Best Financial Advisors in James City County, VA

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James City County, VA Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Jason M Blanchard, AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 201 Bulifants Blvd Suite D, Williamsburg, VA 23188, USA
Phone (757) 229-8990
Jamestown Financial Group
Location 1321 Jamestown Rd # 203, Williamsburg, VA 23185, USA
Phone (757) 220-9955
Jamestowne Investments, LLC.

5 out of 5

Location 263 McLaws Cir Suite 101, Williamsburg, VA 23185, USA
Phone (757) 941-5150
Cornerstone Wealth
SEC File# 801-112164
CRD# 289971
Location 4804 Courthouse St #4a, Williamsburg, VA 23188, USA
Phone (757) 645-2485
Preston Wall - Raymond James
Location 5425 Discovery Park Blvd, Williamsburg, VA 23188, USA
Phone (757) 941-0524
C&F Wealth Management Office
Location 5208 Monticello Ave Suite 150, Williamsburg, VA 23188, USA
Phone (757) 903-4028
Merrill Lynch Wealth Management Advisor Erik A Chaikin
Location 266 McLaws Cir, Williamsburg, VA 23185, USA
Phone (757) 220-5128
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About James City County, VA

James City County is a county located in the U.S. state of Virginia. It is bordered by the James River to the north, and the York River to the south. The county seat is Williamsburg, and it also includes the historic Jamestown settlement (the first permanent English settlement in North America). Some of the top employers in James City County are Anheuser-Busch InBev, Busch Gardens, Canon USA, Ferguson Enterprises, and Huntington Ingalls Industries. The major highways and streets in the area include Interstate 64, U.S. Route 60, and State Route 199. Some of the neighborhoods in James City County include Jamestown North, Jamestown South, Grove, Stonehouse, and Powhatan Creek.

Where Certified Financial Advisors in James City County, VA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are an important part of the community, and they provide a number of valuable services to their customers. In James City County, VA, there are several banks that offer a variety of products and services to meet the needs of residents. Some banks focus on personal banking, while others offer commercial banking services. No matter what your needs are, there is likely a bank in James City County that can help you meet them. Banks provide a wide range of products and services, including checking and savings accounts, loans, mortgages, and investment advice. They also offer a variety of online and mobile banking options that make it easy for you to access your accounts from anywhere at any time. If you're looking for a bank that can help you manage your finances and grow your wealth, James City County is home to some great options. Take some time to compare the offerings from different banks in the area so you can find one that best meets your needs.

Insurance Broker

James City County, VA residents can benefit from the services of insurance brokers. These professionals can help people find the right insurance policies for their needs, and they can also provide advice on how to make sure that they are getting the best possible rates. In addition, insurance brokers can assist people with filing claims and with understanding their policies.

Retirement Planning

Financial advisors can help James City County, VA residents with retirement planning by helping them to create a budget and plan for their future. Advisors can help residents save money and invest in the right places so they can retire comfortably. Residents should consult with an advisor as soon as possible to get started on their retirement planning.

Wealth Management

James City County, VA is a great place to live, with plenty of opportunity for growth. However, as the county continues to grow, it's important that residents have access to resources that can help them manage their wealth. Wealth management services can provide residents with the guidance they need to make the most of their money and ensure that they're able to save for the future. In addition, wealth management can help residents protect their assets and plan for retirement.

Estate Planning Lawyer

Estate planning lawyers can help James City County, VA residents in a variety of ways. For example, an estate planning lawyer can help you create a will or trust. If you have minor children, an estate planning lawyer can also create a guardianship plan for them. Additionally, an estate planning lawyer can advise you on tax implications related to your estate and help you take steps to minimize those implications. Finally, if you become incapacitated, an estate planning lawyer can assist with the management of your affairs.

Mortgage Loan Officer

Mortgage loan officers in James City County, VA can help residents by providing them with the best mortgage products and services available. By working with a qualified loan officer, residents can get the best rates and terms on their home loans. In addition, mortgage loan officers can help residents understand all of the options available to them, including fixed-rate mortgages, adjustable-rate mortgages, and jumbo loans.

Tax Services

Tax accountants can help James City County, VA residents by filing their taxes and ensuring they receive the correct amount of tax credits and deductions. They can also help residents plan for their future tax liabilities and ensure they are taking advantage of all the tax breaks available to them. Tax accountants can also help businesses in James City County file their taxes and understand their tax liabilities.


FAQs About Personal Financial Advisors in James City County, VA