Best Financial Advisors in Botetourt County, VA

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List of Firms

Botetourt County, VA Fiduciary Financial Advisors

SEC File# 801-13057
CRD# 1588
4 out of 5
Location 10 Franklin Rd SE Suite 450, Roanoke, VA 24011, USA
Phone (540) 345-1909
Time Monday: 8:45 AM – 5:00 PM Tuesday: 8:45 AM – 5:00 PM Wednesday: 8:45 AM – 5:00 PM Thursday: 8:45 AM – 5:00 PM Friday: 8:45 AM – 4:15 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-113914
CRD# 150248
Location 2008 Stephenson Ave SW, Roanoke, VA 24014, USA
Phone (540) 204-9310
Directions
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Morgan Stanley Financial Advisors
5 out of 5
Location 10 S Jefferson St Suite 1700, Roanoke, VA 24011, USA
Phone (540) 345-1555
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Edward Jones - Financial Advisor: George F Lester, AAMS™
SEC File# 801-3297
CRD# 250
Location 103 E Lee Ave, Vinton, VA 24179, USA
Phone (540) 342-2287
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
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Edward Jones - Financial Advisor: Josh Werle, AAMS®
SEC File# 801-3297
CRD# 250
Location 5 W Back St Suite 102, Fincastle, VA 24090, USA
Phone (540) 473-3640
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
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Edward Jones - Financial Advisor: Matthew Bowman
SEC File# 801-3297
CRD# 250
5 out of 5
Location 41 Summers Way Suite 102, Roanoke, VA 24019, USA
Phone (540) 966-3195
Directions
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Integrity Financial Planning, Inc.
5 out of 5
Location 1315 2nd St SW #102, Roanoke, VA 24016, USA
Phone (540) 266-3100
Directions
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Edward Jones - Financial Advisor: Libby Hammond
SEC File# 801-3297
CRD# 250
5 out of 5
Location 3621 Blue Hills Village Dr N E, Roanoke, VA 24012, USA
Phone (540) 344-3707
Directions
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Edward Jones - Financial Advisor: Mike Pendleton, CFP®|ChFC®|CLU®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 7746 Williamson Rd, Roanoke, VA 24019, USA
Phone (540) 366-5539
Directions
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Merrill Lynch Wealth Management Advisor Steven Craighead
Location 110 Franklin Rd SE, Roanoke, VA 24011, USA
Phone (540) 985-5463
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Merrill Lynch Wealth Management Advisor Edward Marion Smith
4 out of 5
Location 110 Franklin Rd SE, Roanoke, VA 24011, USA
Phone (540) 985-5403
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Botetourt Financial Services Advrs
Location 5462 Lee Hwy, Troutville, VA 24175, USA
Phone (540) 591-5060
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Edward Jones - Financial Advisor: Carl M Grove, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2115 Crystal Spring Ave SW, Roanoke, VA 24014, USA
Phone (540) 344-9211
Directions
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WealthGuard Financial Services
Location 224 W Virginia Ave, Vinton, VA 24179, USA
Phone (540) 400-6133
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Mc Lawhorn Financial Advisors
Location 312 S Jefferson St, Roanoke, VA 24011, USA
Phone (540) 777-4954
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Allen Barkett Capital
Location 10 W Main St, Fincastle, VA 24090, USA
Phone (540) 473-2746
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Financial Academy
Location 5238 Valleypointe Pkwy # 2, Roanoke, VA 24019, USA
Phone (540) 206-3602
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John White - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 51 Coaling Rd, Troutville, VA 24175, USA
Phone (540) 966-0500
Directions
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Equitable Advisors Roanoke Virginia
Location 418 1st St SW, Roanoke, VA 24011, USA
Phone (540) 342-7890
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Edward Jones - Financial Advisor: Craig C Brigman, CEPA®|AAMS®|CRPC®
SEC File# 801-3297
CRD# 250
Location 41 Summers Way Suite 102, Roanoke, VA 24019, USA
Phone (540) 966-3195
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
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AXA Advisors
Location 418 1st St SW, Roanoke, VA 24011, USA
Phone (540) 342-7890
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Navigon Financial Group
Location 24 Church Ave SE #203, Roanoke, VA 24011, USA
Phone (540) 266-7545
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Coastal Wealth Advisory Services, LLC
SEC File# 801-56328
CRD# 29087
4 out of 5
Location 103 Kirk Ave SE, Roanoke, VA 24011, USA
Phone (540) 384-0422
Directions
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Edward Jones - Financial Advisor: Chris Yeakel
SEC File# 801-3297
CRD# 250
Location 3621 Blue Hills Village Drive Suite E, Roanoke, VA 24012, USA
Phone (540) 344-3707
Directions
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Vip Planners Inc
Location 1502 Franklin Rd SW # 1, Roanoke, VA 24016, USA
Phone (540) 342-1895
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Huetter Investments LP
Location 1634 Seibel Dr NE, Roanoke, VA 24012, USA
Phone (540) 344-2253
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Valley Investments Management
Location 1645 Roanoke Rd, Daleville, VA 24083, USA
Phone (540) 992-6007
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Carilion Patient Financial Services
3 out of 5
