List of Firms
Botetourt County, VA Fiduciary Financial Advisors
Morgan Stanley Financial Advisors
Edward Jones - Financial Advisor: George F Lester, AAMS™
Edward Jones - Financial Advisor: Josh Werle, AAMS®
Allison Link - RBC Wealth Management Financial Advisor
Edward Jones - Financial Advisor: Matthew Bowman
Integrity Financial Planning, Inc.
Edward Jones - Financial Advisor: Libby Hammond
Edward Jones - Financial Advisor: Mike Pendleton, CFP®|ChFC®|CLU®
Merrill Lynch Wealth Management Advisor Steven Craighead
Merrill Lynch Wealth Management Advisor Edward Marion Smith
Botetourt Financial Services Advrs
Edward Jones - Financial Advisor: Carl M Grove, AAMS™
WealthGuard Financial Services
Mc Lawhorn Financial Advisors
Allen Barkett Capital
Financial Academy
John White - Financial Advisor, Ameriprise Financial Services, LLC
Equitable Advisors Roanoke Virginia
Edward Jones - Financial Advisor: Craig C Brigman, CEPA®|AAMS®|CRPC®
Coastal Wealth Advisory Services, LLC
Edward Jones - Financial Advisor: Chris Yeakel
Vip Planners Inc
Huetter Investments LP
Valley Investments Management
Carilion Patient Financial Services
American Financial Planning, Inc.
UBS Financial Services Inc.
Smith & Associates - Ameriprise Financial Services, LLC
Merrill Lynch Wealth Management Advisor Brandon Michael LaCroix
Edward Link Jr - RBC Wealth Management Financial Advisor
Merrill Lynch Wealth Management Advisor Charles Kepley
Preeminent Advisors
Edward Jones
Woodberry Financial Services
Christine Smith - Financial Advisor, Ameriprise Financial Services, LLC
Edward Jones - Financial Advisor: Michelle Atkins Yost, AAMS™
Douglas Bleecker - Financial Advisor, Ameriprise Financial Services, LLC
IFA Wealth
360 Wealth Consulting
Kaapa Investments Inc
Lee F Brooks - Private Wealth Advisor, Ameriprise Financial Services, LLC
Ayers Financial Services
Harmon & Proutey Financial Group
Pressy Williams: Primerica - Financial Services
C Geiger Consulting
Merrill Lynch Wealth Management Advisor Lisa Downing Angle
Max Holland - Thrivent
Bradley Blum - RBC Wealth Management Financial Advisor
The Conner Group
Edward Jones - Financial Advisor: Doug Harrison, CFP®|AAMS®
Financial Consulting for Your Goals
John Park - Ameriprise Financial Services, LLC
Spencer Financial
Edward Jones - Financial Advisor: Michael W Wade, CFP®
Meridian Wealth Management - UBS Financial Services Inc.
Where Certified Financial Advisors in Botetourt County, VA Serve
Nestled in the heart of Virginia, Botetourt County boasts a plethora of landmarks that are sure to captivate even the most seasoned traveler. From the historic Fincastle Courthouse, which dates back to 1770, to the breathtaking Blue Ridge Mountains, there is no shortage of natural and man-made wonders to behold. As for top employers, the county is home to a diverse array of businesses, including global manufacturing powerhouse, Orvis, and leading healthcare provider, Carilion Clinic. These companies, along with many others, provide ample job opportunities for residents and visitors alike. When it comes to major highways and streets, Botetourt County is conveniently situated near several major thoroughfares, including I-81 and US-220. These roads make it easy to travel to nearby cities like Roanoke and Lynchburg, as well as other popular destinations throughout the state. Finally, neighborhoods in Botetourt County offer a unique blend of rural charm and modern convenience.
Services Provided by Fee Based and Fee Only Financial Advisors
Banks and Credit Unions
Insurance Broker
Retirement Planning
Wealth Management
Mortgage Loan Officer
Tax Services
Estate Planning Lawyer
FREQUENTLY ASKED QUESTIONS
FAQs About Personal Financial Advisors in Botetourt County, VA
A financial advisor in Botetourt County, VA can provide a wide range of financial advising services to help individuals achieve their financial goals. From retirement planning to investment management, a financial advisor can provide guidance on how to save, invest, and grow wealth. One specific aspect unique to Botetourt County is its growing tourism industry. With attractions like the Blue Ridge Parkway and the Appalachian Trail, Botetourt County has become a popular destination for outdoor enthusiasts. A financial advisor can help individuals in the tourism industry navigate the complexities of seasonal income and provide strategies for long-term financial stability. Additionally, with the county's growing population and expanding economy, a financial advisor can provide guidance on how to take advantage of local investment opportunities and plan for future growth.
