Best Financial Advisors in Norfolk, VA

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List of Firms

Norfolk, VA Fiduciary Financial Advisors

Justin Steil, CRPS - UBS Financial Services Inc.
Location 440 Monticello Ave 20th Floor, Norfolk, VA 23510, USA
Phone (757) 624-3390
Wells Fargo Advisors
4 out of 5
Location 999 Waterside Dr Suite 1800, Norfolk, VA 23510, USA
Phone (757) 622-8261
Palladium Partners
SEC File# 801-68408
CRD# 145076
5 out of 5
Location #1000, Dominion Tower, 999 Waterside Dr, Norfolk, VA 23510, USA
Phone (757) 305-1500
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
Edward Jones - Financial Advisor: Penny Sanchez
SEC File# 801-3297
CRD# 250
5 out of 5
Location 4500 Pretty Lake Ave Suite 100, Norfolk, VA 23518, USA
Phone (757) 321-1862
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
First Command Financial Advisor - Andrew Chess
Location 101 W Main St Ste 4300, Norfolk, VA 23510, USA
Phone (757) 837-4250
Grand Bay Advisors
Location 520 W 21st St, Norfolk, VA 23517, USA
Phone (757) 222-3377
Atlantic Financial
Location 7501 Granby St, Norfolk, VA 23505, USA
Phone (757) 489-1027
Merrill Lynch Wealth Management Advisor Philip E Campbell
Location 999 Waterside Dr Suite 1100, Norfolk, VA 23510, USA
Phone (757) 446-4076
First Command Financial Advisor - Andrew Zohorsky
Location 101 W Main St Ste 4300, Norfolk, VA 23510, USA
Phone (757) 837-4250
Gregory Smith and Associates - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 520 W 21st St Ste J2, Norfolk, VA 23517, USA
Phone (757) 626-1300
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Heritage Wealth Management Group
SEC File# 801-120938
CRD# 148459
Location 733 Boush St, Norfolk, VA 23510, USA
Phone (757) 321-3725
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
Buckingham Strategic Wealth
SEC File# 801-67640
CRD# 143323
Location 150 W Main St Suite 1860, Norfolk, VA 23510, USA
Phone (757) 533-4150
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
Suzanne Aldridge - UBS Financial Services Inc.
Location 440 Monticello Ave 20th Floor, Norfolk, VA 23510, USA
Phone (757) 624-3395
Merrill Lynch Wealth Management Advisor Carrie A. Vance
Location 999 Waterside Dr Suite 1100, Norfolk, VA 23510, USA
Phone (757) 446-4062
Dominion Capital Partners
SEC File# 801-65845
CRD# 10740
Location 711 W 21st St, Norfolk, VA 23517, USA
Phone (757) 961-0067
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 – 4:00 PM Saturday: Closed Sunday: Closed
Edward Jones
Location Norfolk, VA 23505, USA
Phone (757) 423-2140
Gregg Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 520 W 21st St Ste J2, Norfolk, VA 23517, USA
Phone (757) 626-1300
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
Edward Jones - Financial Advisor: Brett Craun
SEC File# 801-3297
CRD# 250
4 out of 5
Location 5700 Lake Wright Dr Suite 107, Norfolk, VA 23502, USA
Phone (757) 480-2068
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 – 4:00 PM Saturday: Closed Sunday: Closed
Even Keel Wealth Advisors of Raymond James
Location 150 W Main St Ste 1800, Norfolk, VA 23510, USA
Phone (757) 278-5820
First Command
Location 101 W Main St Ste 4300, Norfolk, VA 23510, USA
Phone (757) 837-4250
Dukes Financial LLC
5 out of 5
Location 400 N Center Dr Bldf 3 Suite 212, Norfolk, VA 23502, USA
Phone (757) 233-8404
Suntrust Private Wealth Management
3 out of 5
Location 150 W Main St, Norfolk, VA 23510, USA
Phone (757) 624-5536
Signature Financial Management Inc
SEC File# 801-38826
CRD# 110181
Location 101 W Main St, Norfolk, VA 23510, USA
Phone (757) 625-7670
Wealthway Financial Advisors
SEC File# 801-113051
CRD# 108824
Location 440 Monticello Ave #1620, Norfolk, VA 23510, USA
Phone (757) 456-2200
Eric Fox - UBS Financial Services Inc.
Location 440 Monticello Ave 20th Floor, Norfolk, VA 23510, USA
Phone (757) 624-3364
Resource 1 Inc
Location 101 E Main St # 370, Norfolk, VA 23510, USA
Phone (757) 616-0600
Longboard Wealth Management - UBS Financial Services Inc.
Location 440 Monticello Ave 20th Floor, Norfolk, VA 23510, USA
Phone (757) 624-2618
Merrill Lynch Wealth Management Advisor D. Nathan Johnson
Location 999 Waterside Dr Suite 1100, Norfolk, VA 23510, USA
Phone (757) 446-4064
Charles M. Roberts Jr., CFP® - UBS Financial Services Inc.
Location 440 Monticello Ave 20th Floor, Norfolk, VA 23510, USA
Phone (757) 624-2184
Edward Jones - Financial Advisor: Patrycja Plucinski, AAMS™
SEC File# 801-3297
CRD# 250
Location 400 W Brambleton Ave Suite 102, Norfolk, VA 23510, USA
Phone (757) 622-2892
First Command Financial Advisor - Carl Hess
Location 101 W Main St Ste 4300, Norfolk, VA 23510, USA
Phone (757) 837-4250
Scott Singor, CFA - UBS Financial Services Inc.
Location 440 Monticello Ave 20th Floor, Norfolk, VA 23510, USA
Phone (757) 624-2183
Edward Jones - Financial Advisor: Irene B O'Brien
SEC File# 801-3297
CRD# 250
5 out of 5
Location 325 W 21st St, Norfolk, VA 23517, USA
Phone (757) 533-9540
Edward Jones - Financial Advisor: Rocky Rhoades
Location 4500 Pretty Lake Ave Suite 100, Norfolk, VA 23518, USA
Phone (757) 321-1862
Merrill Lynch Wealth Management Advisor Christopher J Coffing
Location 999 Waterside Dr Suite 1100, Norfolk, VA 23510, USA
Phone (757) 446-4033
Banister & Beck Financial Advisors of Davenport & Co LLC
Location 101 W Main St #4000, Norfolk, VA 23510, USA
Phone (757) 314-3615
Mark DeSalvo - UBS Financial Services Inc.
Location 440 Monticello Ave 20th Floor, Norfolk, VA 23510, USA
Phone (757) 624-2570
Atlantic Wealth Consultants - UBS Financial Services Inc.
Location 440 Monticello Ave 20th Floor, Norfolk, VA 23510, USA
Phone (757) 624-3378
Sterling Financial Group
5 out of 5
Location #1500, Dominion Tower, 999 Waterside Dr, Norfolk, VA 23510, USA
First Command Financial Advisor - Alisha Muroni
Location 101 W Main St Ste 4300, Norfolk, VA 23510, USA
Phone (757) 837-4250
PNC Private Bank
Location 555 E Main St, Norfolk, VA 23510, USA
Phone (757) 625-8770
First Command Financial Advisor - Valeria White
Location 101 W Main St Ste 4300, Norfolk, VA 23510, USA
Phone (757) 837-4250
Merrill Lynch Wealth Management Advisor Charles C Heaton
Location 999 Waterside Dr Suite 1100, Norfolk, VA 23510, USA
Phone (757) 446-4047
Financial Advisors in Norfolk, VA

