Wealth Management in Spotsylvania County, VA

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List of Firms

Spotsylvania County, VA Wealth Management Firms

Legacy Wealth Management, Inc.
5 out of 5
Location 10432 Balls Ford Rd #100, Manassas, VA 20109, USA
Phone (703) 457-9940
Language http://lwealthmanagement.com/
Directions
Edward Jones - Financial Advisor: Ben Maxwell, ChFC®|AAMS™
5 out of 5
Location 1551 Emancipation Hwy Suite 102, Fredericksburg, VA 22401, USA
Phone (540) 701-0735
Language https://www.edwardjones.com/us-en/financial-advisor/ben-maxwell?y_source=1_OTYzNTY1LTcxNS1sb2NhdGlvbi53ZWJzaXRl
Directions
Merrill Lynch Wealth Management Advisor B. Scott Mason
Location 910 Princess Anne St, Fredericksburg, VA 22401, USA
Phone (540) 370-0441
Language https://fa.ml.com/virginia/fredericksburg/farringtonmasongroup
Directions
Douglas Cooper - Raymond James
Location 1671 Richmond Hwy, Fredericksburg, VA 22401, USA
Phone (540) 710-6782
Language http://www.cooperfg.com/
Directions
Market Wealth Management, LLC
SEC File# 801-110574
CRD# 171031
5 out of 5
Location 12644 Chapel Rd, Clifton, VA 20124, USA
Phone (703) 266-5500
Language http://marketwm.com/
Directions
Hunt Country Wealth Management
5 out of 5
Location 49 S Loudoun St, Winchester, VA 22601, USA
Phone (540) 205-8186
Language https://huntcountryinvestments.com/
Directions
Lantern Wealth Management - Raymond James
Location 308 Wolfe St Fl 3, Fredericksburg, VA 22401, USA
Phone (540) 215-4231
Language https://www.raymondjames.com/lanternwealthmanagement
Directions
ALNA Financial
Location 1201 Ashford Cir, Fredericksburg, VA 22401, USA
Phone (540) 642-1204
Language http://www.alnafinancial.com/
Directions
Rosenthal Wealth Management Group
4 out of 5
Location 9265 Corporate Cir, Manassas, VA 20110, USA
Phone (703) 330-3100
Language http://rosenthalwealthmanagement.com/
Directions
Venture Capital Consulting
Location 202 06644 U.S. 1, Spotsylvania Courthouse, VA 22551, USA
Phone (202) 239-5845
Language http://www.venturecapitalconsulting.org/contact-us.html
Directions
Spotsylvania County Finance
Location 8800 Courthouse Rd, Spotsylvania Courthouse, VA 22553, USA
Phone (540) 507-7575
Language https://www.spotsylvania.va.us/272/Accounting-Procurement
Directions
PBMares, LLP
Location 725 Jackson St Suite 210, Fredericksburg, VA 22401, USA
Phone (540) 371-3566
Language https://www.pbmares.com/locations/fredericksburg-cpa-firm/?utm_source=google&utm_medium=Yext
Directions
Williamsburg Financial Group
4 out of 5
Location 4801 Courthouse St, Williamsburg, VA 23188, USA
Phone (757) 941-2600
Language http://williamsburgfinancialgroup.com/
Directions
Wealth Management in Spotsylvania County, VA

Where Wealth Management Advisors in Spotsylvania County, VA Serve

Spotsylvania County, located in the heart of Virginia, is a land of rich history and natural beauty. The county is home to several notable landmarks, including the Spotsylvania Courthouse, which played a pivotal role in the Civil War. Other must-see attractions include the Wilderness Battlefield, Chancellorsville Battlefield, and Lake Anna State Park, where locals and tourists alike can enjoy hiking, fishing, and boating. When it comes to employment, Spotsylvania County boasts a diverse economy with top employers in healthcare, education, and government. Mary Washington Healthcare, Spotsylvania County Public Schools, and the United States Department of Defense are just a few of the major employers in the area. Navigating Spotsylvania County is a breeze, thanks to its extensive network of major highways and streets. Interstate 95, Route 1, and Route 3 all run through the county, providing easy access to nearby cities like Richmond and Washington, D.C.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Spotsylvania County, VA can benefit from a bank in many ways. For instance, a bank can provide them with financial assistance, such as loans and mortgages, to help them purchase homes, start businesses, and achieve their financial goals. Additionally, a bank can offer residents access to various banking services, including checking and savings accounts, credit cards, and online banking. Spotsylvania County, VA is a growing community with a diverse population, and a bank can help meet the unique financial needs of its residents. Furthermore, a bank can assist local businesses by providing them with loans, merchant services, and other financial products to help them grow and succeed. Overall, a bank can play a vital role in supporting the economic development and financial well-being of Spotsylvania County, VA and its residents.