Location 1502 Williamson Rd NE Ste 200, Roanoke, VA 24012, USA
Phone (540) 344-9037
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American Financial Planning, Inc.
5 out of 5
Location 541 Luck Ave SW Suite 304, Roanoke, VA 24016, USA
Phone (540) 904-1670
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UBS Financial Services Inc.
Location 10 S Jefferson St Suite 1050, Roanoke, VA 24011, USA
Phone (540) 855-3367
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Axa Advisors,
5 out of 5
Location 114 Mountain Ave SW, Roanoke, VA 24016, USA
Phone (540) 342-7890
Language http://axa.com/
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Smith & Associates - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1320 Roanoke Rd, Daleville, VA 24083, USA
Phone (540) 992-4955
Directions
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Merrill Lynch Wealth Management Advisor Brandon Michael LaCroix
Location 110 Franklin Rd SE, Roanoke, VA 24011, USA
Phone (540) 985-5414
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Merrill Lynch Wealth Management Advisor Charles Kepley
Location 110 Franklin Rd SE, Roanoke, VA 24011, USA
Phone (540) 985-5435
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Preeminent Advisors
Location 5324 Williamson Rd, Roanoke, VA 24012, USA
Phone (540) 589-9126
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 1591 Roanoke Rd # 1, Daleville, VA 24083, USA
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Woodberry Financial Services
Location 1599 Roanoke Rd, Daleville, VA 24083, USA
Phone (540) 992-3234
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Christine Smith - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1320 Roanoke Rd, Daleville, VA 24083, USA
Phone (540) 992-4955
Directions
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Edward Jones - Financial Advisor: Michelle Atkins Yost, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2203 Orange Ave NE Unit B, Roanoke, VA 24012, USA
Phone (540) 982-3544
Directions
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Douglas Bleecker - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 51 Coaling Rd, Troutville, VA 24175, USA
Phone (540) 966-0500
Directions
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IFA Wealth
SEC File# 801-62331
CRD# 120894
5 out of 5
Location 2709 Brambleton Ave SW, Roanoke, VA 24015, USA
Phone (540) 776-3343
Directions
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360 Wealth Consulting
5 out of 5
Location 1335 Peters Creek Rd, Roanoke, VA 24017, USA
Phone (540) 562-0123
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Kaapa Investments Inc
Location 400 Quail Ridge Dr, Fincastle, VA 24090, USA
Phone (540) 473-3730
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Lee F Brooks - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 1017 2nd St SW, Roanoke, VA 24016, USA
Phone (540) 981-0657
Directions
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Ayers Financial Services
SEC File# 801-69919
CRD# 23224
5 out of 5
Location 5185 Peters Creek Rd, Roanoke, VA 24019, USA
Phone (540) 563-9144
Directions
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Harmon & Proutey Financial Group
5 out of 5
Location 3433 Brambleton Ave Ste.205-B, Cave Spring, VA 24018, USA
Phone (540) 777-1257
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Pressy Williams: Primerica - Financial Services
Location 7734 Williamson Rd, Roanoke, VA 24019, USA
Phone (540) 366-0711
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C Geiger Consulting
Location PO Box 649, Fincastle, VA 24090, USA
Phone (540) 473-2034
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Merrill Lynch Wealth Management Advisor Lisa Downing Angle
5 out of 5
Location 110 Franklin Rd SE, Roanoke, VA 24011, USA
Phone (540) 985-5425
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Max Holland - Thrivent
Location 248 Stevens Rd, Troutville, VA 24175, USA
Phone (540) 966-3159
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Bradley Blum - RBC Wealth Management Financial Advisor
Location 110 Franklin Rd SE Suite 400, Roanoke, VA 24011, USA
Phone (540) 404-6603
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The Conner Group
5 out of 5
Location 131 E Lee Ave, Vinton, VA 24179, USA
Phone (540) 767-6669
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Edward Jones - Financial Advisor: Doug Harrison, CFP®|AAMS®
SEC File# 801-3297
CRD# 250
3 out of 5
Location 5440 Peters Creek Rd Ste 102, Roanoke, VA 24019, USA
Phone (540) 265-8629
Directions
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Financial Consulting for Your Goals
SEC File# 801-80003
CRD# 171898
Location 5240 Valleypark Dr, Roanoke, VA 24019, USA
Phone (540) 400-7611
Directions
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John Park - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1017 2nd St SW, Roanoke, VA 24016, USA
Phone (540) 981-0657
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Spencer Financial
Location 136 Claybrook Ct, Blue Ridge, VA 24064, USA
Phone (540) 819-4086
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Edward Jones - Financial Advisor: Michael W Wade, CFP®
SEC File# 801-3297
CRD# 250
Location 1591 Roanoke Rd Suite A, Daleville, VA 24083, USA
Phone (540) 992-3256
Directions
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Meridian Wealth Management - UBS Financial Services Inc.
Location 10 S Jefferson St Suite 1050, Roanoke, VA 24011, USA
Phone (540) 855-3344
Directions
Financial Advisors in Botetourt County, VA

