White Stone, VA Financial Advisors and Resources



Financial Advisor Firms in White Stone, VA


DUNTON AMMON GRESHAM JR

Website

(804) 435-4000

678 Rappahannock Dr

White Stone, VA 22578

SEC#: 801-54211
Years in Business: 24 years


How Retirement-Friendly is White Stone, VA?

  • Population: 263
  • % of Population 62 Years and Over: 39.9%
  • Average Home Value: $156,300
  • Average Monthly Housing Cost: $759
  • Average Household Income: $49,199
  • 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.)


White Stone, VA Financial Advisor FAQs

Financial advisors provide counseling on how to balance investments and reduce tax burdens by coming up with an appropriate plan to suit your needs.
You should choose a financial planner that provides clarity and understanding of the client's investments. One that addresses client's specific needs from all angles of their life. And one that is experienced in wealth management, wills and trusts, retirement planning, tax strategy and more to help clients be prepared for the future of finance.
If you are looking for someone who can make good investing decisions on your behalf, then yes, a financial advisor will be worth the cost.
The cost of a financial advisor can vary depending on many factors, such as the size and complexity of your portfolio. The costs of hiring a financial advisor typically depend on how much work they will be doing for you and if you need specialized services like estate planning or retirement account management.