Insurance Broker

Spotsylvania County, VA residents can benefit from the services of an insurance broker in various ways. For instance, an insurance broker can help residents to navigate the complex and ever-changing insurance market, ensuring that they get the best coverage for their unique needs. Additionally, an insurance broker can assist Spotsylvania County residents in finding insurance policies that are tailored to their specific circumstances, such as those that cover flood damage, which is a common occurrence in the area due to its proximity to the Rappahannock River. Furthermore, an insurance broker can help Spotsylvania County residents to save money on their insurance premiums by identifying discounts and bundling policies. Overall, an insurance broker can be an invaluable resource to Spotsylvania County residents looking to protect their assets and financial well-being.

Retirement Planning

Residents of Spotsylvania County, VA can benefit greatly from the services of a retirement planner. With the county's population increasing steadily, many individuals are looking for ways to secure their financial future. A retirement planner can help residents navigate the complexities of retirement planning, including investment strategies, tax planning, and estate planning. Furthermore, with the county's proximity to Washington D.C., many residents may have unique retirement needs due to their employment in the federal government or related industries. A retirement planner can help these individuals make the most of their retirement benefits, including Social Security and federal retirement plans. By working with a retirement planner, residents of Spotsylvania County can feel confident in their financial future and enjoy their retirement years to the fullest.

Financial Advisor

Residents of Spotsylvania County, VA can benefit from the expertise of a financial advisor in many ways. One of the most common ways is through retirement planning. With an aging population in the county, it is crucial for residents to have a solid plan in place to ensure their financial stability in their golden years. A financial advisor can help residents navigate the complexities of retirement accounts, social security benefits, and other retirement income sources. Additionally, with the county's proximity to Washington D.C., many residents work in government or military positions, which come with unique financial considerations. A financial advisor can assist with navigating these complexities, such as understanding the Thrift Savings Plan and other government benefits. With the county's growing population and booming economy, a financial advisor can also help residents with investment strategies and wealth management to ensure long-term financial success.

Mortgage Loan Officer

Residents of Spotsylvania County, VA may seek the assistance of a mortgage loan officer for a variety of reasons. One of the most common ways that a loan officer can help Spotsylvania residents is by providing guidance and support throughout the home buying process. With a median home value of $314,000, Spotsylvania County is known for its competitive real estate market. A mortgage loan officer can help residents navigate this market by providing information on available loan options, helping them to understand the terms and conditions of their mortgage, and ensuring that they secure the best possible interest rates. Additionally, loan officers can assist residents with refinancing their mortgages, which can help them to save money on their monthly payments and reduce their overall debt. Ultimately, a mortgage loan officer can provide invaluable assistance to Spotsylvania residents looking to purchase or refinance a home, helping them to achieve their dreams of homeownership.

Tax Services

Residents of Spotsylvania County, VA can benefit greatly from the expertise of a tax advisor. With the county's growing population and diverse economy, the tax laws and regulations can be complex and overwhelming for many individuals. A tax advisor can assist in maximizing deductions and credits, ensuring compliance with state and federal tax laws, and providing guidance on tax planning strategies. Additionally, with Spotsylvania County's proximity to Washington D.C., residents may have unique tax implications related to working in the nation's capital. A tax advisor can provide valuable insight and advice on navigating these complex tax situations. Overall, seeking the help of a tax advisor can alleviate stress and provide peace of mind for Spotsylvania County residents during tax season and beyond.

Estate Planning Lawyer

Residents of Spotsylvania County, VA can benefit greatly from the services of an estate planning lawyer. With the county's rich history dating back to the Civil War, many residents have inherited family properties and assets that require careful planning for future generations. An estate planning lawyer can assist in drafting wills, trusts, and other legal documents to ensure that these assets are distributed according to the individual's wishes. Additionally, the county's proximity to major metropolitan areas, such as Washington D.C. and Richmond, means that many residents have complex financial portfolios that require expert attention. An estate planning lawyer can provide guidance on tax planning, retirement planning, and asset protection strategies. With the county's growing population and diverse demographics, an estate planning lawyer can help residents of all ages and backgrounds secure their financial futures and protect their legacies.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth managers in Spotsylvania County, VA offer a wide range of services to help individuals and families manage their wealth effectively. These services include investment planning, retirement planning, tax planning, estate planning, and risk management. One specific aspect of Spotsylvania County that wealth managers take into account is its rapidly growing population. With a population of over 136,000 people, Spotsylvania County is one of the fastest-growing counties in Virginia. This presents unique challenges and opportunities for wealth managers, who must navigate the changing economic landscape to help their clients achieve their financial goals. Whether it's helping clients invest in the local real estate market or providing guidance on tax-efficient retirement strategies, wealth managers in Spotsylvania County are well-equipped to provide the personalized advice and support their clients need to succeed.

Spotsylvania County, VA is the ultimate destination for anyone seeking a wealth manager. With its serene and picturesque scenery, the county is a hub of financial activity and boasts of a diverse range of wealth management firms. The county's unique blend of urban and rural areas provides a perfect backdrop for wealth managers to offer personalized investment advice to their clients. Additionally, the county's proximity to major cities such as Richmond and Washington, D.C., ensures that wealth managers in Spotsylvania County have access to a wide range of investment opportunities. The county's robust economy and stable real estate market make it an attractive destination for investors seeking long-term growth. With its vast array of wealth management options, Spotsylvania County is the go-to destination for anyone looking to secure their financial future.