Wealth Management in Fluvanna County, VA

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List of Firms

Fluvanna County, VA Wealth Management Firms

Signature Financial Management
Location Charlottesville, VA 22901, USA
Phone (434) 975-5500
Language https://www.signaturefamilywealth.com/
Directions
Garnett Riddle - TIAA Senior Wealth Management Advisor
Location 650 Peter Jefferson Pkwy Suite 250, Charlottesville, VA 22911, USA
Phone (866) 842-2044
Language https://locations.tiaa.org/advisors/garnett-riddle
Directions
Wrightbridge Co Inc
Location 1227 Cedars Ct C, Charlottesville, VA 22903, USA
Phone (434) 971-6825
Language http://www.ewrightbridge.com/
Directions
Gregory Switzer - TIAA Wealth Management Advisor
Location 650 Peter Jefferson Pkwy Suite 250, Charlottesville, VA 22911, USA
Phone (866) 842-2044
Language https://locations.tiaa.org/advisors/gregory-switzer
Directions
Northwestern Mutual
4 out of 5
Location 215 Wayles Ln STE 200, Charlottesville, VA 22911, USA
Phone (434) 817-1060
Language https://www.northwesternmutual.com/financial-professional-locator?address=215%20Wayles%20Ln%20Ste%20200,22911?utm_source=google&utm_medium=mybusiness&utm_campaign=lo3
Directions
Signature Family Wealth Advisors
SEC File# 801-38826
CRD# 110181
Location 410 E Water St STE 500, Charlottesville, VA 22902, USA
Phone (434) 295-3191
Language http://www.signaturefamilywealth.com/
Directions
Chase Investment Counsel Corporation
SEC File# 801-3396
CRD# 104648
Location 350 Old Ivy Way Suite 100, Charlottesville, VA 22903, USA
Phone (434) 293-9104
Language https://chaseinv.com/
Directions
Willis Investment Management
Location 501 Faulconer Dr # 2B, Charlottesville, VA 22903, USA
Phone (434) 977-3348
Directions
Bruce Arnold - Mutual of Omaha Advisor
5 out of 5
Location 106 Crofton Pl Ste 5b, Palmyra, VA 22963, USA
Phone (434) 589-3899
Language http://agents.mutualofomaha.com/Bruce-Arnold/?utm_source=extended&utm_medium=yext&utm_campaign=advisor-listing&y_source=1_MTE1NTU1MjgtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Davenport & Company LLC
SEC File# 801-13057
CRD# 1588
Location 600 E Water St, Charlottesville, VA 22902, USA
Phone (434) 296-9013
Language http://www.investdavenport.com/
Directions
John Flannery - Northwestern Mutual
Location 215 Wayles Ln STE 200, Charlottesville, VA 22911, USA
Phone (434) 817-3471
Language http://www.johnflannery.nm.com/
Directions
Round Oak Wealth Management
Location 1900 Arlington Blvd, Charlottesville, VA 22903, USA
Phone (434) 295-2000
Language http://www.roundoakcap.com/
Directions
University-Va Investment Management
Location 701 E Water St, Charlottesville, VA 22902, USA
Phone (434) 924-4245
Directions
Terry Asset Management LLC
Location 2 Boars Head Pl, Charlottesville, VA 22903, USA
Phone (434) 296-7266
Directions
Hayek Kallen Investment Management
SEC File# 801-23973
CRD# 106454
Location 3 Boars Head Lane e, Charlottesville, VA 22903, USA
Phone (888) 434-8300
Language http://www.hayekkallen.com/
Directions
Merrill Lynch Wealth Management Advisor John Dozier
Location 650 Peter Jefferson Pkwy STE 350, Charlottesville, VA 22911, USA
Phone (434) 327-4022
Language https://fa.ml.com/virginia/charlottesville/john-dozier
Directions
Posner Avrom
Location 600 E Water St # A, Charlottesville, VA 22902, USA
Phone (434) 245-1530
Directions
Global View Capital Advisors
Location 802 Rivanna Woods Dr, Fork Union, VA 23055, USA
Phone (804) 323-3032
Language http://gvcapva.net/
Directions
Charles Schwab
4 out of 5
Location 675 Peter Jefferson Pkwy Ste 480, Charlottesville, VA 22911, USA
Phone (800) 646-4710
Language https://client.schwab.com/public/branchlocator/branchdetails.aspx?branchid=1239&utm_source=google&utm_medium=local&utm_campaign=localmaps&utm_content=1239
Directions
VNB Trust
Location 404 People Pl, Charlottesville, VA 22911, USA
Phone (434) 817-4242
Language http://www.vnb.com/
Directions
Couric Krebs Financial - Northwestern Mutual
Location 501 Faulconer Dr Ste 2D, Charlottesville, VA 22903, USA
Phone (434) 979-0248
Language http://www.mark-krebs.com/?utm_source=google&utm_medium=mybusiness&utm_campaign=lo3
Directions
Concord Wealth Partners
SEC File# 801-79249
CRD# 118643
Location 126 Garrett St Suite A, Charlottesville, VA 22902, USA
Phone (434) 226-2651
Language http://www.concordwealthpartners.com/
Directions
The Legacy Foundation, LLC
5 out of 5
Location 1415 Rolkin Rd #204, Charlottesville, VA 22911, USA
Phone (434) 971-5917
Language http://www.yourlegacyfoundation.com/
Directions
Ramsey Asset Management
Location 414 E Market St # B, Charlottesville, VA 22902, USA
Phone (434) 202-1240
Directions
MassMutual Commonwealth
Location 1932 Arlington Blvd #100, Charlottesville, VA 22903, USA