Where Certified Financial Advisors in Botetourt County, VA Serve

Nestled in the heart of Virginia, Botetourt County boasts a plethora of landmarks that are sure to captivate even the most seasoned traveler. From the historic Fincastle Courthouse, which dates back to 1770, to the breathtaking Blue Ridge Mountains, there is no shortage of natural and man-made wonders to behold. As for top employers, the county is home to a diverse array of businesses, including global manufacturing powerhouse, Orvis, and leading healthcare provider, Carilion Clinic. These companies, along with many others, provide ample job opportunities for residents and visitors alike. When it comes to major highways and streets, Botetourt County is conveniently situated near several major thoroughfares, including I-81 and US-220. These roads make it easy to travel to nearby cities like Roanoke and Lynchburg, as well as other popular destinations throughout the state. Finally, neighborhoods in Botetourt County offer a unique blend of rural charm and modern convenience.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Botetourt County, VA can greatly benefit from the services of a financial advisor. With a median household income of $72,000, many families in the area may be looking to invest and grow their wealth. A financial advisor can provide guidance on investment strategies and help individuals make informed decisions to reach their financial goals. Additionally, with a large number of retirees in Botetourt County, a financial advisor can assist with retirement planning and ensure that individuals have a solid financial plan in place for their golden years. Overall, a financial advisor can provide valuable insight and expertise to help residents of Botetourt County, VA make sound financial decisions and secure their financial futures.

Insurance Broker

Residents of Botetourt County, VA can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help residents of Botetourt County is by providing them with personalized insurance solutions that cater to their individual needs. Botetourt County is known for its beautiful natural scenery and outdoor recreational activities, which can expose residents to unique risks that require specialized insurance coverage. An insurance broker can help residents of Botetourt County navigate the complex world of insurance and find policies that provide comprehensive coverage for their homes, businesses, vehicles, and other assets. With the help of an insurance broker, residents of Botetourt County can have peace of mind knowing that they are adequately protected against any unforeseen events that may occur.

Retirement Planning

Residents of Botetourt County, VA could benefit greatly from the services of a retirement planner. With a population of around 33,000, this rural county is home to many retirees who may be looking to maximize their retirement savings and ensure a comfortable future. A retirement planner can help residents of Botetourt County create a personalized plan that takes into account their unique financial situation, including any pensions, social security benefits, and other sources of income. They can also help residents navigate the complex world of investments, ensuring that they are making smart choices that will help them achieve their financial goals. With the help of a retirement planner, residents of Botetourt County can feel confident that they are on the right track to a secure and fulfilling retirement.

Wealth Management

Residents of Botetourt County, VA could benefit from the services of a wealth manager in a variety of ways. One common way is by receiving guidance on retirement planning and investment strategies. With its beautiful scenery and small-town charm, Botetourt County is a popular destination for retirees. A wealth manager can help residents navigate the complexities of retirement planning, such as determining how much they need to save, when to start taking Social Security, and how to manage their investments to ensure a steady stream of income in retirement. Additionally, a wealth manager can provide advice on estate planning and tax strategies, helping residents protect their assets and minimize their tax burden. With the help of a skilled wealth manager, residents of Botetourt County can feel more confident about their financial future and enjoy the peace of mind that comes with having a solid financial plan in place.

Mortgage Loan Officer

Residents of Botetourt County, VA can benefit greatly from the assistance of a mortgage loan officer. A mortgage loan officer can help residents of Botetourt County, VA navigate the complex process of securing a mortgage for a new home. They can also help residents refinance their current mortgage to take advantage of lower interest rates and potentially save money on their monthly payments. Additionally, a mortgage loan officer can provide guidance on the unique real estate market in Botetourt County, VA, which features a mix of rural and suburban areas. With their expertise, a mortgage loan officer can help residents of Botetourt County, VA find the best mortgage options to fit their specific needs and financial situation.

Tax Services

Residents of Botetourt County, VA can benefit greatly from the expertise of a tax advisor. With the county's robust economy and diverse population, a tax advisor can provide valuable guidance on tax planning, preparation, and filing. For example, many residents in Botetourt County work in the manufacturing industry, which can come with unique tax implications. A tax advisor can help these individuals navigate tax credits and deductions related to their industry and ensure they are maximizing their tax savings. Additionally, the county's growing number of retirees can benefit from a tax advisor's knowledge of retirement income and tax planning strategies. Overall, a tax advisor can provide personalized advice to help residents of Botetourt County, VA make informed decisions and optimize their tax situation.

Estate Planning Lawyer

Residents of Botetourt County, VA can benefit greatly from the services of an estate planning lawyer. Whether it's creating a will, setting up a trust, or establishing a power of attorney, an estate planning lawyer can help ensure that a person's assets are protected and distributed according to their wishes. In Botetourt County, where many families have deep roots and strong ties to the community, an estate planning lawyer can also provide guidance on how to pass down family heirlooms and property to future generations. Additionally, with the county's growing population of retirees, an estate planning lawyer can assist with planning for long-term care and healthcare needs. Overall, an estate planning lawyer can provide peace of mind and security for residents of Botetourt County, ensuring that their legacy is preserved and their loved ones are taken care of.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Botetourt County, VA