Best Financial Advisors in Albemarle County, VA

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List of Firms

Albemarle County, VA Fiduciary Financial Advisors

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MaryAnna Gilmer - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 675 Peter Jefferson Pkwy STE 220, Charlottesville, VA 22911, USA
Phone (434) 995-5752
Directions
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Laura Pittman - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 941 Glenwood Station Ln STE 203, Charlottesville, VA 22901, USA
Phone (434) 220-4671
Directions
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Steven J Engel - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 675 Peter Jefferson Pkwy STE 220, Charlottesville, VA 22911, USA
Phone (434) 995-5752
Directions
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Lincoln Financial Advisors
5 out of 5
Location 124 Sundrops Ct, Charlottesville, VA 22902, USA
Phone (434) 244-4540
Directions
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Edward Jones - Financial Advisor: Chris Abbott, CFP®|AAMS®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2020 Bond St Suite 140, Charlottesville, VA 22901, USA
Phone (434) 977-6802
Directions
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Paige Ryan - Financial Advisor, Ameriprise Financial Services, LLC
Location 941 Glenwood Station Ln STE 203, Charlottesville, VA 22901, USA
Phone (434) 220-4671
Directions
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Emergent Financial Services, LLC.
SEC File# 801-114160
CRD# 288434
Location 310 Old Ivy Rd #302, Charlottesville, VA 22903, USA
Phone (434) 260-1690
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Glenn Catalano - Financial Advisor, Ameriprise Financial Services, LLC
Location 620 Woodbrook Dr Ste 4A, Charlottesville, VA 22901, USA
Phone (434) 973-3457
Directions
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Edward Jones - Financial Advisor: Gail South, AAMS®
SEC File# 801-3297
CRD# 250
Location 202 E High St, Charlottesville, VA 22902, USA
Phone (434) 977-0753
Directions
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Merrill Lynch Wealth Management Advisor Jennifer R. Patterson
Location 650 Peter Jefferson Pkwy STE 350, Charlottesville, VA 22911, USA
Phone (434) 984-4771
Directions
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Arrowroot Family Office
SEC File# 801-121878
CRD# 168744
Location 2 Boars Head Lane Ste 110, Charlottesville, VA 22903, USA
Directions
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A N Culbertson & Co Inc
SEC File# 801-43581
CRD# 108341
Location 1 Boars Head Pl, Charlottesville, VA 22903, USA
Phone (434) 972-7766
Directions
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Guard Hill Advisors, LLC
Location 1530 London Rd, Charlottesville, VA 22901, USA
Phone (434) 328-8489
Directions
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Matthew Meade - TIAA Financial Consultant
Location 650 Peter Jefferson Pkwy #250, Charlottesville, VA 22911, USA
Phone (434) 964-2645
Directions
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David Barrett-Johnson - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 908 E Jefferson St Ste 201, Charlottesville, VA 22902, USA
Phone (434) 296-6611
Time Monday: 8:30 AM – 5:30 PM Tuesday: 8:30 AM – 5:30 PM Wednesday: 8:30 AM – 5:30 PM Thursday: 8:30 AM – 5:30 PM Friday: 8:30 AM – 5:30 PM Saturday: Closed Sunday: Closed
Directions
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Antoinette Lucas - TIAA Wealth Management Advisor
Location 650 Peter Jefferson Pkwy Suite 250, Charlottesville, VA 22911, USA
Phone (866) 842-2044
Directions
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Michael Hancock - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 941 Glenwood Station Ln STE 203, Charlottesville, VA 22901, USA
Phone (434) 220-4671
Directions
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ArkWise Wealth - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 908 E Jefferson St Ste 201, Charlottesville, VA 22902, USA
Phone (434) 296-6611
Directions
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Edward Jones - Financial Advisor: Joan M Carlson
5 out of 5
Location 1010 Ednam Center Suite 102, Charlottesville, VA 22903, USA
Phone (434) 984-0345
Directions
Financial Advisors in Albemarle County, VA

