Retirement Planning Services in Kents Store, VA

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1. Zoom Reverse Mortgage

Zoom Reverse Mortgage

Serving the Kents Store Area

OPEN 24 HOURS

From Business: A Loan with special features just for seniors. Featuring the Home Equity Conversion Mortgage (HECM) ~ HECM is the only reverse mortgage loan insured by the U.S Federal…

2. Edward Jones - Financial Advisor: Scott Jordan

Edward Jones - Financial Advisor: Scott Jordan

402 W Main St, Louisa, VA 23093

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

4. Petrichor Wealth Management

Petrichor Wealth Management

408 E Market St Ste 202, Charlottesville, VA 22902

CLOSED NOW:

From Business: At Petrichor Wealth Management, you and your family come first. We are passionate about helping you pursue your lifelong dreams and look forward to building a trusting and…

5. Truist

Truist

142 Hansen Rd, Charlottesville, VA 22911

CLOSED NOW:9:00 am - 12:00 pm

From Business: At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates,…

7. Charles Schwab

Charles Schwab

675 Peter Jefferson Pkwy Ste 480, Charlottesville, VA 22911

CLOSED NOW:Closed

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,…

8. Third Millennium Advisors Inc

Third Millennium Advisors Inc

4493 Stony Point Rd, Barboursville, VA 22923

CLOSED NOW:

From Business: Financial Health for Today and Tomorrow.Third Millennium Advisors provides comprehensive wealth management services to successful individuals and families in the…

YP
28 Years
in Business

9. The Legacy Foudation

The Legacy Foudation

200 Hansen Rd, Charlottesville, VA 22911

CLOSED NOW:

From Business: The Legacy Foundation, LLC is an independent firm providing financial planning strategies and asset management. For 25 years we have been advising clients, primarily university…

YP
13 Years
in Business

10. BB&T Scott & Stringfellow

BB&T Scott & Stringfellow

310 4th St NE Ste 100, Charlottesville, VA 22902

CLOSED NOW:

From Business: Retail branch offices staffed by Financial Advisors who offer guidance and advice to clients regarding financial goals, education planning, financial planning, retirement…