Best Financial Advisors in Spotsylvania County, VA

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Spotsylvania County, VA Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Kelly B Sherman, AAMS™

5 out of 5

Location 9110 Old Battlefield Blvd Suite 100, Spotsylvania Courthouse, VA 22553, USA
Phone (540) 507-9903
Heritage Wealth Advisors LLC
SEC File# 801-64803
CRD# 137484
Location 725 Jackson St #202, Fredericksburg, VA 22401, USA
Phone (540) 376-3500
Merrill Lynch Wealth Management Advisor Albert R Merchent
Location 910 Princess Anne St, Fredericksburg, VA 22401, USA
Phone (540) 373-8478
Goodwin & Smith Financial Services LLC
Location 180 Chatham Heights Rd, Fredericksburg, VA 22405, USA
Phone (540) 604-6316
Merrill Lynch Wealth Management Advisor B. Scott Mason
Location 910 Princess Anne St, Fredericksburg, VA 22401, USA
Phone (540) 370-0441
Charles Christoph Daniels: Primerica - Financial Services
Location 1135 Heatherstone Dr STE 17, Fredericksburg, VA 22407, USA
Phone (540) 547-6697
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About Spotsylvania County, VA

Spotsylvania County is located in central Virginia and is bordered by the Potomac River to the north and west, Stafford County to the south, and King George County to the east. The county has a population of approximately 125,000 and is home to a number of landmarks, including the Fredericksburg and Spotsylvania National Military Park and Wilderness Battlefield. Major highways and streets in the county include Interstate 95, US 1, and US 17. The county's most populous neighborhoods are Courthouse Hill, Downtown Fredericksburg, and Spotsylvania Courthouse.

Where Certified Financial Advisors in Spotsylvania County, VA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are an important part of any community, and Spotsylvania County, VA is no exception. Banks provide a wide range of services to their customers, including but not limited to: checking and savings accounts, loans, mortgages, and credit cards. They also offer a variety of other services such as online banking and bill pay. In addition, banks play a vital role in the economy by lending money to businesses and consumers.

Insurance Broker

Residents of Spotsylvania County, VA can benefit from the services of insurance brokers. Brokers can help residents compare rates and find the best policies for their needs. They can also help residents file claims and understand their policies. In addition, brokers are familiar with the insurance industry and can help residents get the most out of their policies.

Retirement Planning

Financial advisors can help Spotsylvania County, VA residents with retirement planning by providing advice on how to save for retirement and how to make the most of their money during retirement. Financial advisors can also help retirees stay on track with their budget and make sure they are getting the most out of their retirement savings.

Wealth Management

Wealth management is an important service that can help residents of Spotsylvania County, VA protect their assets and plan for the future. There are a number of different wealth management services available, so it is important to find one that fits your needs. A good wealth manager will work with you to create a plan that meets your specific goals and needs.

Estate Planning Lawyer

Estate planning lawyers in Spotsylvania 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 divided according to your wishes after you die. They can also advise you on how to minimize taxes and protect your loved ones in the event of your death. If you are interested in estate planning, contact an attorney today.

Mortgage Loan Officer

Mortgage loan officers in Spotsylvania County, VA can help residents by providing them with the best mortgage products and services available. Officers can work with residents to find the right product for their needs, and they can also provide guidance throughout the entire mortgage process. In addition, officers can help residents understand the many different options that are available to them, and they can explain the benefits and drawbacks of each option.

Tax Services

Residents of Spotsylvania County, VA can take advantage of the services offered by tax accountants to help them with their taxes. Tax accountants are experts in tax law and can help residents understand how their taxes are calculated, file their returns, and claim any available deductions and credits. In addition, tax accountants can help residents plan for their future tax liabilities and recommend strategies to reduce their overall tax burden.


FAQs About Personal Financial Advisors in Spotsylvania County, VA