Where Certified Financial Advisors in Albemarle County, VA Serve

Albemarle County, located in the heart of Virginia, is a picturesque and historic area known for its stunning natural beauty and rich cultural heritage. From the rolling hills of the Blue Ridge Mountains to the charming downtown area of Charlottesville, this region is home to a wealth of landmarks and attractions that draw visitors from around the world. Some of the most notable landmarks in Albemarle County include Monticello, the former home of Thomas Jefferson, and the University of Virginia, which was founded by Jefferson himself. Other popular destinations include the historic Downtown Mall, the Virginia Discovery Museum, and the Carter Mountain Orchard, which offers breathtaking views of the surrounding countryside. In terms of employment, Albemarle County is home to a diverse range of industries and top employers, including the University of Virginia, Sentara Martha Jefferson Hospital, and the National Ground Intelligence Center.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Albemarle County, VA can benefit greatly from the guidance of a financial advisor. One specific way that a financial advisor can help is by providing advice on how to navigate the local real estate market. Albemarle County is home to the University of Virginia, which attracts a significant number of students, faculty, and staff every year. This influx of people can make the housing market in the area highly competitive, and a financial advisor can provide valuable insight into how to make smart real estate investments. Additionally, a financial advisor can help residents of Albemarle County plan for retirement, save for their children's education, and manage their debt. With the help of a financial advisor, residents of Albemarle County can feel confident about their financial future.

Insurance Broker

Residents of Albemarle County, VA can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by providing personalized guidance and recommendations on insurance plans. This is especially important in Albemarle County, which is known for its high cost of living and expensive real estate market. An insurance broker can help residents navigate the complex insurance market and find affordable and comprehensive coverage for their homes, cars, and health. Additionally, an insurance broker can assist residents in filing claims and negotiating with insurance companies, ensuring that they receive the compensation they deserve in the event of an accident or disaster. Overall, an insurance broker can provide invaluable support to residents of Albemarle County, helping them protect their assets and achieve peace of mind.

Retirement Planning

Residents of Albemarle County, VA could benefit greatly from the services of a retirement planner. With a rapidly aging population, many individuals in Albemarle County are approaching retirement age and may be uncertain about how to prepare for their future. A retirement planner can provide guidance on a variety of financial matters, such as investment strategies, tax planning, and estate planning. Additionally, a retirement planner can help residents of Albemarle County navigate the unique challenges of living in a rural area, such as limited access to healthcare and a lack of employment opportunities for older adults. By working with a retirement planner, residents of Albemarle County can gain peace of mind and confidence in their financial future.

Wealth Management

Residents of Albemarle County, VA can benefit from the services of a wealth manager in many ways. One of the most common ways is by helping them to create a financial plan that aligns with their long-term goals. With the help of a wealth manager, residents can develop a comprehensive plan that accounts for their unique circumstances, such as the high cost of living in Albemarle County. Additionally, a wealth manager can provide guidance on investment strategies that can help residents maximize their returns while minimizing risk. In a community like Albemarle County, where many residents are focused on preserving their wealth for future generations, the expertise of a wealth manager can be invaluable.

Mortgage Loan Officer

Residents of Albemarle County, VA can benefit from the expertise of a mortgage loan officer in several ways. With the majority of the population being homeowners, a mortgage loan officer can assist in securing a loan for a new home or refinancing an existing mortgage. Albemarle County is known for its beautiful rural landscapes and historic homes, and a loan officer can provide guidance on financing options for these unique properties. Additionally, with the county being home to the University of Virginia, a loan officer can offer specialized knowledge on financing options for faculty and staff looking to purchase homes in the area. Overall, a mortgage loan officer can provide valuable assistance to residents of Albemarle County looking to achieve their homeownership goals.

Tax Services

Residents of Albemarle County, VA can benefit greatly from the expertise of a tax advisor. One of the most common ways that a tax advisor can help residents of Albemarle County is by providing guidance on how to navigate the complex tax laws and regulations specific to the area. For example, Albemarle County has a relatively high property tax rate compared to other counties in Virginia, which can be a significant burden for homeowners. A tax advisor can help homeowners understand their property tax assessment and identify potential tax deductions or credits that may be available to them. Additionally, a tax advisor can provide advice on tax planning strategies to help residents minimize their tax liability and maximize their financial resources. Overall, a tax advisor can be an invaluable resource for residents of Albemarle County, helping them to navigate the complex world of taxes and make informed financial decisions.

Estate Planning Lawyer

Residents of Albemarle County, VA can benefit greatly from the assistance of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a will or trust that outlines how a person's assets will be distributed after they pass away. This can provide peace of mind and ensure that loved ones are taken care of. In Albemarle County, VA, where there is a large population of retirees and second-home owners, an estate planning lawyer can also help with issues related to Medicaid planning and long-term care. Additionally, with the area's growing population and thriving economy, an estate planning lawyer can assist with business succession planning and asset protection for entrepreneurs and business owners.

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