TOP 30 Virginia estate planning services in Charlottesville, Virginia

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Couric Krebs Financial - Northwestern Mutual is a reputable finance and insurance agency located at 501 Faulconer Drive in Charlottesville, Virginia, United States. With a strong focus on providing personalized financial planning and insurance solutions, the institution is dedicated to helping clients achieve their financial goals and secure their future. With a team of experienced professionals, Couric Krebs Financial - Northwestern Mutual offers a wide range of services including wealth management, retirement planning, and risk management. Clients can trust in the expertise and commitment of this institution to guide them towards financial security and success.

Echelberger and Associates is a leading accounting and finance firm located at 880 Rio East Court in Charlottesville, Virginia. Our team of experienced professionals provides a wide range of services including tax preparation, financial planning, and business consulting. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.

Merrill Lynch Financial Advisor John Dozier, located at 650 Peter Jefferson Parkway in Charlottesville, Virginia, is a finance institution dedicated to working closely with successful individuals and families to create personalized wealth strategies that align with their priorities, values, needs, and goals. John Dozier, with a background in Asset Management and derivative strategies for institutional clients, holds a Bachelor of Business Administration from Southern Methodist University and a Master of Business Administration from the University of Michigan. He is a Certified Private Wealth Advisor® (CPWA®) and is a member of the Southern Environmental Law Center’s Next30 committee. John believes in creating a financial approach that helps clients pursue their goals, whether it's planning for retirement, saving for a home, or funding a child's education. By understanding each client's unique investment personality and life priorities, Merrill Lynch Wealth Management Advisors like John Dozier aim to design a customized approach that reflects individual needs and financial situations. With access to Merrill's investment insights and banking solutions from Bank of America, clients can receive comprehensive financial guidance to help them achieve their goals. John's mission is to understand each client personally and help them implement a plan to manage, grow, and preserve their wealth while addressing investment risk. By staying in touch with clients to discuss changes in their lives and financial markets, John aims to help clients stay on track towards their financial goals. With a dedication to putting clients first, Merrill Lynch Financial Advisor John Dozier offers personalized investment strategies and comprehensive financial solutions to help clients navigate the complexities of their financial lives.

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 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.

Cress Lee CPA is a reputable accounting and finance institution located at 1006 East Jefferson Street in Charlottesville, Virginia, United States. With a team of experienced and knowledgeable Certified Public Accountants, Cress Lee CPA offers a wide range of services including tax preparation, financial planning, audit representation, and more. Clients can trust Cress Lee CPA to provide professional and personalized financial solutions to help them achieve their goals.

Edward Jones - Financial Advisor: Janasha Bradford is a trusted financial institution located at 1010 Ednam Center in Charlottesville, Virginia, United States. Specializing in personalized financial planning and investment strategies, Janasha Bradford offers expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Janasha Bradford is committed to helping individuals and families secure their financial future. Contact Janasha Bradford today to schedule a consultation and take the first step towards financial success.

Charles Schwab is a renowned financial institution located at 220 Twentyninth Place Court in Charlottesville, Virginia, United States. Specializing in finance, Charles Schwab offers a wide range of services including investment advice, wealth management, retirement planning, and brokerage services. With a commitment to providing personalized financial solutions to its clients, Charles Schwab is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest in the stock market, Charles Schwab is a trusted partner in your financial journey.

Lincoln Financial Advisors is a reputable finance institution located at 124 Sundrops Court in Charlottesville, Virginia, United States. With a team of experienced financial professionals, they offer a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, Lincoln Financial Advisors can provide personalized solutions to meet your needs. Trustworthy and reliable, they are dedicated to helping their clients secure a stable financial future.

Forsyth Bob is a reputable finance institution located at 600 East Water Street in Charlottesville, Virginia, United States. With a strong reputation for providing top-notch financial services, Forsyth Bob offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for assistance with investments, retirement planning, or wealth management, the experienced professionals at Forsyth Bob are dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.

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.

Edward Jones - Financial Advisor: Richard S Carroll is a trusted finance institution located at 1430 Rolkin Court in Charlottesville, Virginia, United States. Richard S Carroll is a knowledgeable and experienced financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to invest, Richard S Carroll can provide personalized financial advice and guidance. With a focus on building long-term relationships and providing excellent customer service, Edward Jones - Financial Advisor: Richard S Carroll is committed to helping clients secure their financial future.

Round Oak Wealth Management is a premier finance institution located at 1900 Arlington Boulevard in Charlottesville, Virginia, United States. With a team of experienced financial advisors, we specialize in providing personalized wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, our team is dedicated to providing expert advice and guidance every step of the way. Contact us today to learn more about how Round Oak Wealth Management can help you secure your 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.

King Street Capital is a renowned finance institution located at 122 East Main Street in Charlottesville, Virginia, United States. With a strong reputation for excellence in the financial industry, King Street Capital offers a wide range of services including investment management, advisory services, and financial planning. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are an individual investor or a corporate entity, King Street Capital is committed to providing top-notch financial solutions tailored to your specific needs. Visit their office today to learn more about how they can help you reach your financial objectives.

