Best Financial Advisors in Fluvanna County, VA

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Fluvanna County, VA Fiduciary Financial Advisors

SEC File# 801-10970
CRD# 6413
1 out of 5
Location 1180 Lafayette Ln, Charlottesville, VA 22902, USA
Phone (434) 296-8871
Directions
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TIAA Financial Services
5 out of 5
Location 650 Peter Jefferson Pkwy Suite 250, Charlottesville, VA 22911, USA
Phone (866) 842-2044
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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Global View Capital Advisors
Location 802 Rivanna Woods Dr, Fork Union, VA 23055, USA
Phone (804) 323-3032
Directions
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Edward Jones - Financial Advisor: James S Clark, AAMS™
Location 1430 Rolkin Ct Suite 5-102, Charlottesville, VA 22911, USA
Phone (434) 295-1271
Directions
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ArkWise Wealth - Ameriprise Financial Services, LLC
Location 908 E Jefferson St Ste 201, Charlottesville, VA 22902, USA
Phone (434) 296-6611
Directions
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Julianne Allen - Thrivent
Location 1027 Towne Ln, Charlottesville, VA 22901, USA
Phone (434) 443-5625
Directions
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Origin Wealth - Ameriprise Financial Services, LLC
Location 675 Peter Jefferson Pkwy STE 220, Charlottesville, VA 22911, USA
Phone (434) 995-5752
Directions
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Edward Jones - Financial Advisor: Donald Giannangeli, AAMS™
5 out of 5
Location 1622 Timberwood Blvd Ste 111, Charlottesville, VA 22911, USA
Phone (434) 956-4351
Directions
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First Command Financial Advisor - Jay Dymek
Location 108 5th St SE Ste 204, Charlottesville, VA 22902, USA
Phone (434) 529-6219
Directions
Financial Advisors in Fluvanna County, VA

Where Certified Financial Advisors in Fluvanna County, VA Serve

Fluvanna County, VA is a picturesque region located in the heart of Virginia, known for its breathtaking natural beauty, rich history, and vibrant community. Its top landmarks include the historic James River, the stunning Lake Monticello, and the popular Pleasant Grove Park. The region is home to several major employers, including the Fluvanna County Public Schools, the Fluvanna County Government, and the Fluvanna County Sheriff's Office. The county is also served by several major highways and streets, including Route 15, Route 53, and Route 250. Fluvanna County boasts several charming neighborhoods, including the Lake Monticello community, the Palmyra area, and the Fork Union region, each offering a unique blend of small-town charm and modern amenities. With its stunning natural beauty, rich history, and thriving community, Fluvanna County is a truly special place to call home.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Fluvanna County, VA could benefit from the expertise of a financial advisor in a number of ways. For example, many individuals in the county rely on agriculture as their primary source of income, which can pose unique financial challenges. A financial advisor could help farmers navigate the complexities of commodity prices, government subsidies, and tax implications. Additionally, Fluvanna County has a significant retirement community, and a financial advisor could assist retirees with managing their investments, creating a sustainable income stream, and planning for long-term care needs. Overall, a financial advisor could provide valuable guidance and support to residents of Fluvanna County, helping them achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Fluvanna County, VA can benefit greatly from the services of an insurance broker. With the county's rural nature and abundance of farmland, an insurance broker can help farmers find the right policies to protect their crops and livestock from natural disasters and other unforeseen events. Additionally, with many residents commuting to nearby Charlottesville for work, an insurance broker can assist in finding affordable and comprehensive auto insurance policies that provide adequate coverage for the county's winding roads and unpredictable weather conditions. Overall, an insurance broker can provide invaluable guidance and personalized assistance to Fluvanna County residents in navigating the complex world of insurance.

Retirement Planning

Residents of Fluvanna County, VA can greatly benefit from the services of a retirement planner. Retirement planners can help individuals in Fluvanna County, VA to navigate the often complex landscape of retirement planning, including understanding Social Security benefits, creating a budget, and managing investments. Additionally, retirement planners can help Fluvanna County residents to plan for unexpected expenses, such as healthcare costs or home repairs. One specific challenge faced by residents of Fluvanna County is the high cost of living, which can make it difficult to save for retirement. A retirement planner can work with individuals to create a plan that takes into account their unique financial situation and helps them to achieve their retirement goals, despite the challenges posed by the cost of living in Fluvanna County.

Wealth Management

Residents of Fluvanna County, VA could greatly benefit from the assistance of a wealth manager in several ways. For example, a wealth manager could help them create a financial plan that takes into account the unique economic landscape of the county. Fluvanna County is largely rural, with a mix of small businesses and agricultural operations, so a wealth manager could help residents navigate the challenges of investing in these types of industries. Additionally, a wealth manager could help residents plan for the future by creating a retirement plan that takes into account the county's relatively high median age. With the help of a wealth manager, residents of Fluvanna County could feel more confident in their financial future and make informed decisions about their money.

Mortgage Loan Officer

Residents of Fluvanna County, VA would greatly benefit from the assistance of a mortgage loan officer when it comes to buying a home or refinancing an existing mortgage. With its rural location and small-town feel, Fluvanna County offers a unique lifestyle that many people find appealing. However, the cost of living can be high, and many residents struggle to find affordable housing options. A mortgage loan officer can help residents navigate the complex world of home financing, providing guidance on everything from down payments and interest rates to closing costs and loan terms. With the help of a skilled mortgage loan officer, residents of Fluvanna County can achieve their dream of homeownership and enjoy all that this beautiful area has to offer.

Tax Services

Residents of Fluvanna County, VA can benefit greatly from the help of a tax advisor. One specific way that a tax advisor can assist residents is by providing guidance on the unique tax laws and regulations specific to the county. For example, Fluvanna County has a relatively low property tax rate compared to other counties in Virginia, which can be advantageous for homeowners. However, navigating the intricacies of property tax assessments and exemptions can be confusing. A tax advisor can help residents understand their options and ensure they are taking advantage of all available benefits. Additionally, Fluvanna County has a growing number of small businesses, and a tax advisor can provide valuable advice on tax planning and compliance for these entrepreneurs. Overall, a tax advisor can help residents of Fluvanna County navigate the complex world of taxes and ensure they are making the most of their financial opportunities.

Estate Planning Lawyer

Residents of Fluvanna 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 residents is by creating a comprehensive estate plan that ensures their assets are protected and distributed according to their wishes. This is especially important in Fluvanna County, as it is home to many retirees and elderly individuals who may need to plan for long-term care and end-of-life decisions. Additionally, an estate planning lawyer can help residents minimize taxes and avoid probate, which can be time-consuming and costly. Overall, working with an estate planning lawyer can provide peace of mind for residents of Fluvanna County, knowing that their assets and loved ones are protected.

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