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State DirectoryFinancial Planners in Somerset, VA
1. Annuity General
Serving the Somerset Area
From Business: Call now for a Free Information Kit authored by a leading USA retirement income planning firm. Pros and cons on annuities, discover ways to maximize retirement income & easy to…
3. Edward Jones - Financial Advisor: Marianne L Shepard, AAMS™
5928 Seminole Trl Ste 106, Barboursville, VA 22923
From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…
4. Edward Jones - Financial Advisor: Laurie Maddox
5928 Seminole Trl Ste 106, Barboursville, VA 22923
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…
5. Third Millennium Advisors Inc
4493 Stony Point Rd, Barboursville, VA 22923
From Business: Financial Health for Today and Tomorrow.Third Millennium Advisors provides comprehensive wealth management services to successful individuals and families in the…
6. Catalano, Glenn, AGT
620 Woodbrook Dr, Charlottesville, VA 22901
From Business: The advisor listed is an Ameriprise financial advisor in Charlottesville. Comments are not verified, may not be accurate and are not necessarily representative of the…
7. Tim J McClurg - Financial Advisor, Ameriprise Financial Services
941 Glenwood Station Ln Ste 203, Charlottesville, VA 22901
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…
8. Michael Hancock - Private Wealth Advisor, Ameriprise Financial Services
941 Glenwood Station Ln Ste 203, Charlottesville, VA 22901
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…
9. Kristen Hardy - Private Wealth Advisor, Ameriprise Financial Services
941 Glenwood Station Ln Ste 203, Charlottesville, VA 22901
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…
10. Joseph Feola - Private Wealth Advisor, Ameriprise Financial Services
941 Glenwood Station Ln Ste 203, Charlottesville, VA 22901
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. Caroline Dominguez - Financial Advisor, Ameriprise Financial Services - Closed
941 Glenwood Station Ln Ste 203, Charlottesville, VA 22901
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. Holly Tomski - Financial Advisor, Ameriprise Financial Services
941 Glenwood Station Ln Ste 203, Charlottesville, VA 22901
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. Merrill Lynch Wealth Management
650 Peter Jefferson Pkwy Ste 350, Charlottesville, VA 22911
From Business: Welcome to Merrill Lynch in Charlottesville, VA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and…
14. Charles Schwab
675 Peter Jefferson Pkwy Ste 480, Charlottesville, VA 22911
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,…
15. MaryAnna Gilmer - Financial Advisor, Ameriprise Financial Services
675 Peter Jefferson Pkwy Ste 220, Charlottesville, VA 22911
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…
16. David Barrett-Johnson - Financial Advisor, Ameriprise Financial Services
908 E Jefferson St Ste 201, Charlottesville, VA 22902
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…
17. BB&T Scott & Stringfellow
310 4th St NE Ste 100, Charlottesville, VA 22902
From Business: Retail branch offices staffed by Financial Advisors who offer guidance and advice to clients regarding financial goals, education planning, financial planning, retirement…
18. First Command Financial Advisor - Jay Dymek
108 5th St SE Ste 204, Charlottesville, VA 22902
From Business: Jay Dymek joined First Command Financial Services as a Financial Advisor in March 2015, following a 25-year career in the United States Army, where he attained the rank of…
20. Stifel, Nicolaus & Co, Incorporated
1759 Worth park, Charlottesville, VA 22911
21. Richard Carroll - TIAA Financial Consultant
650 Peter Jefferson Pkwy Ste 250, Charlottesville, VA 22911
22. Glenn Catalano - Financial Advisor, Ameriprise Financial Services
620 Woodbrook Dr Ste 4A, Charlottesville, VA 22901
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. Franklin Jackson, Bankers Life Agent
1410 Rolkin Ct Ste 202, Charlottesville, VA 22911
From Business: With a history dating back to 1879, Bankers Life provides a broad selection of life insurance and health insurance products designed especially for Americans who are near or in…
24. TIAA Financial Services
650 Peter Jefferson Pkwy Ste 250, Charlottesville, VA 22911
From Business: Our wealth management advisors in TIAA’s Charlottesville, VA office are available to help clients achieve their financial goals by planning for lifelong income, saving for…
25. The Legacy Foudation
200 Hansen Rd, Charlottesville, VA 22911
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…
26. Silvercrest Asset Management Group
614 E High St, Charlottesville, VA 22902
From Business: Silvercrest Asset Management Group is an independent, employee-owned, registered investment advisory firm that provides asset management and family office services to families,…
27. Miller Financial Group
100 10th St NE Suite 302, Charlottesville, VA 22902
From Business: Miller Financial Group serves as your trusted partner, seeking to understand your needs and provide you with objective advice and comprehensive strategies. We take great pride…
28. Quad C Inc
230 E High St, Charlottesville, VA 22902
From Business: Founded in 1989, Quad-C Management is a private equity investment company. It specializes in investing in profitable businesses, including manufacturing, distribution, retail…
29. Morgan Stanley Wealth Management
401 E Market St, Charlottesville, VA 22902
From Business: Morgan Stanley, established in 1935, offers a wide range of investment banking, research, sales, trading and asset management services. It also offers securities underwriting,…
30. Petrichor Wealth Management
408 E Market St Ste 202, Charlottesville, VA 22902
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…
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