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State DirectoryFinancial Planners in Roanoke, VA
1. Ayers Financial Services
5185 Peters Creek Rd NW, Roanoke, VA 24019
From Business: We believe a values-based, comprehensive approach to your wealth is accomplished by addressing these five areas: Income, Taxes, Healthcare, Investments and Estate Planning. We…
2. BB&T Scott & Stringfellow
111 Franklin Rd SE Ste 200, Roanoke, VA 24011
From Business: Retail branch offices staffed by Financial Advisors who offer guidance and advice to clients regarding financial goals, education planning, financial planning, retirement…
3. Brooks Financial Group, Inc.
1017 2nd St SW, Roanoke, VA 24016
From Business: The advisor listed is an Ameriprise financial advisor in Roanoke. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of…
4. Valley Financial Solutions
2847 Penn Forest Blvd Ste 100, Roanoke, VA 24018
From Business: Our team has a collective 80 years of experience in the financial services industry. We can advise you on a range of issues, from retirement planning to insurance coverage to…
5. Bluewater Financial Services
117 Albemarle Ave SW, Roanoke, VA 24016
6. IFA Wealth Wealth Management Team
2709 Brambleton Ave SW, Roanoke, VA 24015
From Business: As independent financial advisors, our mission is to provide unbiased advice and unsurpassed service in the areas of investments, risk management, retirement planning, 401k…
7. BUDD & COMPANY, PLC, CPA's
505 S Jefferson St, Roanoke, VA 24011
From Business: Budd & Company, PLC, CPA's in Roanoke, Virginia is a full service tax, accounting and business consulting firm. We specialize in tax preparation for individuals and business.…
9. Monsour Equities
2762 Electric Rd, Roanoke, VA 24018
10. James Harlow - Private Wealth Advisor, Ameriprise Financial Services
3130 Chaparral Dr Ste 204, Roanoke, VA 24018
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
11. Lee F Brooks - Private Wealth Advisor, Ameriprise Financial Services
3130 Chaparral Dr Ste 204, Roanoke, VA 24018
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
12. Leslie R Carpenito - Financial Advisor, Ameriprise Financial Services
2965 Colonnade Dr Ste 320, Roanoke, VA 24018
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
13. Wells Fargo Advisors
10 S Jefferson St, Roanoke, VA 24011
From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and…
14. Merrill Lynch Wealth Management
114 Market St SE, Roanoke, VA 24011
From Business: Welcome to Merrill Lynch in ROANOKE, VA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
15. Allison Oakey - RBC Wealth Management Financial Advisor
110 Franklin Rd SE Ste 400, Roanoke, VA 24011
From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…
16. Michael Kemp - RBC Wealth Management Financial Advisor
110 Franklin Rd SE Ste 400, Roanoke, VA 24011
From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…
17. Edward Link Jr - RBC Wealth Management Financial Advisor
110 Franklin Rd SE Ste 400, Roanoke, VA 24011
From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…
18. Bradley Blum - RBC Wealth Management Financial Advisor
110 Franklin Rd SE Ste 400, Roanoke, VA 24011
From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…
19. Stephanie Leiser - Thrivent
1340 Maple Ave SW, Roanoke, VA 24016
From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Stephanie Leiser is committed to providing financial advice,…
20. Charles Leiser - Thrivent
1340 Maple Ave SW, Roanoke, VA 24016
From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Charles Leiser is committed to providing financial advice,…
21. Charles Schwab
2219 Colonial Ave SW, Roanoke, VA 24015
From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary,…
22. Glenn Kent - Financial Advisor, Ameriprise Financial Services
3130 Chaparral Dr Ste 204, Roanoke, VA 24018
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
23. Matthew Ely - Financial Advisor, Ameriprise Financial Services
3130 Chaparral Dr Ste 204, Roanoke, VA 24018
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
24. Tyler Laughon - Financial Advisor, Ameriprise Financial Services
3130 Chaparral Dr Ste 204, Roanoke, VA 24018
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
25. Allstate Personal Financial Representative: JOHN BENNETT
6711 Williamson Rd, Roanoke, VA 24019
From Business: As a Personal Financial Representative in Roanoke, I’ve gotten to know many local families. I understand that when it comes to preparing for your financial future, each…
26. Richard La Rose - Private Wealth Advisor, Ameriprise Financial Services
2965 Colonnade Dr Ste 320, Roanoke, VA 24018
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
27. Christine Smith - Financial Advisor, Ameriprise Financial Services
2758 Electric Rd Ste D, Roanoke, VA 24018
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
28. Roanoke, VA Branch Office - UBS Financial Services Inc.
10 S Jefferson St Ste 1050, Roanoke, VA 24011