Roanoke County, VA Financial Advisors and Resources



Financial Advisor Firms in Roanoke County, VA


DIXON, HUBARD, FEINOUR & BROWN, INC.

Website

(540) 343-9903

601 S Jefferson Street
Suite 410
Roanoke, VA 24011

SEC#: 801-15740
Years in Business: 40 years

ALLIANCE WEALTH STRATEGIES, LLC

Website

(540) 345-0936

319 Mcclanahan St. Sw

Roanoke, VA 24014

SEC#: 801-117391
Years in Business: 2 years

TAYLOR FINANCIAL GROUP, INC.

Website

(540) 774-7971

3102 Brambleton Avenue., Sw

Roanoke, VA 24018

SEC#: 801-61747
Years in Business: 18 years

BEACON WEALTH CONSULTANTS, INC.

Website

(540) 345-3891

302 Washington Ave. Sw

Roanoke, VA 24016

SEC#: 801-118970
Years in Business: 1 years

HCO PRIVATE WEALTH

Website

(540) 204-9310

2008 Stephenson Ave
Sw
Roanoke, VA 24014

SEC#: 801-113914
Years in Business: 3 years

INVESTMENT MANAGEMENT CORPORATION

Website

(540) 774-8899

1940 Electric Rd

Roanoke, VA 24018

SEC#: 801-107457
Years in Business: 5 years

UNITED INCOME, INC.

Website

(540) 989-2020

2766 Electric Rd
Suite B
Roanoke, VA 24018

SEC#: 801-111630
Years in Business: 4 years

SOUND INCOME STRATEGIES, LLC

Website

(540) 777-0035

2762 Electric Road
Suite E
Roanoke, VA 24018

SEC#: 801-80425
Years in Business: 7 years

SOUND INCOME STRATEGIES, LLC

Website

(540) 777-0035

2762 Electric Road
Suite E
Roanoke, VA 24018

SEC#: 801-80425
Years in Business: 7 years


How Retirement-Friendly is Roanoke County, VA?

  • Population: 93,823
  • % of Population 62 Years and Over: 25%
  • Average Home Value: $203,600
  • Average Monthly Housing Cost: $976
  • Average Household Income: $87,906
  • 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.)


Roanoke County, VA Financial Advisor FAQs

A few questions you can ask your financial advisor to determine if they're the right fit for you are: What specific products and services will I be able to invest in with my portfolio? How often should we review and update my portfolio? What's your investment philosophy and approach?
Some of the most popular methods for financial advisors to get paid are commission or percentage-based fee.
Solicit references. Talk to friends and family members who have had similar experiences with other advisors in your area for recommendations.
You may feel comfortable with your financial position, but it can be nice to have a personal advocate. A financial advisor is someone who's there to guide you through the many financial decisions that come up in life - everything from savings for retirement or children's college education, purchasing insurance coverage or selecting investments, and more.