Local
Financial Planning
Programs that involve counseling from a financial planner to invest your assets and/or plan for the future financially.
Retirement Planning
Personal Financial Planning, Inc.
3536 Brambleton Ave, Suite 8A, Roanoke, VA, 24018
Main:
(540) 774-8700
Toll Free:
(800) 774-9873
Fax:
(540) 774-8788
Financial Assistance, Tax Preparation
Ravi Bhatia CPA
44110 Ashburn Shopping Plaza, Suite 223, Ashburn, VA, 20147
Main:
(703) 543-9258
Fax:
(703) 649-6116
Financial Adviser in Fairfax
Raymond James & Associates
4035 Ridge Top Road, Suite 550, Fairfax, VA, 22030
Main:
(703) 222-5899
Toll Free:
(800) 982-3035
Fax:
(202) 872-5949
Financial Advisor in Charlottesville
Raymond James & Associates
941 Glenwood Station Lane, Suite 201, Charlottesille, VA, 22901
Main:
(434) 951-9988
Toll Free:
(800) 982-3035
Fax:
(434) 951-9980
Washington DC Office
Raymond James & Associates
1825 I Street NW, Washington, DC, 20006
Main:
(202) 872-5900
Toll Free:
(800) 982-3035
Fax:
(202) 872-5949
Financial Planning
Richmond Financial Group, Office of MetLife
6641 West Broad Street, Suite 404, Richmond, VA, 23230
Main:
(804) 282-7522
Fax:
(804) 282-6370
Financial Advisor
Sapere Wealth Management
675 Peter Jefferson Parkway, Suite 240, Charlottesville, VA, 22911
Main:
(434) 245-8600
Toll Free:
(888) 584-1143
Fax:
(434) 295-1468
Financial Planner
Saunders Retirement Advisors
5205 West Shore Road, Midlothian, VA, 23112
Main:
(804) 320-8800
Fax:
(804) 320-1377
Care Planning and Financial Management
ShareCare4US Solutions
13950 Stanley Park Road, Ashland, VA, 23005
Main:
(804) 874-6844
Financial Planning
Signature Estate & Investment Advisors
1650 Tysons Blvd Suite 1575, Tysons, VA, 22102
Main:
(703) 940-3000
Toll Free:
(844) 344-2991
Fax:
(703) 738-2259
Financial Planning and Wealth Management
SKV Group, LLC
1405 Rolkin Court, Suite 202, Charlottesville, VA, 22911
Main:
(434) 328-8047
Fax:
(434) 234-3789
Financial Planning
Spire Investment Partners
7918 Jones Branch Drive, Suite 800, McLean, VA, 22102
Main:
(703) 748-5800
Toll Free:
(888) 737-8907
Fax:
(703) 748-1372
Financial Planning
SunTrust Bank
510 South Jefferson Street SW, Roanoke, VA, 24011
Main:
(888) 786-8787
Fax:
(540) 982-3001
Investment Club and Financial Planning.
The Center
491 Hillsdale Drive, Charlottesville, VA, 22901
Main:
(434) 974-7756
Fax:
(434) 974-7510
Financial Planning, The Myrias Group
The Myrias Group, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC.
3140 Chaparral Drive SW, Suite 100, Building C, Roanoke, VA, 24018
Main:
(540) 769-0052
Toll Free:
(800) 332-9063
Fax:
(540) 769-0060
Financial Planning and Education
The Women's Center
133 Park Street NE, Vienna, VA, 22180
Main:
(703) 281-2657
Fax:
(703) 242-1454
Financial Planning
Thomas Hancher & Company
1658 State Farm Blvd # A, PO Box 948, Charlottesville, VA, 22911
Main:
(434) 979-8133
Fax:
(434) 979-7283
Individual Development Accounts
Total Action For Progress (TAP)
302 2nd Street Southwest, Roanoke, VA, 24011
Main:
(540) 777-4673
Financial Planning
Trendline Capital Management
4820 Lake Brook Drive Suite 125, Glen Allen, VA, 23060
Main:
(804) 323-9100
Toll Free:
(800) 229-6996
Fax:
(804) 323-9198
Financial Counseling
Union Mortgage Group
7619 Little River Turnpike Suite 400, Annandale, VA, 22003
Main:
(703) 941-0711
Toll Free:
(800) 275-6958
Fax:
(703) 658-8636
Financial Institution
UVA Community Credit Union
3300 Berkmar Drive, Charlottesville, VA, 22901
Main:
(434) 964-2001
Toll Free:
(888) 887-9136 Ext. 3
Financial Planning and Refinancing
UVA Community Credit Union
3300 Berkmar Drive, Charlottesville, VA, 22901
Main:
(434) 964-2001
Toll Free:
(888) 887-9136
Financial Planning
Virginia Asset Management
130 Wylderose Drive, Midlothian, VA, 23113
Main:
(804) 330-0711
Toll Free:
(800) 787-1716
Fax:
(804) 330-0880
Estate Administration
VirginiaEstateLaw.com
2101 Parks Avenue, Suite 700, c/o Edward R. Stolle, Virginia Beach, VA, 23451
Main:
(757) 491-4033
Fax:
(757) 491-4020
Financial Advisor in Winchester, John R. Clawson, MBA, CFP®
Waddell and Reed, Inc.
440 W Jubal Early Drive, Suite 220, Winchester, VA, 22601
Main:
(540) 662-4642
Financial Planning, Virginia Beach
Waddell and Reed, Inc.
2901 South Lynnhaven Rd Ste 100, Virginia Beach, VA, 23452
Main:
(757) 431-2929
Toll Free:
(800) 969-1113
Fax:
(757) 431-8446
Retirement Planning
Waddell Group
1953 Gallows Road, Suite 110, Vienna, VA, 22182
Main:
(703) 881-9173
Toll Free:
(888) 312-9173
Fax:
(703) 881-9174
Financial Planning
West Financial Services, Inc.
2010 Corporate Ridge Road, Suite 530, McLean, VA, 22102
Main:
(703) 847-2500
Toll Free:
(800) 445-1556
Fax:
(703) 847-5050
Financial Counseling Clinics
Western Fairfax Christian Ministries
4511 Daly Drive Suite J, Chantilly, VA, 20151
Main:
(703) 988-9656
Fax:
(703) 378-0550
Financial Advisor
Wrightbridge Company
1227 Cedars Court, Charlottesville, VA, 22903
Main:
(434) 971-6825