Best Financial Advisors in Clarke County, VA

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List of Firms

Clarke County, VA Fiduciary Financial Advisors

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Farland Capital
Location 655 Wickliffe Rd, Berryville, VA 22611, USA
Phone (540) 955-1532
Directions
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Edward Jones - Financial Advisor: Will Lawrence, AAMS®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 640 Warrior Dr Suite 108, Stephens City, VA 22655, USA
Phone (540) 868-8189
Directions
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Business Management Services
SEC File# 801-78355
CRD# 168057
Location 609 S Braddock St, Winchester, VA 22601, USA
Phone (540) 667-4272
Directions
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Dunn Financial Advisors
Location 115 Bedford Dr, Winchester, VA 22602, USA
Phone (540) 665-8006
Directions
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Edward Jones - Financial Advisor: Courtney C Cox
SEC File# 801-3297
CRD# 250
Location 1825 Valley Ave, Winchester, VA 22601, USA
Phone (540) 722-2938
Directions
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Gary Moore Financial Services Inc
Location 1114 Fairfax Pike, White Post, VA 22663, USA
Phone (540) 869-7223
Directions
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Eagle Financial Services Inc
1 out of 5
Location 2 E Main St, Berryville, VA 22611, USA
Phone (540) 955-2510
Directions
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Edward Jones - Financial Advisor: Janet E Davidson
SEC File# 801-3297
CRD# 250
5 out of 5
Location 228 Elizabeth Dr, Stephens City, VA 22655, USA
Phone (540) 869-1843
Directions
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Edward Jones - Financial Advisor: Whitney Pyles
SEC File# 801-3297
CRD# 250
5 out of 5
Location 167 Market St, Winchester, VA 22603, USA
Phone (540) 773-3502
Directions
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bkh Llc
Location 1994 Millwood Rd, Millwood, VA 22646, USA
Phone (877) 254-9998
Directions
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Buxton Financial Services
Location 33735 Snickersville Turnpike # 207, Bluemont, VA 20135, USA
Phone (540) 554-2693
Directions
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Rader Group
Location 128 S Cameron St #100, Winchester, VA 22601, USA
Phone (540) 667-9335
Directions
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Friberg Wealth Management
Location 35531 Williams Gap Rd, Round Hill, VA 20141, USA
Phone (540) 751-1410
Directions
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Cornerstone Investment Group
Location 30 E Main St, Berryville, VA 22611, USA
Phone (540) 955-9914
Directions
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John R. Clawson, MBA, CFP®, Shenandoah Valley Financial Services
Location 440 W Jubal Early Dr #220, Winchester, VA 22601, USA
Phone (540) 662-4642
Directions
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Edward Jones - Financial Advisor: Jenn Robinson
SEC File# 801-3297
CRD# 250
5 out of 5
Location 222 Kernstown Commons Blvd b, Winchester, VA 22602, USA
Phone (540) 868-0139
Directions
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Fredericks & Associates LLC
5 out of 5
Location 640 Warrior Dr Ste 111, Stephens City, VA 22655, USA
Phone (540) 869-2880
Directions
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Jennifer McDonald - Morgan Stanley
Location 440 W Jubal Early Dr Ste 260, Winchester, VA 22601, USA
Phone (540) 723-2475
Directions
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Edward Jones - Financial Advisor: Jordan P Liskey
SEC File# 801-3297
CRD# 250
Location 15 W Main St, Berryville, VA 22611, USA
Phone (540) 955-9015
Directions
Financial Advisors in Clarke County, VA

Where Certified Financial Advisors in Clarke County, VA Serve

Clarke County, VA is a picturesque county located in the northern part of the state. Home to numerous landmarks, the county is a perfect blend of history and modernity. The Shenandoah River runs through the county, offering stunning views and recreational opportunities. The county is also home to the iconic Skyline Drive, a scenic highway that winds through the mountains and offers breathtaking vistas. The top employers in Clarke County include the public school system, the government, and the healthcare industry. The county is also home to numerous small businesses, including restaurants, shops, and boutiques. Major highways and streets in the county include Route 7, Route 50, and Route 340. These roads connect the county to neighboring areas and make it easy to travel throughout the region. Clarke County is also home to several charming neighborhoods, each with its own unique character and charm. Berryville, the county seat, is a quaint town with a historic downtown area and numerous shops and restaurants.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Clarke County, VA could greatly benefit from the guidance and expertise of a financial advisor. With its rural landscape and small-town charm, Clarke County is home to many families and individuals who may not have access to the same financial resources as those in larger cities. A financial advisor can help these residents make informed decisions about their investments, retirement planning, and overall financial health. In particular, many Clarke County residents may have unique financial needs related to owning and managing rural properties, such as farms or large estates. A financial advisor can provide tailored advice and support to help these residents navigate these complex financial situations and achieve their long-term goals.

