Best Financial Advisors in Roanoke County, VA

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List of Firms

Roanoke County, VA Fiduciary Financial Advisors

IFA Wealth
SEC File# 801-62331
CRD# 120894

5 out of 5

Location 2709 Brambleton Ave SW, Roanoke, VA 24015, USA
Phone (540) 776-3343
FocusOne Integrated Financial Planning

5 out of 5

Location 2630 Electric Rd, Roanoke, VA 24018, USA
Phone (540) 767-4824
Ayers Financial Services
SEC File# 801-69919
CRD# 23224

5 out of 5

Location 5185 Peters Creek Rd, Roanoke, VA 24019, USA
Phone (540) 563-9144
Bass Financial Management
Location 2404 Electric Rd Suite B, Roanoke, VA 24018, USA
Phone (540) 491-2041
Edward Jones - Financial Advisor: Thomas Bryant
SEC File# 801-3297
CRD# 250

5 out of 5

Location 2754 B, Electric Rd, Roanoke, VA 24018, USA
Phone (540) 774-8479
Edward Jones - Financial Advisor: Carl M Grove, AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 2115 Crystal Spring Ave SW, Roanoke, VA 24014, USA
Phone (540) 344-9211
Edward Jones - Financial Advisor: George F Lester, AAMS™
SEC File# 801-3297
CRD# 250
Location 2203 Orange Ave NE Unit B, Roanoke, VA 24012, USA
Phone (540) 342-2287
Martin Wealth Solutions

5 out of 5

Location 3130 Chaparral Dr STE 103 BUILDING B, Roanoke, VA 24018, USA
Phone (877) 636-0317
Ezra Amiss - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2965 Colonnade Dr Ste 320, Roanoke, VA 24018, USA
Phone (540) 777-5757
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About Roanoke County, VA

Roanoke County is located in the Blue Ridge Mountains of Virginia. It is bisected by I-81, which runs north-south, and US 220, which runs east-west. The county has several landmarks, including the Mill Mountain Star and the Roanoke Valley Greenway. Major employers in the county include Carilion Clinic, Walmart, and Lowe's. Some of the county's neighborhoods are Williamson Road, Hollins, and Bent Mountain.

Where Certified Financial Advisors in Roanoke County, VA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are a necessary part of our economy, and they offer a variety of services to their customers. In Roanoke County, VA, there are several banks that provide a variety of services to their customers. The most common service that banks provide is checking and savings accounts. This allows people to have a place to store their money and access it when they need it. Banks also offer loans for cars, homes, and businesses, as well as credit cards. All of these services can be helpful for people in Roanoke County. The banks in the area offer competitive rates and many different options so that people can find the best deal for them.

Insurance Broker

If you live in Roanoke County, VA and are looking for insurance, you may want to consider working with a local insurance broker. Brokers can help residents find the best rates on car insurance, homeowners insurance, and health insurance. They can also help people file claims and get the money they deserve after an accident or natural disaster.

Retirement Planning

Roanoke County, VA residents have a number of financial advisors to choose from when it comes time to start retirement planning. However, not all advisors are created equal. Some advisors may only offer limited services, such as investment advice or help creating a budget. Others may be more comprehensive, offering services such as estate planning and tax preparation in addition to retirement planning. It is important for Roanoke County residents to research the different types of advisors available and find one that best suits their needs.

Wealth Management

Roanoke County, VA is one of the most affluent counties in the United States. With a median household income of over $100,000 and a median net worth of over $600,000, it's no surprise that many residents here are looking for ways to protect their wealth and grow their fortunes. That's where wealth management comes in. Wealth management is a process by which individuals or families work with a financial advisor to create and implement a plan for managing their money. This can include everything from investment advice to estate planning to tax strategies. By working with a qualified wealth manager, Roanoke County residents can rest assured that their money is being taken care of in the best possible way.

Estate Planning Lawyer

Estate planning lawyers in Roanoke County, VA can help residents protect their assets and plan for the future. By creating a will or trust, estate planning attorneys can help ensure that your property is distributed according to your wishes after you die. They can also help you set up a power of attorney or health care proxy, which will allow someone you trust to make decisions on your behalf if you are unable to do so yourself.

Mortgage Loan Officer

Mortgage loan officers in Roanoke County, VA can help residents with a variety of services related to home mortgages. These services may include helping people find the best mortgage rates, working with them to get approved for a mortgage, and helping them through the entire process of buying a home. In addition, mortgage loan officers can also offer advice on how to improve one's credit score and how to save money on monthly mortgage payments.

Tax Services

Tax accountants in Roanoke County, VA can help residents with a variety of tax services. These services include preparing and filing taxes, as well as providing advice on how to reduce taxes and save money. In addition, tax accountants can help residents resolve any IRS issues they may have.


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