Botetourt County, VA is the ultimate destination for anyone seeking financial advising services. The county boasts of a robust economy, with a plethora of businesses and industries thriving within its borders. The financial advisors in the area are well-versed in the economic landscape of the region, enabling them to provide tailored advice that is specific to the client's needs. Additionally, the county's strategic location along the I-81 corridor makes it a hub for commerce, attracting investors and entrepreneurs from all over the country. This influx of capital has created a wealth of opportunities for financial advisors to help individuals and businesses make sound financial decisions. The county's commitment to education and innovation has also led to the establishment of several financial institutions that offer a wide range of services, including wealth management, investment planning, and retirement planning. With its thriving economy, strategic location, and abundance of financial resources, Botetourt County, VA is undoubtedly the best place to get financial advising.
A financial planner in Botetourt County, VA takes on the role of guiding individuals and businesses in the area towards making sound financial decisions. From retirement planning to investments, these professionals help their clients navigate the complex world of finance. Botetourt County, VA is a unique location, known for its rich history and stunning natural beauty. With the Blue Ridge Mountains serving as a picturesque backdrop, financial planners in this area must take into account the various industries that drive the local economy. From agriculture to manufacturing, each sector has its own set of financial challenges and opportunities. Therefore, financial planners in Botetourt County must possess a deep understanding of the local economy and its intricacies to provide tailored financial advice to their clients. Whether it's helping a farmer plan for retirement or a manufacturer invest in new equipment, financial planners in Botetourt County, VA play a vital role in ensuring the financial stability of the community.
As a resident of Botetourt County, VA, it is important to consider reaching out to a financial advisor when you are facing complex financial decisions. With a population of over 33,000 people, Botetourt County is home to a diverse range of individuals with unique financial needs. Whether you are planning for retirement, seeking investment opportunities, or navigating the complexities of estate planning, a financial advisor can provide valuable guidance and support. Additionally, Botetourt County is home to a thriving business community, and entrepreneurs and small business owners can benefit from the expertise of a financial advisor when navigating the challenges of starting and growing a business. With so many financial options available, it can be overwhelming to make the right decisions for your unique situation. A financial advisor can help you make informed choices that align with your long-term goals and financial objectives.
A financial advisor in Botetourt County, VA must possess a unique set of qualities to be successful. Firstly, they must have a deep understanding of the local economy and financial landscape, which is heavily influenced by the county's thriving manufacturing and agricultural industries. Additionally, they must be able to communicate complex financial concepts to clients in a clear and concise manner, as well as possess strong analytical skills to identify potential investment opportunities. Furthermore, a financial advisor in Botetourt County must be able to adapt to the changing needs of their clients, who may have different financial goals and risk tolerances. Lastly, they must have a strong ethical compass and adhere to the highest standards of professionalism, as they are entrusted with the financial well-being of their clients. In short, a successful financial advisor in Botetourt County, VA must possess a unique blend of local knowledge, analytical skills, adaptability, and ethical integrity to help their clients achieve their financial goals.
Botetourt County, VA is home to some of the top financial advising firms in the state. These firms offer a range of financial services to individuals and businesses alike, including investment management, retirement planning, and tax preparation. What sets these firms apart from others is their deep understanding of the unique financial needs of the community. Botetourt County, VA is known for its rich history and natural beauty, with the Blue Ridge Mountains and the James River providing a stunning backdrop for daily life. As a result, these financial advisors are well-versed in the intricacies of managing wealth in this region, taking into account factors such as land ownership, agricultural income, and tourism-related businesses. With their bursty and complex approach to financial advising, these firms are helping individuals and businesses in Botetourt County, VA achieve their financial goals and secure their financial futures.
Financial advisors in Botetourt County, VA are compensated in a variety of ways. One common method is through commission-based sales, where advisors receive a percentage of the products or services they sell to clients. Another common method is through fee-based services, where advisors charge a flat fee for their advice and services. Additionally, some advisors may receive compensation through a combination of both commission-based and fee-based services. It is worth noting that in Botetourt County, VA, financial advisors may also receive compensation through referral fees, where they receive a commission for referring clients to other professionals, such as attorneys or accountants. This adds a layer of complexity to the compensation structure in Botetourt County, VA, as advisors must navigate ethical considerations when making referrals and disclosing any compensation received.