Phone (757) 490-9041
Language https://advisors.massmutual.com/us/va/charlottesville
Directions
Morgan Stanley Financial Advisors
Location 401 E Market St Ste 100, Charlottesville, VA 22902, USA
Phone (434) 244-0123
Language https://advisor.morganstanley.com/charlottesville-branch?y_source=1_MjM2MTc1NS03MTUtbG9jYXRpb24uZ29vZ2xlX3dlYnNpdGVfb3ZlcnJpZGU%3D
Directions
Anchor Financial Group
3 out of 5
Location 630 Peter Jefferson Pkwy, Charlottesville, VA 22911, USA
Phone (434) 984-1500
Language http://www.anchor-financial.com/
Directions
Merrill Lynch Wealth Management Advisor Dan Sheehan
Location 650 Peter Jefferson Pkwy Suite 350, Charlottesville, VA 22911, USA
Phone (804) 343-4226
Language https://fa.ml.com/virginia/charlottesville/daniel.sheehan
Directions
Stonefield Financial Center Branch Manager
Location 3920 Lenox Ave, Charlottesville, VA 22901, USA
Phone (434) 284-4422
Language http://www.cffc.com/
Directions
ArkWise Wealth - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 908 E Jefferson St Ste 201, Charlottesville, VA 22902, USA
Phone (434) 296-6611
Language https://www.ameripriseadvisors.com/team/arkwise-wealth/?cid=IP_local_google
Directions
Masonry Capital Management, LLC
SEC File# 801-113177
CRD# 292664
Location 404 People Pl Suite 401, Charlottesville, VA 22911, USA
Phone (434) 817-4242
Language https://masonrycap.com/
Directions
TIAA Financial Services
5 out of 5
Location 650 Peter Jefferson Pkwy Suite 250, Charlottesville, VA 22911, USA
Phone (866) 842-2044
Language https://locations.tiaa.org/va/charlottesville/650-peter-jefferson-parkway?tc_mcid=bn_yextglocal_0618
Directions
Wells Fargo Advisors
5 out of 5
Location 100 E South St, Charlottesville, VA 22902, USA
Phone (434) 296-7185
Language https://home.wellsfargoadvisors.com/001_A169?excid=FA1500050253?utm_campaign=Local_Listings&utm_source=Google&group=PCG&loc=WFA01755198
Directions
Rivanna Wood Financial Tax Services
5 out of 5
Location 265 Turkeysag Trail # 101 Suite 114B, Palmyra, VA 22963, USA
Phone (434) 442-4044
Language https://rwftaxservices.com/
Directions
Merrill Lynch Wealth Management Advisor Glenn C Bannan
Location 650 Peter Jefferson Pkwy STE 350, Charlottesville, VA 22911, USA
Phone (434) 984-4769
Language https://fa.ml.com/virginia/charlottesville/glenn_bannan
Directions
Merrill Lynch Wealth Management Advisor Pamela C Friedman
Location 650 Peter Jefferson Pkwy STE 350, Charlottesville, VA 22911, USA
Phone (434) 984-4742
Language https://fa.ml.com/virginia/charlottesville/pam_friedman
Directions
Andrew St. Jean - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 908 E Jefferson St Ste 201, Charlottesville, VA 22902, USA
Phone (434) 296-6611
Language https://www.ameripriseadvisors.com/team/arkwise-wealth/financial-advice-team/andrew.st.jean/?cid=IP_local_google
Directions
Northwestern Mutual - Jarrod C. Markley, CFP®
Location 215 Wayles Ln, Charlottesville, VA 22911, USA
Phone (434) 249-8822
Directions
Third Millennium Advisors Inc
Location 4493 Stony Point Rd, Barboursville, VA 22923, USA
Phone (434) 975-6760
Language http://www.tma-inc.com/
Directions
Merrill Lynch Wealth Management Advisor Gardner Bloemers
Location 650 Peter Jefferson Pkwy STE 350, Charlottesville, VA 22911, USA
Phone (434) 984-4752
Language https://fa.ml.com/virginia/charlottesville/gardner.bloemers
Directions
Eugene Colligan - TIAA Financial Consultant
Location 650 Peter Jefferson Pkwy #250, Charlottesville, VA 22911, USA
Phone (866) 842-2044
Language https://locations.tiaa.org/advisors/eugene-colligan
Directions
Merrill Lynch Wealth Management Advisor Martin J Harar
Location 650 Peter Jefferson Pkwy STE 350, Charlottesville, VA 22911, USA
Phone (434) 984-4779
Language https://fa.ml.com/virginia/charlottesville/martin.j.harar
Directions
carr capital management
Location 3304 Darby Rd, Keswick, VA 22947, USA
Phone (434) 971-6926
Language http://www.carrcap.net/contact-us/
Directions
Arcuri Associates Wealth Management, LLC
Location 1415 Rolkin Ct Suite 202, Charlottesville, VA 22911, USA
Phone (434) 465-2264
Language https://www.arcuriassociates.com/
Directions
Fluvanna County Finance Department
Location 132 Main St #2, Palmyra, VA 22963, USA
Phone (434) 591-1930
Language https://www.fluvannacounty.org/finance
Directions
Raymond James & Associates
SEC File# 801-10418
CRD# 705
Location 1405 Rolkin Rd Suite 101, Charlottesville, VA 22911, USA
Phone (434) 984-0640
Directions
Merrill Lynch Wealth Management Advisor Alexander Mann
Location 650 Peter Jefferson Pkwy STE 350, Charlottesville, VA 22911, USA
Phone (434) 906-6598
Language https://fa.ml.com/virginia/charlottesville/alexander-mann
Directions
Wealth Management in Fluvanna County, VA