Where Certified Financial Advisors in Norfolk, VA Serve

Norfolk, VA is a city located in southeastern Virginia. It is home to several landmarks, including the Chrysler Museum of Art, the Norfolk Botanical Garden, and the USS Wisconsin. The city's largest employers are Naval Station Norfolk and Old Dominion University. Major highways and streets in Norfolk include Interstate 64 and Hampton Boulevard. The city's most popular neighborhoods include Ghent, Ocean View, and Berkley.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Norfolk, VA residents have a number of services available to them from local banks. Banks offer a variety of products and services that can be tailored to meet the needs of their customers. Some of the products and services that are commonly offered by banks include checking and savings accounts, loans, mortgages, and credit cards. In addition, banks also offer a number of other products and services such as online banking, bill pay, and mobile banking.

Insurance Broker

Residents of Norfolk, VA have a lot of options when it comes to choosing insurance brokers. There are dozens of companies and agencies that offer their services in the city, each with its own unique set of benefits and drawbacks. Which one is right for you? That's where insurance brokers come in.

Retirement Planning

Norfolk, VA residents can benefit greatly from working with a financial advisor when it comes to retirement planning. A financial advisor can help you assess your current financial situation and develop a plan that will allow you to retire comfortably. They can also provide guidance on how to save for retirement and what investments will be best for you. If you are looking for help in preparing for retirement, a financial advisor is a great resource.

Wealth Management

Wealth management is a process that helps individuals and families manage their finances. This includes creating a budget, investing money, and preparing for retirement. Wealth management can be helpful for Norfolk, VA residents because it can help them save money and make wise financial decisions.

Estate Planning Lawyer

Estate planning lawyers can help Norfolk, VA residents protect their assets and plan for the future. If you are a resident of Norfolk, VA, it is important to have an estate plan in place. An estate plan will help ensure that your assets are distributed according to your wishes after you die. It can also help protect your loved ones from financial hardship if something happens to you.

Mortgage Loan Officer

Mortgage loan officers in Norfolk, VA can help residents by providing them with the best mortgage options available. They can also help residents understand the terms of their mortgages, and work with them to get the best possible rates. In addition, mortgage loan officers can help residents find the right type of mortgage for their needs, and advise them on what to do if they encounter financial difficulties.

Tax Services

Residents of Norfolk, VA can benefit from the services of tax accountants. These professionals can help residents prepare their taxes and file them on time. In addition, tax accountants can help residents save money on their taxes by claiming all the deductions and credits to which they are entitled.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Norfolk, VA