James City County, VA Financial Advisors and Resources



Financial Advisor Firms in James City County, VA


BAY RIVERS GROUP WEALTH PARTNERS

Website

(757) 259-2450

5107 Center Street B1

Williamsburg, VA 23188

SEC#: 801-111951
Years in Business: 3 years

PBMARES WEALTH MANAGEMENT LLC

Website

(757) 229-7180

4801 Courthouse Street
Suite 128
Williamsburg, VA 23188

SEC#: 801-62425
Years in Business: 17 years

COVENANT WEALTH ADVISORS

Website

(757) 259-0111

351 Mclaws Circle
Suite 1
Williamsburg, VA 23185

SEC#: 801-114868
Years in Business: 2 years

CANTELLA & CO., INC.

Website

(757) 565-7700

500 Strawberry Plains Rd.
Suite 100
Williamsburg, VA 23188

SEC#: 801-60841
Years in Business: 19 years

DAVENPORT & COMPANY LLC

Website

(757) 258-2800

5400 Discovery Park Blvd
Suite 301
Williamsburg, VA 23188

SEC#: 801-13057
Years in Business: 44 years

CANTELLA & CO., INC.

Website

(757) 565-7700

500 Strawberry Plains Rd.
Suite 100
Williamsburg, VA 23188

SEC#: 801-60841
Years in Business: 19 years

DFPG INVESTMENTS, LLC

Website

(864) 248-6420

1311 Jamestown Road
Suite 101
Williamsburg, VA 23185

SEC#: 801-107896
Years in Business: 5 years

COLONIAL RIVER INVESTMENTS, LLC

Website

(804) 335-1200

5349 Discovery Park Boulevard

Williamsburg, VA 23188

SEC#: 801-113243
Years in Business: 3 years

COLONIAL RIVER INVESTMENTS, LLC

Website

(757) 599-9111

205 Bulifants Blvd.
Suite D
Williamsburg, VA 23188

SEC#: 801-113243
Years in Business: 3 years


How Retirement-Friendly is James City County, VA?

  • Population: 74,916
  • % of Population 62 Years and Over: 29.2%
  • Average Home Value: $336,600
  • Average Monthly Housing Cost: $1,393
  • Average Household Income: $111,437
  • Virginia Total Tax Burden: 7.86% (14th Lowest in U.S.)
  • Virginia Property Tax: 2.93% (22nd Highest in U.S.)
  • Virginia Individual Income Tax: 2.87% (11th Highest in U.S.)
  • Virginia Sales and Excise Tax: 2.06% (6th Lowest in U.S.)


James City County, VA Financial Advisor FAQs

Financial advisors get paid by the clients they work with. Typically, financial advisor fees are charged as a percentage of assets under management and/or as a flat salary.
You could ask them about their qualifications, what services they offer, how to choose an investment strategy appropriate for you, do they have references, and what fees will apply.
Visit your trusted bank and ask if they have financial advising services available. Most of the time, they partner with well-known financial advising companies to provide this service to their clients.
Clients can rest assured that they will be presented with quality service, as the work of a registered advisor includes executing trades on behalf of its client, managing assets across multiple brokerage accounts, reviewing account statements, ensuring compliance with investment law and fiduciary responsibility.