Where Wealth Management Advisors in Fluvanna County, VA Serve

Fluvanna County, VA is a beautiful and historic area located in the heart of Virginia. The county is known for its stunning natural scenery, including the James River, which runs through the county and provides residents with plenty of opportunities for outdoor recreation. In addition to its natural beauty, Fluvanna County is home to several notable landmarks, including the historic Palmyra Courthouse and the Fluvanna Heritage Trail. When it comes to employment, Fluvanna County is home to several top employers, including the Fluvanna County Public Schools, the Fluvanna Correctional Center for Women, and the Fluvanna County Sheriff's Office. These employers provide a range of job opportunities for residents and help to keep the local economy thriving. Major highways and streets in Fluvanna County include Route 15, which runs through the county from north to south, as well as Route 53 and Route 618.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Fluvanna County, VA can benefit from the services provided by a bank in several ways. Firstly, a bank can assist in providing financial services such as loans, savings accounts, and checking accounts. This is particularly important in Fluvanna County, VA, which is a rural area with limited access to financial institutions. Secondly, a bank can help residents manage their finances by providing financial advice and guidance on investment opportunities. This is essential in a county where the median household income is lower than the state average. Lastly, a bank can offer convenience by providing online banking services, which is crucial in a county where many residents have to travel long distances to access banking services. Overall, a bank can be a vital resource for residents of Fluvanna County, VA, helping them to achieve financial stability and security.

Insurance Broker

Residents of Fluvanna County, VA can greatly benefit from the services of an insurance broker. With a population of just over 26,000, Fluvanna County is often considered a rural area with limited access to healthcare facilities. An insurance broker can help residents navigate the complex world of health insurance and find a plan that fits their specific needs and budget. Additionally, with the county being home to several small businesses, an insurance broker can assist in finding the right coverage for a business owner's unique needs. With the potential for natural disasters such as hurricanes and flooding, an insurance broker can also help residents find the right coverage for their homes and properties. Overall, an insurance broker can provide invaluable assistance to the residents of Fluvanna County, ensuring they have the coverage they need to protect themselves and their assets.

