Best Financial Advisors in Roanoke, VA

We did the hard work of finding trustworthy partners in Roanoke, VA. Fill out the form to get connected.

Connect With a Financial Planner

As Seen In

List of Firms

Roanoke, VA Fiduciary Financial Advisors

HCO Private Wealth
SEC File# 801-113914
CRD# 150248
Location 2008 Stephenson Ave SW, Roanoke, VA 24014, USA
Phone (540) 204-9310
Ayers Financial Services
SEC File# 801-69919
CRD# 23224

5 out of 5

Location 5185 Peters Creek Rd NW, Roanoke, VA 24019, USA
Phone (540) 563-9144
Baumoel & Goodman I Financial Strategies
Location 3603 Brambleton Ave, Roanoke, VA 24018, USA
Phone (540) 774-1452
Integrity Financial Planning, Inc.

5 out of 5

Location 1315 2nd St SW #102, Roanoke, VA 24016, USA
Phone (540) 266-3100
American Financial Planning, Inc.

5 out of 5

Location 541 Luck Ave SW Suite 304, Roanoke, VA 24016, USA
Phone (540) 904-1670
Charles Leiser - Thrivent
Location 1340 Maple Ave SW, Roanoke, VA 24016, USA
Phone (540) 491-9993
Edward Jones - Financial Advisor: Vanessa G Brunner

4 out of 5

Location 1329 A, Grandin Rd SW, Roanoke, VA 24015, USA
Phone (540) 982-3741
CAPTRUST
Location 10 S Jefferson St # 1210, Roanoke, VA 24011, USA
Phone (540) 342-1212
UBS Financial Services Inc.
Location 10 S Jefferson St Suite 1050, Roanoke, VA 24011, USA
Phone (540) 855-3367
John Park - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1017 2nd St SW, Roanoke, VA 24016, USA
Phone (540) 981-0657
Blue Haven Strategic Financial Group
Location 4419 Pheasant Ridge Rd, Roanoke, VA 24014, USA
Phone (540) 795-5763
Secure Financial Group, Inc.
Location 2302 Colonial Ave SW, Roanoke, VA 24015, USA
Phone (540) 343-4760
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
Vip Planners Inc
Location 1502 Franklin Rd SW # 1, Roanoke, VA 24016, USA
Phone (540) 342-1895
Merrill Lynch Wealth Management Advisor Steven Craighead
Location 110 Franklin Rd SE, Roanoke, VA 24011, USA
Phone (540) 985-5463
Edward Jones - Financial Advisor: Matt Trent, AAMS™
Location 5440 Peters Creek Rd NW Ste 102, Roanoke, VA 24019, USA
Phone (540) 265-8629
Merrill Lynch Wealth Management Advisor Cooper Woolson
Location 110 Franklin Rd SE, Roanoke, VA 24011, USA
Phone (540) 985-5409
Image of Roanoke, VA
Image from Google Maps

About Roanoke, VA

Roanoke is located in southwestern Virginia and is the state's third-largest city. Some of the city's most notable landmarks include the Mill Mountain Star, the Roanoke Star, and the Dogwood Park. Major employers in Roanoke include Carilion Clinic, Valley View Mall, and Walmart. The city is also home to several major highways and streets, including I-581, US 220, and US 11. Some of the city's most popular neighborhoods include Grandin Village, Northside, and South Roanoke.

Where Certified Financial Advisors in Roanoke, 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 variety of services to their customers. In Roanoke, VA, there are several banks that offer a variety of products and services to meet the needs of their customers. Some banks offer traditional banking products such as checking and savings accounts, home mortgages, and car loans. Others offer more specialized products such as credit cards, investment advice, and small business loans. No matter what your needs are, there is likely a bank in Roanoke that can meet them. Be sure to shop around to find the best deal on the products you need.

Insurance Broker

Residents of Roanoke, VA can benefit from the services of insurance brokers. An insurance broker is a professional who helps people find and purchase insurance policies. Brokers are licensed to sell insurance in all 50 states, and they can help you find the right policy for your needs. They can also save you money on your premiums, because they have access to many different insurers.

Retirement Planning

Financial advisors can help Roanoke, VA residents with retirement planning in a number of ways. They can provide guidance on how much money to save each month, what types of investments to make, and when to begin withdrawing funds from retirement accounts. Additionally, financial advisors can help retirees stay on track with their budgets and avoid running out of money during retirement.

Wealth Management

Many Roanoke, VA residents are looking for ways to manage their wealth. Wealth management can help individuals and families make the most of their money by providing a variety of services, such as investment advice, financial planning, and estate planning. Wealth management firms can also help people save money on taxes and protect their assets from creditors.

Estate Planning Lawyer

Estate planning lawyers can help Roanoke, VA residents protect their assets and plan for the future. If you are a Roanoke, VA resident, it is important to have an estate plan in place to ensure that your loved ones are taken care of after you die. An estate planning lawyer can help you create a will, power of attorney, and healthcare directive that will protect your interests and those of your loved ones. Contact an estate planning lawyer today to get started on protecting your family's future.

Mortgage Loan Officer

Mortgage loan officers in Roanoke, VA can help residents by providing them with the best rates and products available. When looking for a mortgage, it is important to compare all of your options to find the one that is best for you. A loan officer can help you do just that, and they will work hard to get you the best deal possible.

Tax Services

Tax accountants in Roanoke, VA can help residents with their tax preparation needs. They can also provide advice on what deductions and credits may be available to them. In addition, accountants can help residents file their taxes electronically, which can save them time and money.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Roanoke, VA