Insurance Broker

Residents of Clarke 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 advice and guidance on selecting insurance policies that are tailored to the specific needs of Clarke County residents. For example, due to the county's location in the Shenandoah Valley, residents may face unique risks related to natural disasters such as flooding or tornadoes. An insurance broker can help residents navigate these risks and ensure they have adequate coverage in the event of a disaster. Additionally, an insurance broker can help residents save money by comparing policies and finding the most affordable options that still provide sufficient coverage. Overall, working with an insurance broker can provide peace of mind and financial security for residents of Clarke County, VA.

Retirement Planning

Residents of Clarke County, VA can benefit greatly from the services of a retirement planner. With a high percentage of the population being retirees, a retirement planner can assist in creating a personalized retirement plan that is tailored to their specific needs. For example, the planner can help residents navigate the complex world of Social Security and Medicare, ensuring that they are receiving all the benefits they are entitled to. Additionally, they can provide guidance on tax-efficient strategies for withdrawing retirement funds and help residents plan for potential long-term care needs. With the help of a retirement planner, residents of Clarke County can feel confident that they are on track to achieve their retirement goals and can enjoy their golden years with peace of mind.

Wealth Management

Residents of Clarke County, VA can benefit greatly from the expertise of a wealth manager. With its location in the Shenandoah Valley and proximity to the Washington D.C. metropolitan area, Clarke County has a unique mix of rural and urban influences. A wealth manager can help residents navigate the complexities of managing their finances in this diverse environment. From creating a comprehensive financial plan to managing investments and minimizing tax liabilities, a wealth manager can provide tailored solutions to meet the specific needs of Clarke County residents. Additionally, with the county's strong agricultural sector, a wealth manager can offer specialized advice on estate planning and succession planning for family-owned farms and businesses. Overall, a wealth manager can provide valuable guidance to help Clarke County residents achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Clarke County, VA would greatly benefit from the expertise and assistance of a mortgage loan officer. With the county's rural setting and small-town charm, many residents may face unique challenges in securing a mortgage loan. A knowledgeable loan officer can guide residents through the process of obtaining a loan, from determining their eligibility to finding the best loan options for their specific needs. Additionally, a loan officer can provide valuable advice on the local real estate market and help residents navigate any potential obstacles they may encounter during the home buying process. Overall, a mortgage loan officer can be a valuable resource for residents of Clarke County, VA looking to achieve their dream of homeownership.

Tax Services

Residents of Clarke County, VA can benefit from the expertise of a tax advisor in a variety of ways. One of the most common ways a tax advisor can help is by providing guidance on local tax laws and regulations specific to Clarke County. With its unique blend of rural and suburban areas, Clarke County residents may face different tax implications than those in neighboring counties. A tax advisor can also assist with tax planning and preparation, ensuring residents are taking advantage of all available deductions and credits while minimizing their tax liability. Additionally, a tax advisor can provide advice on retirement and estate planning, helping residents make informed decisions about their financial future. Overall, a tax advisor can be a valuable resource for Clarke County residents looking to navigate the complex world of taxes and finances.

Estate Planning Lawyer

Residents of Clarke County, VA can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a will or trust. This is especially important in Clarke County, VA, where many residents may own large amounts of land or property. An estate planning lawyer can help ensure that their assets are distributed according to their wishes and that their loved ones are taken care of after they pass away. Additionally, an estate planning lawyer can assist with other important documents, such as powers of attorney and healthcare directives, which can provide peace of mind and protection in the event of incapacitation or illness. Overall, an estate planning lawyer can provide valuable guidance and support to residents of Clarke County, VA, helping them to plan for the future and protect their assets.

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FAQs About Personal Financial Advisors in Clarke County, VA