Stafford County, VA Financial Advisors and Resources

Financial Advisor Firms in Stafford County, VA



(540) 659-7060

125 Woodstream Blvd.
Suite 115
Stafford, VA 22556

SEC#: 801-56942
Years in Business: 16 years

How Retirement-Friendly is Stafford County, VA?

  • Population: 146,773
  • % of Population 62 Years and Over: 12.8%
  • Average Home Value: $353,900
  • Average Monthly Housing Cost: $1,834
  • Average Household Income: $127,009
  • 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.)

Stafford County, VA Financial Advisor FAQs

The first question you should ask a financial advisor is, What qualifications do you have? They should be qualified to answer the questions you are asking them. The second question would be, How much experience do you have in the area of your specialty? You want to make sure there has been some hands-on learning in addition to classroom situation.
Financial advisors can get paid in one of two ways. They can either charge a fee based on the number of transactions they make with you or simply take a portion of your money as long as it meets certain expectations that you set together with them at the beginning.
The first is how much experience the advisor has with investments in your particular area, be it stocks, bonds or mutual funds. Second, you want to know what fee structure your potential advisor uses.
Financial advisors are not a requirement, but it is always advisable that people with complex financial situations or who would like to mitigate their risks and grow their money over the long-term consult one.