The Best Wealth transfer planning in Galax, Virginia

Edward A Hanks II is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 115 North Monroe Street, Galax, Virginia, United States. Specializing in finance, Edward A Hanks II holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, and investment strategies for individuals, retirees, and small business owners. Edward A Hanks II is committed to upholding a code of ethics and providing comprehensive financial planning services to his clients.

Morgan & Shinault Wealth Advisors is a premier financial institution located at 29 Melrose Lane in Galax, Virginia, United States. As a trusted wealth management firm, we specialize in providing personalized financial planning and investment strategies to help our clients achieve their financial goals. Our team of experienced advisors is dedicated to providing top-notch service and expert guidance to help clients navigate the complexities of the financial world. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Morgan & Shinault Wealth Advisors is here to help you every step of the way. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Lincoln Financial Securities is a reputable finance institution located at 411 North Main Street in Galax, Virginia, United States. With a focus on providing top-notch financial services and solutions, Lincoln Financial Securities is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment opportunities, retirement planning, or wealth management services, the team at Lincoln Financial Securities is committed to providing personalized and tailored solutions to meet your specific needs. Trust Lincoln Financial Securities to help you navigate the complexities of the financial world and secure a stable and prosperous future.

Doug Morgan - Financial Advisor at Ameriprise Financial Services, LLC, located at 115 North Monroe Street in Galax, Virginia, United States, is dedicated to helping clients achieve their financial goals. With a focus on individual goals and personal risk tolerance, Doug provides investment, asset allocation, and portfolio recommendations tailored to each client's needs. Regular meetings and progress reviews ensure that strategies are updated as life changes. Clients can conveniently access their investments and accounts from any device, track their progress, and securely share information with Doug. By scheduling a complimentary initial consultation, clients can learn more about how Doug can help them reach their financial objectives. With a commitment to transparency and compliance, Doug Morgan is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC, Member FINRA and SIPC, offers a range of financial planning services and a guarantee of future financial results. The institution prioritizes privacy and security, abiding by website rules and regulations to protect client information. Clients can confidently refer friends and family members to Doug for expert financial advice, knowing that their referrals will receive prompt attention.