Local
Financial Planning
Programs that involve counseling from a financial planner to invest your assets and/or plan for the future financially.
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
Estate Planning
Concord Wealth Partners
955 West Main Street, Abingdon, VA, 24210
Main:
(276) 628-5910
Toll Free:
(800) 838-4370
Fax:
(276) 623-2593
Financial Planning for Life
Concord Wealth Partners
955 West Main Street, Abingdon, VA, 24210
Main:
(276) 628-5910
Toll Free:
800-838-4370
Fax:
(276) 623-2593
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
Financial Advisor
Edward Jones Investments
8255 E Main Street, Suite C, Marshall, VA, 20115
Main:
(540) 364-2359
Fax:
(866) 445-1352
Financial Counseling
Edward Jones Investments, Lynchburg
7331 Timberlake Road, Suite 202, Lynchburg, VA, 24502
Main:
(434) 832-1184
Fax:
(888) 233-1002
Financial Advisor, Kevin Clark
Edward Jones, Richmond
3082 Stony Point Road, Richmond, VA, 23235
Main:
(804) 320-6067
Fax:
(888) 389-2651
Financial Advisor
Engel and Associates
675 Peter Jefferson Pkwy, Suite 220, Charlottesville, VA, 22911
Main:
(434) 995-5752
Fax:
(434) 995-5755
Financial Planning and Investments
Equity Concepts
2550 Gaskins Road, Henrico, VA, 23238
Main:
(804) 285-4463
Toll Free:
(800) 936-6166
Fax:
(804) 285-4463
Financial Planning
Fee-Only Financial Planning, L.C.
355 Campbell Avenue SW, PO Box 12386, Roanoke, VA, 24016
Main:
(540) 342-7102
Savings Assessment and Financial Education (S.A.F.E.)
Final Salute
2800 Eisenhower Ave, Suite 220, Alexandria, VA, 20168
Main:
(703) 224-8845
Toll Free:
(866) 720-9171
Financial and Retirement Planning
Financial Dynamics and Associates
13537 Waterford Place, Midlothian, VA, 23112
Main:
(804) 777-9999
Fax:
(804) 777-9990
Financial Services
First Command Financial Services
701 Mariners Row Suite 200, Newport News, VA, 23606
Main:
(757) 873-3622
Fax:
(757) 873-3815
Financial Advisor
Fleischman Agency
124 Sundrops Court, Charlottesville, VA, 22902
Main:
(434) 244-4540
Financial Counseling, Norfolk
FORVIS, LLP
440 Monticello Avenue, Suite 1400, Norfolk, VA, 23510
Main:
(757) 624-5100
Fax:
(757) 624-5233
Financial Counseling, Richmond
FORVIS, LLP
901 East Cary Street, Suite 1000,, Richmond, VA, 23219
Main:
(804) 282-7636
Fax:
(804) 282-1461
Financial Counseling, Washington, D.C.
FORVIS, LLP
1410 Spring Hill Road, Suite 500, Tysons, VA, 22102
Main:
(703) 970-0400
Fax:
(703) 970-0401
Financial Planning
Frank and Darby Doe
10560 Main Street, Fairfax, VA, 22030
Main:
(703) 272-7177
Fax:
(703) 272-7122
Financial and Long Term Care Planning
Fredericksburg Financial Planning Services, Inc
700 Princess Anne Street, Fredericksburg, VA, 22401
Main:
(540) 371-1177
Fax:
(540) 373-8290
Financial Counseling for Veterans
Freedom Center
22 West Washington Street, Petersburg, VA, 23803
Main:
(804) 691-4905
Fax:
(804) 835-9172
Budgeting Help, goodChoice
Goodwill Industries of Central and Coastal Virginia
6301 Midlothian Turnpike, Richmond, VA, 23225
Main:
(804) 521-4932
Financial Planning
H & R Block Financial Advisors
9450 Fairfax Blvd , Suite 24, Fairfax, VA, 22031
Main:
(703) 359-0497
Toll Free:
(800) 315-1900
Fax:
(703) 560-1983
Retirement, Investment, Tax Planning
Hahn and Associates, P.C.
313 Park Avenue Suite 200, Falls Church, VA, 22046
Main:
(703) 533-3777
Fax:
(703) 533-3779
Accounting, Family Advisory, Estate Planning
Hantzmon Wiebel LLP
818 East Jefferson Street, Charlottesville, VA, 22902
Main:
(434) 296-2156
Fax:
(434) 977-4629
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.
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