Retirement Planning in Roanoke, VA

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List of Firms

Top Retirement Planners in Roanoke, VA

Titan Wealth Management
Location 129 Campbell Ave SE Suite 202, Roanoke, VA 24011, USA
Phone (540) 266-3409
Guelich Capital Management LLC
Location 1401 Franklin Rd SW, Roanoke, VA 24016, USA
Phone (540) 772-4545
The Myrias Group - Ameriprise Financial Services, LLC
Location 3130 Chaparral Dr Ste 204, Roanoke, VA 24018, USA
Phone (540) 769-0052
Wayne Firebaugh Inc
5 out of 5
Location 111 Campbell Ave SW # 1B, Roanoke, VA 24011, USA
Phone (540) 366-5800
Baumoel & Goodman I Financial Strategies
Location 3603 Brambleton Ave, Roanoke, VA 24018, USA
Phone (540) 774-1452
Personal Financial Planning
Location 3536 Brambleton Ave #8A, Roanoke, VA 24018, USA
Phone (540) 774-8700
Blue Ridge Financial
5 out of 5
Location 4502 Starkey Rd, Roanoke, VA 24018, USA
Phone (540) 427-6721
Secure Financial Group, Inc.
Location 2302 Colonial Ave SW, Roanoke, VA 24015, USA
Phone (540) 343-4760
Michael Kemp - RBC Wealth Management Financial Advisor
Location 110 Franklin Rd SE Suite 400, Roanoke, VA 24011, USA
Phone (540) 404-6602
FocusOne Integrated Financial Planning
5 out of 5
Location 2630 Electric Rd, Roanoke, VA 24018, USA
Phone (540) 767-4824
Blue Haven Strategic Financial Group
Location 4419 Pheasant Ridge Rd, Roanoke, VA 24014, USA
Phone (540) 795-5763
Retirement Planning in Roanoke, VA

About Roanoke, VA for Those Planning to Retire

Roanoke, VA is a vibrant city nestled in the Blue Ridge Mountains, boasting a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Mill Mountain Star, which illuminates the night sky, to the historic Taubman Museum of Art, which showcases a diverse array of artwork, Roanoke has something for everyone. The city is home to major employers such as Carilion Clinic, Virginia Tech, and the Roanoke City Public Schools, providing ample job opportunities for residents. Major highways such as Interstate 81 and Route 220 run through Roanoke, making transportation a breeze. The city is also known for its unique neighborhoods, including Grandin Village, which features charming shops and restaurants, and South Roanoke, which boasts beautiful homes and a tight-knit community. Roanoke truly is a gem in the heart of Virginia.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Roanoke, VA would greatly benefit from the services offered by a bank. For instance, a bank could provide financial assistance to small businesses in the area, which would help boost the local economy. Roanoke is known for its thriving arts scene, and a bank could offer loans to artists and creatives looking to start their own businesses or expand their current operations. Additionally, a bank could provide financial education to residents, especially those who may be struggling to make ends meet. This education could include workshops on budgeting, saving, and investing, which would help residents take control of their finances and build a more secure future. Overall, the services offered by a bank would be invaluable to the residents of Roanoke, VA, and would help support the growth and prosperity of the community.

Insurance Broker

Residents of Roanoke, 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 on the best insurance coverage for their unique needs. For example, due to Roanoke's location in the Appalachian Mountains, residents may need specific coverage for natural disasters such as floods or landslides. Additionally, an insurance broker can assist in finding the most affordable policies for residents, which is especially important considering Roanoke's median household income is lower than the national average. Furthermore, an insurance broker can provide guidance on navigating the complex world of health insurance, which is crucial in a city with a high percentage of residents over the age of 65. Overall, an insurance broker can offer invaluable support to the residents of Roanoke, VA in protecting their assets and ensuring their financial security.

Wealth Management

Residents of Roanoke, VA could greatly benefit from the expertise of a wealth manager. With an economy that is largely dependent on healthcare and education, many residents may not have the financial literacy or resources to adequately plan for their future. A wealth manager could help them navigate the complexities of retirement planning, investment strategies, and risk management. Additionally, with the Appalachian Trail passing through Roanoke, outdoor recreation is a significant part of the community's culture. A wealth manager could help residents plan for expenses related to outdoor activities, such as purchasing gear or planning trips. Furthermore, Roanoke is home to a number of small businesses and entrepreneurs. A wealth manager could assist these individuals with financial planning for their businesses, including budgeting, cash flow management, and tax planning. Overall, a wealth manager could provide invaluable guidance and support to residents of Roanoke, helping them achieve their financial goals and secure their future.

Financial Advisor

Residents of Roanoke, VA can benefit greatly from the services of a financial advisor. With a population of over 99,000 people, Roanoke is a bustling city that is home to many different types of individuals and families. A financial advisor can help these residents in a variety of ways, such as creating a personalized financial plan that takes into account their unique goals and circumstances. For example, a financial advisor could help a Roanoke resident who is struggling to save for retirement by recommending specific investment strategies that are tailored to their income and financial situation. Additionally, a financial advisor can help Roanoke residents navigate the complex world of taxes and estate planning, ensuring that they are maximizing their savings and minimizing their tax burden. With its diverse population and unique economic landscape, Roanoke presents a number of financial challenges that can be difficult to navigate without the help of a professional advisor.

Mortgage Loan Officer

Residents of Roanoke, VA can greatly benefit from the expertise of a mortgage loan officer. With the city's diverse population and unique housing market, a loan officer can offer tailored solutions to meet the specific needs of each individual. For example, Roanoke has a significant number of historic homes, which may require special financing options. Additionally, the city's economy is heavily reliant on the healthcare and education industries, meaning that many residents may have irregular or non-traditional income streams. A skilled loan officer can navigate these complexities and help residents secure the best possible mortgage terms. Furthermore, with Roanoke's growing population and booming housing market, a loan officer can provide valuable guidance on market trends and investment opportunities. Overall, a mortgage loan officer can be an invaluable resource for residents of Roanoke, helping them achieve their homeownership goals and navigate the complexities of the local housing market.

Tax Services

Residents of Roanoke, VA could benefit from the services of a tax advisor in a variety of ways. For instance, a tax advisor can help residents navigate the complex tax laws and regulations that are specific to Virginia. This is particularly important for residents of Roanoke, as the state has its own tax laws that differ from those of other states. Additionally, a tax advisor can help residents maximize their deductions and credits, which can lead to significant savings on their tax bills. Furthermore, a tax advisor can provide guidance on tax planning strategies, such as retirement planning and estate planning, that can help residents achieve their financial goals. Overall, a tax advisor can be an invaluable resource for residents of Roanoke, VA who want to ensure that they are in compliance with tax laws and are making the most of their financial resources.

Estate Planning Lawyer

Residents of Roanoke, VA can benefit from the services of an estate planning lawyer in numerous ways. One of the most common ways is by creating a will that outlines how their assets will be distributed after their death. This is particularly important in Roanoke, VA, which has a large retiree population. An estate planning lawyer can also help residents minimize estate taxes and avoid probate, which can be a lengthy and expensive process. Additionally, an estate planning lawyer can assist with setting up trusts for children or grandchildren, establishing powers of attorney, and creating healthcare directives. These services can give residents peace of mind knowing that their affairs are in order and their loved ones will be taken care of in the event of their passing.

Roanoke, VA Financial Resources

Roanoke, VA Chamber of Commerce

Roanoke, VA City Hall

Roanoke, VA Public Library


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