Wealth Management in Roanoke, VA

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List of Firms

Roanoke, VA Wealth Management Firms

IFA Wealth
5 out of 5
Location 2709 Brambleton Ave SW, Roanoke, VA 24015, USA
Phone (540) 776-3343
Baumoel & Goodman I Financial Strategies
Location 3603 Brambleton Ave, Roanoke, VA 24018, USA
Phone (540) 774-1452
Frank A. Leyes & Associates; Private Wealth Management
5 out of 5
Location 2840 Electric Rd STE 205 A, Roanoke, VA 24018, USA
Phone (540) 986-2686
Titan Wealth Management
Location 129 Campbell Ave SE Suite 202, Roanoke, VA 24011, USA
Phone (540) 266-3409
Guelich Capital Management LLC
Location 1401 Franklin Rd SW, Roanoke, VA 24016, USA
Phone (540) 772-4545
SEC File# 801-7163
CRD# 8174
Location 10 S Jefferson St Suite 1050, Roanoke, VA 24011, USA
Phone (540) 855-3367
Michael Kemp - RBC Wealth Management Financial Advisor
Location 110 Franklin Rd SE Suite 400, Roanoke, VA 24011, USA
Phone (540) 404-6602
Wealth Management in Roanoke, VA

Where Wealth Management Advisors in Roanoke, VA Serve

Roanoke, VA is a bustling city nestled in the Blue Ridge Mountains, boasting a plethora of landmarks that attract tourists from near and far. The iconic Mill Mountain Star, perched atop Mill Mountain, is a must-see for anyone visiting the area. The Taubman Museum of Art, located in the heart of downtown, showcases a stunning collection of contemporary art. Roanoke is home to several major employers, including Carilion Clinic, which employs over 13,000 people and is considered one of the top hospitals in the state. Norfolk Southern Corporation, a major transportation company, also has a significant presence in the area. The city is easily accessible via several major highways, including Interstate 81 and US Route 220. Main streets such as Franklin Road and Williamson Road offer a variety of shops, restaurants, and entertainment options. The neighborhoods in Roanoke are diverse and offer something for everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Roanoke, VA could benefit greatly from the services offered by a bank. One specific way that a bank could help the community is by providing access to affordable loans for small businesses. Roanoke, VA has a growing entrepreneurial community, with many small businesses popping up around the city. However, these businesses often struggle to secure the funding they need to get off the ground or expand. A bank could offer loans with reasonable interest rates, allowing these businesses to grow and thrive. Additionally, a bank could provide financial education and resources to help residents better manage their money and plan for their futures. With the right support, the people of Roanoke, VA could achieve financial stability and success.

Insurance Broker

Residents of Roanoke, VA can greatly benefit from the expertise of an insurance broker. With the region's diverse economy, which includes healthcare, manufacturing, and tourism, an insurance broker can help residents navigate the complexities of insurance coverage for their specific needs. For example, Roanoke is home to the Carilion Clinic, a large healthcare system that employs thousands of people. An insurance broker can help these employees understand their healthcare options and choose a plan that best fits their needs. Additionally, Roanoke is situated in the Appalachian Mountains, which can make it more susceptible to natural disasters such as flooding and mudslides. An insurance broker can help residents understand their options for flood insurance and ensure they have adequate coverage in the event of a disaster. With the help of an insurance broker, residents of Roanoke can have peace of mind knowing they have the right insurance coverage to protect themselves and their assets.

Retirement Planning

Residents of Roanoke, VA could benefit from a retirement planner in a variety of ways. Firstly, a retirement planner can help individuals in Roanoke navigate the complex world of retirement savings and investments. This is especially important in Roanoke, where the cost of living is lower than the national average and residents may need to be particularly strategic in their retirement planning. Additionally, a retirement planner can help Roanoke residents understand the various retirement benefits available to them, such as Social Security and Medicare. Finally, a retirement planner can help Roanoke residents plan for the unexpected, such as medical emergencies or unexpected expenses, which can be particularly challenging for those living on a fixed income. Overall, a retirement planner can provide invaluable guidance and support to residents of Roanoke as they navigate the complexities of retirement planning.

Financial Advisor

Residents of Roanoke, VA could benefit from the guidance of a financial advisor in many ways. With a population of over 97,000 people, Roanoke is a bustling city that offers a diverse range of opportunities and challenges. A financial advisor could help residents navigate the complexities of the local economy, which is heavily influenced by the healthcare and education sectors. They could also assist with retirement planning, as the city has a growing population of retirees who may need help managing their finances. Additionally, a financial advisor could provide guidance on tax planning, given that Roanoke has a relatively high tax rate compared to other cities in Virginia. Overall, a financial advisor could help Roanoke residents achieve their financial goals and secure their financial future in a city that is full of both opportunities and challenges.

Mortgage Loan Officer

Residents of Roanoke, VA could greatly benefit from the expertise of a mortgage loan officer. With the city's diverse neighborhoods and housing options, a loan officer would be able to guide potential homebuyers through the complex process of obtaining a mortgage. Specifically, Roanoke has a mix of historic homes and modern developments, each with their own unique financing challenges. A loan officer would be able to navigate these complexities and help residents find the best mortgage options for their specific needs. Additionally, Roanoke's economy is heavily reliant on the healthcare and education industries, which can impact the financial situations of potential homebuyers. A loan officer would be able to take these factors into account when guiding residents through the mortgage process and ensuring they are making the best financial decisions for their future.

Tax Services

Residents of Roanoke, VA could benefit from the guidance of a tax advisor in several ways. Firstly, a tax advisor could help residents navigate the complex tax laws and regulations that are unique to Virginia. For example, Roanoke residents may be eligible for certain state tax credits or deductions that they are unaware of. Additionally, a tax advisor could help residents maximize their deductions and minimize their tax liability, which is especially important in a city with a relatively high cost of living like Roanoke. Furthermore, a tax advisor could assist residents who own small businesses in Roanoke with tax planning and compliance, ensuring that they are following all applicable laws and regulations. Overall, a tax advisor could be an invaluable resource for Roanoke residents looking to optimize their financial wellbeing and minimize their tax burden.

Estate Planning Lawyer

Residents of Roanoke, VA can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can assist with drafting a will, which is essential for ensuring that one's assets are distributed according to their wishes after their passing. Additionally, a lawyer can help with creating a trust, which can be especially important for those with complex financial situations or beneficiaries with special needs. Moreover, an estate planning lawyer can provide guidance on minimizing estate taxes and avoiding probate, which can save beneficiaries both time and money. In Roanoke, VA, where the population is aging and many residents own property, having an estate plan in place can provide peace of mind and ensure that one's legacy is preserved for future generations.

Roanoke, VA Financial Resources

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Roanoke, VA Public Library



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