Local
Financial Planning
Programs that involve counseling from a financial planner to invest your assets and/or plan for the future financially.
Money Matters 101
ENDependence Center of Northern Virginia
1550 Crystal Drive, Suite 810, Arlington, VA, 22202
Main:
(703) 525-3268
Fax:
(703) 525-3585
Financial Planning
Abel Financial Management
3635 Old Court Road , Suite 205, Baltimore, MD, 21208
Main:
(410) 486-1283
Fax:
(410) 653-6007
Financial Planning, Insurance
Acorn Financial Services, Inc.
1875 Campus Commons Drive, Suite 100, Reston, VA, 20191
Main:
(703) 293-3100
Toll Free:
(888) 892-2676
Fax:
(703) 870-2412
Financial Advisor, Glenn Catalano
Ameriprise Financial, Charlottesville
620 Woodbrook Drive, Suite 4, Charlottesville, VA, 22901
Main:
(434) 973-3457
Fax:
(434) 973-1550
Brooks Financial Group, Roanoke
Ameriprise Financial Services, LLC.
1017 2nd Street SW, Roanoke, VA, 24016
Main:
(540) 981-0657
Toll Free:
(800) 716-6736
Fax:
(540) 981-0936
Financial Advisors, Forest
Ameriprise Financial Services, LLC.
16583 Forest Road, Forest, VA, 24551
Main:
(434) 534-8875
Fax:
(434) 534-8874
Financial Planning Partners, Fairfax
Ameriprise Financial Services, LLC.
3050 Chain Bridge Road, Suite 101, Fairfax, VA, 22030
Main:
(800) 571-4913
Toll Free:
(800) 257-8740
Nichols Financial Group, Harrisonburg
Ameriprise Financial Services, LLC.
4030 Quarles Court, Harrisonburg, VA, 22801
Main:
(540) 438-8173
Financial Planning
AMI Marketing, Inc.
8321 Old Courthouse Rd, Suite 340, Vienna, VA, 22182
Main:
(703) 506-1616
Fax:
(703) 506-4649
Financial Planning
Anchor Financial
630 Peter Jefferson Parkway, Charlottesville, VA, 22911
Main:
(434) 984-1500
Therapeutic Day Treatment, Lynchburg
Anderson Counseling Services
434 Graves Mill Road, Building 100, Suite 1, Lynchburg, VA, 24502
Main:
(434) 239-2004
Fax:
(434) 239-2005
Financial Counseling
BankOn of Greater Charlottesville
201 East Market Street, Charlottesville, VA, 22902
Main:
(434) 970-3959
Financial Planning
Barrett Johnson & Associates
908 E Jefferson, Suite 201, Charlottesville, VA, 22902
Main:
(434) 296-6611
Toll Free:
(800) 320-0235
Fax:
(434) 817-1120
Medical Financial Counseling
Bluefield Regional Medical Center
500 Cherry Street, Bluefield, WV, 24701
Main:
(304) 327-1100
Financial Planning
Bowen Financial Services
2840 Polo Parkway Suite 100, Midlothian, VA, 23113
Main:
(804) 897-2850
Fax:
(804) 897-2852
Financial Counseling and Tax Services
Burdette Smith & Bish, LLC
4035 Ridge Top Road, Suite 550, Fairfax, VA, 22030
Main:
(703) 591-5200
Fax:
(703) 738-1978
Counseling for Debt Management
CancerLINC (a.k.a. Legal Information Network for Cancer)
200 South 3rd Street, Richmond, VA, 23219
Main:
(804) 272-5462
Toll Free:
(877) 644-5462
Fax:
(804) 918-0946
Financial Planning
Capitol Financial Consultants, Inc.
8280 Greensboro Drive, Suite 1150, Mclean, VA, 22102
Main:
(703) 821-2000
Fax:
(703) 821-2007
Estate Planning
Cassaday and Company, Inc.
8180 Greensboro Drive Suite 1180, Mclean, VA, 22102
Main:
(703) 506-8200
Toll Free:
(800) 672-2102
Fax:
(703) 506-8208
Financial Planning
Cassaday and Company, Inc.
8180 Greensboro Drive Suite 1180, Mclean, VA, 22102
Main:
(703) 506-8200
Toll Free:
(800) 672-2102
Fax:
(703) 506-8208
Accountant, Tax Preparation and Planning
Cecil R. Floyd, Jr., CPA
2350 Commonwealth Dr, Suite D, Charlottesville, VA, 22901
Main:
(434) 975-3330
Financial Management, Kilmarnock
Chesapeake Wealth Management
97 North Main Street, P O Box 1419, Kilmarnock, VA, 22482
Main:
(804) 435-3652
Toll Free:
(800) 653-9088
Fax:
(757) 253-1075
Financial Management, Williamsburg
Chesapeake Wealth Management
4804 Courthouse Street, Suite 1-A, Williamsburg, VA, 23188
Main:
(757) 253-9088
Toll Free:
(800) 653-9088
Fax:
(757) 253-9090
Financial Advisor, Keith W. Mitchell
CrossRoads Financial Group
2631 Pleasant Shade Drive, Emporia, VA, 23847
Main:
(434) 634-9966
Fax:
(434) 634-9999
Investment, Insurance and Retirement Planning
DHS Financial Services
Shannon Hill Office Parki, 727 East Market Street, Suite C, Harrisonburg, VA, 22801
Main:
(540) 438-0288
Toll Free:
(888) 296-0533
Financial Planning
Edelman Financial Engines
4000 Legato Road, 8th Floor, Fairfax, VA, 22033
Main:
(703) 818-0800
Toll Free:
(888) 752-6742
Fax:
(703) 818-1910
Edward Jones - Financial Advisor: Donald Giannangeli
Edward Jones
1622 Timberwood Blvd, Suite 111, Charlottesville, VA, 22911
Main:
(434) 956-4351
Fax:
(877) 645-2422
Local, Statewide and Nationwide
Financial Planning
Programs that involve counseling from a financial planner to invest your assets and/or plan for the future financially.
Life Insurance
Bankers Life and Casualty Company
111 East Wacker Drive, Suite 2100, Chicago, IL, 60601
Main:
(888) 489-6003
Toll Free:
(800) 621-3724
Reverse Mortgages
Credit Union Mortgage Association
10800 Main Street, Fairfax, VA, 22030
Main:
(703) 425-1204
Toll Free:
(855) 623-6535
Fax:
(703) 425-7089