchez offers personalized and comprehensive insurance solutions to meet the individual needs of each client. With a focus on customer service and satisfaction, Leilani Sanchez is committed to helping clients protect their financial futures and achieve peace of mind. Contact Leilani Sanchez, Bankers Life Agent today for expert insurance guidance and support.
3504 Plank Rd Ste 300, Fredericksburg, VA 22407, United States
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