Retirement Planning

Residents of Fluvanna County, VA could benefit from a retirement planner in a variety of ways. One specific aspect of Fluvanna County that could be addressed is the high rate of poverty among elderly residents. A retirement planner could assist these individuals in creating a financial plan that would ensure they have enough money to cover their basic needs and live comfortably in retirement. Additionally, a retirement planner could help residents navigate the complex world of retirement savings options, such as 401(k)s and IRAs, and make informed decisions about how to invest their money. They could also provide guidance on estate planning and ensure that residents have a plan in place for passing down their assets to their loved ones. Overall, a retirement planner could provide invaluable support to residents of Fluvanna County as they prepare for their golden years.

Financial Advisor

Residents of Fluvanna County, VA could benefit greatly from the guidance of a financial advisor. The county, located in central Virginia, is home to a diverse population with varying financial needs. With a median household income of $70,000, many residents may be looking to invest in retirement, purchase a home, or save for their children's education. However, Fluvanna County is also home to a significant agricultural community, with many residents relying on farming as their primary source of income. A financial advisor could provide specialized guidance on tax planning for farmers, as well as strategies for managing fluctuating income. Additionally, Fluvanna County has a relatively high poverty rate of 10.5%, and a financial advisor could provide valuable assistance to those struggling to make ends meet, such as creating a budget and finding resources for financial assistance.

Mortgage Loan Officer

Residents of Fluvanna County, VA can benefit greatly from the expertise of a mortgage loan officer. With a population of over 26,000 people, Fluvanna County is a rural community that is largely dependent on agriculture and small businesses. A mortgage loan officer can help residents secure financing for their homes, whether they are first-time buyers or looking to refinance their existing mortgages. Additionally, the loan officer can provide valuable advice on the various loan programs available, including those specific to rural areas like Fluvanna County. With the officer's help, residents can navigate the complex process of obtaining a mortgage and ensure that they are getting the best possible deal. This can be especially important in Fluvanna County, where many residents may have limited access to financial resources and may be unfamiliar with the intricacies of the mortgage industry.

Tax Services

Residents of Fluvanna County, VA could benefit from the expertise of a tax advisor in numerous ways. For instance, a tax advisor could provide guidance on tax planning strategies to help residents minimize their tax liability. Additionally, a tax advisor could assist residents in filing their tax returns accurately and on time, ensuring compliance with state and federal tax laws. Furthermore, given that Fluvanna County has a significant agricultural sector, a tax advisor could help farmers take advantage of tax breaks and deductions related to their business. Moreover, with the recent economic downturn, many residents may be struggling financially, and a tax advisor could offer advice on how to navigate tax-related issues during these challenging times. Overall, a tax advisor could provide invaluable assistance to Fluvanna County residents, helping them save money and avoid costly mistakes.

Estate Planning Lawyer

Residents of Fluvanna County, VA could benefit greatly from the services of an estate planning lawyer. With a population of just over 26,000, the county is home to many families who may not have considered the importance of planning for their estate. An estate planning lawyer can help these residents create a comprehensive plan that outlines their wishes for the distribution of their assets and provides for their loved ones after they pass away. Additionally, many residents of Fluvanna County own land or property, which can complicate the estate planning process. An experienced lawyer can navigate the complex legal requirements for transferring ownership of these assets and ensure that the transfer is done in a way that minimizes taxes and other costs. By working with an estate planning lawyer, residents of Fluvanna County can gain peace of mind knowing that their assets and loved ones will be taken care of according to their wishes.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Fluvanna County, VA can provide a range of services to help individuals and families manage and grow their wealth. With its diverse economy and natural beauty, Fluvanna County offers unique opportunities and challenges for wealth management. A skilled wealth manager can provide personalized investment strategies that take into account the local real estate market, the region's agricultural sector, and other factors that may impact the value of assets. Additionally, a wealth manager can assist with tax planning, estate planning, and charitable giving, helping clients to make the most of their resources while minimizing their tax liabilities. With their expertise and experience, a wealth manager in Fluvanna County can provide invaluable guidance and support to help clients achieve their financial goals and build a legacy for future generations.

Fluvanna County, VA is undoubtedly the best place to seek out a wealth manager. Nestled in the heart of Virginia, this county boasts a unique combination of natural beauty and economic growth. With its close proximity to major metropolitan areas, Fluvanna County offers the perfect balance of small-town charm and big-city amenities. But what truly sets this county apart is its commitment to sustainability and environmental protection. From its thriving agricultural industry to its innovative renewable energy projects, Fluvanna County is a leader in promoting sustainable practices and responsible stewardship of resources. A wealth manager in Fluvanna County is not only equipped to help clients achieve financial success but also to do so in a way that aligns with the county's values of sustainability and environmental responsibility.