Antoinette Lucas - TIAA Wealth Management Advisor is a leading financial institution located at 650 Peter Jefferson Parkway in Charlottesville, Virginia. As a trusted wealth management advisor, Antoinette Lucas provides personalized financial solutions to help clients achieve their financial goals and secure their financial future. With a focus on transparency, integrity, and client satisfaction, Antoinette Lucas is dedicated to providing top-notch financial planning and investment services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Antoinette Lucas - TIAA Wealth Management Advisor is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor Gardner (Gardy) Bloemers is a dedicated wealth management team located at 650 Peter Jefferson Parkway in Charlottesville, Virginia. Specializing in high-net-worth investors, the team takes the time to understand each client's unique priorities, risk tolerance, and goals to create customized financial solutions. With a focus on providing thoughtful advice and guidance, the team helps clients achieve their financial aspirations, secure their legacy, and plan for the future. The team believes in a personalized approach to financial planning, starting with a conversation to identify and prioritize each client's goals. By utilizing the Investment Personality Assessment and drawing upon research in behavioral finance, they tailor their financial strategies to align with the client's individual preferences and objectives. With access to the investment insights of Merrill and banking solutions from Bank of America, the team works to develop a comprehensive approach to address each client's financial needs.

Northwestern Mutual - Jarrod C. Markley, CFP is a renowned financial institution located at 215 Wayles Lane in Charlottesville, Virginia, United States. Specializing in financial planning and wealth management, Jarrod C. Markley, a Certified Financial Planner, offers personalized services to help clients achieve their financial goals. With a commitment to excellence and a focus on long-term financial success, Northwestern Mutual - Jarrod C. Markley, CFP is a trusted partner for individuals and families looking to secure their financial 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.

Merrill Lynch Financial Advisor Pamela C Friedman is a finance institution located at 650 Peter Jefferson Parkway, Charlottesville, Virginia, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and US territories, clients are guided towards achieving their desired financial goals. The institution emphasizes the importance of personalized advice and tailored solutions to meet individual needs. Services offered include brokerage, investment advisory, financial planning, and insurance products. Merrill Lynch Financial Advisors do not provide legal, tax, or accounting advice, and clients are encouraged to consult their own advisors before making financial decisions. The institution is committed to helping clients navigate the complexities of investing, while highlighting the potential risks involved. With a wide range of certifications and affiliations, Merrill Lynch Financial Advisor Pamela C Friedman aims to provide comprehensive and reliable financial guidance to clients.

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.

Matthew Meade - TIAA Financial Consultant is a trusted institution located at 650 Peter Jefferson Parkway in Charlottesville, Virginia. As a finance consultant, Matthew Meade offers expert advice and guidance on a wide range of financial matters, helping clients to make informed decisions and achieve their financial goals. With a focus on personalized service and tailored solutions, Matthew Meade is dedicated to providing top-notch financial consulting services to individuals and businesses alike. Whether you are looking to plan for retirement, invest wisely, or secure your financial future, Matthew Meade is here to help.

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.

Zachary Davis - Mutual of Omaha Financial Advisor is a trusted finance and insurance agency located at 650 Peter Jefferson Parkway in Charlottesville, Virginia. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized investment and insurance strategies. With a focus on customer service and integrity, we strive to provide our clients with the guidance and support they need to secure their financial future. Contact us today to schedule a consultation and learn more about how we can help you plan for a secure tomorrow.

Hallahan Mike Attorneys is a reputable law firm located at 435 Park Street in Charlottesville, Virginia. Our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you are facing a personal injury case, need help with estate planning, or require representation in a criminal matter, our attorneys have the knowledge and expertise to assist you. We pride ourselves on our commitment to our clients and our track record of success in the courtroom. Contact us today to schedule a consultation and see how we can help with your legal needs.

James P. Cox, Esquire is a prestigious law firm located at 310 4th Street Northeast in Charlottesville, Virginia. With over 40 years of experience in estate planning and administration, estate disputes, and real estate, Mr. Cox is a highly respected lawyer in the community. He received his B.A. summa cum laude from Duke University in 1980 and his J.D. from the University of Virginia School of Law in 1983. Mr. Cox is actively involved in various legal organizations, including the Virginia Law Foundation and the Virginia Bar Association. He has served as the President of the Charlottesville Albemarle Bar Association and is currently the Chairman of the Real Estate Committee. As a frequent lecturer in legal education programs, Mr. Cox is dedicated to sharing his expertise with others in the legal field.

The Law Office of William Harville is a trusted institution located at 327 West Main Street in Charlottesville, Virginia, United States. Specializing in accounting, finance, and legal services, our experienced team is dedicated to providing top-notch assistance to individuals and businesses alike. Whether you need help with tax preparation, estate planning, or legal representation, we are here to guide you every step of the way. Contact us today to schedule a consultation and see how we can help meet your financial and legal needs.

Treakle Jr James E is a reputable law firm located at 700 East High Street in Charlottesville, Virginia, United States. Specializing in various areas of law, the experienced lawyers at this institution provide top-notch legal services to their clients. With a commitment to excellence and a dedication to achieving favorable outcomes for their clients, Treakle Jr James E is a trusted and reliable choice for anyone in need of legal representation.

Lamson Norman is a reputable law firm located at 405 8th Street Northeast in Charlottesville, Virginia. With a team of experienced lawyers, Lamson Norman specializes in providing top-notch legal services to clients in various areas of law. Whether you need assistance with personal injury, family law, or estate planning, the dedicated team at Lamson Norman is committed to providing effective and efficient legal representation. With a focus on client satisfaction and achieving favorable outcomes, Lamson Norman is a trusted institution for all your legal needs in the Charlottesville area.