Wealth Management in Harrisonburg, VA

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List of Firms

Harrisonburg, VA Wealth Management Firms

Strategent Financial LLC
Location 185 Neff Ave #102, Harrisonburg, VA 22801, USA
Phone (540) 437-1222
Regent Financial Wealth Management LLC
Location 3211 Peoples Dr, Harrisonburg, VA 22801, USA
Phone (540) 442-1199
Stellar One Wealth Management
Location 1920 Medical Ave # E, Harrisonburg, VA 22801, USA
Phone (540) 801-8482
Larson Wealth Management
5 out of 5
Location 124 Newman Ave #101, Harrisonburg, VA 22801, USA
Phone (540) 574-4391
Park View Financial Advisors
Location 1675 Virginia Ave, Harrisonburg, VA 22802, USA
Phone (540) 564-6111
Graves Light Lenhart
SEC File# 801-113908
CRD# 298283
5 out of 5
Location 100 S Mason St STE C, Harrisonburg, VA 22801, USA
Phone (540) 433-3076
SEC File# 801-57434
CRD# 11025
Location 5700 S High St #300, Harrisonburg, VA 22801, USA
Hess Financial
5 out of 5
Location 380 E Market St, Harrisonburg, VA 22801, USA
Phone (540) 246-0122
Nichols Financial Group - Ameriprise Financial Services, LLC
5 out of 5
Location 4030 Quarles Ct, Harrisonburg, VA 22801, USA
Phone (540) 438-8173
Wealth Management in Harrisonburg, VA

Where Wealth Management Advisors in Harrisonburg, VA Serve

Harrisonburg, VA is a bustling city nestled in the Shenandoah Valley, boasting a variety of landmarks that showcase the area's rich history and natural beauty. From the historic Court Square to the stunning Shenandoah National Park, there is no shortage of sights to see and experiences to be had. In terms of employment, Harrisonburg is home to several top employers such as James Madison University, Sentara RMH Medical Center, and Merck & Co. These companies provide a diverse range of job opportunities to the local community. Major highways and streets in the area include Interstate 81, Route 33, and Route 42, which provide easy access to neighboring cities and towns. Harrisonburg is also known for its diverse neighborhoods, each with its own unique character and charm. From the quaint and historic Old Town district to the bustling and vibrant downtown area, there is something for everyone in this lively city.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Harrisonburg, VA can benefit from a bank in a multitude of ways. One specific way is through the provision of loans for small businesses. Harrisonburg is home to a thriving small business community, with many locally-owned shops and restaurants. However, starting a business can be expensive and difficult without the necessary funds. A bank can provide loans to these entrepreneurs, allowing them to invest in their businesses and create jobs for the community. Additionally, banks can offer financial education and resources to residents, helping them to manage their money effectively and plan for the future. With the help of a bank, residents of Harrisonburg can achieve their financial goals and contribute to the growth and prosperity of their community.

Insurance Broker

Residents of Harrisonburg, VA can greatly benefit from the services of an insurance broker. With the city being home to James Madison University, a large portion of the population consists of college students and their families. An insurance broker can assist these families in finding affordable health insurance plans that meet their specific needs. Additionally, Harrisonburg is located in the Shenandoah Valley, an area prone to natural disasters such as floods and tornadoes. Insurance brokers can help residents secure comprehensive homeowners insurance policies that protect their homes and belongings from these potential hazards. With the constantly changing insurance market, an insurance broker can provide residents with up-to-date information on policy options and help them navigate the complex insurance landscape. Overall, an insurance broker can be a valuable resource for Harrisonburg residents in protecting their health, homes, and financial well-being.

Retirement Planning

Residents of Harrisonburg, VA would greatly benefit from the expertise of a retirement planner. With a population of over 54,000, Harrisonburg is a growing city that is home to many retirees. A retirement planner can help these individuals navigate the complexities of retirement planning, including determining the best investment strategies, managing their assets, and planning for long-term care needs. Additionally, Harrisonburg has a large population of retirees who are veterans. A retirement planner can help these individuals understand their military benefits and how they can be used to supplement their retirement income. With the help of a knowledgeable retirement planner, residents of Harrisonburg can feel confident that they are making informed decisions about their financial future.

Financial Advisor

Residents of Harrisonburg, VA would benefit greatly from the services of a financial advisor. With a population of over 50,000, Harrisonburg is a vibrant college town with a diverse community. A financial advisor can help residents navigate the complexities of financial planning, such as investing, retirement planning, and debt management. The advisor can also provide guidance on specific financial challenges unique to the Harrisonburg area, such as the high cost of living and the impact of the local economy on personal finances. Whether a resident is a student, a small business owner, or a retiree, a financial advisor can provide customized solutions to help them achieve their financial goals and secure their future in this dynamic community.

Mortgage Loan Officer

Residents of Harrisonburg, VA can benefit from the expertise of a mortgage loan officer in numerous ways. For instance, with the city's population growing at a steady pace, a mortgage loan officer can help residents navigate the complex process of securing a mortgage loan for a new home purchase or refinancing an existing mortgage. Moreover, with Harrisonburg being home to several colleges and universities, a mortgage loan officer can assist residents in securing financing for investment properties to rent out to students or faculty members. Additionally, given the city's diverse population, a mortgage loan officer can provide guidance to non-native English speakers, ensuring they fully understand the terms and conditions of their mortgage. With a mortgage loan officer's help, Harrisonburg residents can achieve their homeownership goals and secure their financial futures.

Tax Services

Residents of Harrisonburg, VA could benefit from the expertise of a tax advisor in a multitude of ways. One specific example is the potential impact of state and local tax (SALT) deductions on their tax returns. Harrisonburg residents may not be aware that Virginia is one of only a handful of states that does not allow taxpayers to deduct their state and local taxes on their federal returns. A tax advisor could help residents navigate this issue and potentially find other deductions or credits to offset the lack of SALT deductions. Additionally, a tax advisor could assist residents with understanding and complying with Virginia's unique tax laws, such as the Business, Professional, and Occupational License (BPOL) tax, which applies to certain businesses operating within the city limits. Overall, a tax advisor could provide invaluable guidance and support to Harrisonburg residents looking to optimize their tax situation and minimize their liabilities.

Estate Planning Lawyer

Residents of Harrisonburg, VA can benefit greatly from the expertise of an estate planning lawyer. With its diverse population and thriving economy, Harrisonburg presents unique challenges when it comes to estate planning. An experienced lawyer can help residents navigate the complexities of Virginia's estate laws, ensuring that their assets are distributed according to their wishes. In addition, a lawyer can assist with drafting wills, trusts, and other estate planning documents, as well as providing guidance on tax planning and asset protection. Whether you are a young family just starting out or a retiree looking to protect your assets, an estate planning lawyer can provide the peace of mind you need to enjoy life in Harrisonburg to the fullest.

Harrisonburg, VA Financial Resources

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Harrisonburg, VA City Hall


Harrisonburg, VA Public Library



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