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State DirectoryInvestment Management in Zions Crossroads, VA
1. 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…
2. 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…
3. 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. 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,…
7. 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…
9. CornerStone Partners Capital Management LLC
675 Peter Jefferson Pkwy Ste 400, Charlottesville, VA 22911
16. Quantitative Investments Management
200 6th St NE, Charlottesville, VA 22902
18. U.S. Trust
300 E Main St, Charlottesville, VA 22902
21. 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…
22. 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…
23. 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…
24. Platt Financial
154 Hansen Rd, Charlottesville, VA 22911
From Business: Platt Financial specializes in providing financial solutions for those in the "wealth conservation" or "distribution" stages of their financial lives. Its financial advisors…
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. 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…
27. 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…
28. Raymond James Financial Services
941 Glenwood Station Ln, Charlottesville, VA 22901
From Business: Trusted in Our Community. Focused On You.Raymond James Financial Services, Inc. Dean & Masloff has been operating in and around the Charlottesville area since 2008. As your…
29. Laura Pittman - 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…
30. 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…
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