Best Financial Advisors in Fluvanna County, VA

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List of Firms

Fluvanna County, VA Fiduciary Financial Advisors

Matthew Meade - TIAA Financial Consultant
Location 650 Peter Jefferson Pkwy #250, Charlottesville, VA 22911, USA
Phone (434) 964-2645
Global View Capital Advisors
Location 802 Rivanna Woods Dr, Fork Union, VA 23055, USA
Phone (804) 323-3032
Edward Jones - Financial Advisor: James S Clark, AAMS™
Location 1430 Rolkin Ct Suite 5-102, Charlottesville, VA 22911, USA
Phone (434) 295-1271
Origin Wealth - Ameriprise Financial Services, LLC
Location 675 Peter Jefferson Pkwy STE 220, Charlottesville, VA 22911, USA
Phone (434) 995-5752
LPL Financial

1 out of 5

Location 1180 Lafayette Ln, Charlottesville, VA 22902, USA
Phone (434) 296-8871
TIAA Financial Services

5 out of 5

Location 650 Peter Jefferson Pkwy Suite 250, Charlottesville, VA 22911, USA
Phone (866) 842-2044
Edward Jones - Financial Advisor: Donald Giannangeli, AAMS™

5 out of 5

Location 1622 Timberwood Blvd Ste 111, Charlottesville, VA 22911, USA
Phone (434) 956-4351
First Command Financial Advisor - Jay Dymek
Location 108 5th St SE Ste 204, Charlottesville, VA 22902, USA
Phone (434) 529-6219
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
Julianne Allen - Thrivent
Location 1027 Towne Ln, Charlottesville, VA 22901, USA
Phone (434) 443-5625
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About Fluvanna County, VA

Fluvanna County is a county located in the U.S. state of Virginia. As of the 2010 census, the population was 33,089. The county seat is Palmyra. Fluvanna County is bordered by Albemarle County to the north, Buckingham County to the east, Cumberland County to the south, and Nelson County to the west. According to the U.S. Census Bureau, the county has a total area of 620 square miles (1,600 km2), of which 619 square miles (1,599 km2) are land and 1.0 square miles (2.6 km2) (0.2%) are water. The James River forms the western boundary of Fluvanna County, with Palmyra lying on its banks. The Rivanna River flows northward through the center of the county, emptying into the James River near Columbia. Major highways in Fluvanna County include US 29 and US 501. Some neighborhoods in Fluvanna County include Lake Monticello, Keswick Estates, and Zion Crossroads. Top employers in Fluvanna County include Liberty University and Walmart.

Where Certified Financial Advisors in Fluvanna County, VA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks provide a wide range of services to their customers, and Fluvanna County, VA residents are no exception. Banks can offer checking and savings accounts, home loans, car loans, and credit cards. They can also provide investment advice and retirement planning services. In addition, banks can offer online banking services that allow customers to access their account information from anywhere in the world. Banks are an important part of the community and play a vital role in the local economy.

Insurance Broker

Residents of Fluvanna County, VA can benefit from the services of insurance brokers.Insurance brokers can help residents find the best rates and coverage for their needs. They can also help residents file claims and navigate the complex world of insurance.Residents of Fluvanna County, VA should consider using the services of an insurance broker to get the best rates and coverage for their needs.

Retirement Planning

Fluvanna County, VA residents may not be aware of the many services that financial advisors can provide. Financial advisors can help Fluvanna County, VA residents with retirement planning, estate planning, and more. By working with a financial advisor, Fluvanna County, VA residents can rest assured that their finances are in good hands.

Wealth Management

Living in Fluvanna County, VA can be a great experience, but it also comes with its own set of challenges. One of the most important things residents can do is to make sure they have a good wealth management plan in place. Wealth management can help residents protect their assets and grow their wealth over time.

Estate Planning Lawyer

Estate planning lawyers in Fluvanna County, VA can help residents protect their assets and plan for the future. While everyone should have an estate plan in place, many people do not. This is often because they do not know where to start or what they need to include in their plan. An estate planning lawyer can help by walking you through the process and explaining everything you need to know. They can also help you create a plan that fits your specific needs and goals.

Mortgage Loan Officer

Mortgage loan officers can help Fluvanna County, VA residents by providing them with the best mortgage rates and products available. By shopping around for a mortgage, residents can save money on their home purchase. Additionally, mortgage loan officers can help residents understand the mortgage process and find the right product for their needs.

Tax Services

Tax accountants can help residents of Fluvanna County, VA by preparing their tax returns and helping them to understand their tax obligations. They can also advise residents on how to take advantage of tax breaks and deductions available to them. By working with a tax accountant, residents can be sure that their taxes are filed correctly and that they are taking advantage of all the tax breaks available to them.

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FAQs About Personal Financial Advisors in Fluvanna County, VA