Local
Financial Planning
Programs that involve counseling from a financial planner to invest your assets and/or plan for the future financially.
Financial Counseling
Joint Base Landley-Eustis
705 Washington Boulevard, Fort Eustis, VA, 23604
Main:
(757) 878-3638
Fax:
(757) 764-6752
Financial Advisor
JSW Financial
1995 South Main Street, Suite 903, Blacksburg, VA, 24060
Main:
(540) 961-6706
Toll Free:
(888) 553-2211
Fax:
(540) 961-6910
Financial Services
Kelly A. Decker, LUTCF, PhD, Financial Services Professional
4435 Waterfront Drive, Suite 400, Glen Allen, VA, 23060
Main:
(804) 935-5378
Fax:
(804) 266-3079
Financial Planning Services
Kettering Financial, Ltd.
2121 Electric Road, Roanoke, VA, 24018
Main:
(540) 772-8200
Toll Free:
(800) 491-2215
Fax:
(540) 772-9502
Financial Planning - Estate, Taxes & Life Care Planning
Lara, Shull & May
7600 Leesburg Pike,, Suite 120, Falls Church, VA, 22043
Main:
(571) 405-3886
Toll Free:
(800) 842-8834
Fax:
(703) 827-2314
Financial Planning
Lincoln Financial Advisors, Virginia Beach
5700 Cleveland Street # 101, Virginia Beach, VA, 23462
Main:
(757) 490-3883
Fax:
(757) 490-9239
Financial Advisor
Lincoln Financial Group, Manassas
11206 Stonebrook Dr, Manassas, VA, 20112
Main:
(703) 680-4524
Estate Planning
Lopez Wealth Management, LLC
955 West Main Street, Abingdon, VA, 24210
Main:
(276) 628-5910
Toll Free:
(800) 838-4370
Fax:
(276) 623-2593
Financial Planning
Lopez Wealth Management, LLC
955 West Main Street, Abingdon, VA, 24210
Main:
(276) 628-5910
Fax:
(276) 623-2593
Financial & Retirement Planning
M. H. Swanson & Associates
408 East Market Street, Suite 202, Charlottesville, VA, 22902
Main:
(434) 979-4822
Fax:
(434) 963-7859
Financial Advisor
Marotta Wealth Management
Ednam Professional Center, 1000 Ednam Center, Suite 200, Charlottesville, VA, 22903
Main:
(434) 244-1000
Financial Planning
Mass Mutual Financial Group
4880 Sadler Road, Suite 110, Glen Allen, VA, 23060
Main:
(804) 346-1011
Toll Free:
(888) 324-1602
Fax:
(804) 747-8547
Accounting & Auditing
McQuade Brennan LLP
1730 Rhode Island Ave NW Suite 800, Washington, DC, 20036
Main:
(202) 296-3306
Fax:
(202) 296-0059
Financial Services
McQuade Brennan LLP
1730 Rhode Island Ave NW Suite 800, Washington, DC, 20036
Main:
(202) 296-3306
Fax:
(202) 296-0059
Financial Planning
Merrill Lynch Wealth Management
300 East Main Street, Charlottesville, VA, 22902
Main:
(434) 327-4023
Toll Free:
(800) 417-0255
Financial Services
Metlife Financial Services
6641 West Broad Street, Suite 404, Richmond, VA, 23230
Main:
(804) 915-7671
Fax:
(804) 915-7670
Tax Planning and Money Management, Reston
MillerMusmar
12353 Sunrise Valley Drive Suite A, Reston, VA, 20191
Main:
(703) 437-8877
Fax:
(703) 437-8937
Tax Planning, Manassas
MillerMusmar
10502 Crestwood Dr, Manassas, VA, 20109
Main:
(703) 437-8877
Fax:
(703) 437-8937
Financial Planning
MJR Financial Advisory, Inc.
1705 Logwood Circle, Richmond, VA, 23238
Main:
(804) 741-7558
Fax:
(804) 741-6544
Financial Advisor Works With Caregivers
Morgan Stanley Smith Barney
401 East Market Street, Suite 100, Charlottesville, VA, 22902
Main:
(434) 244-0123
Toll Free:
(888) 814-0639
Fax:
(434) 244-0017
Financial Services, Retirement Planning
Murray Financial, Inc
13603 Gladwyn Court, Chantilly, VA, 20151
Main:
(703) 810-8424
Fax:
(703) 991-5519
Financial Services
Old Point Trust & Financial Services, N.A.
11751 Jefferson Avenue, PO Box 6270, Newport News, VA, 23606
Main:
(757) 728-1264
Toll Free:
(800) 952-0051
Fax:
(757) 873-9365
Financial Planning
Opta Financial
3975 Fair Ridge, Suite 315N, Fairfax, VA, 20170
Main:
(703) 218-6710
Fax:
(703) 273-0057
Financial Planning
Partners in Financial Planning
421 S College Avenue, Salem, VA, 24153
Main:
(540) 444-2930
Fax:
(540) 266-3620
Life Planning for the Aging
Pegasus Financial Group
4211 Pleasant Valley Road, Suite 260, Chantilly, VA, 20151
Main:
(703) 956-6662
Fax:
(703) 956-6334
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
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.
Financial Services | Insurance Services
Northwest Financial Advisors
200 Spring Street, Suite 120, Herndon, VA, 20170
Main:
(703) 810-1072
Toll Free:
(800) 269-2156
Fax:
(703) 810-1079
Pension Counseling
Pension Rights Center
1350 Connecticut Ave NW, Suite 206, Washington, DC, 20036
Main:
(202) 296-3776
Toll Free:
(888) 420-6550