Best Financial Advisors in Middleburg, VA

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Middleburg, VA Fiduciary Financial Advisors

Quest Global Management

3 out of 5

Location 4 W Marshall St, Middleburg, VA 20117, USA
Phone (540) 687-5958
Globalstrat LLC
Location 9 N Liberty St, Middleburg, VA 20117, USA
Phone (540) 687-3960
Capital Advisors Corporation
Location 36756 Snickersville Turnpike, Philomont, VA 20131, USA
Phone (703) 850-4050
Fairfax Global Markets, LLC

5 out of 5

Location 2 W Washington St, Middleburg, VA 20117, USA
Phone (800) 416-2053
Edward Jones - Financial Advisor: Mark J Brooke, CFP®
SEC File# 801-3297
CRD# 250
Location 192 N 21st St Suite 200, Purcellville, VA 20132, USA
Phone (540) 338-4380
Middleburg Capital Development LLC
Location 7 S Liberty St, Middleburg, VA 20117, USA
Phone (540) 687-7134
Washington Wealth Management
SEC File# 801-71936
CRD# 155193
Location 4 N Madison St, Middleburg, VA 20117, USA
Phone (800) 214-8341
Middleburg Investment Group
Location 1901 N Beauregard St # 300, Alexandria, VA 22311, USA
Phone (703) 931-1366
YHB | CPAs & Consultants

1 out of 5

Location 6 N Pendleton St, Middleburg, VA 20118, USA
Phone (540) 687-6381
Clay Rebecca R

4 out of 5

Location 109 The Plains Rd, Middleburg, VA 20117, USA
Phone (540) 687-3395
Ridge Capital Partners, LLC
Location 9, N Liberty St, Middleburg, VA 20117, USA
Phone (540) 687-8161
Edward Jones - Financial Advisor: Chuck Nagelvoort, AAMS¿|CRPC®
SEC File# 801-3297
CRD# 250
Location 21 Lee St, Front Royal, VA 22630, USA
Phone (540) 635-6830
Edward Jones - Financial Advisor: Chad D McMichael, CFP®|AAMS¿
SEC File# 801-3297
CRD# 250

5 out of 5

Location 24805 Pinebrook Rd Suite 210, South Riding, VA 20152, USA
Phone (571) 367-2026
O'Donnell & Co., LLC
Location 107 W Federal St #11, Middleburg, VA 20117, USA
Phone (540) 687-8290
Wells Fargo Advisors
Location 104 Church St SE, Leesburg, VA 20175, USA
Phone (703) 777-3803
LII Wealth Management LLC
Location 5 Wirt St SW Suite 100, Leesburg, VA 20175, USA
Phone (571) 685-8259
Bill Stern | Homebridge | Branch Manager, Mortgage Loan Originator
Location 210 E Federal St Suite 200-A, Middleburg, VA 20117, USA
Phone (540) 222-0164
Access National Bank

2 out of 5

Location 111 W Washington St, Middleburg, VA 20117, USA
Phone (540) 227-3135
Tony Dietrich
SEC File# 801-108114
CRD# 277085

5 out of 5

Location 7350 Heritage Village Plaza suite 102, Gainesville, VA 20155, USA
Phone (703) 330-2404
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About Middleburg, VA

Middleburg, VA is a small town located in the foothills of the Blue Ridge Mountains. It is known for its equestrian culture and many horse farms. The town has a population of about 1,600 and is located about 50 miles west of Washington, D.C. Some of the town's landmarks include the Middleburg National Bank, which is the oldest bank in Virginia, and the Red Fox Inn, which is one of the oldest inns in the country. The town's top employers include Warrenton Training Center, Middleburg Veterinary Clinic, and Greenhill School. Major highways and streets in Middleburg include Route 508 and Route 662. The town's neighborhoods include Burgundy Farm, Fox Chase, and The Plains.

Where Certified Financial Advisors in Middleburg, VA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks in Middleburg, VA offer a variety of services to their customers. Some banks have ATMs where you can withdraw cash or deposit checks without having to go into the bank itself. Others offer online banking, which allows you to check your account balance, make transfers, and pay bills online. Many banks also have branches in other parts of the country, so if you travel you can still access your accounts. And some banks offer credit cards, mortgages, and other types of loans.

Insurance Broker

Middleburg, VA residents can get help with their insurance needs from local insurance brokers. These professionals can work with you to find the right policies for your needs and budget. They can also help you to understand the coverage that you have, and to make sure that you are fully protected. In addition, insurance brokers can often save you money on your premiums by negotiating better rates with insurers.

Retirement Planning

Middleburg, VA residents have a number of options when it comes to retirement planning. They can choose to manage their own investments, work with a financial advisor, or participate in a retirement plan through their employer. Each option has its own set of pros and cons, and the best choice for each individual will vary depending on their unique situation.Financial advisors can be an important resource for Middleburg residents when it comes to retirement planning. Advisors can help people to assess their current financial situation and develop a plan that will allow them to retire comfortably. Advisors can also help people to stay on track with their retirement savings goals, and may offer tips on how to reduce expenses in order to save more money for retirement.

Wealth Management

Middleburg, VA is a beautiful town that is home to many families and businesses. However, like most towns, it has its share of financial challenges. Wealth management can help Middleburg residents overcome these challenges and protect their hard-earned money.

Estate Planning Lawyer

Estate planning lawyers help Middleburg, VA residents create a plan for what will happen to their property after they die. This can include setting up trusts, designating beneficiaries, and more. Estate planning is important for everyone, regardless of your age or wealth. No one knows when their time will come, and it's best to be prepared. An estate planning lawyer can help you create a plan that fits your unique needs and situation. If you live in the Middleburg area and are interested in estate planning, please contact us today for a consultation. We would be happy to answer any questions you have and help you get started on creating a plan that's right for you.

Mortgage Loan Officer

Mortgage loan officers in Middleburg, VA can help residents secure home loans and mortgages. They are knowledgeable about the different types of mortgages available, and they can help you find the best mortgage for your needs. Mortgage loan officers can also help you with other aspects of buying a home, such as finding a real estate agent and getting pre-approved for a mortgage. If you're looking to buy a home in Middleburg, VA, be sure to consult with a mortgage loan officer.

Tax Services

Middleburg, VA residents can greatly benefit from the help of tax accountants. Tax accountants are experts in helping people file their taxes correctly and on time. They can also help taxpayers find deductions and credits to reduce their tax liability. In addition, tax accountants can help taxpayers plan for their future tax obligations. For these reasons, it is important for Middleburg, VA residents to have a good relationship with a qualified tax accountant.


FAQs About Personal Financial Advisors in Middleburg, VA