Best Financial Advisors in Albemarle County, VA

We did the hard work of finding trustworthy partners in Albemarle County, VA. Fill out the form to get connected.

Connect With a Financial Planner

As Seen In

List of Firms

Albemarle County, VA Fiduciary Financial Advisors

Guard Hill Advisors, LLC
Location 1530 London Rd, Charlottesville, VA 22901, USA
Phone (434) 328-8489
Glenn Catalano - Financial Advisor, Ameriprise Financial Services, LLC
Location 620 Woodbrook Dr Ste 4A, Charlottesville, VA 22901, USA
Phone (434) 973-3457
Matthew Meade - TIAA Financial Consultant
Location 650 Peter Jefferson Pkwy #250, Charlottesville, VA 22911, USA
Phone (434) 964-2645
David Barrett-Johnson - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 908 E Jefferson St Ste 201, Charlottesville, VA 22902, USA
Phone (434) 296-6611
Time Monday: 8:30 AM – 5:30 PM Tuesday: 8:30 AM – 5:30 PM Wednesday: 8:30 AM – 5:30 PM Thursday: 8:30 AM – 5:30 PM Friday: 8:30 AM – 5:30 PM Saturday: Closed Sunday: Closed
MaryAnna Gilmer - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 675 Peter Jefferson Pkwy STE 220, Charlottesville, VA 22911, USA
Phone (434) 995-5752
Laura Pittman - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 941 Glenwood Station Ln STE 203, Charlottesville, VA 22901, USA
Phone (434) 220-4671
Edward Jones - Financial Advisor: Gail South, AAMS¿
SEC File# 801-3297
CRD# 250
Location 202 E High St, Charlottesville, VA 22902, USA
Phone (434) 977-0753
Antoinette Lucas - TIAA Wealth Management Advisor
Location 650 Peter Jefferson Pkwy Suite 250, Charlottesville, VA 22911, USA
Phone (866) 842-2044
Steven J Engel - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 675 Peter Jefferson Pkwy STE 220, Charlottesville, VA 22911, USA
Phone (434) 995-5752
Merrill Lynch Wealth Management Advisor Jennifer R. Patterson
Location 650 Peter Jefferson Pkwy STE 350, Charlottesville, VA 22911, USA
Phone (434) 984-4771
Edward Jones - Financial Advisor: Chris Abbott, CFP®|AAMS¿
SEC File# 801-3297
CRD# 250

5 out of 5

Location 2020 Bond St Suite 140, Charlottesville, VA 22901, USA
Phone (434) 977-6802
Lincoln Financial Advisors

5 out of 5

Location 124 Sundrops Ct, Charlottesville, VA 22902, USA
Phone (434) 244-4540
Michael Hancock - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 941 Glenwood Station Ln STE 203, Charlottesville, VA 22901, USA
Phone (434) 220-4671
Arrowroot Family Office
SEC File# 801-121878
CRD# 168744
Location 2 Boars Head Lane Ste 110, Charlottesville, VA 22903, USA
ArkWise Wealth - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 908 E Jefferson St Ste 201, Charlottesville, VA 22902, USA
Phone (434) 296-6611
A N Culbertson & Co Inc
SEC File# 801-43581
CRD# 108341
Location 1 Boars Head Pl, Charlottesville, VA 22903, USA
Phone (434) 972-7766
Paige Ryan - Financial Advisor, Ameriprise Financial Services, LLC
Location 941 Glenwood Station Ln STE 203, Charlottesville, VA 22901, USA
Phone (434) 220-4671
Edward Jones - Financial Advisor: Joan M Carlson

5 out of 5

Location 1010 Ednam Center Suite 102, Charlottesville, VA 22903, USA
Phone (434) 984-0345
Emergent Financial Services, LLC.
SEC File# 801-114160
CRD# 288434
Location 310 Old Ivy Rd #302, Charlottesville, VA 22903, USA
Phone (434) 260-1690
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Image of Albemarle County, VA

About Albemarle County, VA

Albemarle County is located in central Virginia and is adjacent to Charlottesville. Some of the county's landmarks include the University of Virginia, Thomas Jefferson's Monticello estate, and the Appalachian Trail. The top employers in the county are the University of Virginia, the U.S. Department of Defense, and the State of Virginia. Major highways and streets in the county include Interstate 64 and U.S. Route 29. The neighborhoods in Albemarle County include Belmont, Forest Lakes, Ivy, and Martha Jefferson.

Where Certified Financial Advisors in Albemarle County, VA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are an important part of any community. Not only do they provide a necessary service, but they also play a role in the economic development of a region. In Albemarle County, VA, there are several banks that offer a variety of services to residents.One such bank is BB&T. This bank offers a full range of banking products and services, including checking and savings accounts, loans, credit cards, and investment products. BB&T also provides wealth management and insurance services. Another local bank is Union Bank & Trust Company. This bank offers personal and business banking products and services, as well as trust and investment management services. The list goes on with other local banks such as Carter Bank & Trust, which offers consumer banking products and services such as checking and savings accounts, mortgages, car loans, and debit cards; TowneBank; First Bank; Second Bank; National Bank of Commerce (NBC). Each of these banks offer different types of products and services that may be appealing to different people in the community. So it's important for residents to shop around to find the best fit for their needs.

Insurance Broker

Most people in Albemarle County, VA buy their car insurance from the same company for years. This is a mistake. Insurance brokers can help residents save money on their car insurance by shopping around for them. Brokers have access to many different insurance companies, and they can find the best rates for each person. They also know which companies offer the best coverage for the least amount of money. Residents of Albemarle County should call an insurance broker today and see how much they can save on their car insurance premiums.

Retirement Planning

Financial advisors can help Albemarle County, VA residents with retirement planning in a number of ways. By creating a retirement plan and sticking to it, residents can ensure that they have enough money saved up to cover their expenses during retirement. Financial advisors can also help residents make smart investments that will provide income during retirement. In addition, financial advisors can advise residents on how to reduce their taxes in retirement and how to best use their Social Security benefits.

Wealth Management

Residents of Albemarle County, VA can benefit from wealth management services in order to make the most of their money. Wealth management is a process that involves creating and implementing a plan for managing your financial resources. This includes everything from savings and investments to taxes and estate planning. A wealth manager will help you make the most of your money by developing a plan that fits your unique needs and goals.

Estate Planning Lawyer

Estate planning lawyers in Albemarle County, VA can help residents create wills and trusts that will protect their families and assets. Wills and trusts are important legal documents that can help ensure your loved ones are taken care of after you die. They can also help you avoid probate, which can be a lengthy and expensive process.

Mortgage Loan Officer

Mortgage loan officers can help Albemarle County, VA residents in a number of ways. One way is by helping them to find the best mortgage rates and products available. Loan officers can also assist homeowners in understanding their mortgage options, and they can provide information about the home buying process. In addition, mortgage loan officers can help homeowners to understand their credit scores and how they impact their ability to obtain a mortgage. Finally, loan officers can advise homeowners on steps they can take to improve their credit scores.

Tax Services

Tax accountants can help Albemarle County, VA residents by preparing their tax returns. They can also help them save money by claiming all the deductions and credits they are entitled to. Tax accountants can also help businesses in Albemarle County, VA file their taxes and get the most out of their deductions.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Albemarle County, VA