Find a Financial Advisor in Suffolk, VA

 

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We did the hard work of finding trustworthy partners in Suffolk, VA.

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We Only Work With The Best Suffolk Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Suffolk, VA


  • Financial Advisor Close to Suffolk, VA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Suffolk, VA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Suffolk, VA

We evaluated over 13,000 RIA firms to bring you the best of the best Suffolk financial advisors.
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How Retirement-Friendly is Suffolk, VA?

  • Population: 90,093
  • % of Population 62 Years and Over: 17.5%
  • Average Home Value: $261,500
  • Average Monthly Housing Cost: $1,392
  • Average Household Income: $92,145
  • 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.)



The Top Financial Advisor Firms in Suffolk, VA

 

MOS CAPITAL, INC.

Website

(757) 222-3710

321 N. Main St.
Suite 400
Suffolk, VA 23434

SEC#: 801-108978
Years in Business: 4 years

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Website

(757) 638-6897

5806 Harbour View Blvd
Suite 202
Suffolk, VA 23435

SEC#: 801-69815
Years in Business: 12 years

DAVENPORT & COMPANY LLC

Website

(757) 539-5355

330 West Constance Road
Suite 200
Suffolk, VA 23434

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

CAPITOL SECURITIES MANAGEMENT, INC.

Website

(757) 925-2105

321 N. Main Street

Suffolk, VA 23434

SEC#: 801-41033
Years in Business: 29 years

CAPE INVESTMENT ADVISORY, INC.

Website

(757) 493-1131

5207 Regetta Pointe Road

Suffolk, VA 23435

SEC#: 801-71349
Years in Business: 11 years

 


Suffolk, VA Financial Advisor FAQs

Yes. An advisor can help you establish a plan to reach your long-term financial goals, not just in one appearance at the grocery store! We all need an advisor because we tend to make decisions that are shortsighted. Financial advisors offer expert guidance for securing what you want by making the tough decision now versus regretting it later.
Financial planners can help you figure out short- and long-term investment goals, develop a financial plan that aims to meet those goals, and set up appropriate investments.
Ask them about other professionals who work with their clients and take note if they have clients who have had similar situations as yours. Look at the minimum capital requirement which is important so you don't blow through money before investing any.
Find out what qualifies as qualified advice, legally and practically. The SEC offers a lot of information on how advisors must be licensed and regulated. Practically, any strategy that involves risk should be backed by numbers and data; otherwise, the client isn't necessarily in control of their investment decisions — the advisor is instead. So if someone tells you that they can offer advice without clearly detailing their background or history then they're not worth your time (at least not right now).