Best Financial Advisors in Poquoson, VA

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List of Firms

Poquoson, VA Fiduciary Financial Advisors

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Edward Jones - Financial Advisor: Stephanie Bonniville
4 out of 5
Location 400 City Hall Ave Suite C, Poquoson, VA 23662, USA
Phone (757) 868-0909
Directions
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Pathway Financial Planning, Inc.
5 out of 5
Location 780 Pilot House Dr Suite C, Newport News, VA 23606, USA
Phone (757) 595-4588
Directions
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Sears Group Inc
Location 200 City Hall Ave # C, Poquoson, VA 23662, USA
Phone (757) 868-7786
Directions
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Norseman Advisory Group, Inc.
4 out of 5
Location 11818 Rock Landing Dr Ste. 103, Newport News, VA 23606, USA
Phone (757) 223-1559
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Dorsey Jackson
Location 2800 George Washington Memorial Hwy, Yorktown, VA 23693, USA
Phone (757) 952-1190
Directions
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First Command Financial Advisor - Shelby Barnetti
Location 11827 Canon Blvd Suite 100, Newport News, VA 23606, USA
Phone (757) 873-0993
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Lighthouse Financial Group
5 out of 5
Location 2021 Cunningham Dr # 210, Hampton, VA 23666, USA
Phone (757) 595-1415
Directions
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Patrick A Everett - Financial Advisor, Ameriprise Financial Services, LLC
Location 3814 Kecoughtan Rd Ste 100, Hampton, VA 23669, USA
Phone (757) 951-0145
Directions
Financial Advisors in Poquoson, VA

Where Certified Financial Advisors in Poquoson, VA Serve

Poquoson, VA is a quaint coastal city located in the eastern part of the state, known for its rich history, beautiful scenery, and vibrant community. From the stunning views of the Chesapeake Bay to the charming streets lined with historic homes, Poquoson is a true gem of Virginia. One of the most notable landmarks in the city is the Poquoson Museum, which showcases the area's fascinating past. In terms of top employers, Poquoson is home to a diverse range of businesses, including NASA Langley Research Center, Ferguson Enterprises, and Huntington Ingalls Industries. These companies provide a significant number of jobs to the local community and contribute to the city's thriving economy. When it comes to major highways and streets, Poquoson is situated near several important thoroughfares, including Interstate 64, Route 17, and Route 171. These roads connect the city to other parts of Virginia and make it easy to travel throughout the region.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Poquoson, VA may benefit from the assistance of a financial advisor in a variety of ways. For example, a financial advisor can help individuals and families in Poquoson develop a personalized financial plan that takes into account their unique goals and circumstances. Additionally, a financial advisor can provide guidance on investing, retirement planning, and estate planning. Given that Poquoson is a small city located on the Virginia Peninsula, many residents may have ties to the military or work in the local shipbuilding industry. A financial advisor can help these individuals navigate the complexities of military benefits or employer-sponsored retirement plans. Overall, working with a financial advisor can provide residents of Poquoson with peace of mind and a roadmap for achieving their financial goals.

Insurance Broker

Residents of Poquoson, VA can greatly benefit from the services of an insurance broker. One of the most common ways an insurance broker can help is by providing personalized advice and guidance in choosing the right insurance policies for their unique needs. This is especially important for residents of Poquoson, VA, as the area is prone to natural disasters such as hurricanes and flooding. An insurance broker can help residents navigate the complexities of insurance policies, ensuring they have adequate coverage to protect their homes, property, and businesses in the event of a disaster. Additionally, an insurance broker can help residents save money by finding the best rates and discounts on insurance policies, which is especially important in a small town like Poquoson where every penny counts.

Retirement Planning

Residents of Poquoson, VA can benefit greatly from the guidance of a retirement planner. Poquoson is a small, coastal city with a population of just over 12,000 people, and many of its residents may not have access to the same resources and financial planning services as those in larger cities. A retirement planner can help Poquoson residents navigate the complexities of retirement planning, including understanding Social Security benefits, creating a budget, and investing for the future. They can also provide personalized advice based on the unique needs and goals of each individual, helping residents of Poquoson feel more confident and secure in their financial future.

Wealth Management

Residents of Poquoson, VA can benefit greatly from the expertise of a wealth manager. One of the most common ways that a wealth manager can assist residents of Poquoson is by developing a personalized financial plan that takes into account the unique needs and goals of each individual. With its small town feel and proximity to the Chesapeake Bay, Poquoson is a community that values independence and self-sufficiency. A wealth manager can help residents of Poquoson achieve their financial goals, whether that means saving for retirement, planning for college expenses, or investing in a small business. By working closely with a wealth manager, residents of Poquoson can gain greater peace of mind knowing that their financial future is secure.

Mortgage Loan Officer

Residents of Poquoson, VA can benefit greatly from the expertise of a mortgage loan officer. With the city's close proximity to the water, many residents may be interested in purchasing a waterfront property. A mortgage loan officer can help guide them through the process of obtaining a loan and understanding the unique considerations that come with owning a waterfront property. Additionally, Poquoson has a tight-knit community, and a mortgage loan officer can help connect residents with local resources and programs that may assist them in achieving their home ownership goals. Whether it's a first-time home buyer or someone looking to refinance their current mortgage, a mortgage loan officer can provide valuable guidance and support to residents of Poquoson, VA.

Tax Services

Residents of Poquoson, VA can greatly benefit from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to maximize deductions and credits on their tax returns. This is especially important for Poquoson residents since the city has a relatively high median household income compared to the rest of Virginia. A tax advisor can also assist with tax planning strategies, such as retirement planning and estate planning, to help residents minimize their tax liability and maximize their financial goals. Additionally, a tax advisor can provide assistance with any tax-related issues or questions that may arise throughout the year, giving residents peace of mind knowing they have a trusted professional to turn to for guidance.

Estate Planning Lawyer

Residents of Poquoson, VA can benefit greatly from the services of an estate planning lawyer. This is especially true for those who own property in the area, as Poquoson is a small city located on the Virginia Peninsula that is known for its waterfront homes and scenic views. An estate planning lawyer can help residents create a comprehensive plan to ensure that their property and assets are distributed according to their wishes after they pass away. They can also help with drafting wills, trusts, and other legal documents that can protect a person's assets and provide for their loved ones. Additionally, an estate planning lawyer can assist with issues related to probate, guardianship, and other legal matters that may arise during the estate planning process.

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